Position in UMH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$904,296
-$1,025,369 QoQ
Shares Held
59,729
-55.3% QoQ
Ownership
0.070%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#93
of 260 holders
Holding Since
Jun 2021
21 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, 2026SEI INVESTMENTS CO holds $508,361,697 across 15 REIT - Residential names. UMH ranks #15 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
363,007 | $105,849,210 | |
| 2 | SUI |
Sun Communities Inc
|
736,312 | $88,291,171 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
1,205,871 | $77,718,385 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,902,612 | $57,477,907 | |
| 5 | VMRK |
Vivmark Residential
|
697,687 | $47,393,877 | |
| 6 | 610,097 | $41,217,077 | |||
| 7 | UDR |
UDR, Inc.
|
619,837 | $24,743,892 | |
| 8 | AMH |
American Homes 4 Rent
|
574,060 | $19,242,490 |
All Filings in UMH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $904,296 | 59,729 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||