Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$403,939
+$80,360 QoQ
Shares Held
3,198
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#718
of 1,152 holders
Holding Since
Mar 2024
10 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, 2026Perennial Investment Advisors, LLC holds $956,951 across 3 REIT - Specialty names. IRM ranks #1 (42.2% 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 | $403,939 | 3,198 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $323,579 | 3,168 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $247,854 | 2,988 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $295,116 | 2,895 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $293,863 | 2,865 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $244,009 | 2,836 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $267,504 | 2,545 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $302,897 | 2,549 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $227,634 | 2,540 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $202,770 | 2,528 | Shares | Sole | 2024-05-14 | |
| No filing history on record for this holder in this stock. | ||||||