Position in UMH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$8,126,198
-$77,358 QoQ
Shares Held
536,737
-5.6% QoQ
Ownership
0.629%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#28
of 260 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026VANGUARD FIDUCIARY TRUST CO holds $1,024,514,849 across 21 REIT - Residential names. UMH ranks #14 (0.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 2,179,375 | $147,234,659 | |||
| 2 | VMRK |
Vivmark Residential
|
1,945,466 | $132,155,505 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
360,888 | $105,231,331 | |
| 4 | INVH |
Invitation Homes Inc.
|
3,111,752 | $94,006,027 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
653,160 | $90,750,050 | |
| 6 | SUI |
Sun Communities Inc
|
738,463 | $88,549,098 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
1,225,841 | $79,005,452 | |
| 8 | AMH |
American Homes 4 Rent
|
2,010,092 | $67,378,283 |
All Filings in UMH
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,126,198 | 536,737 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $8,203,556 | 568,507 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||