Position in IRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$304,659
+$99,358 QoQ
Shares Held
2,412
+20.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#796
of 1,152 holders
Holding Since
Sep 2025
4 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, 2026Root Financial Partners, LLC holds $736,268 across 3 REIT - Specialty names. IRM ranks #1 (41.4% of the industry book) .
All Filings in IRM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,659 | 2,412 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $205,301 | 2,010 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $100,286 | 1,209 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $124,264 | 1,219 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||