Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,344,298
-$17,517,993 QoQ
Shares Held
93,160
-92.1% QoQ
Ownership
0.109%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026AMERICAN CENTURY COMPANIES INC holds $388,097,347 across 16 REIT - Residential names. UMH ranks #14 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | EQR |
Equity Residential
|
2,831,009 | $167,454,182 | |
| 2 | ESS |
Essex Property Trust, Inc.
|
314,243 | $76,046,806 | |
| 3 | SUI |
Sun Communities Inc
|
325,196 | $40,961,688 | |
| 4 | CPT |
Camden Property Trust
|
249,350 | $24,351,521 | |
| 5 | MRP |
Millrose Properties, Inc.
|
637,140 | $17,839,920 | |
| 6 | AMH |
American Homes 4 Rent
|
524,856 | $14,653,979 | |
| 7 | AVB |
Avalonbay Communities Inc
|
64,166 | $10,481,516 | |
| 8 | JAN |
Janus Living, Inc.
|
435,687 | $10,269,142 |
All Filings in UMH
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,344,298 | 93,160 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $18,862,291 | 1,185,562 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $34,637,580 | 2,332,497 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $40,116,481 | 2,389,308 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $39,374,869 | 2,105,608 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $39,553,713 | 2,095,006 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $45,850,514 | 2,330,987 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $46,868,544 | 2,931,116 | Shares | Defined | 2024-08-07 | |
| 2024-03-31 | $47,125,167 | 2,901,796 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $43,703,180 | 2,852,688 | Shares | Defined | 2024-02-13 | |
| 2023-06-30 | $31,255,122 | 1,955,890 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $30,375,864 | 2,053,811 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $15,899,571 | 987,551 | Shares | Defined | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||