Position in UMH
as of Mar 31, 2026
· filed Jul 17, 2026
Position Value
$1,490,027
-$21,136 QoQ
Shares Held
103,259
+8.7% QoQ
Ownership
0.121%
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 0%
Shared 98%
None 2%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026AMERIPRISE FINANCIAL INC holds $557,420,797 across 19 REIT - Residential names. UMH ranks #17 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
1,639,292 | $267,778,346 | |
| 2 | ELS |
Equity Lifestyle Properties Inc
|
929,636 | $58,027,877 | |
| 3 | INVH |
Invitation Homes Inc.
|
2,013,793 | $50,042,752 | |
| 4 | UDR |
UDR, Inc.
|
1,092,325 | $36,898,737 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
149,589 | $36,200,538 | |
| 6 | EQR |
Equity Residential
|
441,862 | $26,136,136 | |
| 7 | AMH |
American Homes 4 Rent
|
571,521 | $15,956,864 | |
| 8 | CPT |
Camden Property Trust
|
162,555 | $15,875,119 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,490,027 | 103,259 | Shares | Defined | 2026-07-17 | |
| 2025-12-31 | $1,511,163 | 94,982 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $1,948,333 | 131,201 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,234,445 | 133,082 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,549,389 | 136,331 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,580,706 | 136,690 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $4,722,274 | 240,075 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $4,442,341 | 277,820 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $5,325,160 | 327,904 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $5,231,549 | 341,485 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $4,786,483 | 341,404 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $5,876,580 | 367,746 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $5,310,200 | 359,040 | Shares | Defined | 2023-05-22 | |
| 2022-12-31 | $5,437,436 | 337,729 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $5,552,062 | 343,781 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $9,827,877 | 556,505 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $16,024,121 | 651,652 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $17,578,545 | 643,196 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $5,820,446 | 254,168 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $8,452,303 | 387,365 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $2,398,798 | 125,133 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $1,637,940 | 110,597 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $8,087,928 | 597,336 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $18,385,515 | 1,421,927 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $21,284,502 | 1,959,899 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||