Position in UMH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$1,572
-$671 QoQ
Shares Held
109
-22.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 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, 2026Bare Financial Services, Inc holds $28,663 across 14 REIT - Residential names. UMH ranks #7 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
43 | $7,023 | |
| 2 | MRP |
Millrose Properties, Inc.
|
209 | $5,852 | |
| 3 | IRT |
Independence Realty Trust, Inc.
|
183 | $2,724 | |
| 4 | BRT |
BRT Apartments Corp.
|
183 | $2,441 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
37 | $2,309 | |
| 6 | EQR |
Equity Residential
|
32 | $1,892 | |
| 7 | UMH |
Umh Properties, Inc.
This page
|
109 | $1,572 | |
| 8 | INVH |
Invitation Homes Inc.
|
39 | $969 |
All Filings in UMH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||