UMH Properties, Inc.
DE ˙ DB ˙ US9030021037
12,70 € ↓ -0,20 (-1,55%)
2026-06-03
DEL PRIS
SecurityDE:WXE / UMH Properties, Inc.
InstitutionCreative Financial Designs Inc /adv
Latest Disclosed Ownership4,930 shares
Latest Disclosed Value $ 71,140
Creative Financial Designs Inc /adv reports 41.06% increase in ownership of WXE / UMH Properties, Inc.

On April 13, 2026 - Creative Financial Designs Inc /adv filed a 13F-HR form disclosing ownership of 4,930 shares of UMH Properties, Inc. (DE:WXE) valued at $61,132 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 3,495 shares of UMH Properties, Inc.. This represents a change in shares of 41.06% during the quarter. The current value of the position is $62,611 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)
2026-04-13 2026-03-31 13F UMH PPTYS INC COM REIT 903002103 4,930 1,435 41.06 71 29.09 0.0043
2026-02-06 2025-12-31 13F UMH PPTYS INC COM REIT 903002103 3,495 1,720 96.90 56 111.54 0.0035
2025-11-12 2025-09-30 13F UMH PPTYS INC COM REIT 903002103 1,775 1,775 26 0.0018
2020-01-17 2019-12-31 13F UMH PPTYS INC COM REIT 903002103 0 -254 -100.00 0 -100.00
2019-10-23 2019-09-30 13F UMH PPTYS INC COM REIT 903002103 254 -1,695 -86.97 4 -84.00 0.0022
2019-08-07 2019-06-30 13F UMH PPTYS INC COM REIT 903002103 1,949 1,331 215.37 25 177.78 0.0136
2019-04-23 2019-03-31 13F UMH PPTYS INC COM REIT 903002103 618 -981 -61.35 9 -52.63 0.0054
2019-01-24 2018-12-31 13F UMH PPTYS INC COM REIT 903002103 1,599 -359 -18.34 19 -38.71 0.0138
2018-11-02 2018-09-30 13F UMH PPTYS INC COM REIT 903002103 1,958 919 88.45 31 93.75 0.0178
2018-07-13 2018-06-30 13F UMH PPTYS INC COM REIT 903002103 1,039 126 13.80 16 33.33 0.0094
2018-05-02 2018-03-31 13F UMH PPTYS INC COM REIT 903002103 913 913 12 0.0077
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.