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MORGAN STANLEY: UMH position timeline

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

MORGAN STANLEY held 497,070 UMH shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 497,070 shares
    Change vs previous 13F +15,516 shares

    <0.01% of the 13F portfolio, value $7,525,666.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    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 481,554 shares
    Change vs previous 13F +13,991 shares

    <0.01% of the 13F portfolio, value $6,948,843.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    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 467,563 shares
    Change vs previous 13F -130,031 shares

    <0.01% of the 13F portfolio, value $7,438,961.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    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/A 597,594 shares
    Change vs previous 13F +124,294 shares

    <0.01% of the 13F portfolio, value $8,874,305.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    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 473,300 shares
    Change vs previous 13F -22,589 shares

    <0.01% of the 13F portfolio, value $7,946,729.

    13F-HR 0000895421-25-000499 filed by MORGAN STANLEY
    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 495,889 shares
    Change vs previous 13F -73,191 shares

    <0.01% of the 13F portfolio, value $9,273,143.

    13F-HR 0000895421-25-000381 filed by MORGAN STANLEY
    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/A 569,080 shares
    Change vs previous 13F +20,138 shares

    <0.01% of the 13F portfolio, value $10,744,268.

    13F-HR/A 0000895421-25-000380 filed by MORGAN STANLEY
    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/A 548,942 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $10,797,708.

    13F-HR/A 0000895421-25-000379 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

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