Position in UMH
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$1,929,665
+$1,931 QoQ
Shares Held
133,726
+10.4% QoQ
Ownership
0.157%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2021
20 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026SEI INVESTMENTS CO holds $472,801,053 across 18 REIT - Residential names. UMH ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SUI |
Sun Communities Inc
|
771,978 | $97,238,348 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
361,694 | $87,529,948 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
957,634 | $59,775,514 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,053,588 | $51,031,660 | |
| 5 | AVB |
Avalonbay Communities Inc
|
271,640 | $44,372,393 | |
| 6 | EQR |
Equity Residential
|
652,129 | $38,573,430 | |
| 7 | UDR |
UDR, Inc.
|
981,797 | $33,165,101 | |
| 8 | AMH |
American Homes 4 Rent
|
663,755 | $18,532,039 |
All Filings in UMH
Export CSV
20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,929,665 | 133,726 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,927,734 | 121,165 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $2,103,754 | 141,667 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,646,187 | 157,605 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,866,304 | 420,658 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $6,706,119 | 355,197 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $6,794,863 | 345,443 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $6,306,983 | 394,433 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,261,672 | 385,571 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $5,668,675 | 370,018 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $4,824,604 | 344,123 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $4,182,972 | 261,763 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $3,800,866 | 256,989 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $2,216,615 | 137,678 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $529,364 | 32,778 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $496,970 | 28,141 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $612,831 | 24,922 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $549,169 | 20,094 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $392,048 | 17,120 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $304,301 | 13,946 | Shares | Sole | 2021-08-06 | |
| No filing history on record for this holder in this stock. | ||||||