Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$435,390
+$84,335 QoQ
Shares Held
3,447
+0.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#701
of 1,152 holders
Holding Since
Dec 2022
14 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, 2026Pathway Financial Advisers, LLC holds $3,785,002 across 3 REIT - Specialty names. IRM ranks #3 (11.5% of the industry book) .
All Filings in IRM
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $435,390 | 3,447 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $351,055 | 3,437 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $302,601 | 3,648 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $403,070 | 3,954 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,041,393 | 10,153 | Shares | Sole | 2025-08-21 | |
| 2025-03-31 | $892,578 | 10,374 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,326,383 | 12,619 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $1,512,111 | 12,725 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,394,983 | 15,566 | Shares | Sole | 2024-08-20 | |
| 2024-03-31 | $1,249,190 | 15,574 | Shares | Sole | 2024-05-29 | |
| 2023-12-31 | $1,352,573 | 19,328 | Shares | Sole | 2024-07-19 | |
| 2023-09-30 | $1,151,865 | 19,376 | Shares | Sole | 2024-07-19 | |
| 2023-03-31 | $1,013,820 | 19,162 | Shares | Sole | 2024-07-19 | |
| 2022-12-31 | $919,891 | 18,454 | Shares | Sole | 2024-07-19 | |
| No filing history on record for this holder in this stock. | ||||||