Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$884
+$170 QoQ
Shares Held
7
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,132
of 1,152 holders
Holding Since
Mar 2025
6 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Mar 31, 2025CallValue
$0
CallShares
0
PutValue
$1,290
PutShares
15
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Quaker Wealth Management, LLC holds $7,251 across 7 REIT - Specialty names. IRM ranks #4 (12.2% of the industry book) .
All Filings in IRM
Export CSV
6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $884 | 7 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $714 | 7 | Shares | Sole | 2026-04-10 | |
| 2025-12-31 | $497 | 6 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,019 | 10 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,025 | 10 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $1,290 | 15 | Put | Sole | 2025-05-29 | |
| No filing history on record for this holder in this stock. | ||||||