Position in UMH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$10,661,576
-$1,192,264 QoQ
Shares Held
738,848
-0.8% QoQ
Ownership
0.868%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $206,092,003 across 11 REIT - Residential names. UMH ranks #8 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
662,744 | $39,201,306 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
607,155 | $37,898,614 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
128,860 | $31,184,120 | |
| 4 | AMH |
American Homes 4 Rent
|
930,410 | $25,977,047 | |
| 5 | SUI |
Sun Communities Inc
|
191,992 | $24,183,312 | |
| 6 | UDR |
UDR, Inc.
|
663,055 | $22,397,997 | |
| 7 | JAN |
Janus Living, Inc.
|
500,000 | $11,785,000 | |
| 8 | UMH |
Umh Properties, Inc.
This page
|
738,848 | $10,661,576 |
All Filings in UMH
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $10,661,576 | 738,848 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $11,853,840 | 745,056 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||