Position in IRM
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$34,735
+$6,647 QoQ
Shares Held
275
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,016
of 1,152 holders
Holding Since
Jun 2021
9 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, 2026West Branch Capital LLC holds $46,878 across 4 REIT - Specialty names. IRM ranks #1 (74.1% of the industry book) .
All Filings in IRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $34,735 | 275 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $28,088 | 275 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $22,811 | 275 | Shares | Sole | 2026-01-16 | |
| 2025-09-30 | $28,033 | 275 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $28,206 | 275 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $23,661 | 275 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $28,905 | 275 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $32,678 | 275 | Shares | Sole | 2024-10-18 | |
| 2021-06-30 | $59,248 | 1,400 | Shares | Sole | 2021-08-17 | |
| No filing history on record for this holder in this stock. | ||||||