Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$53,807,737
-$3,477,410 QoQ
Shares Held
3,728,880
+3.6% QoQ
Ownership
4.38%
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, 2026FMR LLC holds $3,480,781,131 across 21 REIT - Residential names. UMH ranks #10 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CPT |
Camden Property Trust
|
7,067,220 | $690,184,703 | |
| 2 | SUI |
Sun Communities Inc
|
4,983,816 | $627,761,462 | |
| 3 | UDR |
UDR, Inc.
|
13,701,941 | $462,851,565 | |
| 4 | INVH |
Invitation Homes Inc.
|
18,262,085 | $453,812,810 | |
| 5 | EQR |
Equity Residential
|
6,732,241 | $398,212,052 | |
| 6 | AMH |
American Homes 4 Rent
|
9,290,625 | $259,394,248 | |
| 7 | AVB |
Avalonbay Communities Inc
|
1,179,289 | $192,636,855 | |
| 8 | MRP |
Millrose Properties, Inc.
|
6,526,876 | $182,752,528 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $53,807,737 | 3,728,880 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $57,285,147 | 3,600,575 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $40,501,726 | 2,727,389 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $45,785,389 | 2,726,944 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $50,978,556 | 2,726,126 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $51,444,714 | 2,724,826 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $53,697,034 | 2,729,895 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $43,642,610 | 2,729,369 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $44,317,286 | 2,728,897 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $41,805,460 | 2,728,816 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $38,234,460 | 2,727,137 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $44,070,968 | 2,757,883 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $40,755,411 | 2,755,606 | Shares | Defined | 2023-08-11 | |
| 2022-12-31 | $44,851,862 | 2,785,830 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $45,000,423 | 2,786,404 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $49,250,542 | 2,788,819 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $62,219,019 | 2,530,257 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $65,485,166 | 2,396,091 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $54,870,483 | 2,396,091 | Shares | Defined | 2022-02-14 | |
| 2021-06-30 | $52,282,901 | 2,396,100 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $45,921,465 | 2,395,486 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $35,921,609 | 2,425,497 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $32,435,015 | 2,395,496 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $24,345,534 | 1,882,872 | Shares | Defined | 2020-08-24 | |
| 2020-03-31 | $23,216,051 | 2,137,758 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||