Position in IRM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$351,647
+$95,685 QoQ
Shares Held
2,784
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#762
of 1,151 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 58%
Shared 0%
None 42%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026XXI WEALTH, LLC holds $1,902,293 across 3 REIT - Specialty names. IRM ranks #3 (18.5% 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 | $351,647 | 2,784 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $255,962 | 2,506 | Shares | Sole | 2026-05-07 | |
| No filing history on record for this holder in this stock. | ||||||