UMH Properties, Inc.
DE ˙ DB ˙ US9030021037
12,70 € ↓ -0,20 (-1,55%)
2026-06-03
DEL PRIS
SecurityDE:WXE / UMH Properties, Inc.
InstitutionAlliancebernstein L.p.
Latest Disclosed Ownership1,201,366 shares
Latest Disclosed Value $ 19,113,733
Alliancebernstein L.p. reports 3.03% decrease in ownership of WXE / UMH Properties, Inc.

On May 15, 2026 - Alliancebernstein L.p. filed a 13F-HR form disclosing ownership of 1,201,366 shares of UMH Properties, Inc. (DE:WXE) valued at $14,896,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,238,877 shares of UMH Properties, Inc.. This represents a change in shares of -3.03% during the quarter. The current value of the position is $15,257,348 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date
Effective
Date
Form Security Class ID Avg Price
Paid (Est)
Reported
Shares
ΔShares ΔShares
(%)
Reported
Value
(x1000)
ΔValue
(%)
Alloc
(%)
ΔAlloc ΔAlloc (%) Cost Basis
(x1000)
Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F UMH PPTYS COM 903002103 1,201,366 -37,511 -3.03 19,114 -3.03 0.0062
2026-02-17 2025-12-31 13F UMH PPTYS COM 903002103 1,238,877 428,700 52.91 19,711 63.83 0.0062
2025-11-14 2025-09-30 13F UMH PPTYS COM 903002103 810,177 -247,983 -23.44 12,031 -32.28 0.0038
2025-08-14 2025-06-30 13F UMH PPTYS COM 903002103 1,058,160 161,977 18.07 17,767 6.02 0.0058
2025-05-15 2025-03-31 13F UMH PPTYS COM 903002103 896,183 820,934 1,090.96 16,759 1,080.14 0.0061
2025-02-12 2024-12-31 13F UMH PPTYS COM 903002103 75,249 -261 -0.35 1,421 -4.38 0.0005
2024-11-14 2024-09-30 13F UMH PPTYS COM 903002103 75,510 9,743 14.81 1,485 41.29 0.0005
2024-08-14 2024-06-30 13F UMH PPTYS COM 903002103 65,767 3,316 5.31 1,052 3.65 0.0004
2024-05-14 2024-03-31 13F UMH PPTYS COM 903002103 62,451 17,112 37.74 1,014 46.11 0.0004
2024-02-14 2023-12-31 13F UMH PPTYS COM 903002103 45,339 75 0.17 695 9.46 0.0003
2023-11-14 2023-09-30 13F UMH PPTYS COM 903002103 45,264 59 0.13 635 -12.19 0.0003
2023-08-15 2023-06-30 13F UMH PPTYS COM 903002103 45,205 63 0.14 722 8.25 0.0003
2023-05-15 2023-03-31 13F UMH PPTYS COM 903002103 45,142 57 0.13 668 -8.00 0.0003
2023-02-15 2022-12-31 13F UMH PPTYS COM 903002103 45,085 -1,939 -4.12 726 -4.48 0.0003
2022-11-15 2022-09-30 13F UMH PPTYS COM 903002103 47,024 -3,595 -7.10 759 -15.10 0.0004
2022-08-15 2022-06-30 13F UMH PPTYS COM 903002103 50,619 1,055 2.13 894 -26.66 0.0004
2022-05-13 2022-03-31 13F UMH PPTYS COM 903002103 49,564 9,813 24.69 1,219 12.25 0.0005
2022-02-14 2021-12-31 13F UMH PPTYS COM 903002103 39,751 -2,249 -5.35 1,086 12.89 0.0004
2021-11-10 2021-09-30 13F UMH PPTYS COM 903002103 42,000 29,450 234.66 962 251.09 0.0004
2021-07-30 2021-06-30 13F UMH PPTYS COM 903002103 12,550 -3,100 -19.81 274 -8.67 0.0001
2021-05-06 2021-03-31 13F UMH PPTYS COM 903002103 15,650 -8,450 -35.06 300 -15.97 0.0001
2021-02-08 2020-12-31 13F UMH PPTYS COM 903002103 24,100 -7,400 -23.49 357 -16.39 0.0002
2020-11-12 2020-09-30 13F UMH PPTYS COM 903002103 31,500 -11,300 -26.40 427 -22.78 0.0002
2020-08-13 2020-06-30 13F UMH PPTYS COM 903002103 42,800 500 1.18 553 20.48 0.0003
2020-05-14 2020-03-31 13F UMH PPTYS COM 903002103 42,300 9,000 27.03 459 -12.40 0.0003
2020-02-18 2019-12-31 13F UMH PPTYS COM 903002103 33,300 100 0.30 524 12.21 0.0003
