Position in UMH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$15,654,547
+$843,251 QoQ
Shares Held
1,033,986
+0.7% QoQ
Ownership
1.21%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#14
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 8%
Shared 0%
None 92%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026BANK OF AMERICA CORP /DE/ holds $1,296,686,733 across 19 REIT - Residential names. UMH ranks #12 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 5,303,203 | $358,274,857 | |||
| 2 | VMRK |
Vivmark Residential
|
3,004,393 | $204,088,412 | |
| 3 | ELS |
Equity Lifestyle Properties Inc
|
1,944,155 | $125,300,788 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
818,301 | $113,694,737 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
275,322 | $80,281,140 | |
| 6 | CPT |
Camden Property Trust
|
680,971 | $77,964,367 | |
| 7 | INVH |
Invitation Homes Inc.
|
2,496,227 | $75,411,015 | |
| 8 | SUI |
Sun Communities Inc
|
623,891 | $74,810,765 |
All Filings in UMH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,654,547 | 1,033,986 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,811,296 | 1,026,424 | Shares | Defined | 2026-05-18 | |
| 2025-12-31 | $17,420,254 | 1,094,925 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $15,828,450 | 1,065,889 | Shares | Defined | 2026-02-03 | |
| 2025-06-30 | $19,967,537 | 1,189,252 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $20,533,533 | 1,098,050 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $21,600,171 | 1,144,077 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $22,349,956 | 1,136,246 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $18,471,566 | 1,155,195 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $18,588,024 | 1,144,583 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $18,009,454 | 1,175,552 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $16,638,611 | 1,186,777 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $18,989,479 | 1,188,328 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,297,842 | 222,978 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,701,270 | 105,669 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $748,470 | 46,345 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,209,691 | 68,499 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $641,453 | 26,086 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $686,527 | 25,120 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $270,470 | 11,811 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $224,983 | 10,311 | Shares | Defined | 2021-09-13 | |
| 2021-03-31 | $1,156,198 | 60,313 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $578,373 | 39,053 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $214,038 | 15,808 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $168,812 | 13,056 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $49,802 | 4,586 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||