Position in UMH
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$4,405
+$2,833 QoQ
Shares Held
291
+167.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#230
of 259 holders
Holding Since
Sep 2025
4 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, 2026Bare Financial Services, Inc holds $48,352 across 15 REIT - Residential names. UMH ranks #5 (9.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
525 | $15,775 | |
| 2 | AVB |
Avalonbay Communities Inc
|
128 | $8,679 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
106 | $6,831 | |
| 4 | AMH |
American Homes 4 Rent
|
154 | $5,161 | |
| 5 | UMH |
Umh Properties, Inc.
This page
|
291 | $4,405 | |
| 6 | VMRK |
Vivmark Residential
|
32 | $2,173 | |
| 7 | IRT |
Independence Realty Trust, Inc.
|
64 | $1,068 | |
| 8 | ELME |
Elme Communities
|
410 | $606 |
All Filings in UMH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,405 | 291 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,572 | 109 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,243 | 141 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $950 | 64 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||