Position in UMH
as of Mar 31, 2026
· filed May 7, 2026
Position Value
$16,966,345
-$1,056,580 QoQ
Shares Held
1,175,769
+3.8% QoQ
Ownership
1.38%
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 93%
Shared 6%
None 1%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026DIMENSIONAL FUND ADVISORS LP holds $2,313,143,309 across 21 REIT - Residential names. UMH ranks #12 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,137,158 | $349,104,757 | |
| 2 | EQR |
Equity Residential
|
5,433,423 | $321,386,967 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
995,810 | $240,986,020 | |
| 4 | SUI |
Sun Communities Inc
|
1,812,301 | $228,277,432 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,772,445 | $216,450,981 | |
| 6 | INVH |
Invitation Homes Inc.
|
8,379,282 | $208,225,155 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
2,806,080 | $175,155,512 | |
| 8 | UDR |
UDR, Inc.
|
4,850,115 | $163,836,883 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||