Position in IRM
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$155,866
+$28,804 QoQ
Shares Held
1,234
-0.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#936
of 1,152 holders
Holding Since
Jun 2022
17 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, 2026HHM Wealth Advisors, LLC holds $549,304 across 5 REIT - Specialty names. IRM ranks #2 (28.4% of the industry book) .
All Filings in IRM
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,866 | 1,234 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $127,062 | 1,244 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $103,189 | 1,244 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $137,007 | 1,344 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $148,111 | 1,444 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $125,790 | 1,462 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $154,616 | 1,471 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $173,729 | 1,462 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $113,190 | 1,263 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $14,758 | 184 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $12,876 | 184 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $10,938 | 184 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $10,454 | 184 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $9,735 | 184 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $6,879 | 138 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $6,067 | 138 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $9,738 | 200 | Shares | Sole | 2022-08-08 | |
| No filing history on record for this holder in this stock. | ||||||