Position in IRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$391,939
+$80,617 QoQ
Shares Held
3,103
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#728
of 1,157 holders
Holding Since
Dec 2023
11 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, 2026Symphony Financial, Ltd. Co. holds $1,616,083 across 4 REIT - Specialty names. IRM ranks #3 (24.3% of the industry book) .
All Filings in IRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $391,939 | 3,103 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $311,322 | 3,048 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $269,421 | 3,248 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $665,872 | 6,532 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $765,377 | 7,462 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $366,874 | 4,264 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,870,852 | 17,799 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $2,087,724 | 17,569 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $1,473,442 | 16,441 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $205,818 | 2,566 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $980,489 | 14,011 | Shares | Sole | 2024-01-18 | |
| No filing history on record for this holder in this stock. | ||||||