MORGAN STANLEY

Position in UMH — Umh Properties, Inc.

CIK 895421 NEW YORK, NY

Back to UMH Full portfolio

Position in UMH

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$6,948,821

-$490,101 QoQ

Shares Held

481,554

+3.0% QoQ

Ownership

0.565%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 53% Shared 0% None 47%

Common Shares in UMH Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Mar 31, 2026

MORGAN STANLEY holds $1,847,412,028 across 22 REIT - Residential names. UMH ranks #16 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AVB	Avalonbay Communities Inc	1,665,936	$272,130,636
2	EQR	Equity Residential	4,481,129	$265,058,772
3	ESS	Essex Property Trust, Inc.	840,702	$203,449,884
4	MAA	Mid America Apartment Communities Inc.	1,598,100	$195,159,964
5	INVH	Invitation Homes Inc.	6,842,806	$170,043,722
6	ELS	Equity Lifestyle Properties Inc	2,136,556	$133,363,815
7	CPT	Camden Property Trust	1,317,234	$128,641,066
8	UDR	UDR, Inc.	3,542,003	$119,648,853

All Filings in UMH

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$6,948,821	481,554	+3.0%	Shares	Defined	2026-05-15
2025-12-31	$7,438,922	467,563	-21.8%	Shares	Defined	2026-05-27
2025-09-30	$8,874,267	597,594	+26.3%	Shares	Defined	2026-05-27
2025-06-30	$7,946,704	473,300	-4.6%	Shares	Defined	2025-08-15
2025-03-31	$9,273,121	495,889	-12.9%	Shares	Defined	2025-05-15
2024-12-31	$10,744,227	569,080	+3.7%	Shares	Defined	2025-05-15
2024-09-30	$10,797,685	548,942	-8.7%	Shares	Defined	2025-05-14
2024-06-30	$9,615,262	601,330	-27.6%	Shares	Defined	2025-05-14
2024-03-31	$13,486,454	830,447	+55.0%	Shares	Defined	2024-10-17
2023-12-31	$8,206,522	535,674	+18.1%	Shares	Defined	2024-08-16
2023-09-30	$6,361,264	453,728	-5.2%	Shares	Defined	2023-11-15
2023-06-30	$7,650,245	478,739	+17.2%	Shares	Defined	2023-08-14
2023-03-31	$6,040,928	408,447	+30.8%	Shares	Defined	2023-05-15
2022-12-31	$5,025,819	312,163	-21.3%	Shares	Defined	2023-02-14
2022-09-30	$6,403,149	396,480	+1.2%	Shares	Defined	2022-11-14
2022-06-30	$6,916,322	391,638	+152.5%	Shares	Defined	2022-10-27
2022-03-31	$3,813,439	155,081	-0.8%	Shares	Defined	2022-10-27
2021-12-31	$4,274,463	156,402	-10.7%	Shares	Defined	2022-02-14
2021-09-30	$4,012,307	175,210	-21.6%	Shares	Defined	2021-11-15
2021-06-30	$4,875,173	223,427	+105.4%	Shares	Defined	2021-08-23
2021-03-31	$2,085,369	108,783	-14.3%	Shares	Defined	2021-05-17
2020-12-31	$1,880,469	126,973	+36.3%	Shares	Defined	2021-02-16
2020-09-30	$1,260,993	93,131	-13.5%	Shares	Defined	2020-11-13
2020-06-30	$1,391,875	107,647	+23.5%	Shares	Defined	2020-08-14
2020-03-31	$946,914	87,193	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.