Position in UMH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,337,237
+$1,546,805 QoQ
Shares Held
154,375
+181.8% QoQ
Ownership
0.181%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#56
of 259 holders
Holding Since
Mar 2024
4 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 Jun 30, 2026HRT FINANCIAL LP holds $45,280,956 across 8 REIT - Residential names. UMH ranks #5 (5.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 247,940 | $16,750,393 | |||
| 2 | INVH |
Invitation Homes Inc.
|
394,098 | $11,905,700 | |
| 3 | CPT |
Camden Property Trust
|
79,465 | $9,097,947 | |
| 4 | AIV |
Apartment Investment & Management Co
|
1,044,965 | $3,103,546 | |
| 5 | UMH |
Umh Properties, Inc.
This page
|
154,375 | $2,337,237 | |
| 6 | NXRT |
NexPoint Residential Trust, Inc.
|
51,974 | $1,451,114 | |
| 7 | ELME |
Elme Communities
|
409,671 | $606,313 | |
| 8 | CLPR |
Clipper Realty Inc.
|
10,554 | $28,706 |
All Filings in UMH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,337,237 | 154,375 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $790,432 | 54,777 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $1,083,871 | 72,988 | Shares | Defined | 2025-11-14 | |
| 2024-03-31 | $612,475 | 37,714 | Shares | Defined | 2024-05-13 | |
| No filing history on record for this holder in this stock. | ||||||