CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in UMH — Umh Properties, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in UMH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$19,863,831
+$1,932,435 QoQ
Shares Held
1,312,010
+5.6% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#12
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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $2,956,511,511 across 17 REIT - Residential names. UMH ranks #15 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 9,872,263 | $666,952,350 | |||
| 2 | VMRK |
Vivmark Residential
|
4,993,498 | $339,208,318 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
939,663 | $273,996,334 | |
| 4 | INVH |
Invitation Homes Inc.
|
7,925,587 | $239,431,983 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
1,686,464 | $234,317,307 | |
| 6 | UDR |
UDR, Inc.
|
5,182,649 | $206,891,347 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
3,095,506 | $199,505,361 | |
| 8 | SUI |
Sun Communities Inc
|
1,648,236 | $197,639,978 |
All Filings in UMH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $19,863,831 | 1,312,010 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $17,931,396 | 1,242,647 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $19,417,327 | 1,220,448 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $17,529,786 | 1,180,457 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $18,909,619 | 1,126,243 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $19,102,536 | 1,021,526 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $19,415,871 | 1,028,383 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $18,505,378 | 940,792 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $14,137,238 | 884,130 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $13,286,268 | 818,120 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $12,264,717 | 800,569 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $10,414,728 | 742,848 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $11,130,980 | 696,557 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $9,705,020 | 656,188 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $10,094,635 | 626,996 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $9,680,180 | 599,392 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $10,371,612 | 587,294 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $13,237,583 | 538,332 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $13,711,379 | 501,697 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $11,263,525 | 491,857 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $10,341,763 | 473,958 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $7,966,649 | 415,579 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $4,077,770 | 275,339 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $3,350,784 | 247,473 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $3,149,256 | 243,562 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $2,511,255 | 231,239 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||