Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,435,871
+$19,675 QoQ
Shares Held
99,506
+11.8% QoQ
Ownership
0.117%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026LAZARD ASSET MANAGEMENT LLC holds $7,199,630 across 5 REIT - Residential names. UMH ranks #4 (19.9% of the industry book) .
All Filings in UMH
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,435,871 | 99,506 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $1,416,196 | 89,013 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,273,907 | 85,785 | Shares | Sole | 2025-11-14 | |
| 2024-12-31 | $39,402 | 2,087 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $43,647 | 2,219 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $121,923 | 7,625 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $135,246 | 8,328 | Shares | Sole | 2024-07-09 | |
| 2023-12-31 | $135,352 | 8,835 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $116,884 | 8,337 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $88,657 | 5,548 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $64,691 | 4,374 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $43,470 | 2,700 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $66,667 | 4,128 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $4,769,824 | 270,092 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $7,837,078 | 318,710 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $66,575 | 2,436 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $47,494 | 2,074 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $48,724 | 2,233 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $42,806 | 2,233 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $33,070 | 2,233 | Shares | Sole | 2021-02-11 | |
| No filing history on record for this holder in this stock. | ||||||