Position in UMH
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$93,807
+$22,668 QoQ
Shares Held
6,196
+25.7% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#187
of 255 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $978,629 across 12 REIT - Residential names. UMH ranks #4 (9.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
2,246 | $654,911 | |
| 2 | UDR |
UDR, Inc.
|
2,502 | $99,879 | |
| 3 | MRP |
Millrose Properties, Inc.
|
3,123 | $93,846 | |
| 4 | UMH |
Umh Properties, Inc.
This page
|
6,196 | $93,807 | |
| 5 | IRT |
Independence Realty Trust, Inc.
|
1,053 | $17,574 | |
| 6 | CPT |
Camden Property Trust
|
52 | $5,953 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
62 | $3,995 | |
| 8 | INVH |
Invitation Homes Inc.
|
126 | $3,806 |
All Filings in UMH
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $93,807 | 6,196 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $71,139 | 4,930 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $55,605 | 3,495 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $26,358 | 1,775 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||