Position in IRM
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$450,800
+$31,107 QoQ
Shares Held
3,569
-13.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#697
of 1,157 holders
Holding Since
Dec 2024
7 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, 2026NATURAL INVESTMENTS, LLC holds $3,284,749 across 5 REIT - Specialty names. IRM ranks #3 (13.7% of the industry book) .
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $450,800 | 3,569 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $419,693 | 4,109 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $336,196 | 4,053 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $365,047 | 3,581 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $356,328 | 3,474 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $296,838 | 3,450 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $361,473 | 3,439 | Shares | Sole | 2025-02-07 | |
| No filing history on record for this holder in this stock. | ||||||