Position in UMH
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$873,693
+$212,044 QoQ
Shares Held
60,547
+45.6% QoQ
Ownership
0.071%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Amundi holds $513,360,967 across 16 REIT - Residential names. UMH ranks #13 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
633,842 | $103,538,088 | |
| 2 | INVH |
Invitation Homes Inc.
|
3,670,349 | $91,208,172 | |
| 3 | EQR |
Equity Residential
|
1,524,676 | $90,184,584 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
517,233 | $63,164,493 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
238,761 | $57,780,162 | |
| 6 | SUI |
Sun Communities Inc
|
312,099 | $39,311,989 | |
| 7 | UDR |
UDR, Inc.
|
1,074,984 | $36,312,958 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
150,852 | $9,416,180 |
All Filings in UMH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $873,693 | 60,547 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $661,649 | 41,587 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $616,542 | 41,518 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $612,717 | 36,493 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $774,553 | 41,420 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $676,470 | 35,830 | Shares | Defined | 2025-02-07 | |
| 2024-09-30 | $711,581 | 36,176 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||