Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,251,222
-$187,388 QoQ
Shares Held
86,710
-4.1% QoQ
Ownership
0.102%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98.00599700149924.ToString("F0")%
Shared 0.ToString("F0")%
None 1.9940029985007497.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026ROYAL BANK OF CANADA holds $233,163,152 across 21 REIT - Residential names. UMH ranks #12 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
1,496,755 | $37,194,359 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
560,685 | $34,997,954 | |
| 3 | EQR |
Equity Residential
|
466,485 | $27,592,585 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
112,166 | $27,144,172 | |
| 5 | AVB |
Avalonbay Communities Inc
|
164,407 | $26,855,880 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
180,122 | $21,996,496 | |
| 7 | SUI |
Sun Communities Inc
|
158,606 | $19,978,009 | |
| 8 | CPT |
Camden Property Trust
|
153,641 | $15,004,576 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,251,222 | 86,710 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,438,610 | 90,422 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,802,179 | 121,359 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,953,980 | 175,937 | Shares | Defined | 2025-11-21 | |
| 2025-03-31 | $3,581,890 | 191,545 | Shares | Defined | 2025-11-21 | |
| 2024-12-31 | $3,514,244 | 186,136 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $3,612,195 | 183,640 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $3,520,132 | 220,146 | Shares | Defined | 2024-11-06 | |
| 2024-03-31 | $4,708,948 | 289,960 | Shares | Defined | 2024-11-05 | |
| 2023-12-31 | $3,394,451 | 221,570 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $3,811,265 | 271,845 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,380,452 | 274,121 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,810,938 | 257,670 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $4,570,274 | 283,868 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $4,702,976 | 291,206 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,420,929 | 306,961 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $7,754,185 | 315,339 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,919,399 | 399,539 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $11,813,788 | 515,886 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $10,814,470 | 495,622 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $10,415,634 | 543,330 | Shares | Defined | 2021-07-20 | |
| 2020-12-31 | $8,358,273 | 564,367 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $8,907,572 | 657,871 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $9,383,145 | 725,688 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $7,544,561 | 694,711 | Shares | Defined | 2020-06-16 | |
| No filing history on record for this holder in this stock. | ||||||