Position in UMH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,610,842
-$712,137 QoQ
Shares Held
388,832
-2.2% QoQ
Ownership
0.457%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 83%
Shared 0%
None 17%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Russell Investments Group, Ltd. holds $636,345,524 across 21 REIT - Residential names. UMH ranks #13 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
974,982 | $122,808,730 | |
| 2 | EQR |
Equity Residential
|
1,353,699 | $80,071,291 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
307,232 | $74,350,144 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,498,117 | $62,078,200 | |
| 5 | CPT |
Camden Property Trust
|
586,971 | $57,323,581 | |
| 6 | AMH |
American Homes 4 Rent
|
1,783,412 | $49,792,855 | |
| 7 | MAA |
Mid America Apartment Communities Inc.
|
346,380 | $42,299,921 | |
| 8 | AVB |
Avalonbay Communities Inc
|
252,030 | $41,169,097 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,610,842 | 388,832 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $6,322,979 | 397,422 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,767,529 | 388,386 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $5,651,543 | 336,602 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $6,859,344 | 366,810 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $4,027,856 | 213,340 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,257,549 | 216,449 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $3,259,799 | 203,865 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $3,447,571 | 212,289 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $3,497,659 | 228,307 | Shares | Defined | 2024-02-05 | |
| 2023-09-30 | $2,997,432 | 213,797 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $6,258,707 | 391,659 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $5,623,392 | 380,216 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,102,799 | 379,056 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $6,066,164 | 375,614 | Shares | Defined | 2022-11-04 | |
| 2022-06-30 | $8,317,770 | 470,995 | Shares | Defined | 2022-07-29 | |
| 2022-03-31 | $11,816,255 | 480,531 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $15,636,858 | 572,150 | Shares | Defined | 2022-01-21 | |
| 2021-09-30 | $14,543,171 | 635,073 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $16,268,531 | 745,579 | Shares | Defined | 2021-08-04 | |
| 2021-03-31 | $24,787,153 | 1,293,018 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $38,065,030 | 2,570,225 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $37,499,475 | 2,769,533 | Shares | Defined | 2020-11-09 | |
| 2020-06-30 | $33,063,236 | 2,557,095 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $26,687,536 | 2,457,416 | Shares | Defined | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||