Position in IRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$2,829,217
+$517,892 QoQ
Shares Held
22,399
-1.0% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
2.30%
of 13F equity value
Holder Rank
#345
of 1,151 holders
Holding Since
Dec 2020
23 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026CoreFirst Bank & Trust holds $3,075,430 across 3 REIT - Specialty names. IRM ranks #1 (92.0% of the industry book) .
All Filings in IRM
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,829,217 | 22,399 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $2,311,325 | 22,629 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $1,894,494 | 22,839 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $2,454,612 | 24,079 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,547,222 | 24,834 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $2,157,366 | 25,074 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,646,039 | 25,174 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $3,162,541 | 26,614 | Shares | Sole | 2025-02-11 | |
| 2024-06-30 | $2,420,994 | 27,014 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $2,202,887 | 27,464 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $1,932,427 | 27,614 | Shares | Sole | 2024-03-18 | |
| 2023-09-30 | $1,746,046 | 29,370 | Shares | Sole | 2023-12-18 | |
| 2023-06-30 | $1,680,167 | 29,570 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,564,548 | 29,570 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $1,595,200 | 32,000 | Shares | Sole | 2023-02-16 | |
| 2022-09-30 | $1,407,040 | 32,000 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $1,558,080 | 32,000 | Shares | Sole | 2022-08-16 | |
| 2022-03-31 | $1,872,303 | 33,790 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,770,847 | 33,840 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,480,776 | 34,080 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $1,687,721 | 39,880 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $1,459,156 | 39,426 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,162,278 | 39,426 | Shares | Sole | 2021-02-16 | |
| No filing history on record for this holder in this stock. | ||||||