Position in UMH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,506,657
-$104,185 QoQ
Shares Held
363,716
-6.5% QoQ
Ownership
0.426%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#36
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 89%
Shared 0%
None 11%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Russell Investments Group, Ltd. holds $771,710,101 across 20 REIT - Residential names. UMH ranks #13 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | INVH |
Invitation Homes Inc.
|
4,284,791 | $129,443,529 | |
| 2 | VMRK |
Vivmark Residential
|
1,803,759 | $122,529,340 | |
| 3 | SUI |
Sun Communities Inc
|
927,049 | $111,162,441 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
356,921 | $104,074,586 | |
| 5 | CPT |
Camden Property Trust
|
663,798 | $75,998,224 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
718,472 | $46,305,514 | |
| 7 | 653,967 | $44,180,814 | |||
| 8 | JAN |
Janus Living, Inc.
|
1,109,428 | $31,884,956 |
All Filings in UMH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,506,657 | 363,716 | Shares | Defined | 2026-08-06 | |
| 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. | ||||||