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Disclosery

Invesco Ltd.: UMH position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Invesco Ltd. on UMH, newest first. How the timeline and the estimate are built.

Invesco Ltd. held 788,834 UMH shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 788,834 shares
    Change vs previous 13F +109,726 shares

    <0.01% of the 13F portfolio, value $11,942,948.

    13F-HR 0000914208-26-000343 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F/A 679,108 shares
    Change vs previous 13F +76,337 shares

    <0.01% of the 13F portfolio, value $9,799,529.

    13F-HR 0000914208-26-000193 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 602,771 shares
    Change vs previous 13F +401,990 shares

    <0.01% of the 13F portfolio, value $9,590,086.

    13F-HR 0000914208-26-000071 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 200,781 shares
    Change vs previous 13F -3,046 shares

    <0.01% of the 13F portfolio, value $2,981,598.

    13F-HR 0000914208-25-000430 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 203,827 shares
    Change vs previous 13F +23,108 shares

    <0.01% of the 13F portfolio, value $3,422,255.

    13F-HR 0000914208-25-000341 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 180,719 shares
    Change vs previous 13F -98,262 shares

    <0.01% of the 13F portfolio, value $3,379,446.

    13F-HR 0000914208-25-000230 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 278,981 shares
    Change vs previous 13F +54,247 shares

    <0.01% of the 13F portfolio, value $5,267,162.

    13F-HR 0000914208-25-000103 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 224,734 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,420,518.

    13F-HR 0000914208-24-000547 filed by Invesco Ltd.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).