Position in UMH
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$624,979
+$474,273 QoQ
Shares Held
41,280
+295.3% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.10%
of 13F equity value
Holder Rank
#107
of 259 holders
Holding Since
Sep 2023
9 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, 2026FOX RUN MANAGEMENT, L.L.C. holds $1,540,644 across 2 REIT - Residential names. UMH ranks #2 (40.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AMH |
American Homes 4 Rent
|
27,317 | $915,665 | |
| 2 | UMH |
Umh Properties, Inc.
This page
|
41,280 | $624,979 |
All Filings in UMH
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $624,979 | 41,280 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $150,706 | 10,444 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $314,429 | 19,763 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $452,850 | 30,495 | Shares | Sole | 2025-11-12 | |
| 2024-09-30 | $355,181 | 18,057 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $245,222 | 15,336 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $429,125 | 26,424 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $210,236 | 13,723 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $208,225 | 14,852 | Shares | Sole | 2023-11-07 | |
| No filing history on record for this holder in this stock. | ||||||