Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,044,078
+$342,581 QoQ
Shares Held
8,266
+20.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#512
of 1,151 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026IHT Wealth Management, LLC holds $4,044,819 across 6 REIT - Specialty names. IRM ranks #2 (25.8% of the industry book) .
All Filings in IRM
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,044,078 | 8,266 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $701,497 | 6,868 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,354,490 | 16,329 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,660,602 | 16,290 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,738,664 | 16,951 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,470,337 | 17,089 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,095,351 | 10,421 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,437,961 | 12,101 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $862,323 | 9,622 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $744,027 | 9,276 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $643,955 | 9,202 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $522,862 | 8,795 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $497,743 | 8,760 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $436,772 | 8,255 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $409,767 | 8,220 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $309,153 | 7,031 | Shares | Sole | 2022-11-22 | |
| 2022-06-30 | $200,456 | 4,117 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $222,914 | 4,023 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $208,273 | 3,980 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||