Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,180,413
-$289,865 QoQ
Shares Held
289,703
+3.1% QoQ
Ownership
0.340%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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 Mar 31, 2026AQR CAPITAL MANAGEMENT LLC holds $493,661,142 across 20 REIT - Residential names. UMH ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
4,807,501 | $134,225,425 | |
| 2 | INVH |
Invitation Homes Inc.
|
3,994,906 | $99,273,410 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
778,516 | $95,072,369 | |
| 4 | MRP |
Millrose Properties, Inc.
|
891,015 | $24,948,420 | |
| 5 | CPT |
Camden Property Trust
|
247,064 | $24,128,267 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
87,193 | $21,100,706 | |
| 7 | AVB |
Avalonbay Communities Inc
|
95,678 | $15,629,000 | |
| 8 | SUI |
Sun Communities Inc
|
114,255 | $14,391,558 |
All Filings in UMH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,180,413 | 289,703 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $4,470,278 | 280,973 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $795,824 | 53,591 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $607,225 | 36,166 | Shares | Other | 2025-08-14 | |
| 2025-03-31 | $898,402 | 48,043 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,575,118 | 83,428 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,898,429 | 96,514 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,032,120 | 127,087 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $559,662 | 34,462 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $469,129 | 30,622 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $385,451 | 27,493 | Shares | Defined | 2023-11-14 | |
| 2023-03-31 | $191,160 | 12,925 | Shares | Defined | 2023-05-15 | |
| 2022-06-30 | $1,031,803 | 58,426 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,459,441 | 59,351 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $1,855,570 | 67,895 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $571,377 | 24,951 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $472,424 | 21,651 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $195,246 | 10,185 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $224,267 | 15,143 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $198,496 | 14,660 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $161,715 | 12,507 | Shares | Defined | 2020-08-17 | |
| 2020-03-31 | $132,600 | 12,210 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||