Position in IRM
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$227,358
New position
Shares Held
1,800
first reported quarter
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#883
of 1,151 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 100%
Shared 0%
None 0%
Derivatives in IRM
reported options exposure · as of Jun 30, 2026CallValue
$227,358
CallShares
1,800
PutValue
$227,358
PutShares
1,800
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Specialty
Real Estate · as of Jun 30, 2026Unified Investment Management holds $227,358 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
|
1,800 | $227,358 |
All Filings in IRM
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $227,358 | 1,800 | Put | Sole | 2026-07-27 | |
| 2026-06-30 | $227,358 | 1,800 | Shares | Sole | 2026-07-27 | |
| 2026-06-30 | $227,358 | 1,800 | Call | Sole | 2026-07-27 | |
| No filing history on record for this holder in this stock. | ||||||