Position in UMH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$4,383,486
+$279,090 QoQ
Shares Held
303,776
+17.8% QoQ
Ownership
0.357%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 86.89889918887602.ToString("F0")%
Shared 0.ToString("F0")%
None 13.101100811123986.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026UBS Group AG holds $821,324,876 across 22 REIT - Residential names. UMH ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
5,032,699 | $140,512,955 | |
| 2 | INVH |
Invitation Homes Inc.
|
4,501,208 | $111,855,017 | |
| 3 | AVB |
Avalonbay Communities Inc
|
598,886 | $97,828,026 | |
| 4 | EQR |
Equity Residential
|
1,598,436 | $94,547,487 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
690,447 | $84,317,385 | |
| 6 | UDR |
UDR, Inc.
|
2,031,804 | $68,634,337 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
953,668 | $59,527,956 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
182,801 | $44,237,842 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||