Position in UMH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$1,116,593
-$152,754 QoQ
Shares Held
77,380
-3.0% QoQ
Ownership
0.091%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026STIFEL FINANCIAL CORP holds $97,090,027 across 14 REIT - Residential names. UMH ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
991,907 | $58,671,295 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
99,748 | $12,181,223 | |
| 3 | AVB |
Avalonbay Communities Inc
|
48,091 | $7,855,663 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
20,199 | $4,888,158 | |
| 5 | CPT |
Camden Property Trust
|
30,810 | $3,008,904 | |
| 6 | ELS |
Equity Lifestyle Properties Inc
|
44,783 | $2,795,353 | |
| 7 | BRT |
BRT Apartments Corp.
|
166,190 | $2,216,974 | |
| 8 | NXRT |
NexPoint Residential Trust, Inc.
|
47,060 | $1,176,500 |
All Filings in UMH
Export CSV
21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,116,593 | 77,380 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $1,269,347 | 79,783 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,598,557 | 107,647 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $2,853,174 | 169,933 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $3,346,495 | 178,957 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $3,277,265 | 173,584 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $3,300,408 | 167,789 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $2,562,284 | 160,243 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,200,860 | 135,521 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $1,888,021 | 123,239 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,717,042 | 122,471 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $1,932,636 | 120,941 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,627,047 | 110,010 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,282,204 | 79,640 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,196,666 | 74,097 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,270,266 | 71,929 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $1,428,580 | 58,096 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,324,575 | 48,466 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $935,968 | 40,872 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $770,333 | 35,304 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $426,436 | 22,245 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||