Position in UMH
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$4,954,164
-$1,468,987 QoQ
Shares Held
343,324
-15.0% QoQ
Ownership
0.403%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 95%
Shared 0%
None 5%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026WELLS FARGO & COMPANY/MN holds $221,840,954 across 21 REIT - Residential names. UMH ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
342,988 | $56,027,088 | |
| 2 | MAA |
Mid America Apartment Communities Inc.
|
274,556 | $33,528,776 | |
| 3 | AMH |
American Homes 4 Rent
|
806,384 | $22,514,238 | |
| 4 | SUI |
Sun Communities Inc
|
145,092 | $18,275,787 | |
| 5 | CPT |
Camden Property Trust
|
149,819 | $14,631,321 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
60,255 | $14,581,710 | |
| 7 | INVH |
Invitation Homes Inc.
|
573,293 | $14,246,329 | |
| 8 | EQR |
Equity Residential
|
230,241 | $13,618,753 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,954,164 | 343,324 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $6,423,151 | 403,718 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $5,361,784 | 361,063 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $4,864,632 | 289,734 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,452,132 | 291,558 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $5,616,421 | 297,480 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $5,725,267 | 291,066 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,692,951 | 293,493 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $4,711,483 | 290,116 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,562,279 | 297,799 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $4,147,562 | 295,832 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,903,750 | 306,868 | Shares | Defined | 2023-08-15 | |
| 2023-03-31 | $4,496,661 | 304,034 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $4,825,700 | 299,733 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $4,788,069 | 296,475 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,137,575 | 290,916 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $8,414,327 | 342,185 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,867,826 | 397,652 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,610,193 | 375,991 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $7,139,677 | 327,208 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $6,533,365 | 340,812 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $6,177,176 | 417,095 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $5,710,683 | 421,764 | Shares | Defined | 2020-11-05 | |
| 2020-06-30 | $5,918,460 | 457,731 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $4,742,713 | 436,714 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||