Position in CSR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$28,725
-$20,247 QoQ
Shares Held
500
-31.9% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CSR Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Ulland Investment Advisors, LLC holds $1,150,867 across 1 REIT - Residential name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
|
76,015 | $1,150,867 |
All Filings in CSR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $28,725 | 500 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $48,972 | 734 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $43,232 | 734 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $44,179 | 734 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $47,526 | 734 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $48,554 | 734 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $51,724 | 734 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $49,640 | 734 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $41,940 | 734 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $42,718 | 734 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $44,230 | 734 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $134,992 | 2,200 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||