Position in UMH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$7,212,361
+$1,123,999 QoQ
Shares Held
476,378
+12.9% QoQ
Ownership
0.558%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#30
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 85%
Shared 0%
None 15%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Bank of New York Mellon Corp holds $1,155,212,464 across 19 REIT - Residential names. UMH ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 2,287,171 | $154,517,101 | |||
| 2 | VMRK |
Vivmark Residential
|
2,065,879 | $140,335,150 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
465,848 | $135,836,609 | |
| 4 | UDR |
UDR, Inc.
|
2,246,003 | $89,660,432 | |
| 5 | INVH |
Invitation Homes Inc.
|
2,952,058 | $89,181,666 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
1,381,101 | $89,011,955 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
639,057 | $88,790,571 | |
| 8 | AMH |
American Homes 4 Rent
|
2,637,341 | $88,403,664 |
All Filings in UMH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,212,361 | 476,378 | Shares | Defined | 2026-08-06 | |
| 2026-03-31 | $6,088,362 | 421,924 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $6,864,765 | 431,475 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $5,176,337 | 348,575 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $6,060,767 | 360,975 | Shares | Defined | 2025-08-05 | |
| 2025-03-31 | $6,386,890 | 341,545 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $6,538,765 | 346,333 | Shares | Defined | 2025-02-04 | |
| 2024-09-30 | $6,261,943 | 318,350 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $6,217,885 | 388,861 | Shares | Defined | 2024-07-25 | |
| 2024-03-31 | $5,758,898 | 354,612 | Shares | Defined | 2024-04-25 | |
| 2023-12-31 | $5,573,399 | 363,799 | Shares | Defined | 2024-01-29 | |
| 2023-09-30 | $4,816,527 | 343,547 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $5,459,581 | 341,651 | Shares | Defined | 2023-08-03 | |
| 2023-03-31 | $4,692,703 | 317,289 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $5,122,890 | 318,192 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,731,762 | 354,908 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $6,218,931 | 352,148 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,196,289 | 373,985 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $9,715,212 | 355,478 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $8,723,248 | 380,928 | Shares | Defined | 2021-11-18 | |
| 2021-06-30 | $7,542,255 | 345,658 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $6,748,355 | 352,027 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,188,000 | 350,304 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $4,352,323 | 321,442 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $4,250,594 | 328,739 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $3,699,381 | 340,643 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||