Capital Research Global Investors
Position in UMH — Umh Properties, Inc.
CIK 1422848
Los Angeles, CA
Position in UMH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$37,626,037
-$3,859,081 QoQ
Shares Held
2,607,487
0.0% QoQ
Ownership
3.06%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2024
7 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, 2026Capital Research Global Investors holds $903,296,267 across 2 REIT - Residential names. UMH ranks #2 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
25,626,709 | $865,670,230 | |
| 2 | UMH |
Umh Properties, Inc.
This page
|
2,607,487 | $37,626,037 |
All Filings in UMH
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $37,626,037 | 2,607,487 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $41,485,118 | 2,607,487 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $54,518,849 | 3,671,303 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $91,863,177 | 5,471,303 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $94,184,569 | 5,036,608 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $76,121,309 | 4,031,849 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $35,322,776 | 1,795,769 | Shares | Defined | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||