Position in IRM
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$240,114
+$47,683 QoQ
Shares Held
1,901
+0.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.27%
of 13F equity value
Holder Rank
#863
of 1,151 holders
Holding Since
Jun 2025
5 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, 2026RICHARDSON FINANCIAL SERVICES INC. holds $840,433 across 3 REIT - Specialty names. IRM ranks #2 (28.6% of the industry book) .
All Filings in IRM
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $240,114 | 1,901 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $192,431 | 1,884 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $102,028 | 1,230 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $108,056 | 1,060 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $105,134 | 1,025 | Shares | Sole | 2025-07-25 | |
| No filing history on record for this holder in this stock. | ||||||