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Equibles

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC

Position in UMH — Umh Properties, Inc.

CIK 861177 NEW YORK, NY
Back to UMH Full portfolio

Position in UMH

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$6,739,626
+$668,843 QoQ
Shares Held
445,154
+5.8% QoQ
Ownership
0.521%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#32
of 260 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority Sole 36% Shared 0% None 64%

Common Shares in UMH Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC holds $1,794,240,672 across 18 REIT - Residential names. UMH ranks #13 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1
5,386,183 $363,880,837
2 VMRK
Vivmark Residential
 4,335,122 $294,484,832
3 ESS
Essex Property Trust, Inc.
 757,439 $220,861,633
4 SUI
Sun Communities Inc
 1,536,249 $184,211,611
5 INVH
Invitation Homes Inc.
 5,971,242 $180,391,216
6 MAA
Mid America Apartment Communities Inc.
 1,221,025 $169,649,209
7 UDR
UDR, Inc.
 2,186,027 $87,266,193
8 ELS
Equity Lifestyle Properties Inc
 1,320,458 $85,103,514

All Filings in UMH

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25 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $6,739,626 445,154
2026-03-31 $6,070,783 420,706
2025-12-31 $6,696,102 420,874
2025-06-30 $8,999,503 536,004
2025-03-31 $1,422,247 76,056
2024-12-31 $1,389,284 73,585
2024-09-30 $6,606,636 335,874
2024-06-30 $931,960 58,284
2024-03-31 $1,428,061 87,935
2023-12-31 $1,347,162 87,935
2023-09-30 $1,105,349 78,841
2023-06-30 $1,104,359 69,109
2023-03-31 $1,022,120 69,109
2022-12-31 $878,301 54,553
2022-09-30 $881,030 54,553
2022-06-30 $964,604 54,621
2022-03-31 $1,343,128 54,621
2021-12-31 $1,143,157 41,828
2021-09-30 $957,860 41,828
2021-06-30 $1,024,969 46,974
2021-03-31 $853,734 44,535
2020-12-31 $659,560 44,535
2020-09-30 $603,002 44,535
2020-06-30 $479,274 37,067
2020-03-31 $404,945 37,288