Position in UMH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$10,148,599
-$512,977 QoQ
Shares Held
670,317
-9.3% QoQ
Ownership
0.785%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#26
of 259 holders
Holding Since
Dec 2025
3 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 Jun 30, 2026SCHRODER INVESTMENT MANAGEMENT GROUP holds $234,612,093 across 11 REIT - Residential names. UMH ranks #7 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
734,598 | $49,628,125 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
158,992 | $46,360,476 | |
| 3 | AMH |
American Homes 4 Rent
|
1,198,889 | $40,186,759 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
558,502 | $35,995,453 | |
| 5 | UDR |
UDR, Inc.
|
607,711 | $24,259,823 | |
| 6 | JAN |
Janus Living, Inc.
|
781,347 | $22,455,912 | |
| 7 | UMH |
Umh Properties, Inc.
This page
|
670,317 | $10,148,599 | |
| 8 | VMRK |
Vivmark Residential
|
32,993 | $2,241,213 |
All Filings in UMH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,148,599 | 670,317 | Shares | Sole | 2026-08-13 | |
| 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. | ||||||