Position in UMH
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$175,805
+$8,244 QoQ
Shares Held
11,612
0.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.37%
of 13F equity value
Holder Rank
#174
of 259 holders
Holding Since
Dec 2024
7 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, 2026Yoffe Investment Management, LLC holds $573,919 across 3 REIT - Residential names. UMH ranks #2 (30.6% of the industry book) .
All Filings in UMH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $175,805 | 11,612 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $167,561 | 11,612 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $184,746 | 11,612 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $172,438 | 11,612 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $194,965 | 11,612 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $217,125 | 11,611 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $219,234 | 11,612 | Shares | Sole | 2025-02-26 | |
| No filing history on record for this holder in this stock. | ||||||