Position in UMH
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$8,203,556
New position
Shares Held
568,507
first reported quarter
Ownership
0.668%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 100.ToString("F0")%
Shared 0.ToString("F0")%
None 0.ToString("F0")%
Position in REIT - Residential
Real Estate · as of Mar 31, 2026VANGUARD FIDUCIARY TRUST CO holds $912,428,474 across 22 REIT - Residential names. UMH ranks #14 (0.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AVB |
Avalonbay Communities Inc
|
796,954 | $130,182,435 | |
| 2 | EQR |
Equity Residential
|
1,950,586 | $115,377,161 | |
| 3 | SUI |
Sun Communities Inc
|
730,287 | $91,986,950 | |
| 4 | ESS |
Essex Property Trust, Inc.
|
362,491 | $87,722,822 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
657,925 | $80,345,801 | |
| 6 | INVH |
Invitation Homes Inc.
|
3,192,948 | $79,344,757 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
1,195,299 | $74,610,563 | |
| 8 | UDR |
UDR, Inc.
|
1,721,246 | $58,143,689 |
All Filings in UMH
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,203,556 | 568,507 | Shares | Defined | 2026-05-08 | |
| No filing history on record for this holder in this stock. | ||||||