Position in IRM
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$99,280
+$18,653 QoQ
Shares Held
972
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2021
18 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, 2026Addison Advisors LLC holds $38,237 across 6 REIT - Specialty names.
All Filings in IRM
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $99,280 | 972 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $80,627 | 972 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $100,512 | 986 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $120,314 | 1,173 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $100,924 | 1,173 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $146,208 | 1,391 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $172,065 | 1,448 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $160,509 | 1,791 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $155,687 | 1,941 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $135,831 | 1,941 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $115,392 | 1,941 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $127,901 | 2,251 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $108,518 | 2,051 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $102,441 | 2,055 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $171,702 | 3,905 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $190,134 | 3,905 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $216,376 | 3,905 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $140,715 | 2,689 | Shares | Sole | 2022-01-31 | |
| No filing history on record for this holder in this stock. | ||||||