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Disclosery

UMH UMH PPTYS INC

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COM (common), issuer CIK 752642

260 managers (265 13F filers) reported a position in UMH shares at 2025-09-30, 66,858,960 shares in all. 50 filers opened a position and 18 filers sold out during the quarter.

Managers
260
13F filers
265
New
50
Added
107
Reduced
69
Sold out
18
Shares held by filers
66,858,960

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, Q3 2025

Filers in the available 13F reports with a share position at 2025-09-30, 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
SIMPLEX TRADING, LLC3,902$57K<0.01%+2,73213F-HRTimeline
BNP PARIBAS ASSET MANAGEMENT Holding S.…in group BNP PARIBAS ASSET MANAGEMENT …3,200$48K<0.01%new13F-HRTimelineGroup
KBC Group NVin group KBC Group NV3,005$45K<0.01%013F-HRTimelineGroup
Point72 (DIFC) Ltd2,995$44.5K<0.01%new13F-HRTimeline
AMALGAMATED BANK2,504$37K<0.01%013F-HRTimeline
US BANCORP \DE\in group US BANCORP \DE\2,356$35K<0.01%-6013F-HRTimelineGroup
LANARK FINANCIAL, INC.2,150$31.9K<0.01%new13F-HRTimeline
Golden State Wealth Management, LLC2,000$29.7K<0.01%013F-HRTimeline
Cloud Capital Management, LLC2,000$29K0.02%new13F-HRTimeline
Stone House Investment Management, LLC1,816$27K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV1,775$26.4K<0.01%new13F-HRTimeline
SIGNATUREFD, LLC1,694$25.2K<0.01%+50113F-HRTimeline
Rockefeller Capital Management L.P.in group Rockefeller Capital Managemen…1,600$23.8K<0.01%new13F-HRTimelineGroup
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,485$22.1K<0.01%-7513F-HRTimelineGroup
Pathway Financial Advisers, LLC1,366$20.3K0.01%new13F-HRTimeline
Cornerstone Planning Group LLC331$20.1K<0.01%+30413F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,343$19.9K<0.01%-1213F-HRTimeline
Binnacle Investments Inc1,209$18K0.01%-4113F-HRTimeline
Farther Finance Advisors, LLC1,168$17.3K<0.01%+5413F-HRTimeline
CWM, LLCin group CWM, LLC1,155$17K<0.01%+55013F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC1,107$16.4K<0.01%-58313F-HRTimeline
Smartleaf Asset Management LLC1,083$15.9K<0.01%+97213F-HRTimeline
Parkside Financial Bank & Trust820$12.2K<0.01%-38813F-HRTimeline
Rise Advisors, LLC669$9.94K<0.01%013F-HRTimeline
HHM Wealth Advisors, LLC577$8.57K<0.01%+20013F-HRTimeline
GAMMA Investing LLC550$8.17K<0.01%+26913F-HRTimeline
Advisory Services Network, LLC507$7.53K<0.01%new13F-HRTimeline
Larson Financial Group LLC501$7.43K<0.01%new13F-HRTimeline
Versant Capital Management, Inc495$7.35K<0.01%+19813F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC454$6.74K<0.01%-14913F-HRTimelineGroup
FIRST HORIZON CORP388$5.76K<0.01%13F-HRTimeline
Allworth Financial LP372$5.53K<0.01%+213F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…325$4.83K<0.01%-17113F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC279$4.14K<0.01%+2613F-HRTimelineGroup
Hemington Wealth Management305$4K<0.01%013F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO236$3.5K<0.01%new13F-HRTimelineGroup
Optiver Holding B.V.in group Optiver Holding B.V.214$3.18K<0.01%new13F-HRTimelineGroup
Sterling Capital Management LLC193$2.87K<0.01%+413F-HRTimeline
MAI Capital Management150$2.23K<0.01%-26913F-HRTimeline
Steward Partners Investment Advisory, L…123$1.83K<0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC100$1.49K<0.01%-8013F-HRTimeline
Retirement Wealth Solutions LLC99$1.48K<0.01%-84713F-HRTimeline
WPG Advisers, LLC92$1.37K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.89$1.32K<0.01%new13F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK81$1.2K<0.01%013F-HRTimelineGroup
Covestor Ltd65$1K<0.01%+513F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT56$1K<0.01%013F-HRTimeline
Bare Financial Services, Inc64$950<0.01%new13F-HRTimeline
IFP Advisors, Inc57$846<0.01%+5713F-HR/ATimeline
Private Wealth Management Group, LLC56$832<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37$549<0.01%013F-HRTimeline
Breakwater Investment Management32$476<0.01%new13F-HRTimeline
Parallel Advisors, LLC30$446<0.01%new13F-HRTimeline
Fortitude Family Office, LLC30$446<0.01%new13F-HRTimeline
Smallwood Wealth Investment Management,…26$386<0.01%013F-HRTimeline
Blue Trust, Inc.22$327<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…16$238<0.01%+613F-HRTimelineGroup
True Wealth Design, LLC9$134<0.01%-613F-HRTimeline
Essential Partners LLC9$134<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…2$30<0.01%new13F-HRTimelineGroup

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