Universal- Beteiligungs- und Servicegesellschaft mbH
Position in UMH — Umh Properties, Inc.
CIK 2057170
FRANKFURT AM MAIN, 2M
Position in UMH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,625,250
+$107,834 QoQ
Shares Held
112,630
+18.1% QoQ
Ownership
0.132%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 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 Mar 31, 2026Universal- Beteiligungs- und Servicegesellschaft mbH holds $283,340,142 across 17 REIT - Residential names. UMH ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
329,908 | $53,890,471 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
163,856 | $39,653,152 | |
| 3 | SUI |
Sun Communities Inc
|
259,889 | $32,735,618 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
453,932 | $28,334,435 | |
| 5 | INVH |
Invitation Homes Inc.
|
1,094,126 | $27,189,031 | |
| 6 | AMH |
American Homes 4 Rent
|
806,144 | $22,507,540 | |
| 7 | EQR |
Equity Residential
|
377,645 | $22,337,701 | |
| 8 | UDR |
UDR, Inc.
|
540,575 | $18,260,623 |
All Filings in UMH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,625,250 | 112,630 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $1,517,416 | 95,375 | Shares | Defined | 2026-01-28 | |
| 2025-09-30 | $1,386,470 | 93,365 | Shares | Defined | 2025-10-30 | |
| 2025-06-30 | $862,586 | 51,375 | Shares | Defined | 2025-08-11 | |
| No filing history on record for this holder in this stock. | ||||||