Position in UMH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$1,840,503
-$162,040 QoQ
Shares Held
127,547
+1.3% QoQ
Ownership
0.150%
of shares outstanding
% of Portfolio
0.01%
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, 2026Asset Management One Co., Ltd. holds $282,892,343 across 17 REIT - Residential names. UMH ranks #14 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
273,612 | $44,694,520 | |
| 2 | EQR |
Equity Residential
|
670,914 | $39,684,563 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
117,355 | $28,399,910 | |
| 4 | SUI |
Sun Communities Inc
|
221,336 | $27,879,482 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
225,678 | $27,559,797 | |
| 6 | INVH |
Invitation Homes Inc.
|
1,081,739 | $26,881,214 | |
| 7 | UDR |
UDR, Inc.
|
593,863 | $20,060,692 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
306,790 | $19,149,831 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,840,503 | 127,547 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $2,002,543 | 125,867 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $1,800,354 | 121,236 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $1,961,323 | 116,815 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $2,025,546 | 108,318 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $1,910,051 | 101,168 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $1,911,294 | 97,168 | Shares | Defined | 2024-10-30 | |
| 2024-06-30 | $1,503,747 | 94,043 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $1,490,036 | 91,751 | Shares | Defined | 2024-05-02 | |
| 2023-12-31 | $1,444,936 | 94,317 | Shares | Defined | 2024-01-24 | |
| 2023-09-30 | $1,265,290 | 90,249 | Shares | Defined | 2023-10-19 | |
| 2023-06-30 | $1,457,312 | 91,196 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $1,276,095 | 86,281 | Shares | Defined | 2023-04-25 | |
| 2022-12-31 | $1,324,949 | 82,295 | Shares | Defined | 2023-02-06 | |
| 2022-09-30 | $1,261,944 | 78,139 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $1,346,363 | 76,238 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $1,659,185 | 67,474 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,976,642 | 72,325 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $1,515,659 | 66,186 | Shares | Defined | 2021-11-02 | |
| 2021-06-30 | $1,497,877 | 68,647 | Shares | Defined | 2021-08-03 | |
| 2021-03-31 | $1,368,507 | 71,388 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $974,986 | 65,833 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $884,392 | 65,317 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $791,988 | 61,252 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $683,050 | 62,896 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||