Position in UMH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$248,845
-$2,644 QoQ
Shares Held
17,245
+9.1% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.24%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026Capital Square, LLC holds $4,599,473 across 10 REIT - Residential names. UMH ranks #8 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
8,415 | $1,059,953 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
13,080 | $816,453 | |
| 3 | CPT |
Camden Property Trust
|
5,704 | $557,052 | |
| 4 | INVH |
Invitation Homes Inc.
|
21,388 | $531,491 | |
| 5 | CSR |
Centerspace
|
6,646 | $381,812 | |
| 6 | BRT |
BRT Apartments Corp.
|
20,717 | $276,364 | |
| 7 | AVB |
Avalonbay Communities Inc
|
1,620 | $264,627 | |
| 8 | UMH |
Umh Properties, Inc.
This page
|
17,245 | $248,845 |
All Filings in UMH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $248,845 | 17,245 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $251,489 | 15,807 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||