Position in IRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$3,540,595
+$481,400 QoQ
Shares Held
28,031
-6.4% QoQ
Ownership
0.009%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
#317
of 1,152 holders
Holding Since
Dec 2022
15 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, 2026Cyndeo Wealth Partners, LLC holds $4,722,153 across 3 REIT - Specialty names. IRM ranks #1 (75.0% of the industry book) .
All Filings in IRM
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,540,595 | 28,031 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $3,059,195 | 29,951 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $2,476,057 | 29,850 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $3,489,202 | 34,228 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $3,510,663 | 34,227 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,019,057 | 35,089 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $3,687,889 | 35,086 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $4,169,388 | 35,087 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $3,023,151 | 33,733 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $2,720,161 | 33,913 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $2,467,284 | 35,257 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $2,096,028 | 35,257 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $2,003,302 | 35,257 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $1,865,447 | 35,257 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,757,461 | 35,255 | Shares | Sole | 2023-01-25 | |
| No filing history on record for this holder in this stock. | ||||||