MONTAG A & ASSOCIATES INC

Position in UMH — Umh Properties, Inc.

CIK 829407 ATLANTA, GA

Position in UMH

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$3,775,623

-$387,244 QoQ

Shares Held

261,651

0.0% QoQ

Ownership

0.307%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

MONTAG A & ASSOCIATES INC holds $4,161,005 across 7 REIT - Residential names. UMH ranks #1 (90.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMH	Umh Properties, Inc. This page	261,651	$3,775,623
2	MAA	Mid America Apartment Communities Inc.	2,338	$285,516
3	EQR	Equity Residential	1,214	$71,808
4	ESS	Essex Property Trust, Inc.	59	$14,278
5	AVB	Avalonbay Communities Inc	53	$8,657
6	ELS	Equity Lifestyle Properties Inc	74	$4,619
7	MRP	Millrose Properties, Inc.	18	$504

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,775,623	261,651	0.0%	Shares	Sole	2026-04-29
2025-12-31	$4,162,867	261,651	-1.6%	Shares	Sole	2026-02-02
2025-09-30	$3,947,293	265,811	0.0%	Shares	Sole	2025-11-12
2025-06-30	$4,462,966	265,811	0.0%	Shares	Sole	2025-08-07
2025-03-31	$4,970,665	265,811	-0.6%	Shares	Sole	2025-05-05
2024-12-31	$5,048,719	267,411	-1.3%	Shares	Sole	2025-01-30
2024-09-30	$5,328,819	270,911	0.0%	Shares	Sole	2024-11-05
2024-06-30	$4,331,866	270,911	0.0%	Shares	Sole	2024-07-31
2024-03-31	$4,399,594	270,911	-3.0%	Shares	Sole	2024-05-07
2023-12-31	$4,280,637	279,415	-0.9%	Shares	Sole	2024-02-07
2023-09-30	$3,952,448	281,915	-1.4%	Shares	Sole	2023-11-09
2023-06-30	$4,569,576	285,956	-0.1%	Shares	Sole	2023-08-09
2023-03-31	$4,234,539	286,311	0.0%	Shares	Sole	2023-05-11
2022-12-31	$4,609,607	286,311	-5.9%	Shares	Sole	2023-02-02
2022-09-30	$4,913,330	304,231	+0.7%	Shares	Sole	2022-11-09
2022-06-30	$5,334,750	302,081	+1.6%	Shares	Sole	2022-08-10
2022-03-31	$7,310,139	297,281	-1.9%	Shares	Sole	2022-05-02
2021-12-31	$8,284,351	303,123	-3.3%	Shares	Sole	2022-02-09
2021-09-30	$7,176,791	313,397	-4.5%	Shares	Sole	2021-11-08
2021-06-30	$7,159,665	328,124	-1.7%	Shares	Sole	2021-08-03
2021-03-31	$6,400,115	333,861	-0.3%	Shares	Sole	2021-05-14
2020-12-31	$4,960,772	334,961	-10.6%	Shares	Sole	2021-02-12
2020-09-30	$5,073,356	374,694	-13.5%	Shares	Sole	2020-11-12
2020-06-30	$5,600,694	433,155	-0.8%	Shares	Sole	2020-08-04
2020-03-31	$4,740,357	436,497	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.