Position in UMH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$11,071,804
+$6,891,391 QoQ
Shares Held
731,295
+152.4% QoQ
Ownership
0.856%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#22
of 260 holders
Holding Since
Mar 2020
23 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026AQR CAPITAL MANAGEMENT LLC holds $1,273,893,347 across 19 REIT - Residential names. UMH ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
3,769,982 | $523,801,294 | |
| 2 | AMH |
American Homes 4 Rent
|
7,766,128 | $260,320,605 | |
| 3 | INVH |
Invitation Homes Inc.
|
4,684,578 | $141,521,095 | |
| 4 | MRP |
Millrose Properties, Inc.
|
2,340,591 | $70,334,754 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
169,437 | $49,406,130 | |
| 6 | CPT |
Camden Property Trust
|
375,579 | $43,000,037 | |
| 7 | 618,328 | $41,773,142 | |||
| 8 | UDR |
UDR, Inc.
|
1,013,479 | $40,458,078 |
All Filings in UMH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,071,804 | 731,295 | Shares | Other | 2026-08-14 | |
| 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. | ||||||