Position in UMH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$14,684,330
+$666,553 QoQ
Shares Held
969,903
-0.2% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#16
of 259 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026RAYMOND JAMES FINANCIAL INC holds $200,653,209 across 15 REIT - Residential names. UMH ranks #6 (7.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
469,738 | $65,265,395 | |
| 2 | UDR |
UDR, Inc.
|
545,265 | $21,766,977 | |
| 3 | 291,919 | $19,721,506 | |||
| 4 | SUI |
Sun Communities Inc
|
129,056 | $15,475,103 | |
| 5 | MRP |
Millrose Properties, Inc.
|
505,294 | $15,184,084 | |
| 6 | UMH |
Umh Properties, Inc.
This page
|
969,903 | $14,684,330 | |
| 7 | VMRK |
Vivmark Residential
|
178,787 | $12,144,999 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
177,210 | $11,421,184 |
All Filings in UMH
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,684,330 | 969,903 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $14,017,777 | 971,433 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $14,923,085 | 937,969 | Shares | Defined | 2026-02-18 | |
| 2025-09-30 | $14,040,540 | 945,491 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,599,150 | 929,074 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $19,268,011 | 1,030,375 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $23,395,773 | 1,239,183 | Shares | Defined | 2025-04-23 | |
| No filing history on record for this holder in this stock. | ||||||