Position in IRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$296,575
+$59,202 QoQ
Shares Held
2,348
+1.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#806
of 1,149 holders
Holding Since
Dec 2023
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, 2026Turtle Creek Wealth Advisors, LLC holds $1,765,759 across 4 REIT - Specialty names. IRM ranks #4 (16.8% 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 | $296,575 | 2,348 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $237,373 | 2,324 | Shares | Sole | 2026-04-27 | |
| 2025-09-30 | $282,475 | 2,771 | Shares | Sole | 2025-10-29 | |
| 2023-12-31 | $4,198 | 60 | Shares | Sole | 2024-01-26 | |
| No filing history on record for this holder in this stock. | ||||||