Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$14,399
+$202 QoQ
Shares Held
114
-18.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,055
of 1,151 holders
Holding Since
Mar 2026
2 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, 2026Mosley Wealth Management holds $18,988 across 4 REIT - Specialty names. IRM ranks #1 (75.8% of the industry book) .
All Filings in IRM
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,399 | 114 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $14,197 | 139 | Shares | Sole | 2026-04-27 | |
| No filing history on record for this holder in this stock. | ||||||