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Disclosery

UMH UMH PPTYS INC

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COM (common), issuer CIK 752642

260 managers (269 13F filers) reported a position in UMH shares at 2026-03-31, 66,973,330 shares in all. 33 filers opened a position and 24 filers sold out during the quarter.

Managers
260
13F filers
269
New
33
Added
83
Reduced
105
Sold out
24
Shares held by filers
66,973,330

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 2026

Filers in the available 13F reports with a share position at 2026-03-31, 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
Itau Unibanco Holding S.A.in group Itau Unibanco Holding S.A.1,918$27.7K<0.01%new13F-HR/ATimelineGroup
Stone House Investment Management, LLC1,816$26.2K<0.01%013F-HRTimeline
Arax Advisory Partners1,592$23K<0.01%-24013F-HRTimeline
LOOMIS SAYLES & CO L Pin group LOOMIS SAYLES & CO L P1,471$21.2K<0.01%new13F-HRTimelineGroup
Hilton Head Capital Partners, LLC1,323$19.1K0.01%-8313F-HRTimeline
GF FUND MANAGEMENT CO. LTD.1,235$17.8K<0.01%-10213F-HRTimeline
Farther Finance Advisors, LLC1,121$16.4K<0.01%-38313F-HRTimeline
Advisory Services Network, LLC1,104$15.9K<0.01%new13F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC1,007$14.5K<0.01%new13F-HRTimeline
NORTHWESTERN MUTUAL WEALTH MANAGEMENT COin group NORTHWESTERN MUTUAL INVESTMEN…1,000$14.4K<0.01%-11113F-HRTimelineGroup
INTERNATIONAL ASSETS INVESTMENT MANAGEM…911$13.3K<0.01%-2513F-HRTimeline
Prosperity Bancshares Inc885$12.8K0.01%new13F-HRTimeline
FIFTH THIRD BANCORPin group FIFTH THIRD BANK, NATIONAL AS…726$10.5K<0.01%-12613F-HRTimelineGroup
Allworth Financial LP704$10.2K<0.01%-5613F-HRTimeline
Parallel Advisors, LLC663$9.57K<0.01%-29513F-HR/ATimeline
UMB Bank, n.a.592$8.54K<0.01%013F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Sound Income Strategies, LLC583$8.52K<0.01%013F-HRTimeline
Cornerstone Planning Group LLC533$8.37K<0.01%-8013F-HRTimeline
HHM Wealth Advisors, LLC577$8.33K<0.01%013F-HRTimeline
Essential Partners LLC540$7.79K<0.01%+6913F-HRTimeline
Sterling Capital Management LLC521$7.52K<0.01%-713F-HRTimeline
IFP Advisors, Inc456$6.58K<0.01%+1613F-HRTimeline
FIRST HORIZON CORP444$6.41K<0.01%+19613F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…440$6.35K<0.01%+4713F-HR/ATimelineGroup
Ares Financial Consulting, LLC416$6.08K<0.01%new13F-HRTimeline
MAI Capital Management373$5.38K<0.01%+18013F-HRTimeline
GAMMA Investing LLC372$5.37K<0.01%-32113F-HRTimeline
ROTHSCHILD INVESTMENT LLC363$5.24K<0.01%-4013F-HRTimeline
Quarry LP351$5.07K<0.01%new13F-HRTimeline
Smartleaf Asset Management LLC308$4.43K<0.01%013F-HRTimeline
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…307$4.43K<0.01%new13F-HRTimeline
Owl Creek Wealth Partners LLC290$4.18K<0.01%13F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.266$3.84K<0.01%new13F-HR/ATimelineGroup
LOS ANGELES CAPITAL MANAGEMENT LLC256$3.69K<0.01%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…253$3.65K<0.01%-4513F-HRTimelineGroup
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO233$3.36K<0.01%new13F-HRTimelineGroup
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK213$3.07K<0.01%-5213F-HRTimelineGroup
Capital Analysts, LLCin group Capital Analysts, LLC183$3K<0.01%-5813F-HRTimelineGroup
ASSETMARK, INCin group ASSETMARK, INC183$2.64K<0.01%+113F-HRTimelineGroup
Parkside Financial Bank & Trust158$2.28K<0.01%013F-HRTimeline
Larson Financial Group LLC145$2.09K<0.01%+12713F-HRTimeline
True Wealth Design, LLC112$1.62K<0.01%-1013F-HRTimeline
Bare Financial Services, Inc109$1.57K<0.01%-3213F-HRTimeline
DANSKE BANK A/S100$1.44K<0.01%-3,00013F-HRTimeline
GROUP ONE TRADING LLC100$1.44K<0.01%-60013F-HRTimeline
WPG Advisers, LLC65$938<0.01%+713F-HRTimeline
PICTON MAHONEY ASSET MANAGEMENT56$808<0.01%013F-HRTimeline
Pinnacle Wealth Planning Services, Inc.54$779<0.01%013F-HRTimeline
Root Financial Partners, LLC48$693<0.01%new13F-HRTimeline
Retirement Wealth Solutions LLC48$687<0.01%-413F-HRTimeline
Smallwood Wealth Investment Management,…47$678<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC37$534<0.01%013F-HRTimeline
MidFirst Bank35$505<0.01%013F-HRTimeline
Caitong International Asset Management …27$390<0.01%-98813F-HRTimeline
Blue Trust, Inc.22$317<0.01%013F-HRTimeline
Bogart Wealth, LLC9$130<0.01%new13F-HRTimeline
GHP Investment Advisors, Inc.3$44<0.01%new13F-HRTimeline
Dunhill Financial, LLC2$36<0.01%-113F-HRTimeline
Hughes Financial Services, LLC1$14<0.01%new13F-HRTimeline
Covestor Ltd5$00%-6013F-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