Position in IRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$558,163
+$129,380 QoQ
Shares Held
4,419
+5.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#633
of 1,152 holders
Holding Since
Mar 2024
10 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Cornerstone Wealth Group, LLC holds $1,363,454 across 4 REIT - Specialty names. IRM ranks #1 (40.9% of the industry book) .
All Filings in IRM
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,163 | 4,419 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $428,783 | 4,198 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $332,961 | 4,014 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $411,124 | 4,033 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $415,613 | 4,052 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $335,986 | 3,905 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $410,034 | 3,901 | Shares | Sole | 2025-01-22 | |
| 2024-09-30 | $462,011 | 3,888 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $348,084 | 3,884 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $305,680 | 3,811 | Shares | Sole | 2024-04-17 | |
| No filing history on record for this holder in this stock. | ||||||