Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,183,398
+$224,508 QoQ
Shares Held
9,369
-0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.38%
of 13F equity value
Holder Rank
#492
of 1,151 holders
Holding Since
Dec 2022
15 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, 2026BEACON INVESTMENT ADVISORS LLC holds $1,704,475 across 3 REIT - Specialty names. IRM ranks #1 (69.4% 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 | $1,183,398 | 9,369 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $958,890 | 9,388 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $793,831 | 9,570 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $998,910 | 9,799 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,000,057 | 9,750 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $833,899 | 9,692 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $998,650 | 9,501 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,133,044 | 9,535 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $850,852 | 9,494 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $777,796 | 9,697 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $674,747 | 9,642 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $569,352 | 9,577 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $540,699 | 9,516 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $533,226 | 10,078 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $499,497 | 10,020 | Shares | Sole | 2023-02-09 | |
| No filing history on record for this holder in this stock. | ||||||