Position in UMH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$1,558,872
-$167,840 QoQ
Shares Held
108,030
-0.5% QoQ
Ownership
0.127%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026WealthTrust Axiom LLC holds $1,558,872 across 1 REIT - Residential name. UMH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
This page
|
108,030 | $1,558,872 |
All Filings in UMH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,558,872 | 108,030 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,726,712 | 108,530 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,614,640 | 108,730 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,926,316 | 114,730 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,305,336 | 123,280 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,425,419 | 128,465 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $2,519,038 | 128,065 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,063,749 | 129,065 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $2,104,135 | 129,565 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $2,065,350 | 134,814 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,869,062 | 133,314 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $2,100,794 | 131,464 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,866,705 | 126,214 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $2,025,605 | 125,814 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $1,864,759 | 115,465 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $1,760,966 | 99,715 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $2,458,139 | 99,965 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $2,759,373 | 100,965 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $2,337,288 | 102,065 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,357,978 | 108,065 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $2,133,793 | 111,309 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $1,704,023 | 115,059 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,557,221 | 115,009 | Shares | Sole | 2020-10-21 | |
| 2020-06-30 | $1,539,652 | 119,076 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,398,409 | 128,767 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||