Position in UMH
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$578,908
+$34,522 QoQ
Shares Held
38,237
+1.4% QoQ
Ownership
0.045%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#109
of 255 holders
Holding Since
Dec 2021
17 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026Vert Asset Management LLC holds $62,708,712 across 9 REIT - Residential names. UMH ranks #8 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
72,165 | $13,616,813 | |
| 2 | VMRK |
Vivmark Residential
|
179,611 | $12,200,975 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
32,701 | $9,535,284 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
58,352 | $8,107,426 | |
| 5 | UDR |
UDR, Inc.
|
160,196 | $6,395,024 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
93,668 | $6,036,902 | |
| 7 | CPT |
Camden Property Trust
|
50,682 | $5,802,582 | |
| 8 | UMH |
Umh Properties, Inc.
This page
|
38,237 | $578,908 |
All Filings in UMH
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $578,908 | 38,237 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $544,386 | 37,726 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $592,599 | 37,247 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $529,892 | 35,683 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $580,833 | 34,594 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $697,846 | 37,318 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $590,339 | 31,268 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $503,512 | 25,598 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $409,312 | 25,598 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $394,859 | 24,314 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $366,148 | 23,900 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $335,078 | 23,900 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $381,922 | 23,900 | Shares | Defined | 2023-07-18 | |
| 2023-03-31 | $353,481 | 23,900 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $202,006 | 12,547 | Shares | Defined | 2023-02-14 | |
| 2022-03-31 | $218,949 | 8,904 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $224,843 | 8,227 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||