Position in UMH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$52,203,658
+$3,384,847 QoQ
Shares Held
3,448,062
+1.9% QoQ
Ownership
4.04%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#5
of 260 holders
Holding Since
Mar 2026
2 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, 2026VANGUARD CAPITAL MANAGEMENT LLC holds $10,613,319,012 across 21 REIT - Residential names. UMH ranks #14 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 25,392,023 | $1,715,439,384 | |||
| 2 | VMRK |
Vivmark Residential
|
23,407,634 | $1,590,080,577 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
4,202,889 | $1,225,520,403 | |
| 4 | INVH |
Invitation Homes Inc.
|
37,314,783 | $1,127,279,594 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
7,611,715 | $1,057,571,682 | |
| 6 | UDR |
UDR, Inc.
|
20,291,857 | $810,050,931 | |
| 7 | CPT |
Camden Property Trust
|
6,560,670 | $751,131,108 | |
| 8 | SUI |
Sun Communities Inc
|
5,494,428 | $658,836,861 |
All Filings in UMH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $52,203,658 | 3,448,062 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $48,818,811 | 3,383,147 | Shares | Defined | 2026-05-15 | |
| No filing history on record for this holder in this stock. | ||||||