Position in IRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$6,189
+$1,797 QoQ
Shares Held
49
+14.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#1,089
of 1,152 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, 2026Wilkerson Advisory Group LLC holds $185,463 across 5 REIT - Specialty names. IRM ranks #5 (3.3% 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 | $6,189 | 49 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $4,392 | 43 | Shares | Sole | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||