Position in IRM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$414,928
+$79,399 QoQ
Shares Held
3,285
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#708
of 1,152 holders
Holding Since
Dec 2023
11 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, 2026Cetera Trust Company, N.A holds $1,622,031 across 6 REIT - Specialty names. IRM ranks #1 (25.6% of the industry book) .
All Filings in IRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $414,928 | 3,285 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $335,529 | 3,285 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $297,375 | 3,585 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $373,100 | 3,660 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $375,406 | 3,660 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $311,895 | 3,625 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $381,023 | 3,625 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $457,495 | 3,850 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $362,961 | 4,050 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $324,850 | 4,050 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $283,419 | 4,050 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||