Position in UMH
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$72,414
-$49,103 QoQ
Shares Held
4,783
-41.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#188
of 255 holders
Holding Since
Dec 2021
10 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, 2026State of Wyoming holds $2,789,131 across 8 REIT - Residential names. UMH ranks #6 (2.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRP |
Millrose Properties, Inc.
|
51,221 | $1,539,191 | |
| 2 | UDR |
UDR, Inc.
|
11,826 | $472,093 | |
| 3 | CPT |
Camden Property Trust
|
2,048 | $234,475 | |
| 4 | AMH |
American Homes 4 Rent
|
6,803 | $228,036 | |
| 5 | AIV |
Apartment Investment & Management Co
|
48,657 | $144,511 | |
| 6 | UMH |
Umh Properties, Inc.
This page
|
4,783 | $72,414 | |
| 7 | CSR |
Centerspace
|
1,065 | $59,842 | |
| 8 | JAN |
Janus Living, Inc.
|
1,342 | $38,569 |
All Filings in UMH
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $72,414 | 4,783 | Shares | Sole | 2026-08-06 | |
| 2025-09-30 | $121,517 | 8,183 | Shares | Sole | 2025-11-04 | |
| 2025-03-31 | $285,044 | 15,243 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $531,396 | 28,146 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $162,592 | 8,266 | Shares | Sole | 2024-11-14 | |
| 2023-12-31 | $83,264 | 5,435 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $159,239 | 11,358 | Shares | Sole | 2023-11-14 | |
| 2022-06-30 | $57,359 | 3,248 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $33,712 | 1,371 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $153,594 | 5,620 | Shares | Sole | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||