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Equibles

FIRST TRUST ADVISORS LP

Position in UMH — Umh Properties, Inc.

CIK 1125816 Wheaton, IL
Back to UMH Full portfolio

Position in UMH

as of Jun 30, 2026 · filed Aug 11, 2026
Position Value
$1,623,447
+$355,325 QoQ
Shares Held
107,229
+22.0% QoQ
Ownership
0.126%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#68
of 260 holders
Holding Since
Sep 2020
15 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, 2026

FIRST TRUST ADVISORS LP holds $460,206,217 across 13 REIT - Residential names. UMH ranks #13 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VMRK
Vivmark Residential
 823,453 $55,937,162
2
818,653 $55,306,752
3 INVH
Invitation Homes Inc.
 1,800,395 $54,389,932
4 SUI
Sun Communities Inc
 432,682 $51,882,898
5 MAA
Mid America Apartment Communities Inc.
 308,616 $42,879,106
6 AMH
American Homes 4 Rent
 1,182,182 $39,626,740
7 ELS
Equity Lifestyle Properties Inc
 606,874 $39,113,029
8 CPT
Camden Property Trust
 322,406 $36,912,262

All Filings in UMH

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15 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,623,447 107,229
2026-03-31 $1,268,122 87,881
2025-12-31 $175,853 11,053
2025-09-30 $166,973 11,244
2025-06-30 $1,664,443 99,133
2025-03-31 $1,408,409 75,316
2024-12-31 $2,574,571 136,365
2024-09-30 $1,427,825 72,589
2024-06-30 $1,091,477 68,260
2022-03-31 $218,875 8,901
2021-12-31 $239,629 8,768
2021-06-30 $2,425,074 111,140
2021-03-31 $2,018,102 105,274
2020-12-31 $1,436,629 97,004
2020-09-30 $1,364,683 100,789