Position in UMH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$14,017,777
-$905,308 QoQ
Shares Held
971,433
+3.6% QoQ
Ownership
1.14%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
6 quarters on record
Voting authority
Sole 6.544970162636023.ToString("F0")%
Shared 0.ToString("F0")%
None 93.45502983736398.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026RAYMOND JAMES FINANCIAL INC holds $183,519,235 across 16 REIT - Residential names. UMH ranks #4 (7.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAA |
Mid America Apartment Communities Inc.
|
535,621 | $65,410,033 | |
| 2 | AVB |
Avalonbay Communities Inc
|
108,597 | $17,739,318 | |
| 3 | UDR |
UDR, Inc.
|
428,923 | $14,489,017 | |
| 4 | UMH |
Umh Properties, Inc.
This page
|
971,433 | $14,017,777 | |
| 5 | MRP |
Millrose Properties, Inc.
|
469,208 | $13,137,824 | |
| 6 | SUI |
Sun Communities Inc
|
97,216 | $12,245,326 | |
| 7 | EQR |
Equity Residential
|
188,256 | $11,135,341 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
164,052 | $10,240,125 |
All Filings in UMH
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||