Position in UMH
as of Mar 31, 2026
· filed May 4, 2026
Position Value
$3,094,600
-$592,701 QoQ
Shares Held
214,456
-7.5% QoQ
Ownership
0.252%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 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, 2026ENVESTNET ASSET MANAGEMENT INC holds $180,218,187 across 16 REIT - Residential names. UMH ranks #11 (1.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
287,628 | $46,984,033 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
229,322 | $28,004,802 | |
| 3 | SUI |
Sun Communities Inc
|
176,203 | $22,194,529 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
327,507 | $20,442,986 | |
| 5 | CPT |
Camden Property Trust
|
170,017 | $16,603,860 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
51,036 | $12,350,712 | |
| 7 | EQR |
Equity Residential
|
109,857 | $6,498,041 | |
| 8 | AMH |
American Homes 4 Rent
|
219,595 | $6,131,092 |
All Filings in UMH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,094,600 | 214,456 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $3,687,301 | 231,760 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $4,497,827 | 302,884 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $7,042,045 | 419,419 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $8,121,279 | 434,293 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $8,179,684 | 433,246 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $8,525,174 | 433,410 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $6,745,381 | 421,850 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $6,172,434 | 380,076 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $5,440,499 | 355,124 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $5,254,766 | 374,805 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,019,880 | 251,557 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $3,495,468 | 236,340 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,947,088 | 183,049 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $3,069,743 | 190,077 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,256,715 | 184,412 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $4,568,969 | 185,806 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $4,719,972 | 172,703 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $3,671,511 | 160,328 | Shares | Sole | 2021-10-07 | |
| 2021-06-30 | $3,259,733 | 149,392 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $1,907,146 | 99,486 | Shares | Sole | 2021-05-04 | |
| No filing history on record for this holder in this stock. | ||||||