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Disclosery

UMH UMH PPTYS INC

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COM (common), issuer CIK 752642

236 managers (241 13F filers) reported a position in UMH shares at 2025-03-31, 66,075,790 shares in all. 28 filers opened a position and 20 filers sold out during the quarter.

Managers
236
13F filers
241
New
28
Added
78
Reduced
81
Sold out
20
Shares held by filers
66,075,790

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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
WPG Advisers, LLC382$7.14K0.01%+29313F-HRTimeline
HHM Wealth Advisors, LLC377$7.05K<0.01%013F-HRTimeline
GAMMA Investing LLC335$6.26K<0.01%+16513F-HR/ATimeline
First Horizon Advisors, Inc.320$5.98K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC323$5.64K<0.01%new13F-HRTimeline
Hemington Wealth Management305$5K<0.01%013F-HRTimeline
SIMPLEX TRADING, LLC226$4K<0.01%+22013F-HRTimeline
MARSHALL INVESTMENT MANAGEMENT, LLC172$3.22K<0.01%new13F-HRTimeline
MAI Capital Management150$2.81K<0.01%013F-HRTimeline
Allworth Financial LP141$2.46K<0.01%+1913F-HRTimeline
Bellwether Advisors, LLC128$2.39K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC125$2.34K<0.01%+2013F-HRTimeline
Steward Partners Investment Advisory, L…123$2.3K<0.01%013F-HRTimeline
Lindbrook Capital, LLC114$2.13K<0.01%-3613F-HRTimeline
Costello Asset Management, INC103$1.93K<0.01%new13F-HRTimeline
SALEM INVESTMENT COUNSELORS INC100$1.87K<0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK81$1.51K<0.01%013F-HRTimelineGroup
SIERRA OCEAN, LLC70$1.31K<0.01%013F-HRTimeline
Brooklyn Investment Group70$1.3K<0.01%+913F-HRTimeline
Smartleaf Asset Management LLC69$1.29K<0.01%-14713F-HRTimeline
Private Wealth Management Group, LLC56$1.05K<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37$692<0.01%013F-HRTimeline
MPWM ADVISORY SOLUTIONS, LLC37$692<0.01%013F-HRTimeline
Parkside Financial Bank & Trust30$561<0.01%new13F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp26$487<0.01%new13F-HRTimelineGroup
Smallwood Wealth Investment Management,…26$486<0.01%new13F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…25$468<0.01%-7013F-HRTimelineGroup
True Wealth Design, LLC23$431<0.01%new13F-HRTimeline
Blue Trust, Inc.22$411<0.01%new13F-HRTimeline
Stephens Consulting, LLC20$374<0.01%new13F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…11$206<0.01%+313F-HRTimelineGroup
HARBOUR INVESTMENTS, INC.7$131<0.01%013F-HRTimeline
Dunhill Financial, LLC4$79<0.01%013F-HRTimeline
Larson Financial Group LLC1$19<0.01%-15713F-HRTimeline
Covestor Ltd6$00%013F-HRTimelineValue filed as zero, left out of ratios.
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-1,73813F-HRTimelineValue filed as zero, left out of ratios. Amount 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