FIRST TRUST ADVISORS LP

Position in UMH — Umh Properties, Inc.

CIK 1125816 Wheaton, IL

Position in UMH

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$1,268,122

+$1,092,269 QoQ

Shares Held

87,881

+695.1% QoQ

Ownership

0.103%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Mar 31, 2026

FIRST TRUST ADVISORS LP holds $404,640,896 across 14 REIT - Residential names. UMH ranks #14 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	EQR	Equity Residential	867,742	$51,326,939
2	AVB	Avalonbay Communities Inc	298,424	$48,747,560
3	MAA	Mid America Apartment Communities Inc.	350,198	$42,766,179
4	ELS	Equity Lifestyle Properties Inc	642,638	$40,113,463
5	AMH	American Homes 4 Rent	1,313,880	$36,683,529
6	INVH	Invitation Homes Inc.	1,454,904	$36,154,364
7	ESS	Essex Property Trust, Inc.	149,247	$36,117,774
8	SUI	Sun Communities Inc	282,142	$35,538,606

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$1,268,122	87,881	+695.1%	Shares	Sole	2026-05-13
2025-12-31	$175,853	11,053	-1.7%	Shares	Sole	2026-02-13
2025-09-30	$166,973	11,244	-88.7%	Shares	Sole	2025-11-12
2025-06-30	$1,664,443	99,133	+31.6%	Shares	Sole	2025-08-13
2025-03-31	$1,408,409	75,316	-44.8%	Shares	Sole	2025-05-14
2024-12-31	$2,574,571	136,365	+87.9%	Shares	Sole	2025-02-13
2024-09-30	$1,427,825	72,589	+6.3%	Shares	Sole	2024-11-13
2024-06-30	$1,091,477	68,260	+666.9%	Shares	Sole	2024-08-13
2022-03-31	$218,875	8,901	+1.5%	Shares	Sole	2022-05-13
2021-12-31	$239,629	8,768	-92.1%	Shares	Sole	2022-02-08
2021-06-30	$2,425,074	111,140	+5.6%	Shares	Sole	2021-10-12
2021-03-31	$2,018,102	105,274	+8.5%	Shares	Sole	2021-05-14
2020-12-31	$1,436,629	97,004	-3.8%	Shares	Sole	2021-02-02
2020-09-30	$1,364,683	100,789	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.