Position in UMH
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$424,813
-$23,180 QoQ
Shares Held
28,059
-9.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#126
of 259 holders
Holding Since
Sep 2024
8 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, 2026Carnegie Lake Advisors LLC holds $2,321,055 across 3 REIT - Residential names. UMH ranks #3 (18.3% of the industry book) .
All Filings in UMH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $424,813 | 28,059 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $447,993 | 31,046 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $509,851 | 32,046 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $475,883 | 32,046 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $502,793 | 29,946 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $559,990 | 29,946 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $565,380 | 29,946 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $589,037 | 29,946 | Shares | Sole | 2024-11-04 | |
| No filing history on record for this holder in this stock. | ||||||