Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$1,629,652
+$80,448 QoQ
Shares Held
112,935
+16.0% QoQ
Ownership
0.133%
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, 2026PRICE T ROWE ASSOCIATES INC /MD/ holds $4,713,428,126 across 17 REIT - Residential names. UMH ranks #15 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ELS |
Equity Lifestyle Properties Inc
|
17,769,840 | $1,109,193,411 | |
| 2 | EQR |
Equity Residential
|
18,269,380 | $1,080,633,825 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
3,348,709 | $810,387,578 | |
| 4 | SUI |
Sun Communities Inc
|
5,529,426 | $696,486,497 | |
| 5 | AVB |
Avalonbay Communities Inc
|
3,934,935 | $642,771,630 | |
| 6 | AMH |
American Homes 4 Rent
|
5,671,512 | $158,348,614 | |
| 7 | CPT |
Camden Property Trust
|
796,506 | $77,786,774 | |
| 8 | AIV |
Apartment Investment & Management Co
|
17,156,764 | $69,828,029 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,629,652 | 112,935 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $1,549,204 | 97,373 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,245,217 | 83,853 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,346,356 | 80,188 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,375,085 | 73,534 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $819,807 | 43,422 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $726,491 | 36,934 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $570,667 | 35,689 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $529,050 | 32,577 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $466,019 | 30,419 | Shares | Defined | 2024-02-16 | |
| 2023-09-30 | $396,345 | 28,270 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $418,372 | 26,181 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $375,384 | 25,381 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $391,455 | 24,314 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $375,471 | 23,249 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $11,773,551 | 666,679 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $16,392,898 | 666,649 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $16,226,367 | 593,720 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $11,732,837 | 512,351 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $594,071 | 27,226 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $636,424 | 33,199 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $492,269 | 33,239 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $451,545 | 33,349 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $466,113 | 36,049 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $389,428 | 35,859 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||