Pacific Heights Asset Management LLC
Position in UMH — Umh Properties, Inc.
CIK 1323414
San Francisco, CA
Position in UMH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$9,379,500
-$962,000 QoQ
Shares Held
650,000
0.0% QoQ
Ownership
0.763%
of shares outstanding
% of Portfolio
0.32%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Pacific Heights Asset Management LLC holds $106,703,750 across 6 REIT - Residential names. UMH ranks #6 (8.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
150,000 | $24,502,500 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
100,000 | $24,200,000 | |
| 3 | MRP |
Millrose Properties, Inc.
|
750,000 | $21,000,000 | |
| 4 | CSR |
Centerspace
|
275,000 | $15,798,750 | |
| 5 | UDR |
UDR, Inc.
|
350,000 | $11,823,000 | |
| 6 | UMH |
Umh Properties, Inc.
This page
|
650,000 | $9,379,500 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,379,500 | 650,000 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $10,341,500 | 650,000 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $5,940,000 | 400,000 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,197,500 | 250,000 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,675,000 | 250,000 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $4,720,000 | 250,000 | Shares | Sole | 2025-02-07 | |
| 2024-09-30 | $4,917,500 | 250,000 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $3,997,500 | 250,000 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $4,060,000 | 250,000 | Shares | Sole | 2024-04-26 | |
| 2023-12-31 | $3,830,000 | 250,000 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $3,505,000 | 250,000 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $3,995,000 | 250,000 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $3,697,500 | 250,000 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $4,025,000 | 250,000 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $4,037,500 | 250,000 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $4,415,000 | 250,000 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $6,147,500 | 250,000 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $6,832,500 | 250,000 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $5,725,000 | 250,000 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $5,455,000 | 250,000 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $4,792,500 | 250,000 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $3,702,500 | 250,000 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $2,708,000 | 200,000 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,939,500 | 150,000 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $543,000 | 50,000 | Shares | Sole | 2020-04-29 | |
| No filing history on record for this holder in this stock. | ||||||