Position in IRM
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$2,147
+$654 QoQ
Shares Held
17
-5.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,119
of 1,152 holders
Holding Since
Mar 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, 2026Bay Harbor Wealth Management, LLC holds $102,622 across 3 REIT - Specialty names. IRM ranks #2 (2.1% 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 | $2,147 | 17 | Shares | Other | 2026-07-28 | |
| 2025-12-31 | $1,493 | 18 | Shares | Other | 2026-02-02 | |
| 2025-09-30 | $73,396 | 720 | Shares | Other | 2025-10-09 | |
| 2025-06-30 | $72,106 | 703 | Shares | Other | 2025-07-22 | |
| 2025-03-31 | $74,080 | 861 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $92,601 | 881 | Shares | Other | 2025-01-27 | |
| 2024-09-30 | $100,649 | 847 | Shares | Other | 2024-10-24 | |
| 2024-06-30 | $79,761 | 890 | Shares | Other | 2024-07-24 | |
| 2024-03-31 | $81,894 | 1,021 | Shares | Other | 2024-04-22 | |
| 2023-12-31 | $72,499 | 1,036 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $61,530 | 1,035 | Shares | Other | 2023-10-25 | |
| 2023-06-30 | $58,013 | 1,021 | Shares | Other | 2023-07-19 | |
| 2023-03-31 | $57,989 | 1,096 | Shares | Other | 2023-05-03 | |
| 2022-12-31 | $54,535 | 1,094 | Shares | Other | 2023-01-25 | |
| 2022-09-30 | $48,147 | 1,095 | Shares | Other | 2022-11-02 | |
| 2022-06-30 | $53,072 | 1,090 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $60,286 | 1,088 | Shares | Other | 2022-04-19 | |
| No filing history on record for this holder in this stock. | ||||||