Position in UMH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$2,390,756
+$367,209 QoQ
Shares Held
157,910
+12.6% QoQ
Ownership
0.185%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#55
of 260 holders
Holding Since
Jun 2023
9 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, 2026HSBC HOLDINGS PLC holds $724,660,569 across 16 REIT - Residential names. UMH ranks #13 (0.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 2,022,699 | $136,649,898 | |||
| 2 | VMRK |
Vivmark Residential
|
1,776,839 | $120,700,669 | |
| 3 | INVH |
Invitation Homes Inc.
|
2,722,345 | $82,242,040 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
255,953 | $74,633,331 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
527,345 | $73,269,310 | |
| 6 | SUI |
Sun Communities Inc
|
573,646 | $68,785,889 | |
| 7 | UDR |
UDR, Inc.
|
1,009,608 | $40,303,550 | |
| 8 | CPT |
Camden Property Trust
|
327,190 | $37,459,981 |
All Filings in UMH
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,390,756 | 157,910 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $2,023,547 | 140,232 | Shares | Defined | 2026-04-30 | |
| 2025-12-31 | $2,070,288 | 130,125 | Shares | Sole | 2026-03-06 | |
| 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. | ||||||