Position in UMH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$167,266
-$2,080 QoQ
Shares Held
11,048
+3.8% QoQ
Ownership
0.013%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#176
of 259 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026EP Wealth Advisors, LLC holds $2,973,011 across 6 REIT - Residential names. UMH ranks #6 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
2,978 | $868,355 | |
| 2 | AVB |
Avalonbay Communities Inc
|
11,457 | $774,006 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
3,885 | $539,781 | |
| 4 | CPT |
Camden Property Trust
|
2,731 | $312,672 | |
| 5 | AMH |
American Homes 4 Rent
|
9,276 | $310,931 | |
| 6 | UMH |
Umh Properties, Inc.
This page
|
11,048 | $167,266 |
All Filings in UMH
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $167,266 | 11,048 | Shares | Sole | 2026-08-12 | |
| 2025-12-31 | $169,346 | 10,644 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $170,569 | 10,159 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $190,665 | 10,196 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||