Position in UMH
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,565,524
-$1,862,781 QoQ
Shares Held
940,092
-3.1% QoQ
Ownership
1.10%
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 99%
Shared 1%
None 0%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026NORTHERN TRUST CORP holds $2,205,743,957 across 22 REIT - Residential names. UMH ranks #14 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,663,815 | $435,134,178 | |
| 2 | EQR |
Equity Residential
|
6,306,726 | $373,042,836 | |
| 3 | MAA |
Mid America Apartment Communities Inc.
|
1,746,111 | $213,235,072 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
844,377 | $204,339,234 | |
| 5 | CPT |
Camden Property Trust
|
1,847,874 | $180,463,372 | |
| 6 | UDR |
UDR, Inc.
|
4,568,498 | $154,323,859 | |
| 7 | INVH |
Invitation Homes Inc.
|
5,904,219 | $146,719,838 | |
| 8 | SUI |
Sun Communities Inc
|
1,038,383 | $130,794,720 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,565,524 | 940,092 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $15,428,305 | 969,724 | Shares | Other | 2026-02-17 | |
| 2025-09-30 | $15,721,200 | 1,058,667 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $19,724,352 | 1,174,768 | Shares | Other | 2025-08-13 | |
| 2025-03-31 | $23,000,399 | 1,229,968 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $22,295,918 | 1,180,928 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $18,281,669 | 929,419 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $13,892,270 | 868,810 | Shares | Other | 2024-08-14 | |
| 2024-03-31 | $13,542,339 | 833,888 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $12,246,299 | 799,367 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $10,733,107 | 765,557 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,350,098 | 710,269 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $9,925,271 | 671,080 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $9,666,051 | 600,376 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,225,136 | 571,216 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $10,063,426 | 569,843 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $12,865,560 | 523,203 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $14,282,027 | 522,577 | Shares | Defined | 2022-02-08 | |
| 2021-09-30 | $11,974,156 | 522,889 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,835,929 | 542,435 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $9,551,949 | 498,276 | Shares | Other | 2021-05-12 | |
| 2020-12-31 | $7,312,183 | 493,733 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $6,832,295 | 504,601 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $6,874,827 | 531,696 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $5,927,158 | 545,779 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||