Number of Shares
235,836.00
Current Holdings Value*
$12.92 Mil
% of Portfolio
4.48%
Total Estimate Gain
$-153,616.90
% of Total Estimate Gain
-0.88%

THIRD AVENUE REAL ESTATE VALUE FUND's U-Haul Holding Co Holding Summary

As of 2025-04-30, THIRD AVENUE TRUST held 235,836.00 shares of U-Haul Holding Co(UHAL.B), totaling $12.92 Mil. This investment constitutes 4.48% of their stock portfolio, and THIRD AVENUE TRUST now holds 0.13% of the outstanding U-Haul Holding Co(UHAL.B) stock.

The initial trade took place in 2023Q1. And since then THIRD AVENUE REAL ESTATE VALUE FUND has made 1 purchases of UHAL.B, at an average price of $58.53, for a total of 298,620.00 shares. In addition, there have been 3 sales at an average price of $62.73 for 62,784.00 shares. Based on historical transaction data and UHAL.B's current price of $56.76, THIRD AVENUE REAL ESTATE VALUE FUND's estimated gain on his UHAL.B holdings is $-153,616.90, reflecting a -0.88% gain to date.

THIRD AVENUE REAL ESTATE VALUE FUND UHAL.B ($56.76) Holding Chart

THIRD AVENUE REAL ESTATE VALUE FUND UHAL.B ($56.76) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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