Position in UMH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$4,044,668
-$472,321 QoQ
Shares Held
280,296
-1.3% QoQ
Ownership
0.329%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 82%
Shared 0%
None 18%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026JPMORGAN CHASE & CO holds $2,725,676,000 across 22 REIT - Residential names. UMH ranks #16 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
4,466,121 | $729,540,856 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
2,905,831 | $354,860,074 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
4,746,014 | $296,246,191 | |
| 4 | EQR |
Equity Residential
|
4,984,647 | $294,841,864 | |
| 5 | INVH |
Invitation Homes Inc.
|
8,035,347 | $199,678,367 | |
| 6 | UDR |
UDR, Inc.
|
5,693,284 | $192,319,125 | |
| 7 | AMH |
American Homes 4 Rent
|
6,636,510 | $185,291,355 | |
| 8 | ESS |
Essex Property Trust, Inc.
|
543,968 | $131,640,256 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,044,668 | 280,296 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $4,516,989 | 283,909 | Shares | Other | 2026-02-11 | |
| 2025-09-30 | $4,893,443 | 329,525 | Shares | Other | 2025-11-26 | |
| 2025-06-30 | $5,035,151 | 299,890 | Shares | Other | 2025-08-12 | |
| 2025-03-31 | $6,988,599 | 373,722 | Shares | Other | 2025-05-12 | |
| 2024-12-31 | $8,692,464 | 460,406 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $8,081,534 | 410,856 | Shares | Defined | 2024-12-26 | |
| 2024-06-30 | $5,472,990 | 342,276 | Shares | Other | 2024-12-26 | |
| 2024-03-31 | $8,799,707 | 541,854 | Shares | Other | 2024-12-26 | |
| 2023-12-31 | $7,826,815 | 510,889 | Shares | Other | 2024-12-26 | |
| 2023-09-30 | $9,912,011 | 706,991 | Shares | Other | 2023-11-14 | |
| 2023-06-30 | $11,869,651 | 742,782 | Shares | Other | 2023-08-11 | |
| 2023-03-31 | $14,732,952 | 996,143 | Shares | Other | 2023-05-18 | |
| 2022-12-31 | $14,875,480 | 923,943 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $7,235,165 | 447,998 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $8,065,883 | 456,732 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $11,921,550 | 484,813 | Shares | Other | 2022-05-11 | |
| 2021-12-31 | $14,326,738 | 524,213 | Shares | Other | 2022-02-11 | |
| 2021-09-30 | $11,067,430 | 483,294 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $11,026,016 | 505,317 | Shares | Other | 2021-08-12 | |
| 2021-03-31 | $7,076,047 | 369,121 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $3,020,705 | 203,964 | Shares | Defined | 2021-02-19 | |
| 2020-09-30 | $3,318,274 | 245,072 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,520,882 | 194,964 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $2,265,883 | 208,645 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||