Position in UMH
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$33,272,578
+$3,600,143 QoQ
Shares Held
2,305,792
+23.6% QoQ
Ownership
2.71%
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 94.7304440296436.ToString("F0")%
Shared 1.2977753414011326.ToString("F0")%
None 3.971780628955257.ToString("F0")%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026GOLDMAN SACHS GROUP INC holds $1,853,447,267 across 21 REIT - Residential names. UMH ranks #11 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
2,238,186 | $365,607,680 | |
| 2 | CPT |
Camden Property Trust
|
3,180,629 | $310,620,225 | |
| 3 | INVH |
Invitation Homes Inc.
|
10,146,619 | $252,143,480 | |
| 4 | MAA |
Mid America Apartment Communities Inc.
|
1,477,799 | $180,468,812 | |
| 5 | EQR |
Equity Residential
|
2,538,528 | $150,153,930 | |
| 6 | ESS |
Essex Property Trust, Inc.
|
483,617 | $117,035,314 | |
| 7 | AMH |
American Homes 4 Rent
|
4,127,029 | $115,226,648 | |
| 8 | UDR |
UDR, Inc.
|
2,673,795 | $90,320,793 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,272,578 | 2,305,792 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $29,672,435 | 1,865,018 | Shares | Defined | 2026-03-25 | |
| 2025-09-30 | $13,141,877 | 884,975 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $9,861,521 | 587,345 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $5,068,896 | 271,064 | Shares | Defined | 2025-06-27 | |
| 2024-12-31 | $9,022,411 | 477,882 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $6,152,834 | 312,803 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $9,105,969 | 569,479 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $5,912,756 | 364,086 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $4,074,352 | 265,950 | Shares | Defined | 2024-05-14 | |
| 2023-09-30 | $1,999,111 | 142,590 | Shares | Defined | 2024-05-15 | |
| 2023-06-30 | $2,687,531 | 168,181 | Shares | Defined | 2024-05-14 | |
| 2023-03-31 | $2,149,992 | 145,368 | Shares | Defined | 2024-05-14 | |
| 2022-12-31 | $7,341,277 | 455,980 | Shares | Defined | 2024-05-14 | |
| 2022-09-30 | $4,993,902 | 309,220 | Shares | Defined | 2024-05-14 | |
| 2022-06-30 | $4,240,394 | 240,113 | Shares | Defined | 2024-05-14 | |
| 2022-03-31 | $3,887,236 | 158,082 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $5,834,189 | 213,472 | Shares | Defined | 2022-02-17 | |
| 2021-09-30 | $3,947,867 | 172,396 | Shares | Defined | 2022-01-20 | |
| 2021-06-30 | $1,360,716 | 62,361 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,022,239 | 53,325 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $3,222,581 | 217,595 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,864,214 | 137,682 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $541,740 | 41,898 | Shares | Defined | 2020-08-12 | |
| 2020-03-31 | $745,723 | 68,667 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||