Position in UMH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$63,974,024
+$5,079,350 QoQ
Shares Held
4,225,497
+3.5% QoQ
Ownership
4.95%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#2
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 PORTFOLIO MANAGEMENT LLC holds $15,159,866,961 across 18 REIT - Residential names. UMH ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 33,840,946 | $2,286,233,397 | |||
| 2 | VMRK |
Vivmark Residential
|
31,091,765 | $2,112,063,596 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
5,490,501 | $1,600,975,186 | |
| 4 | INVH |
Invitation Homes Inc.
|
48,041,805 | $1,451,342,929 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
9,929,114 | $1,379,551,099 | |
| 6 | SUI |
Sun Communities Inc
|
10,263,766 | $1,230,728,181 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
16,433,541 | $1,059,141,717 | |
| 8 | UDR |
UDR, Inc.
|
25,516,492 | $1,018,618,360 |
All Filings in UMH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $63,974,024 | 4,225,497 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $58,894,674 | 4,081,405 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||