UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Position in UMH — Umh Properties, Inc.
CIK 861177
NEW YORK, NY
Position in UMH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$6,070,783
-$625,319 QoQ
Shares Held
420,706
-0.0% QoQ
Ownership
0.494%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 34.08603632940819.ToString("F0")%
Shared 0.ToString("F0")%
None 65.91396367059181.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $814,890,899 across 19 REIT - Residential names. UMH ranks #8 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,740,152 | $284,253,823 | |
| 2 | SUI |
Sun Communities Inc
|
1,504,752 | $189,538,556 | |
| 3 | UDR |
UDR, Inc.
|
2,927,766 | $98,899,932 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
1,362,216 | $85,029,518 | |
| 5 | CPT |
Camden Property Trust
|
755,939 | $73,824,997 | |
| 6 | AMH |
American Homes 4 Rent
|
2,152,533 | $60,098,717 | |
| 7 | MRP |
Millrose Properties, Inc.
|
223,332 | $6,253,296 | |
| 8 | UMH |
Umh Properties, Inc.
This page
|
420,706 | $6,070,783 |
All Filings in UMH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,070,783 | 420,706 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $6,696,102 | 420,874 | Shares | Defined | 2026-02-13 | |
| 2025-06-30 | $8,999,503 | 536,004 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,422,247 | 76,056 | Shares | Defined | 2025-05-19 | |
| 2024-12-31 | $1,389,284 | 73,585 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $6,606,636 | 335,874 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $931,960 | 58,284 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,428,061 | 87,935 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $1,347,162 | 87,935 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $1,105,349 | 78,841 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,104,359 | 69,109 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $1,022,120 | 69,109 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $878,301 | 54,553 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $881,030 | 54,553 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $964,604 | 54,621 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $1,343,128 | 54,621 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,143,157 | 41,828 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $957,860 | 41,828 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,024,969 | 46,974 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $853,734 | 44,535 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $659,560 | 44,535 | Shares | Defined | 2021-03-01 | |
| 2020-09-30 | $603,002 | 44,535 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $479,274 | 37,067 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $404,945 | 37,288 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||