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Vert Asset Management LLC: UMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Vert Asset Management LLC on UMH, newest first. How the timeline and the estimate are built.

Vert Asset Management LLC held 38,237 UMH shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 38,237 shares
    Change vs previous 13F +511 shares

    0.16% of the 13F portfolio, value $578,908.

    13F-HR 0001904664-26-000003 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,726 shares
    Change vs previous 13F +479 shares

    0.17% of the 13F portfolio, value $544,386.

    13F-HR 0001904664-26-000002 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 37,247 shares
    Change vs previous 13F +1,564 shares

    0.2% of the 13F portfolio, value $592,600.

    13F-HR 0001904664-26-000001 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 35,683 shares
    Change vs previous 13F +1,089 shares

    0.18% of the 13F portfolio, value $529,893.

    13F-HR 0001904664-25-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 34,594 shares
    Change vs previous 13F -2,724 shares

    0.21% of the 13F portfolio, value $580,833.

    13F-HR 0001904664-25-000004 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 37,318 shares
    Change vs previous 13F +6,050 shares

    0.24% of the 13F portfolio, value $697,847.

    13F-HR 0001904664-25-000003 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 31,268 shares
    Change vs previous 13F +5,670 shares

    0.2% of the 13F portfolio, value $590,340.

    13F-HR 0001904664-25-000001 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 25,598 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $503,513.

    13F-HR 0001904664-24-000007 filed by Vert Asset Management LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).