UMH Properties, Inc.
DE ˙ DB ˙ US9030021037
12,70 € ↓ -0,20 (-1,55%)
2026-06-03
DEL PRIS
SecurityDE:WXE / UMH Properties, Inc.
InstitutionInvesco Ltd.
Latest Disclosed Ownership679,108 shares
Latest Disclosed Value $ 9,799,529
Invesco Ltd. reports 12.66% increase in ownership of WXE / UMH Properties, Inc.

On May 12, 2026 - Invesco Ltd. filed a 13F-HR form disclosing ownership of 679,108 shares of UMH Properties, Inc. (DE:WXE) valued at $8,420,939 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 19, 2026 disclosing 602,771 shares of UMH Properties, Inc.. This represents a change in shares of 12.66% during the quarter. The current value of the position is $8,624,672 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)
2026-05-12 2026-03-31 13F UMH PPTYS COM 903002103 679,108 76,337 12.66 9,800 2.18 0.0015
2026-02-19 2025-12-31 13F UMH PPTYS COM 903002103 602,771 401,990 200.21 9,590 221.70 0.0015
2025-11-13 2025-09-30 13F UMH PPTYS COM 903002103 200,781 -3,046 -1.49 2,982 -12.89 0.0005
2025-08-13 2025-06-30 13F UMH PPTYS COM 903002103 203,827 23,108 12.79 3,422 1.27 0.0006
2025-05-12 2025-03-31 13F UMH PPTYS COM 903002103 180,719 -98,262 -35.22 3,379 -35.85 0.0006
2025-02-13 2024-12-31 13F UMH PPTYS COM 903002103 278,981 54,247 24.14 5,267 19.16 0.0010
2024-11-12 2024-09-30 13F UMH PPTYS COM 903002103 224,734 31,669 16.40 4,421 43.18 0.0009
2024-08-13 2024-06-30 13F UMH PPTYS COM 903002103 193,065 6,722 3.61 3,087 2.02 0.0007
2024-05-14 2024-03-31 13F UMH PPTYS COM 903002103 186,343 -59,838 -24.31 3,026 -19.76 0.0007
2024-02-13 2023-12-31 13F UMH PPTYS COM 903002103 246,181 -379,283 -60.64 3,771 -57.00 0.0009
2023-11-13 2023-09-30 13F UMH PPTYS COM 903002103 625,464 110,276 21.41 8,769 6.52 0.0024
2023-08-11 2023-06-30 13F UMH PPTYS COM 903002103 515,188 -61,709 -10.70 8,233 -3.52 0.0022
2023-05-12 2023-03-31 13F UMH PPTYS COM 903002103 576,897 65,737 12.86 8,532 3.68 0.0024
2023-02-13 2022-12-31 13F UMH PPTYS COM 903002103 511,160 -95,493 -15.74 8,230 -16.01 0.0024
2022-11-14 2022-09-30 13F UMH PPTYS COM 903002103 606,653 99,445 19.61 9,798 9.38 0.0032
2022-08-15 2022-06-30 13F UMH PPTYS COM 903002103 507,208 117,956 30.30 8,958 -6.40 0.0027
2022-05-16 2022-03-31 13F UMH PPTYS COM 903002103 389,252 15,375 4.11 9,571 -6.33 0.0024
2022-02-14 2021-12-31 13F UMH PPTYS COM 903002103 373,877 -101,999 -21.43 10,218 -6.24 0.0025
2021-11-15 2021-09-30 13F UMH PPTYS COM 903002103 475,876 -33,316 -6.54 10,898 -1.93 0.0028
2021-08-17 2021-06-30 13F UMH PPTYS COM 903002103 509,192 53,701 11.79 11,112 27.26 0.0027
2021-05-17 2021-03-31 13F UMH PPTYS COM 903002103 455,491 78,901 20.95 8,732 56.54 0.0023
2021-02-16 2020-12-31 13F UMH PPTYS COM 903002103 376,590 342,311 998.60 5,578 1,102.16 0.0016
