Position in UMH
as of Mar 31, 2026
· filed May 5, 2026
Position Value
$2,870,127
-$838,621 QoQ
Shares Held
198,900
-14.7% QoQ
Ownership
0.234%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026STOREBRAND ASSET MANAGEMENT AS holds $66,891,189 across 13 REIT - Residential names. UMH ranks #9 (4.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
123,108 | $20,109,691 | |
| 2 | EQR |
Equity Residential
|
236,647 | $13,997,670 | |
| 3 | SUI |
Sun Communities Inc
|
45,373 | $5,715,183 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
41,864 | $5,112,431 | |
| 5 | INVH |
Invitation Homes Inc.
|
145,931 | $3,626,385 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
14,631 | $3,540,702 | |
| 7 | CPT |
Camden Property Trust
|
31,789 | $3,104,513 | |
| 8 | UDR |
UDR, Inc.
|
90,996 | $3,073,844 |
All Filings in UMH
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||