Position in UMH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$157,440
-$128,110 QoQ
Shares Held
10,399
-45.9% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#177
of 255 holders
Holding Since
Sep 2022
9 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, 2026OPPENHEIMER & CO INC holds $824,532 across 3 REIT - Residential names. UMH ranks #3 (19.1% of the industry book) .
All Filings in UMH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $157,440 | 10,399 | Shares | Sole | 2026-08-03 | |
| 2025-09-30 | $285,550 | 19,229 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $600,578 | 35,770 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $672,489 | 35,962 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $569,496 | 30,164 | Shares | Sole | 2025-02-05 | |
| 2023-06-30 | $203,952 | 12,763 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $197,638 | 13,363 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $212,085 | 13,173 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $212,711 | 13,171 | Shares | Sole | 2022-11-14 | |
| No filing history on record for this holder in this stock. | ||||||