Position in UMH
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$17,573,541
+$607,196 QoQ
Shares Held
1,160,736
-1.3% QoQ
Ownership
1.36%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#13
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 7%
None 1%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $2,585,690,726 across 18 REIT - Residential names. UMH ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 5,956,240 | $402,392,856 | |||
| 2 | VMRK |
Vivmark Residential
|
5,384,176 | $365,747,073 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
1,000,799 | $291,822,977 | |
| 4 | INVH |
Invitation Homes Inc.
|
8,233,305 | $248,728,142 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,770,242 | $245,957,422 | |
| 6 | SUI |
Sun Communities Inc
|
1,798,284 | $215,632,231 | |
| 7 | UDR |
UDR, Inc.
|
4,806,606 | $191,879,709 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
2,810,482 | $181,135,564 |
All Filings in UMH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $17,573,541 | 1,160,736 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $16,966,345 | 1,175,769 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $18,022,925 | 1,132,805 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $17,263,003 | 1,162,492 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $18,725,466 | 1,115,275 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $20,585,314 | 1,100,819 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $20,099,457 | 1,064,590 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $19,912,174 | 1,012,312 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $15,457,243 | 966,682 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $15,327,928 | 943,838 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $13,582,756 | 886,603 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $11,810,543 | 842,407 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $12,726,725 | 796,416 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $11,217,665 | 758,463 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,120,782 | 690,732 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $11,115,881 | 688,290 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $12,075,429 | 683,773 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $16,671,208 | 677,967 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $18,313,696 | 670,095 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $14,830,269 | 647,610 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $13,645,900 | 625,385 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $11,692,453 | 609,935 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $9,171,862 | 619,302 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $8,368,126 | 618,030 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $7,305,178 | 564,979 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $6,040,755 | 556,239 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||