Position in UMH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$2,172,609
-$150,712 QoQ
Shares Held
150,562
+3.1% QoQ
Ownership
0.177%
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 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CANADA LIFE ASSURANCE Co holds $336,965,693 across 17 REIT - Residential names. UMH ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
361,556 | $59,060,172 | |
| 2 | EQR |
Equity Residential
|
802,075 | $47,442,736 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
150,774 | $36,487,308 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,245,599 | $30,953,135 | |
| 5 | SUI |
Sun Communities Inc
|
230,810 | $29,072,827 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
236,900 | $28,930,228 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
422,505 | $26,372,762 | |
| 8 | UDR |
UDR, Inc.
|
622,354 | $21,023,118 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,172,609 | 150,562 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $2,323,321 | 146,029 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,956,621 | 131,759 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $1,991,747 | 118,627 | Shares | Sole | 2025-08-15 | |
| 2025-03-31 | $1,950,110 | 104,284 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,739,640 | 92,142 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,604,875 | 81,590 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,466,011 | 91,683 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,355,016 | 83,437 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,130,953 | 73,822 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $944,232 | 67,349 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $905,378 | 56,657 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $793,069 | 53,622 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $797,449 | 49,531 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $693,497 | 42,941 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $755,388 | 42,774 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $993,927 | 40,420 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $365,948 | 13,390 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $306,470 | 13,383 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $242,529 | 11,115 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $189,495 | 9,885 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $177,734 | 12,001 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $122,591 | 9,054 | Shares | Defined | 2020-11-18 | |
| 2020-06-30 | $94,466 | 7,306 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $79,234 | 7,296 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||