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UHG

Conversant Capital’s United Homes Group UHG Stock Holding History

Conversant Capital’s Portfolio UHG Stock Details UHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,655,726
Closed -$4.64M – 24
2025
Q1 		$4.64M Sell
1,655,726
-100,000
-6% -$387K 0.77% 17
2024
Q4 		$7.43M Buy
1,755,726
+1,220,553
+228% +$6.76M 1.03% 13
2024
Q3 		$3.29M Hold
535,173
– – 0.36% 18
2024
Q2 		$3.05M Hold
535,173
– – 0.55% 17
2024
Q1 		$3.74M Hold
535,173
– – 0.55% 17
2023
Q4 		$4.51M Hold
535,173
– – 1.93% 10
2023
Q3 		$3M Hold
535,173
– – 0.91% 14
2023
Q2 		$5.97M Hold
535,173
– – 1.48% 16
2023
Q1 		$11.1M Buy
+535,173
New +$5.75M 2.84% 13

Other funds holding UHG

FNF
Fidelity National Financial Jacksonville, Florida $2.72B AUM 29.3% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SWM
Stonebridge Wealth Management Oak Brook, Illinois $112M AUM 23.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Conversant Capital's UHG Position: Q2 2025 in Review

Conversant Capital sold out of United Homes Group (UHG) in Q2 2025, closing a stake of 1,655,726 shares — an estimated $4.64M sold.

Conversant Capital first reported a position in UHG in Q1 2023 and held it in 9 quarters. The position peaked at $11.1M in Q1 2023. 51 funds tracked by Wall St. Rank hold UHG as of Q2 2025.

  • Conversant Capital reported no remaining United Homes Group position as of Q2 2025 after selling out during the quarter.
  • Conversant Capital sold 1,655,726 United Homes Group shares in Q2 2025, an estimated $4.64M.
  • Conversant Capital first reported a position in United Homes Group in Q1 2023 and held it in 9 quarters.
  • Conversant Capital's United Homes Group position peaked at $11.1M in Q1 2023.
  • 51 funds tracked by Wall St. Rank held United Homes Group as of Q2 2025.

Based on Conversant Capital's 13F filing for Q2 2025, filed 14 Aug 2025.