Position in IRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$3,789
+$725 QoQ
Shares Held
30
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#1,100
of 1,152 holders
Holding Since
Dec 2024
7 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, 2026Holos Integrated Wealth LLC holds $10,034 across 3 REIT - Specialty names. IRM ranks #2 (37.8% of the industry book) .
All Filings in IRM
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,789 | 30 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $3,064 | 30 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,405 | 29 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $2,956 | 29 | Shares | Sole | 2026-01-05 | |
| 2025-06-30 | $2,974 | 29 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,495 | 29 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $2,943 | 28 | Shares | Sole | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||