Position in IRM
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$15,321
+$2,879 QoQ
Shares Held
150
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2025
4 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, 2026RMG Wealth Management LLC holds $2,693 across 1 REIT - Specialty name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DLR |
Digital Realty Trust, Inc.
|
15 | $2,693 |
All Filings in IRM
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,321 | 150 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $12,442 | 150 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $15,291 | 150 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $15,385 | 150 | Shares | Sole | 2025-07-23 | |
| No filing history on record for this holder in this stock. | ||||||