Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$17,335,711
-$2,374,822 QoQ
Shares Held
1,201,366
-3.0% QoQ
Ownership
1.41%
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 92.54215617888303.ToString("F0")%
Shared 0.ToString("F0")%
None 7.457843821116962.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026ALLIANCEBERNSTEIN L.P. holds $434,746,697 across 19 REIT - Residential names. UMH ranks #9 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | IRT |
Independence Realty Trust, Inc.
|
8,245,749 | $122,779,202 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
423,540 | $51,722,704 | |
| 3 | INVH |
Invitation Homes Inc.
|
1,916,586 | $47,627,162 | |
| 4 | UDR |
UDR, Inc.
|
1,070,729 | $36,169,225 | |
| 5 | EQR |
Equity Residential
|
505,790 | $29,917,478 | |
| 6 | AVB |
Avalonbay Communities Inc
|
166,320 | $27,168,372 | |
| 7 | SUI |
Sun Communities Inc
|
175,572 | $22,115,049 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
79,037 | $19,126,954 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $17,335,711 | 1,201,366 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $19,710,533 | 1,238,877 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $12,031,128 | 810,177 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $17,766,506 | 1,058,160 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $16,758,622 | 896,183 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,420,701 | 75,249 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $1,485,281 | 75,510 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,051,614 | 65,767 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,014,204 | 62,451 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $694,593 | 45,339 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $634,601 | 45,264 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $722,375 | 45,205 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $667,650 | 45,142 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $725,868 | 45,085 | Shares | Defined | 2023-02-15 | |
| 2022-09-30 | $759,437 | 47,024 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $893,931 | 50,619 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,218,778 | 49,564 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,086,394 | 39,751 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $961,800 | 42,000 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $273,841 | 12,550 | Shares | Defined | 2021-07-30 | |
| 2021-03-31 | $300,010 | 15,650 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $356,921 | 24,100 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $426,510 | 31,500 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $553,404 | 42,800 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $459,378 | 42,300 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||