Position in UMH
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,816
+$1,813 QoQ
Shares Held
120
-34.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#235
of 255 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Capital Analysts, LLC holds $102,196 across 8 REIT - Residential names. UMH ranks #8 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
128 | $24,152 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
67 | $19,536 | |
| 3 | SUI |
Sun Communities Inc
|
151 | $18,106 | |
| 4 | ELS |
Equity Lifestyle Properties Inc
|
295 | $15,664 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
75 | $10,420 | |
| 6 | CPT |
Camden Property Trust
|
57 | $6,525 | |
| 7 | VMRK |
Vivmark Residential
|
88 | $5,977 | |
| 8 | UMH |
Umh Properties, Inc.
This page
|
120 | $1,816 |
All Filings in UMH
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,816 | 120 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $3 | 183 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $3,834 | 241 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||