Position in UMH
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$55,708,311
+$5,081,840 QoQ
Shares Held
3,679,545
+4.9% QoQ
Ownership
4.31%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#3
of 260 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 17%
Shared 0%
None 82%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Jun 30, 2026STATE STREET CORP holds $11,068,741,530 across 21 REIT - Residential names. UMH ranks #13 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | 25,311,794 | $1,710,018,786 | |||
| 2 | VMRK |
Vivmark Residential
|
23,774,847 | $1,615,025,356 | |
| 3 | ESS |
Essex Property Trust, Inc.
|
5,211,810 | $1,519,711,677 | |
| 4 | INVH |
Invitation Homes Inc.
|
38,049,776 | $1,149,483,732 | |
| 5 | MAA |
Mid America Apartment Communities Inc.
|
7,932,427 | $1,102,131,407 | |
| 6 | UDR |
UDR, Inc.
|
19,385,427 | $773,866,245 | |
| 7 | ELS |
Equity Lifestyle Properties Inc
|
11,608,725 | $748,182,326 | |
| 8 | CPT |
Camden Property Trust
|
6,503,833 | $744,623,840 |
All Filings in UMH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $55,708,311 | 3,679,545 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $50,626,471 | 3,508,418 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $55,498,057 | 3,488,250 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $52,199,695 | 3,515,131 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $58,360,226 | 3,475,892 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $60,772,475 | 3,249,865 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $60,082,730 | 3,182,348 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $55,127,220 | 2,802,604 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $31,012,844 | 1,939,515 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $30,551,516 | 1,881,251 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $29,132,895 | 1,901,625 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $24,619,274 | 1,756,011 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $27,118,795 | 1,697,046 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $23,874,358 | 1,614,223 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $24,616,191 | 1,528,956 | Shares | Defined | 2023-05-15 | |
| 2022-09-30 | $23,570,246 | 1,459,458 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $25,457,455 | 1,441,532 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $33,252,048 | 1,352,259 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $25,461,748 | 931,641 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $20,401,541 | 890,897 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $19,164,680 | 878,308 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $15,356,435 | 801,066 | Shares | Defined | 2021-07-09 | |
| 2020-12-31 | $12,757,304 | 861,398 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $11,627,326 | 858,739 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $11,468,884 | 886,998 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $9,716,974 | 894,749 | Shares | Defined | 2020-06-19 | |
| No filing history on record for this holder in this stock. | ||||||