Position in UMH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$27,952,454
-$1,357,409 QoQ
Shares Held
1,937,107
+5.2% QoQ
Ownership
2.27%
of shares outstanding
% of Portfolio
0.79%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 97.35708972194101.ToString("F0")%
Shared 0.ToString("F0")%
None 2.6429102780589817.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026PRIVATE MANAGEMENT GROUP INC holds $50,681,306 across 2 REIT - Residential names. UMH ranks #1 (55.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
This page
|
1,937,107 | $27,952,454 | |
| 2 | SUI |
Sun Communities Inc
|
180,445 | $22,728,852 |
All Filings in UMH
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $27,952,454 | 1,937,107 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $29,309,863 | 1,842,229 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $24,950,673 | 1,680,180 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $20,462,258 | 1,218,717 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $22,965,488 | 1,228,101 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $23,289,801 | 1,233,570 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $24,585,592 | 1,249,903 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $20,907,436 | 1,307,532 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $21,274,107 | 1,309,982 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $20,173,207 | 1,316,789 | Shares | Sole | 2024-02-02 | |
| 2023-09-30 | $14,529,669 | 1,036,353 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $2,333,048 | 145,998 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $2,165,152 | 146,393 | Shares | Sole | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||