Sumitomo Mitsui Trust Group, Inc.
Position in UMH — Umh Properties, Inc.
CIK 1475365
CHIYODA-KU, TOKYO, M0
Position in UMH
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$1,309,161
-$146,126 QoQ
Shares Held
90,725
-0.8% QoQ
Ownership
0.107%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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, 2026Sumitomo Mitsui Trust Group, Inc. holds $658,257,343 across 18 REIT - Residential names. UMH ranks #14 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
2,034,473 | $120,339,077 | |
| 2 | AVB |
Avalonbay Communities Inc
|
724,280 | $118,311,138 | |
| 3 | UDR |
UDR, Inc.
|
2,156,869 | $72,859,034 | |
| 4 | AMH |
American Homes 4 Rent
|
2,228,492 | $62,219,496 | |
| 5 | INVH |
Invitation Homes Inc.
|
2,401,234 | $59,670,664 | |
| 6 | SUI |
Sun Communities Inc
|
435,388 | $54,841,472 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
223,756 | $54,148,952 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
767,852 | $47,929,321 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,309,161 | 90,725 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $1,455,287 | 91,470 | Shares | Defined | 2026-01-23 | |
| 2025-09-30 | $1,268,115 | 85,395 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $1,353,374 | 80,606 | Shares | Defined | 2025-07-31 | |
| 2025-03-31 | $1,486,481 | 79,491 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $1,504,245 | 79,674 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $1,480,895 | 75,287 | Shares | Defined | 2024-11-05 | |
| 2024-06-30 | $1,167,797 | 73,033 | Shares | Defined | 2024-07-19 | |
| 2024-03-31 | $1,136,020 | 69,952 | Shares | Defined | 2024-04-19 | |
| 2023-12-31 | $1,040,136 | 67,894 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $951,873 | 67,894 | Shares | Defined | 2023-10-30 | |
| 2023-06-30 | $946,687 | 59,242 | Shares | Defined | 2023-07-31 | |
| 2023-03-31 | $876,189 | 59,242 | Shares | Defined | 2023-04-27 | |
| 2022-12-31 | $940,256 | 58,401 | Shares | Defined | 2023-01-30 | |
| 2022-09-30 | $1,005,385 | 62,253 | Shares | Defined | 2022-10-21 | |
| 2022-06-30 | $1,026,134 | 58,105 | Shares | Defined | 2022-07-26 | |
| 2022-03-31 | $1,437,113 | 58,443 | Shares | Defined | 2022-04-27 | |
| 2021-12-31 | $1,689,485 | 61,818 | Shares | Defined | 2022-02-02 | |
| 2021-09-30 | $1,453,623 | 63,477 | Shares | Defined | 2021-10-25 | |
| 2021-06-30 | $1,245,747 | 57,092 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $1,157,158 | 60,363 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $1,090,445 | 73,629 | Shares | Defined | 2021-02-05 | |
| 2020-09-30 | $1,085,488 | 80,169 | Shares | Defined | 2020-10-30 | |
| 2020-06-30 | $1,004,661 | 77,700 | Shares | Defined | 2020-07-27 | |
| 2020-03-31 | $755,367 | 69,555 | Shares | Defined | 2020-04-27 | |
| No filing history on record for this holder in this stock. | ||||||