Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$4,965,622
-$983,286 QoQ
Shares Held
344,118
-8.0% QoQ
Ownership
0.404%
of shares outstanding
% of Portfolio
0.01%
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, 2026STATE OF WISCONSIN INVESTMENT BOARD holds $122,352,500 across 15 REIT - Residential names. UMH ranks #12 (4.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
465,677 | $15,730,569 | |
| 2 | EQR |
Equity Residential
|
241,012 | $14,255,859 | |
| 3 | CPT |
Camden Property Trust
|
138,465 | $13,522,491 | |
| 4 | AVB |
Avalonbay Communities Inc
|
82,525 | $13,480,458 | |
| 5 | ESS |
Essex Property Trust, Inc.
|
42,590 | $10,306,780 | |
| 6 | SUI |
Sun Communities Inc
|
78,516 | $9,889,875 | |
| 7 | INVH |
Invitation Homes Inc.
|
374,292 | $9,301,156 | |
| 8 | MAA |
Mid America Apartment Communities Inc.
|
70,822 | $8,648,782 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,965,622 | 344,118 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $5,948,908 | 373,910 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $5,260,805 | 354,263 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,136,543 | 365,488 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $7,016,370 | 375,207 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $6,531,781 | 345,963 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $6,272,094 | 318,866 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $5,098,667 | 318,866 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $5,212,471 | 320,965 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $5,511,308 | 359,746 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $2,968,959 | 211,766 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,636,760 | 227,582 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $3,403,918 | 230,150 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $4,158,984 | 258,322 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $4,221,674 | 261,404 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,839,672 | 217,422 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $5,574,553 | 226,700 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $6,540,069 | 239,300 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $3,435,000 | 150,000 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $3,100,622 | 142,100 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $2,633,958 | 137,400 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,034,894 | 137,400 | Shares | Sole | 2021-02-03 | |
| 2020-09-30 | $2,091,930 | 154,500 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,997,685 | 154,500 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,086,000 | 100,000 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||