Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$916,144
-$1,734,843 QoQ
Shares Held
63,489
-61.9% QoQ
Ownership
0.075%
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 100%
Shared 0%
None 0%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026BARCLAYS PLC holds $402,523,387 across 22 REIT - Residential names. UMH ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
499,003 | $81,512,138 | |
| 2 | EQR |
Equity Residential
|
1,261,436 | $74,613,937 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
232,496 | $56,264,032 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,228,525 | $55,378,845 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
306,681 | $37,451,882 | |
| 6 | UDR |
UDR, Inc.
|
1,017,421 | $34,368,480 | |
| 7 | CPT |
Camden Property Trust
|
214,741 | $20,971,605 | |
| 8 | SUI |
Sun Communities Inc
|
133,484 | $16,813,643 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $916,144 | 63,489 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $2,650,987 | 166,624 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,402,121 | 161,759 | Shares | Sole | 2026-03-31 | |
| 2025-06-30 | $3,120,337 | 185,845 | Shares | Sole | 2026-02-27 | |
| 2025-03-31 | $2,503,760 | 133,891 | Shares | Sole | 2026-03-17 | |
| 2024-12-31 | $3,362,981 | 178,124 | Shares | Sole | 2026-03-19 | |
| 2024-09-30 | $3,155,186 | 160,406 | Shares | Sole | 2026-03-31 | |
| 2024-06-30 | $1,275,138 | 79,746 | Shares | Sole | 2026-03-23 | |
| 2024-03-31 | $1,777,045 | 109,424 | Shares | Sole | 2026-03-24 | |
| 2023-12-31 | $2,376,177 | 155,103 | Shares | Sole | 2026-03-24 | |
| 2023-09-30 | $1,157,659 | 82,572 | Shares | Sole | 2026-03-26 | |
| 2023-06-30 | $2,485,129 | 155,515 | Shares | Sole | 2026-03-27 | |
| 2023-03-31 | $2,101,659 | 142,100 | Shares | Sole | 2026-03-30 | |
| 2022-12-31 | $2,362,916 | 146,765 | Shares | Sole | 2026-03-30 | |
| 2022-09-30 | $2,070,946 | 128,232 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $2,210,943 | 125,195 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $1,818,971 | 73,972 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,413,730 | 88,318 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $421,131 | 18,390 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $127,647 | 5,850 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,245,053 | 64,948 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $177,542 | 11,988 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $227,878 | 16,830 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $260,862 | 20,175 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $130,645 | 12,030 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||