Position in UMH
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$9,799,524
+$209,441 QoQ
Shares Held
679,108
+12.7% QoQ
Ownership
0.797%
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 0%
Shared 93%
None 7%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Invesco Ltd. holds $2,698,481,602 across 18 REIT - Residential names. UMH ranks #15 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | UDR |
UDR, Inc.
|
13,700,870 | $462,815,384 | |
| 2 | CPT |
Camden Property Trust
|
4,061,409 | $396,637,198 | |
| 3 | INVH |
Invitation Homes Inc.
|
14,632,935 | $363,628,429 | |
| 4 | EQR |
Equity Residential
|
5,453,211 | $322,557,425 | |
| 5 | AVB |
Avalonbay Communities Inc
|
1,917,627 | $313,244,364 | |
| 6 | MAA |
Mid America Apartment Communities Inc.
|
2,430,581 | $296,822,546 | |
| 7 | ESS |
Essex Property Trust, Inc.
|
939,236 | $227,295,112 | |
| 8 | AMH |
American Homes 4 Rent
|
3,942,563 | $110,076,354 |
All Filings in UMH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,799,524 | 679,108 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $9,590,083 | 602,771 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $2,981,595 | 200,781 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $3,422,252 | 203,827 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $3,379,442 | 180,719 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $5,267,158 | 278,981 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $4,420,515 | 224,734 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $3,087,107 | 193,065 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $3,026,206 | 186,343 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $3,771,490 | 246,181 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $8,769,002 | 625,464 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $8,232,701 | 515,188 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $8,532,304 | 576,897 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $8,229,673 | 511,160 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $9,797,444 | 606,653 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $8,957,290 | 507,208 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $9,571,704 | 389,252 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $10,218,057 | 373,877 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $10,897,558 | 475,876 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $11,110,568 | 509,192 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $8,731,761 | 455,491 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,577,296 | 376,590 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $464,135 | 34,279 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $455,923 | 35,261 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $423,593 | 39,005 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||