Position in IRM
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$1,073,635
+$205,445 QoQ
Shares Held
8,500
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
#509
of 1,151 holders
Holding Since
Sep 2021
20 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, 2026Herold Advisors, Inc. holds $2,856,120 across 3 REIT - Specialty names. IRM ranks #2 (37.6% of the industry book) .
All Filings in IRM
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,073,635 | 8,500 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $868,190 | 8,500 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $717,517 | 8,650 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $881,781 | 8,650 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $898,308 | 8,758 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $753,452 | 8,757 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $920,343 | 8,756 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,040,356 | 8,755 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $784,623 | 8,755 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $702,158 | 8,754 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $612,534 | 8,753 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $520,306 | 8,752 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $497,231 | 8,751 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $489,417 | 9,250 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $456,127 | 9,150 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $402,325 | 9,150 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $445,513 | 9,150 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $507,001 | 9,150 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $470,970 | 9,000 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $391,050 | 9,000 | Shares | Sole | 2021-11-03 | |
| No filing history on record for this holder in this stock. | ||||||