Position in UMH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$396,637
-$53,030 QoQ
Shares Held
26,198
-15.9% QoQ
Ownership
0.031%
of shares outstanding
% of Portfolio
0.63%
of 13F equity value
Holder Rank
#128
of 255 holders
Holding Since
Mar 2022
18 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, 2026LDR Capital Management LLC holds $5,461,013 across 7 REIT - Residential names. UMH ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
6,110 | $1,781,614 | |
| 2 | VMRK |
Vivmark Residential
|
16,671 | $1,132,461 | |
| 3 | MRP |
Millrose Properties, Inc.
|
26,194 | $787,129 | |
| 4 | AVB |
Avalonbay Communities Inc
|
3,406 | $642,678 | |
| 5 | ELS |
Equity Lifestyle Properties Inc
|
6,866 | $442,513 | |
| 6 | UMH |
Umh Properties, Inc.
This page
|
26,198 | $396,637 | |
| 7 | AMH |
American Homes 4 Rent
|
8,293 | $277,981 |
All Filings in UMH
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $396,637 | 26,198 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $449,667 | 31,162 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,127,366 | 70,859 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,495,350 | 100,697 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,319,840 | 138,168 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $2,552,119 | 136,477 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $2,482,078 | 131,466 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $3,286,679 | 167,091 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $3,781,011 | 236,461 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $3,840,126 | 236,461 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $3,845,917 | 251,039 | Shares | Sole | 2024-01-24 | |
| 2023-09-30 | $3,519,566 | 251,039 | Shares | Sole | 2023-10-30 | |
| 2023-06-30 | $3,498,741 | 218,945 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,305,579 | 223,501 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $3,429,992 | 213,043 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,710,131 | 167,810 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,634,872 | 149,200 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $3,939,318 | 160,200 | Shares | Sole | 2022-05-11 | |
| No filing history on record for this holder in this stock. | ||||||