Pacific Heights Asset Management LLC
Position in UMH — Umh Properties, Inc.
CIK 1323414
San Francisco, CA
Position in UMH
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$10,598,000
+$1,218,500 QoQ
Shares Held
700,000
+7.7% QoQ
Ownership
0.820%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#23
of 259 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Pacific Heights Asset Management LLC holds $123,423,007 across 6 REIT - Residential names. UMH ranks #6 (8.6% of the industry book) .
All Filings in UMH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,598,000 | 700,000 | Shares | Sole | 2026-08-17 | |
| 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. | ||||||