Position in IRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$155,234
+$29,704 QoQ
Shares Held
1,229
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#937
of 1,152 holders
Holding Since
Mar 2020
26 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, 2026TOTH FINANCIAL ADVISORY CORP holds $1,362,844 across 5 REIT - Specialty names. IRM ranks #2 (11.4% of the industry book) .
All Filings in IRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $155,234 | 1,229 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $125,530 | 1,229 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $101,945 | 1,229 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $125,284 | 1,229 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $126,058 | 1,229 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $110,045 | 1,279 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $142,318 | 1,354 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $160,895 | 1,354 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $152,085 | 1,697 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $207,022 | 2,581 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $207,280 | 2,962 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $222,521 | 3,743 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $224,609 | 3,953 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $209,153 | 3,953 | Shares | Sole | 2023-04-24 | |
| 2022-12-31 | $197,057 | 3,953 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $173,813 | 3,953 | Shares | Sole | 2022-10-14 | |
| 2022-06-30 | $226,554 | 4,653 | Shares | Sole | 2022-07-25 | |
| 2022-03-31 | $257,822 | 4,653 | Shares | Sole | 2022-04-26 | |
| 2021-12-31 | $267,510 | 5,112 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $220,508 | 5,075 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $213,208 | 5,038 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $183,791 | 4,966 | Shares | Sole | 2021-04-20 | |
| 2020-12-31 | $101,882 | 3,456 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $131,699 | 4,916 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $117,136 | 4,488 | Shares | Sole | 2020-07-14 | |
| 2020-03-31 | $284,267 | 11,944 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||