Position in UMH
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$832
-$5,574 QoQ
Shares Held
55
-87.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#242
of 255 holders
Holding Since
Sep 2025
4 quarters on record
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026FIRST HORIZON CORP holds $52,172 across 9 REIT - Residential names. UMH ranks #8 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VMRK |
Vivmark Residential
|
267 | $18,137 | |
| 2 | MRP |
Millrose Properties, Inc.
|
454 | $13,642 | |
| 3 | INVH |
Invitation Homes Inc.
|
300 | $9,063 | |
| 4 | IRT |
Independence Realty Trust, Inc.
|
236 | $3,938 | |
| 5 | NXRT |
NexPoint Residential Trust, Inc.
|
113 | $3,154 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
26 | $1,675 | |
| 7 | AVB |
Avalonbay Communities Inc
|
6 | $1,132 | |
| 8 | UMH |
Umh Properties, Inc.
This page
|
55 | $832 |
All Filings in UMH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $832 | 55 | Shares | Defined | 2026-07-20 | |
| 2026-03-31 | $6,406 | 444 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $3,945 | 248 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $5,761 | 388 | Shares | Defined | 2025-10-27 | |
| No filing history on record for this holder in this stock. | ||||||