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Equibles

MORGAN STANLEY

Position in UMH — Umh Properties, Inc.

CIK 895421 NEW YORK, NY
Back to UMH Full portfolio

Position in UMH

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$7,525,636
+$576,815 QoQ
Shares Held
497,070
+3.2% QoQ
Ownership
0.582%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#29
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 55% Shared 0% None 45%

Common Shares in UMH Over Time

Shares Held

Position Value (USD)

Position in REIT - Residential

Real Estate · as of Jun 30, 2026

MORGAN STANLEY holds $2,101,325,745 across 21 REIT - Residential names. UMH ranks #16 (0.4% of the industry book) .

# Ticker Company Shares Value (USD) Open
1
4,693,293 $317,070,414
2 VMRK
Vivmark Residential
 4,505,352 $306,048,554
3 ESS
Essex Property Trust, Inc.
 791,652 $230,837,798
4 INVH
Invitation Homes Inc.
 7,459,843 $225,361,849
5 MAA
Mid America Apartment Communities Inc.
 1,559,633 $216,695,400
6 CPT
Camden Property Trust
 1,177,352 $134,795,023
7 UDR
UDR, Inc.
 3,311,671 $132,201,898
8 ELS
Equity Lifestyle Properties Inc
 2,049,432 $132,085,882

All Filings in UMH

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26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $7,525,636 497,070
2026-03-31 $6,948,821 481,554
2025-12-31 $7,438,922 467,563
2025-09-30 $8,874,267 597,594
2025-06-30 $7,946,704 473,300
2025-03-31 $9,273,121 495,889
2024-12-31 $10,744,227 569,080
2024-09-30 $10,797,685 548,942
2024-06-30 $9,615,262 601,330
2024-03-31 $13,486,454 830,447
2023-12-31 $8,206,522 535,674
2023-09-30 $6,361,264 453,728
2023-06-30 $7,650,245 478,739
2023-03-31 $6,040,928 408,447
2022-12-31 $5,025,819 312,163
2022-09-30 $6,403,149 396,480
2022-06-30 $6,916,322 391,638
2022-03-31 $3,813,439 155,081
2021-12-31 $4,274,463 156,402
2021-09-30 $4,012,307 175,210
2021-06-30 $4,875,173 223,427
2021-03-31 $2,085,369 108,783
2020-12-31 $1,880,469 126,973
2020-09-30 $1,260,993 93,131
2020-06-30 $1,391,875 107,647
2020-03-31 $946,914 87,193