Position in IRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$681,947
+$56,442 QoQ
Shares Held
5,399
-11.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#593
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, 2026Independence Bank of Kentucky holds $2,344,963 across 5 REIT - Specialty names. IRM ranks #2 (29.1% 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 | $681,947 | 5,399 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $625,505 | 6,124 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $642,779 | 7,749 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $787,384 | 7,724 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $792,250 | 7,724 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $664,572 | 7,724 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $811,869 | 7,724 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,403,382 | 11,810 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $81,106 | 905 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $72,590 | 905 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $63,331 | 905 | Shares | Sole | 2024-01-23 | |
| No filing history on record for this holder in this stock. | ||||||