Position in UMH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$22,270
+$1,044 QoQ
Shares Held
1,471
0.0% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#204
of 256 holders
Holding Since
Sep 2020
17 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 Jun 30, 2026LOOMIS SAYLES & CO L P holds $86,029 across 3 REIT - Residential names. UMH ranks #3 (25.9% of the industry book) .
All Filings in UMH
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,270 | 1,471 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $21,226 | 1,471 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $22,052 | 1,485 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $26,192 | 1,560 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $29,172 | 1,560 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $45,897 | 2,431 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $47,817 | 2,431 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $1 | 85 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $22,947 | 1,413 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1 | 85 | Shares | Defined | 2024-02-13 | |
| 2022-09-30 | $6,102,002 | 377,833 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,200 | 68 | Shares | Defined | 2022-08-05 | |
| 2022-03-31 | $1,499 | 61 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $26,564 | 972 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $22,258 | 972 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,550 | 621 | Shares | Defined | 2021-08-13 | |
| 2020-09-30 | $4,684 | 346 | Shares | Defined | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||