SEC 13F Intelligence

B&I Capital AG / UMH

B&I Capital AG’s Umh Pptys Inc Position

Does B&I Capital AG own Umh Pptys Inc (UMH)? Not currently — the last reported position was 659.1K shares worth $11M in Q2 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$11M
Q2 2023
Shares
659.1K
% of Portfolio
+3.51%
Quarters Held
10
position exited

Position History UMH

Reported value by quarter
Q1 ’21: $7MQ1 ’21Q2 ’21: $13MQ3 ’21: $12MQ3 ’21Q4 ’21: $13MQ1 ’22: $9MQ1 ’22Q2 ’22: $11MQ3 ’22: $12MQ3 ’22Q4 ’22: $13MQ1 ’23: $13MQ1 ’23Q2 ’23: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2023659.1K$11M+3.51%
Q1 2023888.6K$13M+4.35%
Q4 2022783.4K$13M+4.43%
Q3 2022763.9K$12M+4.87%
Q2 2022623.7K$11M+3.56%
Q1 2022385.9K$9M+2.48%
Q4 2021489.9K$13M+3.19%
Q3 2021522.9K$12M+3.19%
Q2 2021587.0K$13M+3.40%
Q1 2021357.9K$7M+1.99%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See B&I Capital AG’s full portfolio or all institutional holders of UMH.