Position in UMH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$198,317
+$4,681 QoQ
Shares Held
13,099
-2.4% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#168
of 255 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026GUGGENHEIM CAPITAL LLC holds $19,842,207 across 8 REIT - Residential names. UMH ranks #8 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
107,019 | $7,269,799 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
11,046 | $3,220,901 | |
| 3 | INVH |
Invitation Homes Inc.
|
99,957 | $3,019,700 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
20,968 | $2,913,293 | |
| 5 | UDR |
UDR, Inc.
|
35,024 | $1,398,157 | |
| 6 | CPT |
Camden Property Trust
|
11,397 | $1,304,842 | |
| 7 | AVB |
Avalonbay Communities Inc
|
2,741 | $517,198 | |
| 8 | UMH |
Umh Properties, Inc.
This page
|
13,099 | $198,317 |
All Filings in UMH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $198,317 | 13,099 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $193,636 | 13,419 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $167,388 | 10,521 | Shares | Defined | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||