Position in IRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$8,336
+$1,595 QoQ
Shares Held
66
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,080
of 1,152 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Geneos Wealth Management Inc. holds $935,736 across 12 REIT - Specialty names. IRM ranks #10 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WY |
Weyerhaeuser Co
|
13,024 | $311,794 | |
| 2 | DLR |
Digital Realty Trust, Inc.
|
1,261 | $226,450 | |
| 3 | AMT |
American Tower Corp /Ma/
|
1,033 | $168,967 | |
| 4 | LAMR |
Lamar Advertising Co/New
|
369 | $57,556 | |
| 5 | EPR |
Epr Properties
|
925 | $53,659 | |
| 6 | CCI |
Crown Castle Inc.
|
551 | $41,727 | |
| 7 | EQIX |
Equinix Inc
|
35 | $36,483 | |
| 8 | GLPI |
Gaming & Leisure Properties, Inc.
|
411 | $18,301 |
All Filings in IRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,336 | 66 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $6,741 | 66 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,474 | 66 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $6,728 | 66 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $246,065 | 2,399 | Shares | Sole | 2025-08-18 | |
| 2025-03-31 | $95,848 | 1,114 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $120,035 | 1,142 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $138,080 | 1,162 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $146,170 | 1,631 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $375,463 | 4,681 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $110,498 | 1,579 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $328,104 | 5,519 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $313,873 | 5,524 | Shares | Sole | 2023-08-08 | |
| 2023-03-31 | $118,359 | 2,237 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $254,833 | 5,112 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $660,605 | 15,024 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $820,475 | 16,851 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $962,028 | 17,362 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $923,519 | 17,648 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $725,354 | 16,694 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $654,394 | 15,463 | Shares | Sole | 2021-07-08 | |
| 2021-03-31 | $630,169 | 17,027 | Shares | Sole | 2021-06-17 | |
| 2020-12-31 | $603,013 | 20,455 | Shares | Sole | 2021-05-19 | |
| 2020-09-30 | $326,838 | 12,200 | Shares | Sole | 2021-09-07 | |
| 2020-06-30 | $318,420 | 12,200 | Shares | Sole | 2021-09-07 | |
| 2020-03-31 | $286,076 | 12,020 | Shares | Sole | 2021-09-07 | |
| No filing history on record for this holder in this stock. | ||||||