Position in UMH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$5,004,207
-$1,289,438 QoQ
Shares Held
346,792
-12.3% QoQ
Ownership
0.407%
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 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, 2026Legal & General Group Plc holds $1,611,133,947 across 20 REIT - Residential names. UMH ranks #15 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,019,267 | $329,847,262 | |
| 2 | EQR |
Equity Residential
|
4,936,027 | $291,965,996 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
902,919 | $218,506,398 | |
| 4 | INVH |
Invitation Homes Inc.
|
5,742,024 | $142,689,295 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,148,557 | $140,261,780 | |
| 6 | SUI |
Sun Communities Inc
|
1,076,405 | $135,583,973 | |
| 7 | UDR |
UDR, Inc.
|
2,644,336 | $89,325,669 | |
| 8 | ELS |
Equity Lifestyle Properties Inc
|
1,094,767 | $68,335,354 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $5,004,207 | 346,792 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $6,293,645 | 395,578 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $5,195,168 | 349,843 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $6,288,039 | 374,511 | Shares | Defined | 2025-08-12 | |
| 2025-03-31 | $6,679,153 | 357,174 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $6,673,116 | 353,449 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $6,595,251 | 335,295 | Shares | Defined | 2025-02-28 | |
| 2024-06-30 | $908,758 | 56,833 | Shares | Defined | 2025-05-29 | |
| 2024-03-31 | $912,200 | 56,170 | Shares | Defined | 2025-05-29 | |
| 2023-12-31 | $827,264 | 53,999 | Shares | Defined | 2025-05-29 | |
| 2023-09-30 | $754,640 | 53,826 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $633,159 | 39,622 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $363,656 | 24,588 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $373,085 | 23,173 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $360,451 | 22,319 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $369,958 | 20,949 | Shares | Defined | 2022-08-22 | |
| 2022-03-31 | $484,398 | 19,699 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $520,526 | 19,046 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $419,435 | 18,316 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $206,241 | 9,452 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $161,908 | 8,446 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $122,804 | 8,292 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $112,273 | 8,292 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $128,640 | 9,949 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $104,917 | 9,661 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||