Position in IRM
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$17,016,608
+$2,549,909 QoQ
Shares Held
134,721
-4.9% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
2.49%
of 13F equity value
Holder Rank
#151
of 1,151 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in IRM Over Time
Shares Held
Position Value (USD)
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026UNITED BANK holds $17,016,608 across 1 REIT - Specialty name. IRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRM |
Iron Mountain Inc
This page
|
134,721 | $17,016,608 |
All Filings in IRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,016,608 | 134,721 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $14,466,699 | 141,636 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $12,360,710 | 149,014 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,076,987 | 167,520 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $18,566,091 | 181,009 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $16,190,575 | 188,175 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $22,502,788 | 214,088 | Shares | Sole | 2025-05-14 | |
| 2024-09-30 | $25,959,957 | 218,463 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $19,789,888 | 220,820 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $19,770,881 | 246,489 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $20,152,069 | 287,969 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $17,553,324 | 295,262 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $17,103,216 | 301,007 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $16,825,484 | 318,002 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $16,728,263 | 335,572 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $14,411,123 | 327,749 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $15,949,674 | 327,576 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $19,384,024 | 349,829 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $19,575,239 | 374,073 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $16,574,609 | 381,464 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $16,576,743 | 391,700 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $14,661,584 | 396,152 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $11,915,077 | 404,175 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $10,289,395 | 384,076 | Shares | Sole | 2020-12-11 | |
| 2020-06-30 | $9,936,608 | 380,713 | Shares | Sole | 2020-09-18 | |
| 2020-03-31 | $8,143,121 | 342,148 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||