Position in IRM
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$460,778
-$100,685 QoQ
Shares Held
3,648
-33.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#685
of 1,151 holders
Holding Since
Mar 2024
5 quarters on record
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Simplicity Wealth,LLC holds $1,959,719 across 5 REIT - Specialty names. IRM ranks #2 (23.5% of the industry book) .
All Filings in IRM
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $460,778 | 3,648 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $561,463 | 5,497 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $439,137 | 5,294 | Shares | Sole | 2026-01-30 | |
| 2024-06-30 | $1,412,948 | 15,766 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $1,325,149 | 16,521 | Shares | Sole | 2024-04-24 | |
| No filing history on record for this holder in this stock. | ||||||