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Disclosery

UMH UMH PPTYS INC

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COM (common), issuer CIK 752642

231 managers (237 13F filers) reported a position in UMH shares at 2025-06-30, 69,242,263 shares in all. 18 filers opened a position and 21 filers sold out during the quarter.

Managers
231
13F filers
237
New
18
Added
97
Reduced
76
Sold out
21
Shares held by filers
69,242,263

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
MAI Capital Management419$7.04K<0.01%+26913F-HRTimeline
Geneos Wealth Management Inc.418$7.02K<0.01%-93013F-HRTimeline
First Horizon Advisors, Inc.388$6.51K<0.01%+6813F-HRTimeline
HHM Wealth Advisors, LLC377$6.33K<0.01%013F-HRTimeline
Allworth Financial LP370$6.21K<0.01%+22913F-HRTimeline
Hemington Wealth Management305$5K<0.01%013F-HRTimeline
Versant Capital Management, Inc297$4.99K<0.01%-39113F-HRTimeline
GAMMA Investing LLC281$4.72K<0.01%-5413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC253$4.25K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC189$3.17K<0.01%-88413F-HR/ATimeline
ROTHSCHILD INVESTMENT LLC180$3.02K<0.01%+5513F-HRTimeline
Bellwether Advisors, LLC128$2.15K<0.01%013F-HRTimeline
Steward Partners Investment Advisory, L…123$2.06K<0.01%013F-HRTimeline
Smartleaf Asset Management LLC111$1.86K<0.01%+4213F-HRTimeline
Costello Asset Management, INC103$1.73K<0.01%013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP100$1.67K<0.01%new13F-HRTimelineGroup
WPG Advisers, LLC92$1.54K<0.01%-29013F-HRTimeline
IFP Advisors, Inc0$1.41K<0.01%new13F-HRTimelineAmount filed as zero, left out of ratios.
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK81$1.36K<0.01%013F-HRTimelineGroup
SIERRA OCEAN, LLC70$1.18K<0.01%013F-HRTimeline
Covestor Ltd60$1K<0.01%+5413F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT56$1K<0.01%-20,49213F-HRTimeline
Private Wealth Management Group, LLC56$941<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37$621<0.01%013F-HRTimeline
Cornerstone Planning Group LLC27$449<0.01%-29613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp26$437<0.01%013F-HRTimelineGroup
Smallwood Wealth Investment Management,…26$436<0.01%013F-HRTimeline
Blue Trust, Inc.22$369<0.01%013F-HRTimeline
True Wealth Design, LLC15$252<0.01%-813F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…10$168<0.01%-113F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-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