UMH Properties, Inc.
DE ˙ DB ˙ US9030021037
12,70 € ↓ -0,20 (-1,55%)
2026-06-03
DEL PRIS
SecurityDE:WXE / UMH Properties, Inc.
InstitutionBoston Partners
Latest Disclosed Ownership30,239 shares
Latest Disclosed Value $ 436,350
Boston Partners reports 3.43% decrease in ownership of WXE / UMH Properties, Inc.

On May 11, 2026 - Boston Partners filed a 13F-HR form disclosing ownership of 30,239 shares of UMH Properties, Inc. (DE:WXE) valued at $374,964 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 31,314 shares of UMH Properties, Inc.. This represents a change in shares of -3.43% during the quarter. The current value of the position is $384,035 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)
2026-05-11 2026-03-31 13F UMH PPTYS COM 903002103 30,239 -1,075 -3.43 436 -12.45 0.0002
2026-02-13 2025-12-31 13F UMH PPTYS COM 903002103 31,314 -3,861 -10.98 498 -4.60 0.0005
2025-11-13 2025-09-30 13F UMH PPTYS COM 903002103 35,175 -5,267 -13.02 522 -23.12 0.0005
2025-08-12 2025-06-30 13F/A-1 UMH PPTYS COM 903002103 40,442 60 0.15 679 -10.07 0.0008
2025-08-07 2025-06-30 13F UMH PPTYS COM 903002103 40,442 60 679 0.0003
2025-05-13 2025-03-31 13F UMH PPTYS COM 903002103 40,382 301 0.75 755 -0.13 0.0009
2025-02-11 2024-12-31 13F UMH PPTYS COM 903002103 40,081 -32,251 -44.59 757 -46.84 0.0009
2024-11-12 2024-09-30 13F UMH PPTYS COM 903002103 72,332 1,096 1.54 1,423 24.85 0.0017
2024-08-14 2024-06-30 13F UMH PPTYS COM 903002103 71,236 37,852 113.38 1,139 110.15 0.0014
2024-05-28 2024-03-31 13F/A-1 UMH PPTYS COM 903002103 33,384 -2,393 -6.69 542 -1.09 0.0006
2024-05-13 2024-03-31 13F UMH PPTYS COM 903002103 33,384 -2,393 542 0.0003
2024-02-07 2023-12-31 13F UMH PPTYS COM 903002103 35,777 -15,300 -29.95 548 -23.46 0.0007
2023-11-08 2023-09-30 13F UMH PPTYS COM 903002103 51,077 -1,132 -2.17 716 -14.15 0.0010
2023-08-10 2023-06-30 13F UMH PPTYS COM 903002103 52,209 -68,787 -56.85 834 -53.38 0.0011
2023-05-09 2023-03-31 13F UMH PPTYS COM 903002103 120,996 -3,056 -2.46 1,790 -10.42 0.0025
2023-02-08 2022-12-31 13F UMH PPTYS COM 903002103 124,052 9,767 8.55 1,997 8.18 0.0027
2022-11-09 2022-09-30 13F UMH PPTYS COM 903002103 114,285 1,222 1.08 1,846 -7.56 0.0027
2022-08-10 2022-06-30 13F UMH PPTYS COM 903002103 113,063 -6,075 -5.10 1,997 -31.84 0.0028
2022-05-10 2022-03-31 13F UMH PPTYS COM 903002103 119,138 881 0.74 2,930 -9.34 0.0035
2022-02-04 2021-12-31 13F UMH PPTYS COM 903002103 118,257 -4,099 -3.35 3,232 15.35 0.0039
2021-11-05 2021-09-30 13F UMH PPTYS COM 903002103 122,356 -37,221 -23.32 2,802 -19.53 0.0035
2021-08-12 2021-06-30 13F UMH PPTYS COM 903002103 159,577 -96,926 -37.79 3,482 -29.18 0.0044
2021-05-10 2021-03-31 13F UMH PPTYS COM 903002103 256,503 -19,428 -7.04 4,917 20.34 0.0066
2021-02-10 2020-12-31 13F/A-1 UMH PPTYS COM 903002103 275,931 -10,929 -3.81 4,086 5.20 0.0064
2021-02-04 2020-12-31 13F UMH PPTYS COM 903002103 275,931 -10,929 4,086 2,451.3571
2020-11-13 2020-09-30 13F/A-1 UMH PPTYS COM 903002103 286,860 14,411 5.29 3,884 10.25 0.0071
2020-11-09 2020-09-30 13F UMH PPTYS COM 903002103 272,449 0 3,523 2,586.3017
2020-08-12 2020-06-30 13F UMH PPTYS COM 903002103 272,449 -1,990 -0.73 3,523 18.22 0.0065
2020-05-13 2020-03-31 13F UMH PPTYS COM 903002103 274,439 -51,621 -15.83 2,980 -41.90 0.0059
2020-02-06 2019-12-31 13F/A-1 UMH PPTYS COM 903002103 326,060 142,104 77.25 5,129 97.95 0.0068
2020-02-05 2019-12-31 13F UMH PPTYS COM 903002103 326,060 142,104 5,129 2,883.6736
2019-11-20 2019-09-30 13F/A-1 UMH PPTYS COM 903002103 183,956 -36,435 -16.53 2,591 -5.27 0.0035
2019-11-08 2019-09-30 13F UMH PPTYS COM 903002103 220,391 0 2,735 0.0036
2019-08-26 2019-06-30 13F/A-1 UMH PPTYS COM 903002103 220,391 -2,279 -1.02 2,735 -12.76 0.0036
2019-08-09 2019-06-30 13F UMH PPTYS COM 903002103 220,391 -2,279 2,735
2019-05-13 2019-03-31 13F/A-1 UMH PPTYS COM 903002103 222,670 -50,780 -18.57 3,135 -3.18 0.0042
2019-05-03 2019-03-31 13F UMH PPTYS COM 903002103 222,670 -50,780 3,135
2019-02-07 2018-12-31 13F UMH PPTYS COM 903002103 273,450 -64,420 -19.07 3,238 -38.72 0.0047
2018-11-14 2018-09-30 13F UMH PPTYS COM 903002103 337,870 61,680 22.33 5,284 24.62 0.0061
2018-08-03 2018-06-30 13F UMH PPTYS COM 903002103 276,190 276,190 4,240 0.0051
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.