Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$632,055
+$279,366 QoQ
Shares Held
5,004
+44.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#614
of 1,152 holders
Holding Since
Mar 2024
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, 2026GREAT VALLEY ADVISOR GROUP, INC. holds $3,049,780 across 3 REIT - Specialty names. IRM ranks #2 (20.7% 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 | $632,055 | 5,004 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $352,689 | 3,453 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $213,054 | 2,090 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $439,409 | 4,284 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $286,082 | 3,325 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $271,183 | 2,580 | Shares | Sole | 2025-02-24 | |
| 2024-09-30 | $318,345 | 2,679 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $239,554 | 2,673 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $244,800 | 3,052 | Shares | Sole | 2024-05-06 | |
| No filing history on record for this holder in this stock. | ||||||