Position in UMH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,790,889
+$198,171 QoQ
Shares Held
580,640
-2.5% QoQ
Ownership
0.680%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#27
of 260 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026KENNEDY CAPITAL MANAGEMENT LLC holds $15,996,013 across 3 REIT - Residential names. UMH ranks #1 (55.0% of the industry book) .
All Filings in UMH
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,790,889 | 580,640 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $8,592,718 | 595,476 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $9,500,561 | 597,144 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,960,090 | 536,033 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $9,249,258 | 550,879 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $10,707,750 | 572,607 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $11,843,103 | 627,283 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $12,697,929 | 645,548 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $11,527,270 | 720,905 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $10,789,482 | 664,377 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,942,512 | 192,070 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $2,738,722 | 195,344 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,121,597 | 195,344 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,889,137 | 195,344 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $3,145,038 | 195,344 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $3,157,761 | 195,527 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,459,170 | 195,876 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $4,862,131 | 197,728 | Shares | Sole | 2022-05-16 | |
| 2021-09-30 | $254,281 | 11,104 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $649,363 | 29,760 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $3,869,483 | 201,851 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $4,435,476 | 299,492 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $3,991,740 | 294,811 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $5,033,752 | 389,308 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $3,640,652 | 335,235 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||