Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$840,466
+$216,289 QoQ
Shares Held
6,654
+8.9% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#561
of 1,152 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026FIDELIS CAPITAL PARTNERS, LLC holds $3,380,536 across 3 REIT - Specialty names. IRM ranks #3 (24.9% of the industry book) .
All Filings in IRM
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $840,466 | 6,654 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $624,177 | 6,111 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $460,455 | 5,551 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $582,383 | 5,713 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $584,649 | 5,700 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $479,414 | 5,572 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $653,153 | 6,214 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $705,256 | 5,935 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $189,456 | 2,114 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||