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Disclosery

UMH UMH PPTYS INC

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COM (common), issuer CIK 752642

250 managers (259 13F filers) reported a position in UMH shares at 2026-06-30, 64,640,024 shares in all. 27 filers opened a position and 36 filers sold out during the quarter.

Managers
250
13F filers
259
New
27
Added
102
Reduced
80
Sold out
36
Shares held by filers
64,640,024

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

Each filer's latest stake. The shares are the aggregate the reporting persons state, which can include entities that file no 13F.

Insider trades

The latest Form 4 transactions, non-derivative.
OwnerDateSharesPriceFiling
Taft Brettofficer (EVP and COO)2026-10-06+10,273 A$0Form 4
LANDY SAMUEL Adirector, officer (President and CEO)2026-10-06+71,463 A$0Form 4
Koster Craigofficer (EVP and General Counsel)2026-10-06+8,710 A$0Form 4
Miller Kevin S.officer (EVP, CFO, Treasurer)2026-10-06+6,781 A$0Form 4

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Hilton Head Capital Partners, LLC1,240$18.8K0.01%-8313F-HRTimeline
IFP Advisors, Inc1,237$18.7K<0.01%+78113F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,097$16.6K<0.01%-13813F-HRTimeline
Essential Partners LLC972$14.7K0.01%+43213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…920$13.9K<0.01%+48013F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC718$10.9K<0.01%+35513F-HRTimeline
Parallel Advisors, LLC708$10.7K<0.01%+4513F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…684$10.4K<0.01%-4213F-HRTimelineGroup
EXCHANGE TRADED CONCEPTS, LLC630$9.54K<0.01%-37713F-HR/ATimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK619$9.37K<0.01%+40613F-HRTimelineGroup
GAMMA Investing LLC616$9.33K<0.01%+24413F-HRTimeline
UMB Bank, n.a.592$8.96K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…519$7.86K<0.01%+26613F-HRTimelineGroup
Ares Financial Consulting, LLC416$6.3K<0.01%013F-HRTimeline
Global Retirement Partners, LLC374$5.66K<0.01%13F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…362$5.53K<0.01%-54913F-HRTimeline
Smartleaf Asset Management LLC308$4.76K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…307$4.65K<0.01%013F-HRTimeline
GROUP ONE TRADING LLC307$4.65K<0.01%+20713F-HRTimeline
Bare Financial Services, Inc291$4.41K<0.01%+18213F-HRTimeline
Owl Creek Wealth Partners LLC290$4.39K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO233$3.53K<0.01%013F-HRTimelineGroup
HHM Wealth Advisors, LLC200$3.03K<0.01%-37713F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC182$2.75K<0.01%-113F-HRTimelineGroup
Synergy Investment Management, LLC167$2.63K<0.01%new13F-HRTimeline
True Wealth Design, LLC163$2.47K<0.01%+5113F-HRTimeline
Parkside Financial Bank & Trust158$2.39K<0.01%013F-HRTimeline
Clearstead Advisors, LLC145$2.2K<0.01%new13F-HRTimeline
Larson Financial Group LLC145$2.19K<0.01%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC120$2K<0.01%-6313F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.114$1.73K<0.01%-15213F-HRTimelineGroup
AMERIFLEX GROUP, INC.114$1.73K<0.01%new13F-HRTimeline
Physician Wealth Advisors, Inc.111$1.68K<0.01%new13F-HRTimeline
DANSKE BANK A/S100$1.51K<0.01%013F-HRTimeline
Fortitude Family Office, LLC89$1.35K<0.01%new13F-HRTimeline
Covestor Ltd47$1K<0.01%+4213F-HRTimeline
WPG Advisers, LLC65$984<0.01%013F-HRTimeline
FIRST HORIZON CORP55$833<0.01%-38913F-HRTimeline
Pinnacle Wealth Planning Services, Inc.54$818<0.01%013F-HRTimeline
Retirement Wealth Solutions LLC48$720<0.01%013F-HRTimeline
Smallwood Wealth Investment Management,…47$711<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37$560<0.01%013F-HRTimeline
MidFirst Bank35$530<0.01%013F-HRTimeline
Caitong International Asset Management …24$363<0.01%-313F-HRTimeline
Blue Trust, Inc.22$333<0.01%013F-HRTimeline
SJS Investment Consulting Inc.19$288<0.01%new13F-HRTimeline
Cornerstone Planning Group LLC14$216<0.01%-51913F-HRTimeline
Bogart Wealth, LLC9$136<0.01%013F-HRTimeline
JPL Wealth Management, LLC4$61<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.3$46<0.01%013F-HRTimeline

Events

  • Taft Brett acquired 10,273 UMH shares on 2026-10-06, Form 4 filed 2026-10-08. 0000752642-26-000130

    Accepted , ingested

  • LANDY SAMUEL A acquired 71,463 UMH shares on 2026-10-06, Form 4 filed 2026-10-08. 0000752642-26-000129

    Accepted , ingested

  • Koster Craig acquired 8,710 UMH shares on 2026-10-06, Form 4 filed 2026-10-08. 0000752642-26-000128

    Accepted , ingested

  • Miller Kevin S. acquired 6,781 UMH shares on 2026-10-06, Form 4 filed 2026-10-08. 0000752642-26-000127

    Accepted , ingested

  • Erez REIT Opportunities LP and 2 other reporting persons reported 4,270,000 UMH shares, 5% of the class, as of 2026-09-28, in a 13D/A filed 2026-09-29. 0000902664-26-003983

    Accepted , ingested