Position in UMH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,809,522
-$78,995 QoQ
Shares Held
125,400
+5.6% QoQ
Ownership
0.147%
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%
Shared 0%
None 0%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026NOMURA ASSET MANAGEMENT CO LTD holds $317,048,430 across 18 REIT - Residential names. UMH ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
268,985 | $65,094,370 | |
| 2 | AVB |
Avalonbay Communities Inc
|
268,969 | $43,936,086 | |
| 3 | EQR |
Equity Residential
|
657,231 | $38,875,212 | |
| 4 | SUI |
Sun Communities Inc
|
219,309 | $27,624,160 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
221,995 | $27,110,029 | |
| 6 | INVH |
Invitation Homes Inc.
|
1,066,468 | $26,501,729 | |
| 7 | UDR |
UDR, Inc.
|
576,411 | $19,471,163 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
306,480 | $19,130,481 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,809,522 | 125,400 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,888,517 | 118,700 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,688,445 | 113,700 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,883,838 | 112,200 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,838,210 | 98,300 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,835,136 | 97,200 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,616,874 | 82,200 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,263,210 | 79,000 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,154,664 | 71,100 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,089,252 | 71,100 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $887,466 | 63,300 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $963,594 | 60,300 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $810,492 | 54,800 | Shares | Sole | 2025-01-10 | |
| 2022-12-31 | $825,930 | 51,300 | Shares | Sole | 2025-01-10 | |
| 2022-09-30 | $796,195 | 49,300 | Shares | Sole | 2025-01-10 | |
| 2022-06-30 | $803,530 | 45,500 | Shares | Sole | 2025-01-10 | |
| 2022-03-31 | $959,010 | 39,000 | Shares | Sole | 2025-01-10 | |
| 2021-12-31 | $1,016,676 | 37,200 | Shares | Sole | 2025-01-10 | |
| 2021-09-30 | $776,310 | 33,900 | Shares | Sole | 2025-01-10 | |
| 2021-06-30 | $715,696 | 32,800 | Shares | Sole | 2025-01-10 | |
| 2021-03-31 | $609,606 | 31,800 | Shares | Sole | 2025-01-10 | |
| 2020-12-31 | $441,338 | 29,800 | Shares | Sole | 2025-01-10 | |
| 2020-09-30 | $369,642 | 27,300 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $352,989 | 27,300 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $281,274 | 25,900 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||