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CAPTRUST FINANCIAL ADVISORS: IRM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on IRM, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 207,991 IRM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 207,991 shares
    Change vs previous 13F -3,700 shares

    0.04% of the 13F portfolio, value $26,271,385.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 211,691 shares
    Change vs previous 13F -43,451 shares

    0.04% of the 13F portfolio, value $21,614,907.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 255,142 shares
    Change vs previous 13F -513,124 shares

    0.04% of the 13F portfolio, value $21,164,006.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 768,266 shares
    Change vs previous 13F -915 shares

    0.16% of the 13F portfolio, value $78,317,052.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 769,181 shares
    Change vs previous 13F -34,442 shares

    0.18% of the 13F portfolio, value $78,894,868.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 803,623 shares
    Change vs previous 13F +7,306 shares

    0.17% of the 13F portfolio, value $69,143,702.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 796,317 shares
    Change vs previous 13F -155,235 shares

    0.24% of the 13F portfolio, value $83,700,870.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 951,552 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $113,072,906.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).