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Equibles

CANADA LIFE ASSURANCE Co

Insurance

Position in UMH — Umh Properties, Inc.

CIK 1046192 WINNIPEG, A2
Back to UMH Full portfolio

Position in UMH

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$2,263,036
+$90,427 QoQ
Shares Held
149,474
-0.7% QoQ
Ownership
0.175%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#57
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in UMH Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

CANADA LIFE ASSURANCE Co holds $380,570,809 across 16 REIT - Residential names. UMH ranks #12 (0.6% of the industry book) .

# Ticker Company Shares Value (USD) Open
1
1,041,700 $70,375,351
2 VMRK
Vivmark Residential
 800,090 $54,350,113
3 ESS
Essex Property Trust, Inc.
 167,626 $48,878,065
4 INVH
Invitation Homes Inc.
 1,127,361 $34,057,575
5 MAA
Mid America Apartment Communities Inc.
 239,743 $33,309,892
6 SUI
Sun Communities Inc
 236,160 $28,317,945
7 ELS
Equity Lifestyle Properties Inc
 426,636 $27,496,690
8 AMH
American Homes 4 Rent
 710,670 $23,821,658

All Filings in UMH

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,263,036 149,474
2026-03-31 $2,172,609 150,562
2025-12-31 $2,323,321 146,029
2025-09-30 $1,956,621 131,759
2025-06-30 $1,991,747 118,627
2025-03-31 $1,950,110 104,284
2024-12-31 $1,739,640 92,142
2024-09-30 $1,604,875 81,590
2024-06-30 $1,466,011 91,683
2024-03-31 $1,355,016 83,437
2023-12-31 $1,130,953 73,822
2023-09-30 $944,232 67,349
2023-06-30 $905,378 56,657
2023-03-31 $793,069 53,622
2022-12-31 $797,449 49,531
2022-09-30 $693,497 42,941
2022-06-30 $755,388 42,774
2022-03-31 $993,927 40,420
2021-12-31 $365,948 13,390
2021-09-30 $306,470 13,383
2021-06-30 $242,529 11,115
2021-03-31 $189,495 9,885
2020-12-31 $177,734 12,001
2020-09-30 $122,591 9,054
2020-06-30 $94,466 7,306
2020-03-31 $79,234 7,296