Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$366,551
+$95,901 QoQ
Shares Held
2,902
+9.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#745
of 1,151 holders
Holding Since
Jun 2023
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, 2026CreativeOne Wealth, LLC holds $865,933 across 3 REIT - Specialty names. IRM ranks #1 (42.3% 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 | $366,551 | 2,902 | Shares | Other | 2026-08-13 | |
| 2025-09-30 | $270,650 | 2,655 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $290,579 | 2,833 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $268,358 | 3,119 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $1,042,165 | 9,915 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $357,678 | 3,010 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $250,014 | 3,117 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $210,219 | 3,004 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $212,279 | 3,736 | Shares | Sole | 2023-08-16 | |
| No filing history on record for this holder in this stock. | ||||||