Position in UMH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$1,896,373
-$2,487,113 QoQ
Shares Held
125,256
-58.8% QoQ
Ownership
0.147%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#64
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 66%
Shared 0%
None 34%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026UBS Group AG holds $691,887,331 across 21 REIT - Residential names. UMH ranks #16 (0.3% 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 | 950,039 | $64,182,920 | |||
| 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 UMH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,896,373 | 125,256 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $4,383,486 | 303,776 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $4,104,396 | 257,976 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $3,536,868 | 238,173 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,568,285 | 331,643 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $4,521,266 | 241,779 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $4,046,095 | 214,306 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,900,613 | 96,625 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,191,062 | 74,488 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,933,030 | 119,029 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,853,995 | 121,018 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $1,241,933 | 88,583 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $1,422,762 | 89,034 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,056,596 | 71,440 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $957,128 | 59,449 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $840,478 | 52,042 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $889,569 | 50,372 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,121,303 | 45,600 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,430,178 | 52,330 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $939,678 | 41,034 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $923,989 | 42,346 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,067,902 | 55,707 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $822,694 | 55,550 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $715,141 | 52,817 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $755,744 | 58,449 | Shares | Defined | 2020-07-31 | |
| 2020-03-31 | $706,985 | 65,100 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||