Position in IRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$158,392
+$27,960 QoQ
Shares Held
1,254
-1.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#935
of 1,152 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Security National Bank holds $932,643 across 3 REIT - Specialty names. IRM ranks #2 (17.0% of the industry book) .
All Filings in IRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $158,392 | 1,254 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $130,432 | 1,277 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $104,019 | 1,254 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $127,832 | 1,254 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $170,573 | 1,663 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $139,298 | 1,619 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $170,173 | 1,619 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $192,385 | 1,619 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $145,094 | 1,619 | Shares | Sole | 2024-07-22 | |
| 2024-03-31 | $129,859 | 1,619 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $113,297 | 1,619 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||