Position in UMH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$6,770,243
+$482,140 QoQ
Shares Held
447,176
+2.6% QoQ
Ownership
0.524%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#31
of 260 holders
Holding Since
Mar 2020
26 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 Jun 30, 2026CITIGROUP INC holds $425,350,730 across 18 REIT - Residential names. UMH ranks #12 (1.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ESS |
Essex Property Trust, Inc.
|
219,678 | $64,055,907 | |
| 2 | 933,510 | $63,066,235 | |||
| 3 | VMRK |
Vivmark Residential
|
891,701 | $60,573,247 | |
| 4 | INVH |
Invitation Homes Inc.
|
1,519,872 | $45,915,332 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
326,265 | $45,331,258 | |
| 6 | CPT |
Camden Property Trust
|
344,697 | $39,464,358 | |
| 7 | UDR |
UDR, Inc.
|
674,215 | $26,914,661 | |
| 8 | SUI |
Sun Communities Inc
|
174,685 | $20,946,478 |
All Filings in UMH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,770,243 | 447,176 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $6,288,103 | 435,766 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $5,922,894 | 372,275 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $11,289,607 | 760,243 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $5,278,926 | 314,409 | Shares | Defined | 2025-08-11 | |
| 2025-03-31 | $4,933,395 | 263,818 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,909,401 | 312,998 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $961,803 | 48,897 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $275,155 | 17,208 | Shares | Defined | 2024-08-12 | |
| 2024-03-31 | $217,177 | 13,373 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $171,905 | 11,221 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $88,858 | 6,338 | Shares | Defined | 2023-12-06 | |
| 2023-06-30 | $288,279 | 18,040 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $21,252 | 1,437 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $44,806 | 2,783 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $147,594 | 9,139 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $264,033 | 14,951 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $314,087 | 12,773 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $324,188 | 11,862 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $205,825 | 8,988 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $63,430 | 2,907 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $55,899 | 2,916 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $113,311 | 7,651 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $33,538 | 2,477 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $152,470 | 11,792 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $117,201 | 10,792 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||