2020-11-16 2020-09-30 13F UMH PPTYS COM 903002103 34,279 -982 -2.78 464 1.75 0.0002
2020-08-14 2020-06-30 13F UMH PPTYS COM 903002103 35,261 -3,744 -9.60 456 7.80 0.0002
2020-05-15 2020-03-31 13F UMH PPTYS COM 903002103 39,005 -5,461 -12.28 423 -39.48 0.0002
2020-02-14 2019-12-31 13F UMH PPTYS COM 903002103 44,466 -2,926 -6.17 699 4.80 0.0002
2019-11-14 2019-09-30 13F UMH PPTYS COM 903002103 47,392 -1,848 -3.75 667 9.17 0.0002
2019-08-14 2019-06-30 13F/A-1 UMH PPTYS COM 903002103 49,240 -1,693 -3.32 611 -14.78 0.0002
2019-08-14 2019-06-30 13F UMH PPTYS COM 903002103 49,240 -1,693 611
2019-05-15 2019-03-31 13F UMH PPTYS COM 903002103 50,933 -6,521 -11.35 717 5.44 0.0002
2019-02-14 2018-12-31 13F UMH PPTYS COM 903002103 57,454 6,229 12.16 680 -15.11 0.0003
2018-11-14 2018-09-30 13F UMH PPTYS COM 903002103 51,225 -291 -0.56 801 1.26 0.0003
2018-08-14 2018-06-30 13F UMH PPTYS COM 903002103 51,516 8,948 21.02 791 38.53 0.0003
2018-05-15 2018-03-31 13F UMH PPTYS COM 903002103 42,568 12,682 42.43 571 28.31 0.0002
2018-02-14 2017-12-31 13F UMH PPTYS COM 903002103 29,886 896 3.09 445 -1.33 0.0002
2017-11-14 2017-09-30 13F UMH PPTYS COM 903002103 28,990 553 1.94 451 -7.01 0.0002
2017-08-14 2017-06-30 13F UMH PPTYS COM 903002103 28,437 589 2.12 485 14.39 0.0002
2017-05-15 2017-03-31 13F UMH PPTYS COM 903002103 27,848 -2,924 -9.50 424 -8.42 0.0001
2017-02-14 2016-12-31 13F UMH PPTYS COM 903002103 30,772 2,392 8.43 463 36.98 0.0002
2016-11-14 2016-09-30 13F UMH PPTYS COM 903002103 28,380 5,421 23.61 338 31.01 0.0001
2016-08-15 2016-06-30 13F UMH PPTYS COM 903002103 22,959 -444 -1.90 258 11.21 0.0001
2016-05-16 2016-03-31 13F UMH PPTYS COM 903002103 23,403 -3,136 -11.82 232 -13.75 0.0001
2016-02-16 2015-12-31 13F UMH PPTYS COM 903002103 26,539 836 3.25 269 12.55 0.0001
2015-11-16 2015-09-30 13F U M H PROPERTIES COM 903002103 25,703 778 3.12 239 -2.05 0.0001
2015-08-14 2015-06-30 13F UMH PROPERTIES COMMON 903002103 24,925 679 2.80 244 0.00 0.0001
2015-05-15 2015-03-31 13F UMH PROPERTIES COMMON 903002103 24,246 5,471 29.14 244 36.31 0.0001
2015-02-13 2014-12-31 13F UMH PROPERTIES COMMON 903002103 18,775 974 5.47 179 5.92 0.0001
2014-11-14 2014-09-30 13F UMH PROPERTIES COMMON 903002103 17,801 924 5.47 169 0.00 0.0001
2014-08-14 2014-06-30 13F UMH PROPERTIES COMMON 903002103 16,877 -140 -0.82 169 1.81 0.0001
2014-05-15 2014-03-31 13F UMH PROPERTIES COMMON 903002103 17,017 15,872 1,386.20 166 1,409.09 0.0001
2014-02-13 2013-12-31 13F UMH PROPERTIES COMMON 903002103 1,145 35 3.15 11 0.00 0.0000
2013-11-13 2013-09-30 13F UMH PROPERTIES COMMON 903002103 1,110 0 0.00 11 0.00 0.0000
2013-08-14 2013-06-30 13F UMH PROPERTIES COMMON 903002103 1,110 1,110 11 0.0000
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.