Position in UMH
as of Mar 31, 2026
· filed Apr 30, 2026
Position Value
$2,023,547
-$46,741 QoQ
Shares Held
140,232
+7.8% QoQ
Ownership
0.165%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2023
8 quarters on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026HSBC HOLDINGS PLC holds $612,014,236 across 17 REIT - Residential names. UMH ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
691,452 | $112,948,680 | |
| 2 | EQR |
Equity Residential
|
1,468,782 | $86,878,454 | |
| 3 | SUI |
Sun Communities Inc
|
601,525 | $75,768,086 | |
| 4 | INVH |
Invitation Homes Inc.
|
2,667,764 | $66,293,933 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
439,822 | $53,711,060 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
219,383 | $53,090,686 | |
| 7 | CPT |
Camden Property Trust
|
483,174 | $47,186,772 | |
| 8 | UDR |
UDR, Inc.
|
1,183,338 | $39,973,155 |
All Filings in UMH
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,023,547 | 140,232 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $2,070,288 | 130,125 | Shares | Sole | 2026-03-20 | |
| 2025-09-30 | $1,554,631 | 104,689 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $1,439,087 | 85,711 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,204,130 | 64,392 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,118,941 | 59,266 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $945,576 | 48,072 | Shares | Defined | 2024-11-14 | |
| 2023-06-30 | $171,721 | 10,746 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||