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Disclosery

UMH UMH PPTYS INC

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COM (common), issuer CIK 752642

227 managers (232 13F filers) reported a position in UMH shares at 2024-12-31, 65,502,262 shares in all. 24 filers opened a position and 25 filers sold out during the quarter.

Managers
227
13F filers
232
New
24
Added
107
Reduced
55
Sold out
25
Shares held by filers
65,502,262

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
Geneos Wealth Management Inc.247$4.66K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC216$4.04K<0.01%013F-HRTimeline
GAMMA Investing LLC170$3.21K<0.01%+7613F-HRTimeline
Larson Financial Group LLC158$2.98K<0.01%new13F-HRTimeline
MAI Capital Management150$2.83K<0.01%new13F-HRTimeline
Lindbrook Capital, LLC150$2.83K<0.01%+913F-HRTimeline
Bellwether Advisors, LLC128$2.42K<0.01%new13F-HRTimeline
Steward Partners Investment Advisory, L…123$2.32K<0.01%new13F-HRTimeline
Allworth Financial LP122$2.19K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC105$1.98K<0.01%+3513F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$1.89K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…95$1.79K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC89$1.68K<0.01%13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK81$1.53K<0.01%013F-HRTimelineGroup
SIERRA OCEAN, LLC70$1.32K<0.01%13F-HRTimeline
Laurel Wealth Advisors LLC65$1.23K<0.01%013F-HRTimeline
Cassady Schiller Wealth Management, LLC65$1.23K<0.01%new13F-HRTimeline
Brooklyn Investment Group61$1.15K<0.01%new13F-HRTimeline
Private Wealth Management Group, LLC56$1.06K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37$699<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC37$699<0.01%13F-HRTimeline
Parallel Advisors, LLC17$321<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…8$151<0.01%-4513F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7$132<0.01%013F-HRTimeline
Dunhill Financial, LLC4$80<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC6$00%new13F-HRTimelineValue filed as zero, left out of ratios.
Covestor Ltd6$00%+113F-HRTimelineValue filed as zero, left out of ratios.

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