Position in IRM
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$538,712
-$117,639 QoQ
Shares Held
4,265
-33.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#643
of 1,152 holders
Holding Since
Sep 2020
22 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Derivatives in IRM
reported options exposure · as of Sep 30, 2021CallValue
$21,725
CallShares
500
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Kingsview Wealth Management, LLC holds $5,391,020 across 6 REIT - Specialty names. IRM ranks #3 (10.0% of the industry book) .
All Filings in IRM
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $538,712 | 4,265 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $656,351 | 6,426 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $422,630 | 5,095 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $520,199 | 5,103 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $520,029 | 5,070 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $452,656 | 5,261 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $593,030 | 5,642 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $693,135 | 5,833 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $579,572 | 6,467 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $527,701 | 6,579 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $522,610 | 7,468 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $427,683 | 7,194 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $403,819 | 7,107 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $377,936 | 7,143 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $341,971 | 6,860 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $238,405 | 5,422 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $266,042 | 5,464 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $324,536 | 5,857 | Shares | Sole | 2024-02-08 | |
| 2021-12-31 | $313,038 | 5,982 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $21,725 | 500 | Call | Sole | 2021-12-03 | |
| 2021-09-30 | $241,364 | 5,555 | Shares | Sole | 2021-12-03 | |
| 2021-06-30 | $242,789 | 5,737 | Shares | Sole | 2021-08-17 | |
| 2021-06-30 | $8,464 | 200 | Call | Sole | 2021-08-17 | |
| 2020-09-30 | $283,572 | 10,585 | Shares | Sole | 2020-11-19 | |
| No filing history on record for this holder in this stock. | ||||||