Position in IRM
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$274,345
+$57,094 QoQ
Shares Held
2,172
+2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#832
of 1,152 holders
Holding Since
Mar 2025
4 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, 2026Brookwood Investment Group LLC holds $1,688,238 across 6 REIT - Specialty names. IRM ranks #3 (16.3% 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 | $274,345 | 2,172 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $217,251 | 2,127 | Shares | Sole | 2026-05-04 | |
| 2025-06-30 | $241,860 | 2,358 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $223,876 | 2,602 | Shares | Sole | 2025-05-06 | |
| No filing history on record for this holder in this stock. | ||||||