Position in UMH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$4,657,017
+$3,600,673 QoQ
Shares Held
307,597
+363.3% QoQ
Ownership
0.360%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#42
of 259 holders
Holding Since
Sep 2020
8 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, 2026MARSHALL WACE, LLP holds $62,203,713 across 9 REIT - Residential names. UMH ranks #3 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
366,679 | $24,772,172 | |
| 2 | INVH |
Invitation Homes Inc.
|
779,449 | $23,547,154 | |
| 3 | UMH |
Umh Properties, Inc.
This page
|
307,597 | $4,657,017 | |
| 4 | UDR |
UDR, Inc.
|
100,306 | $4,004,215 | |
| 5 | JAN |
Janus Living, Inc.
|
88,294 | $2,537,568 | |
| 6 | CPT |
Camden Property Trust
|
10,426 | $1,193,672 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
9,768 | $629,547 | |
| 8 | AMH |
American Homes 4 Rent
|
15,825 | $530,454 |
All Filings in UMH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,657,017 | 307,597 | Shares | Other | 2026-08-13 | |
| 2025-12-31 | $1,056,344 | 66,395 | Shares | Other | 2026-02-13 | |
| 2025-06-30 | $2,714,758 | 161,689 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $4,959,949 | 265,238 | Shares | Other | 2025-05-15 | |
| 2024-12-31 | $9,362,591 | 495,900 | Shares | Other | 2025-02-13 | |
| 2024-09-30 | $12,577,529 | 639,427 | Shares | Other | 2024-11-14 | |
| 2024-06-30 | $2,299,825 | 143,829 | Shares | Other | 2024-08-14 | |
| 2020-09-30 | $712,244 | 52,603 | Shares | Sole | 2020-11-16 | |
| No filing history on record for this holder in this stock. | ||||||