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Disclosery

UMH UMH PPTYS INC

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COM (common), issuer CIK 752642

249 managers (255 13F filers) reported a position in UMH shares at 2025-12-31, 69,487,803 shares in all. 34 filers opened a position and 44 filers sold out during the quarter.

Managers
249
13F filers
255
New
34
Added
104
Reduced
80
Sold out
44
Shares held by filers
69,487,803

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 2025

Filers in the available 13F reports with a share position at 2025-12-31, 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
Hilton Head Capital Partners, LLC1,406$22.4K0.01%13F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,337$21.3K<0.01%-613F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management1,300$20.7K<0.01%-3,68013F-HRTimelineGroup
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,111$17.7K<0.01%+1,10913F-HR/ATimelineGroup
Caitong International Asset Management …1,015$16.1K<0.01%new13F-HR/ATimeline
Parallel Advisors, LLC958$15.2K<0.01%+92813F-HRTimeline
INTERNATIONAL ASSETS INVESTMENT MANAGEM…936$14.9K<0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…852$13.6K<0.01%new13F-HRTimelineGroup
CBIZ Investment Advisory Services, LLC842$13.4K<0.01%-26513F-HRTimeline
Allworth Financial LP760$12.1K<0.01%+38813F-HRTimeline
GROUP ONE TRADING LLC700$11.1K<0.01%new13F-HRTimeline
GAMMA Investing LLC693$11K<0.01%+14313F-HRTimeline
Sound Income Strategies, LLC583$9.68K<0.01%new13F-HRTimeline
UMB Bank, n.a.592$9.42K<0.01%new13F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Cornerstone Planning Group LLC613$9.4K<0.01%+28213F-HRTimeline
HHM Wealth Advisors, LLC577$9.18K<0.01%013F-HRTimeline
Sterling Capital Management LLC528$8.4K<0.01%+33513F-HRTimeline
Global Retirement Partners, LLC489$7.78K<0.01%new13F-HRTimeline
Essential Partners LLC471$7.49K<0.01%+46213F-HRTimeline
IFP Advisors, Inc440$7K<0.01%+38313F-HRTimeline
ROTHSCHILD INVESTMENT LLC403$6.41K<0.01%+30313F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…393$6.25K<0.01%+6813F-HRTimelineGroup
Smartleaf Asset Management LLC308$4.92K<0.01%-77513F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…298$4.74K<0.01%+28213F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK265$4.22K<0.01%+18413F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC241$4K<0.01%new13F-HR/ATimelineGroup
FIRST HORIZON CORP248$3.95K<0.01%-14013F-HRTimeline
LOS ANGELES CAPITAL MANAGEMENT LLC256$3.64K<0.01%new13F-HRTimeline
MAI Capital Management193$3.07K<0.01%+4313F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC182$2.9K<0.01%-9713F-HRTimelineGroup
Parkside Financial Bank & Trust158$2.51K<0.01%-66213F-HRTimeline
Bare Financial Services, Inc141$2.24K<0.01%+7713F-HRTimeline
Aster Capital Management (DIFC) Ltd138$2.2K<0.01%-21,09713F-HRTimeline
True Wealth Design, LLC122$1.94K<0.01%+11313F-HRTimeline
Covestor Ltd65$1K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.62$987<0.01%-2713F-HRTimeline
WPG Advisers, LLC58$923<0.01%-3413F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT56$891<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.54$859<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC52$821<0.01%-4713F-HRTimeline
Smallwood Wealth Investment Management,…47$747<0.01%+2113F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37$589<0.01%013F-HRTimeline
MidFirst Bank35$557<0.01%13F-HRTimeline
Blue Trust, Inc.22$350<0.01%013F-HRTimeline
Larson Financial Group LLC18$286<0.01%-48313F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…16$255<0.01%new13F-HRTimelineGroup
Clearstead Advisors, LLC11$176<0.01%new13F-HRTimeline
NATIONAL BANK OF CANADA /FI/in group NATIONAL BANK OF CANADA /FI/3$47<0.01%new13F-HRTimelineGroup
Dunhill Financial, LLC3$40<0.01%new13F-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