Position in IRM
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$252,620
+$48,340 QoQ
Shares Held
2,000
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#848
of 1,149 holders
Holding Since
Mar 2020
26 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, 2026Financial Perspectives, Inc holds $393,821 across 6 REIT - Specialty names. IRM ranks #1 (64.1% of the industry book) .
All Filings in IRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $252,620 | 2,000 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $204,280 | 2,000 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $165,900 | 2,000 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $203,880 | 2,000 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $205,140 | 2,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $172,080 | 2,000 | Shares | Sole | 2025-04-18 | |
| 2024-12-31 | $210,220 | 2,000 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $237,660 | 2,000 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $179,240 | 2,000 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $160,420 | 2,000 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $139,960 | 2,000 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $118,900 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2023-06-30 | $113,640 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2023-03-31 | $105,820 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2022-12-31 | $99,700 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2022-09-30 | $87,940 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2022-06-30 | $97,380 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2022-03-31 | $110,820 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2021-12-31 | $104,660 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2021-09-30 | $86,900 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2021-06-30 | $84,640 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2021-03-31 | $2,000 | 74,020 | Shares | Sole | 2024-01-10 | |
| 2020-12-31 | $58,960 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2020-09-30 | $53,580 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2020-06-30 | $52,200 | 2,000 | Shares | Sole | 2024-01-10 | |
| 2020-03-31 | $47,600 | 2,000 | Shares | Sole | 2024-01-10 | |
| No filing history on record for this holder in this stock. | ||||||