2019-11-14 2019-09-30 13F UMH PPTYS COM 903002103 33,200 800 2.47 467 16.17 0.0003
2019-08-14 2019-06-30 13F UMH PPTYS COM 903002103 32,400 -495 -1.50 402 -13.17 0.0002
2019-05-14 2019-03-31 13F UMH PPTYS COM 903002103 32,895 -3,055 -8.50 463 8.69 0.0003
2019-02-13 2018-12-31 13F UMH PPTYS COM 903002103 35,950 5,900 19.63 426 -9.36 0.0003
2018-11-08 2018-09-30 13F UMH PPTYS COM 903002103 30,050 1,000 3.44 470 5.38 0.0003
2018-08-13 2018-06-30 13F UMH PPTYS COM 903002103 29,050 -87,940 -75.17 446 -71.57 0.0003
2018-05-14 2018-03-31 13F UMH PPTYS COM 903002103 116,990 -12,700 -9.79 1,569 -18.79 0.0011
2018-02-13 2017-12-31 13F UMH PPTYS COM 903002103 129,690 -650 -0.50 1,932 -4.69 0.0014
2017-11-13 2017-09-30 13F UMH PPTYS COM 903002103 130,340 120,040 1,165.44 2,027 656.34 0.0015
2017-08-10 2017-06-30 13F UMH PPTYS CV RED PFD-A 903002202 10,300 0 0.00 268 0.37 0.0002
2017-08-10 2017-06-30 13F UMH PPTYS COM 903002103 146,760 17,950 2,502 0.0019
2017-05-11 2017-03-31 13F UMH PPTYS CV RED PFD-A 903002202 10,300 0 0.00 267 0.75 0.0002
2017-05-11 2017-03-31 13F UMH PPTYS COM 903002103 128,810 3,080 1,959 0.0016
2017-02-13 2016-12-31 13F UMH PPTYS CV RED PFD-A 903002202 10,300 0 0.00 265 0.00 0.0002
2017-02-13 2016-12-31 13F UMH PPTYS COM 903002103 125,730 115,430 1,892 0.0016
2016-11-10 2016-09-30 13F UMH PPTYS CV RED PFD-A 903002202 10,300 0 0.00 265 -1.12 0.0002
2016-08-11 2016-06-30 13F UMH PPTYS CV RED PFD-A 903002202 10,300 0 0.00 268 1.13 0.0002
2016-05-13 2016-03-31 13F UMH PPTYS CV RED PFD-A 903002202 10,300 0 0.00 265 0.00 0.0002
2016-02-16 2015-12-31 13F/A-1 UMH PPTYS CV RED PFD-A 903002202 10,300 0 0.00 265 0.00 0.0002
2016-02-12 2015-12-31 13F UMH PPTYS CV RED PFD-A 903002202 10,300 265
2015-11-13 2015-09-30 13F U M H PROPERTIES CV RED PFD-A 903002202 10,300 -12,500 -54.82 265 -55.46 0.0002
2015-08-14 2015-06-30 13F U M H PROPERTIES CV RED PFD-A 903002202 22,800 0 0.00 595 0.68 0.0005
2015-05-13 2015-03-31 13F UMH PROPERTIES CV RED PFD-A 903002202 22,800 0 0.00 591 -1.83 0.0005
2015-05-13 2015-03-31 13F UMH PROPERTIES COM 903002103 1,100 100 11 0.0000
2015-02-13 2014-12-31 13F UMH PROPERTIES CV RED PFD-A 903002202 22,800 0 0.00 602 0.33 0.0005
2015-02-13 2014-12-31 13F UMH PROPERTIES COM 903002103 1,000 0 10 0.0000
2014-11-13 2014-09-30 13F UMH PROPERTIES CV RED PFD-A 903002202 22,800 0 0.00 600 0.00 0.0005
2014-11-13 2014-09-30 13F UMH PROPERTIES COM 903002103 1,000 0 10 0.0000
2014-08-13 2014-06-30 13F UMH PROPERTIES CV RED PFD-A 903002202 22,800 0 0.00 600 1.69 0.0005
2014-08-13 2014-06-30 13F UMH PROPERTIES COM 903002103 1,000 -99 10 0.0000
2014-05-13 2014-03-31 13F UMH PROPERTIES CV RED PFD-A 903002202 22,800 0 0.00 590 2.61 0.0005
2014-05-13 2014-03-31 13F UMH PROPERTIES COM 903002103 1,099 -2,700 11 0.0000
2014-02-13 2013-12-31 13F UMH PROPERTIES CV RED PFD-A 903002202 22,800 15,501 212.37 575 698.61 0.0005
2014-02-13 2013-12-31 13F UMH PROPERTIES COM 903002103 3,799 -3,500 36 0.0000
2013-11-14 2013-09-30 13F UMH PROPERTIES COM 903002103 7,299 -1,902 -20.67 72 -23.40 0.0001
2013-08-13 2013-06-30 13F UMH PROPERTIES COM 903002103 9,201 9,201 94 0.0001
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.