Position in UMH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$3,528,365
-$441,863 QoQ
Shares Held
244,516
-2.0% QoQ
Ownership
0.287%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026NEUBERGER BERMAN GROUP LLC holds $234,830,774 across 16 REIT - Residential names. UMH ranks #9 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
2,916,504 | $72,475,124 | |
| 2 | AVB |
Avalonbay Communities Inc
|
276,396 | $45,149,286 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
509,616 | $31,810,230 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
86,517 | $20,937,114 | |
| 5 | UDR |
UDR, Inc.
|
569,563 | $19,239,837 | |
| 6 | JAN |
Janus Living, Inc.
|
671,809 | $15,834,538 | |
| 7 | AMH |
American Homes 4 Rent
|
415,286 | $11,594,785 | |
| 8 | SUI |
Sun Communities Inc
|
48,760 | $6,141,809 |
All Filings in UMH
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $3,528,365 | 244,516 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,970,228 | 249,543 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $4,047,114 | 272,533 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $4,764,514 | 283,771 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $5,474,574 | 292,758 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,699,002 | 301,854 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,958,101 | 302,903 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,698,644 | 293,849 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $4,721,373 | 290,725 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $3,874,657 | 252,915 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $3,934,740 | 280,652 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $4,448,943 | 278,407 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $3,887,196 | 262,826 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,335,278 | 269,272 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,442,880 | 275,101 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $4,776,905 | 270,493 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $6,154,999 | 250,305 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $6,666,743 | 243,935 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $5,646,177 | 246,558 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $5,517,033 | 252,843 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $4,811,918 | 251,013 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $3,576,111 | 241,466 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $3,494,199 | 258,065 | Shares | Defined | 2020-11-12 | |
| 2020-03-31 | $3,295,955 | 303,495 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||