Position in BHM
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$48,690
-$12,767 QoQ
Shares Held
5,410
0.0% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 37 holders
Holding Since
Dec 2022
15 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in BHM Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026UBS Group AG holds $691,887,313 across 21 REIT - Residential names. BHM ranks #20 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
1,891,290 | $128,475,328 | |
| 2 | UDR |
UDR, Inc.
|
2,493,207 | $99,528,821 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
1,134,989 | $73,150,037 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
468,972 | $65,158,967 | |
| 5 | AVB |
Avalonbay Communities Inc
|
950,039 | $64,182,902 | |
| 6 | AMH |
American Homes 4 Rent
|
1,722,204 | $57,728,277 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
170,417 | $49,691,890 | |
| 8 | CPT |
Camden Property Trust
|
310,390 | $35,536,550 |
All Filings in BHM
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $48,690 | 5,410 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $61,457 | 5,410 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $60,274 | 5,649 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $64,990 | 5,425 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $67,795 | 5,415 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $91,095 | 8,012 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $87,116 | 6,565 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,464 | 98 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,715 | 98 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $8,450 | 498 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,342 | 96 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $5,852 | 453 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,549 | 96 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $55,514 | 2,801 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $71,621 | 3,361 | Shares | Defined | 2023-02-08 | |
| No filing history on record for this holder in this stock. | ||||||