Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,390,590
-$142,624 QoQ
Shares Held
96,368
0.0% QoQ
Ownership
0.113%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026GW HENSSLER & ASSOCIATES LTD holds $1,390,590 across 1 REIT - Residential name. UMH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
This page
|
96,368 | $1,390,590 |
All Filings in UMH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,390,590 | 96,368 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,533,214 | 96,368 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $1,431,064 | 96,368 | Shares | Sole | 2026-01-23 | |
| 2025-06-30 | $1,618,018 | 96,368 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,802,081 | 96,368 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,819,427 | 96,368 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $1,895,558 | 96,368 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,540,924 | 96,368 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,565,016 | 96,368 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,476,357 | 96,368 | Shares | Sole | 2024-01-26 | |
| 2023-09-30 | $1,351,079 | 96,368 | Shares | Sole | 2023-10-24 | |
| 2023-06-30 | $1,539,960 | 96,368 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $1,425,282 | 96,368 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $1,551,524 | 96,368 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,556,343 | 96,368 | Shares | Sole | 2022-11-04 | |
| 2022-06-30 | $1,701,858 | 96,368 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $2,369,689 | 96,368 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,633,737 | 96,368 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $2,206,827 | 96,368 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $2,102,749 | 96,368 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $1,847,374 | 96,368 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $1,427,210 | 96,368 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $1,304,822 | 96,368 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $1,246,038 | 96,368 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $1,046,556 | 96,368 | Shares | Sole | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||