Concurrent Investment Advisors, LLC

Position in UMH — Umh Properties, Inc.

CIK 2001015 Tampa, FL

Position in UMH

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$329,112

+$12,749 QoQ

Shares Held

21,738

-0.8% QoQ

Ownership

0.025%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#138

of 255 holders

Holding Since

Sep 2024

8 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $1,496,866 across 5 REIT - Residential names. UMH ranks #2 (22.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ESS	Essex Property Trust, Inc.	1,372	$400,060
2	UMH	Umh Properties, Inc. This page	21,738	$329,112
3	MAA	Mid America Apartment Communities Inc.	2,117	$294,135
4	CPT	Camden Property Trust	2,221	$254,281
5	VMRK	Vivmark Residential	3,228	$219,278

8 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$329,112	21,738	-0.8%	Shares	Sole	2026-07-27
2026-03-31	$316,363	21,924	-0.1%	Shares	Sole	2026-04-21
2025-12-31	$349,128	21,944	-20.8%	Shares	Sole	2026-01-29
2025-09-30	$411,345	27,700	-6.2%	Shares	Sole	2025-10-27
2025-06-30	$495,758	29,527	+1.8%	Shares	Sole	2025-07-25
2025-03-31	$542,543	29,013	-3.8%	Shares	Sole	2025-04-29
2024-12-31	$569,515	30,165	-3.3%	Shares	Sole	2025-02-03
2024-09-30	$613,507	31,190	—	Shares	Sole	2024-10-30
No filing history on record for this holder in this stock.