Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,383,833
+$2,725,486 QoQ
Shares Held
303,800
+191.5% QoQ
Ownership
0.357%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Derivatives in UMH
reported options exposure · as of Mar 31, 2026CallValue
$0
CallShares
0
PutValue
$375,180
PutShares
26,000
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in REIT - Residential
Real Estate · as of Mar 31, 2026CITADEL ADVISORS LLC holds $969,933,921 across 17 REIT - Residential names. UMH ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,458,952 | $238,319,809 | |
| 2 | INVH |
Invitation Homes Inc.
|
7,252,144 | $180,215,778 | |
| 3 | UDR |
UDR, Inc.
|
3,481,105 | $117,591,726 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
316,864 | $76,681,088 | |
| 5 | SUI |
Sun Communities Inc
|
579,938 | $73,048,989 | |
| 6 | MRP |
Millrose Properties, Inc.
|
2,087,575 | $58,452,100 | |
| 7 | IRT |
Independence Realty Trust, Inc.
|
3,663,773 | $54,553,579 | |
| 8 | JAN |
Janus Living, Inc.
|
1,707,795 | $40,252,728 |
All Filings in UMH
Export CSV
50 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $375,180 | 26,000 | Put | Defined | 2026-05-15 | |
| 2026-03-31 | $4,383,833 | 303,800 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $322,973 | 20,300 | Put | Defined | 2026-02-17 | |
| 2025-12-31 | $1,658,347 | 104,233 | Shares | Defined | 2026-02-17 | |
| 2025-12-31 | $544,122 | 34,200 | Call | Defined | 2026-02-17 | |
| 2025-09-30 | $160,380 | 10,800 | Call | Defined | 2025-11-14 | |
| 2025-09-30 | $1,178,688 | 79,373 | Shares | Defined | 2025-11-14 | |
| 2025-09-30 | $311,850 | 21,000 | Put | Defined | 2025-11-14 | |
| 2024-09-30 | $287,182 | 14,600 | Call | Defined | 2024-11-14 | |
| 2024-09-30 | $263,578 | 13,400 | Put | Defined | 2024-11-14 | |
| 2024-06-30 | $487,695 | 30,500 | Put | Defined | 2024-08-14 | |
| 2024-06-30 | $1,087,304 | 67,999 | Shares | Defined | 2024-08-14 | |
| 2024-06-30 | $284,622 | 17,800 | Call | Defined | 2024-08-14 | |
| 2024-03-31 | $537,544 | 33,100 | Put | Defined | 2024-05-15 | |
| 2024-03-31 | $654,909 | 40,327 | Shares | Defined | 2024-05-15 | |
| 2024-03-31 | $100,688 | 6,200 | Call | Defined | 2024-05-15 | |
| 2023-12-31 | $147,072 | 9,600 | Call | Defined | 2024-02-14 | |
| 2023-12-31 | $364,616 | 23,800 | Put | Defined | 2024-02-14 | |
| 2023-12-31 | $1,572,704 | 102,657 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $621,604 | 44,337 | Shares | Defined | 2023-11-14 | |
| 2023-09-30 | $245,350 | 17,500 | Put | Defined | 2023-11-14 | |
| 2023-09-30 | $56,080 | 4,000 | Call | Defined | 2023-11-14 | |
| 2023-06-30 | $720,698 | 45,100 | Shares | Defined | 2023-08-14 | |
| 2023-06-30 | $244,494 | 15,300 | Call | Defined | 2023-08-14 | |
| 2023-06-30 | $329,188 | 20,600 | Put | Defined | 2023-08-14 | |
| 2023-03-31 | $1,671,890 | 113,042 | Shares | Defined | 2023-05-15 | |
| 2023-03-31 | $162,690 | 11,000 | Put | Defined | 2023-05-15 | |
| 2023-03-31 | $227,766 | 15,400 | Call | Defined | 2023-05-15 | |
| 2022-12-31 | $111,090 | 6,900 | Put | Defined | 2023-02-14 | |
| 2022-12-31 | $317,170 | 19,700 | Call | Defined | 2023-02-14 | |
| 2022-09-30 | $285,855 | 17,700 | Call | Defined | 2022-11-14 | |
| 2022-06-30 | $280,794 | 15,900 | Call | Defined | 2022-08-15 | |
| 2022-03-31 | $258,195 | 10,500 | Put | Defined | 2022-05-16 | |
| 2021-12-31 | $5,363,430 | 196,247 | Shares | Defined | 2022-02-14 | |
| 2021-12-31 | $836,298 | 30,600 | Call | Defined | 2022-02-14 | |
| 2021-09-30 | $790,050 | 34,500 | Call | Defined | 2021-11-15 | |
| 2021-09-30 | $201,520 | 8,800 | Put | Defined | 2021-11-15 | |
| 2021-09-30 | $2,026,099 | 88,476 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $3,206,186 | 146,938 | Shares | Defined | 2021-08-16 | |
| 2021-06-30 | $392,760 | 18,000 | Call | Defined | 2021-08-16 | |
| 2021-03-31 | $235,791 | 12,300 | Call | Defined | 2021-05-21 | |
| 2021-03-31 | $2,776,333 | 144,827 | Shares | Defined | 2021-05-21 | |
| 2020-12-31 | $866,873 | 58,533 | Shares | Defined | 2021-02-16 | |
| 2020-12-31 | $148,100 | 10,000 | Call | Defined | 2021-02-16 | |
| 2020-09-30 | $873,071 | 64,481 | Shares | Defined | 2020-11-16 | |
| 2020-09-30 | $162,480 | 12,000 | Call | Defined | 2020-11-16 | |
| 2020-06-30 | $131,886 | 10,200 | Put | Defined | 2020-08-14 | |
| 2020-06-30 | $173,908 | 13,450 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $924,609 | 85,139 | Shares | Defined | 2020-05-15 | |
| 2020-03-31 | $139,008 | 12,800 | Call | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||