Position in IRM
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$20,646,379
+$2,939,390 QoQ
Shares Held
163,458
-5.7% QoQ
Ownership
0.055%
of shares outstanding
% of Portfolio
0.62%
of 13F equity value
Holder Rank
#130
of 1,151 holders
Holding Since
Jun 2024
9 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, 2026Moran Wealth Management, LLC holds $35,824,476 across 4 REIT - Specialty names. IRM ranks #1 (57.6% 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 | $20,646,379 | 163,458 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $17,706,989 | 173,360 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $16,186,862 | 195,140 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $20,672,208 | 202,788 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $20,944,383 | 204,196 | Shares | Defined | 2025-07-28 | |
| 2025-03-31 | $17,723,379 | 205,990 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $21,969,987 | 209,019 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $25,565,918 | 215,147 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 | $20,128,920 | 224,603 | Shares | Sole | 2024-08-13 | |
| No filing history on record for this holder in this stock. | ||||||