Position in UMH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$13,372,735
-$192,789 QoQ
Shares Held
883,272
-6.0% QoQ
Ownership
1.03%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#17
of 260 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026NORTHERN TRUST CORP holds $2,386,721,185 across 20 REIT - Residential names. UMH ranks #13 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 7,323,936 | $494,791,920 | |||
| 2 | VMRK |
Vivmark Residential
|
5,081,677 | $345,198,314 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
862,383 | $251,462,256 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
1,676,498 | $232,932,627 | |
| 5 | INVH |
Invitation Homes Inc.
|
5,938,823 | $179,411,839 | |
| 6 | CPT |
Camden Property Trust
|
1,450,326 | $166,047,820 | |
| 7 | AMH |
American Homes 4 Rent
|
4,875,334 | $163,421,191 | |
| 8 | UDR |
UDR, Inc.
|
4,005,381 | $159,894,807 |
All Filings in UMH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,372,735 | 883,272 | Shares | Other | 2026-08-13 | |
| 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. | ||||||