Position in UMH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$218,138
-$338 QoQ
Shares Held
15,117
+10.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 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, 2026ALPS ADVISORS INC holds $2,039,486 across 8 REIT - Residential names. UMH ranks #4 (10.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
3,590 | $350,599 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
5,232 | $326,581 | |
| 3 | INVH |
Invitation Homes Inc.
|
12,216 | $303,567 | |
| 4 | UMH |
Umh Properties, Inc.
This page
|
15,117 | $218,138 | |
| 5 | NXRT |
NexPoint Residential Trust, Inc.
|
8,605 | $215,125 | |
| 6 | UDR |
UDR, Inc.
|
6,253 | $211,226 | |
| 7 | BRT |
BRT Apartments Corp.
|
15,683 | $209,211 | |
| 8 | CSR |
Centerspace
|
3,569 | $205,039 |
All Filings in UMH
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $218,138 | 15,117 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $218,476 | 13,732 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $304,454 | 20,502 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $255,443 | 15,214 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $278,517 | 14,894 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $300,909 | 15,938 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $313,107 | 15,918 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $267,944 | 16,757 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $261,171 | 16,082 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $271,577 | 17,727 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $246,780 | 17,602 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $329,891 | 20,644 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $380,946 | 25,757 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $427,616 | 26,560 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||