Position in UMH
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,150,867
+$195,385 QoQ
Shares Held
76,015
+14.8% QoQ
Ownership
0.089%
of shares outstanding
% of Portfolio
1.27%
of 13F equity value
Holder Rank
#4
of 18 holders
Holding Since
Sep 2024
8 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 Jun 30, 2026Ulland Investment Advisors, LLC holds $1,150,867 across 1 REIT - Residential name. UMH ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UMH |
Umh Properties, Inc.
This page
|
76,015 | $1,150,867 |
All Filings in UMH
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,150,867 | 76,015 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $955,482 | 66,215 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $1,054,276 | 66,265 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $881,570 | 59,365 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $485,482 | 28,915 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $168,674 | 9,020 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $73,915 | 3,915 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $19,670 | 1,000 | Shares | Sole | 2024-10-15 | |
| No filing history on record for this holder in this stock. | ||||||