HS
UHG

Hazelview Securities’s United Homes Group UHG Stock Holding History

Hazelview Securities’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
-155,987
Closed -$437K – 36
2025
Q1 		$437K Hold
155,987
– – 0.08% 26
2024
Q4 		$652K Buy
+155,987
New +$864K 0.12% 26
2024
Q2 		$145K Hold
25,068
– – 0.03% 27
2024
Q1 		$170K Hold
25,068
– – 0.03% 29
2023
Q4 		$180K Hold
25,068
– – 0.03% 39
2023
Q3 		$131K Buy
25,068
+200
+0.8% +$1.78K 0.02% 40
2023
Q2 		$261K Buy
+24,868
New +$293K 0.04% 36

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 370.1% 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 $113B AUM 38.87% 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

Hazelview Securities's UHG Position: Q2 2025 in Review

Hazelview Securities sold out of United Homes Group (UHG) in Q2 2025, closing a stake of 155,987 shares — an estimated $437K sold.

Hazelview Securities first reported a position in UHG in Q2 2023 and held it in 7 quarters. The position peaked at $652K in Q4 2024. 51 funds tracked by Wall St. Rank hold UHG as of Q2 2025.

  • Hazelview Securities reported no remaining United Homes Group position as of Q2 2025 after selling out during the quarter.
  • Hazelview Securities sold 155,987 United Homes Group shares in Q2 2025, an estimated $437K.
  • Hazelview Securities first reported a position in United Homes Group in Q2 2023 and held it in 7 quarters.
  • Hazelview Securities's United Homes Group position peaked at $652K in Q4 2024.
  • 51 funds tracked by Wall St. Rank held United Homes Group as of Q2 2025.

Based on Hazelview Securities's 13F filing for Q2 2025, filed 14 Aug 2025.