Position in UMH
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$3,011,346
+$141,219 QoQ
Shares Held
198,900
0.0% QoQ
Ownership
0.233%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#47
of 260 holders
Holding Since
Dec 2020
23 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, 2026STOREBRAND ASSET MANAGEMENT AS holds $75,069,436 across 13 REIT - Residential names. UMH ranks #10 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 340,014 | $22,970,749 | |||
| 2 | VMRK |
Vivmark Residential
|
240,159 | $16,314,000 | |
| 3 | SUI |
Sun Communities Inc
|
45,124 | $5,410,818 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
38,133 | $5,298,199 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
16,020 | $4,671,271 | |
| 6 | INVH |
Invitation Homes Inc.
|
146,227 | $4,417,517 | |
| 7 | UDR |
UDR, Inc.
|
95,573 | $3,815,274 | |
| 8 | CPT |
Camden Property Trust
|
32,228 | $3,689,783 |
All Filings in UMH
Export CSV
23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,011,346 | 198,900 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,870,127 | 198,900 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $3,708,748 | 233,108 | Shares | Sole | 2026-05-20 | |
| 2025-09-30 | $3,483,186 | 234,558 | Shares | Sole | 2026-06-03 | |
| 2025-06-30 | $3,938,228 | 234,558 | Shares | Sole | 2026-06-03 | |
| 2025-03-31 | $4,443,512 | 237,621 | Shares | Sole | 2026-06-03 | |
| 2024-12-31 | $4,963,948 | 262,921 | Shares | Sole | 2026-06-17 | |
| 2024-09-30 | $5,386,708 | 273,854 | Shares | Sole | 2026-06-17 | |
| 2024-06-30 | $4,424,273 | 276,690 | Shares | Sole | 2026-06-17 | |
| 2024-03-31 | $4,556,651 | 280,582 | Shares | Sole | 2026-06-17 | |
| 2023-12-31 | $5,323,745 | 347,503 | Shares | Sole | 2026-06-18 | |
| 2023-09-30 | $863,772 | 61,610 | Shares | Sole | 2026-06-18 | |
| 2023-06-30 | $1,024,477 | 64,110 | Shares | Sole | 2026-06-18 | |
| 2023-03-31 | $1,004,285 | 67,903 | Shares | Sole | 2026-06-18 | |
| 2022-12-31 | $1,194,120 | 74,169 | Shares | Sole | 2026-06-18 | |
| 2022-09-30 | $1,248,879 | 77,330 | Shares | Sole | 2026-06-18 | |
| 2022-06-30 | $1,249,974 | 70,780 | Shares | Sole | 2026-06-18 | |
| 2022-03-31 | $1,791,258 | 72,845 | Shares | Sole | 2026-06-18 | |
| 2021-12-31 | $2,160,491 | 79,052 | Shares | Sole | 2026-06-18 | |
| 2021-09-30 | $1,654,318 | 72,241 | Shares | Sole | 2026-06-18 | |
| 2021-06-30 | $1,469,249 | 67,335 | Shares | Sole | 2026-06-18 | |
| 2021-03-31 | $974,717 | 50,846 | Shares | Sole | 2026-06-18 | |
| 2020-12-31 | $477,963 | 32,273 | Shares | Sole | 2026-06-18 | |
| No filing history on record for this holder in this stock. | ||||||