Vanguard Group Inc ownership in WXE / UMH Properties, Inc.

UMH Properties, Inc.

DE ˙ DB ˙ US9030021037

12,70 € ↓ -0,20 (-1,55%)

2026-06-03
DEL PRIS

Security	DE:WXE / UMH Properties, Inc.
Institution	Vanguard Group Inc
Latest Disclosed Ownership	6,706,664 shares
Ownership	8.54%

2024-11-12 - Vanguard Group Inc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 6,706,664 shares of UMH Properties, Inc. (DE:WXE). This represents 8.54 percent ownership of the company. In their previous filing dated 2024-11-04 , Vanguard Group Inc had reported owning 6,706,664 shares, indicating a decrease of 0.00 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File Date	Effective Date	Form	Prev Shares	Latest Shares	ΔShares (Percent)	Ownership (Percent)	ΔOwnership (Percent)
2024-11-12	2024-11-12	13G/A	6,706,664	6,706,664	0.00	8.54	0.00
2024-11-04	2024-11-04	13G/A	6,541,226	6,706,664	2.53	8.54	-13.30
2024-02-13	2024-02-13	13G/A	5,277,901	6,541,226	23.94	9.85	4.01
2023-02-09	2023-02-09	13G/A	4,925,771	5,277,901	7.15	9.47	-5.77
2022-02-10	2022-02-10	13G/A	3,838,599	4,875,575	27.01	9.95	8.15
2022-02-10	2022-02-10	13G/A	3,838,599	4,925,771	28.32	10.05	9.24
2021-02-10	2021-02-10	13G/A	3,901,373	3,838,599	-1.61	9.20	-3.56
2020-02-12	2020-02-12	13G/A		3,901,373		9.54
2019-02-11	2019-02-11	13G/A	3,664,208
2018-02-08	2018-02-08	13G/A	3,347,292	3,664,208	9.47	10.49	4.90
2017-07-10	2017-07-10	13G		3,347,292		10.00

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-01-29	2025-12-31	13F	UMH PPTYS	COM	903002103	8,128,983	144,368	1.81	129,332	9.08	0.0019
2025-11-07	2025-09-30	13F	UMH PPTYS	COM	903002103	7,984,615	76,645	0.97	118,572	-10.70	0.0018
2025-08-11	2025-06-30	13F	UMH PPTYS	COM	903002103	7,907,970	384,424	5.11	132,775	-5.63	0.0021
2025-05-09	2025-03-31	13F	UMH PPTYS	COM	903002103	7,523,546	17,084	0.23	140,690	-0.73	0.0025
2025-02-11	2024-12-31	13F	UMH PPTYS	COM	903002103	7,506,462	799,798	11.93	141,722	7.43	0.0025
2024-11-13	2024-09-30	13F	UMH PPTYS	COM	903002103	6,706,664	168,608	2.58	131,920	26.19	0.0024
2024-08-13	2024-06-30	13F	UMH PPTYS	COM	903002103	6,538,056	160,073	2.51	104,544	0.93	0.0020
2024-05-10	2024-03-31	13F	UMH PPTYS	COM	903002103	6,377,983	-163,243	-2.50	103,578	3.36	0.0021
2024-03-11	2023-12-31	13F/A-1	UMH PPTYS	COM	903002103	6,541,226	629,427	10.65	100,212	20.91	0.0022
2024-02-14	2023-12-31	13F	UMH PPTYS	COM	903002103	6,541,226	629,427		100,212		0.0019
2023-12-18	2023-09-30	13F/A-1	UMH PPTYS	COM	903002103	5,911,799	-112,055	-1.86	82,883	-13.90	0.0020
2023-11-14	2023-09-30	13F	UMH PPTYS	COM	903002103	5,911,799	-112,055		82,883		0.0004
2023-08-14	2023-06-30	13F	UMH PPTYS	COM	903002103	6,023,854	646,849	12.03	96,261	21.04	0.0023
2023-07-14	2023-03-31	13F/A-1	UMH PPTYS	COM	903002103	5,377,005	99,104	1.88	79,526	-6.41	0.0020
2023-05-15	2023-03-31	13F	UMH PPTYS	COM	903002103	5,377,005	99,104		79,526		0.0020
2023-02-10	2022-12-31	13F	UMH PPTYS	COM	903002103	5,277,901	39,234	0.75	84,974	0.44	0.0023
2022-11-14	2022-09-30	13F	UMH PPTYS	COM	903002103	5,238,667	-5,138	-0.10	84,604	-8.64	0.0025
2022-08-12	2022-06-30	13F	UMH PPTYS	COM	903002103	5,243,805	104,225	2.03	92,606	-26.73	0.0026
2022-05-13	2022-03-31	13F	UMH PPTYS	COM	903002103	5,139,580	264,005	5.41	126,383	-5.15	0.0030
2022-02-14	2021-12-31	13F	UMH PPTYS	COM	903002103	4,875,575	309,622	6.78	133,250	27.44	0.0030
2021-11-12	2021-09-30	13F	UMH PPTYS	COM	903002103	4,565,953	282,203	6.59	104,561	11.86	0.0026
2021-08-13	2021-06-30	13F	UMH PPTYS	COM	903002103	4,283,750	359,540	9.16	93,472	24.25	0.0023
2021-05-14	2021-03-31	13F	UMH PPTYS	COM	903002103	3,924,210	85,611	2.23	75,227	32.32	0.0020
2021-02-12	2020-12-31	13F	UMH PPTYS	COM	903002103	3,838,599	9,741	0.25	56,851	9.66	0.0016
2020-11-16	2020-09-30	13F	UMH PPTYS	COM	903002103	3,828,858	-16,618	-0.43	51,843	4.27	0.0017
2020-08-14	2020-06-30	13F	UMH PPTYS	COM	903002103	3,845,476	-47,842	-1.23	49,722	17.60	0.0018
2020-05-15	2020-03-31	13F	UMH PPTYS	COM	903002103	3,893,318	-8,055	-0.21	42,280	-31.10	0.0018
2020-02-14	2019-12-31	13F	UMH PPTYS	COM	903002103	3,901,373	164,261	4.40	61,368	16.63	0.0021
2019-11-14	2019-09-30	13F	UMH PPTYS	COM	903002103	3,737,112	154,877	4.32	52,618	18.36	0.0020
2019-08-14	2019-06-30	13F	UMH PPTYS	COM	903002103	3,582,235	-5,562	-0.16	44,456	-12.00	0.0017
2019-05-15	2019-03-31	13F	UMH PPTYS	COM	903002103	3,587,797	167,816	4.91	50,516	24.76	0.0020
2019-02-14	2018-12-31	13F	UMH PPTYS	COM	903002103	3,419,981	-39,189	-1.13	40,492	-25.15	0.0018
2018-12-13	2018-09-30	13F/A-2	UMH PPTYS	COM	903002103	3,459,170	361,864	11.68	54,101	13.79	0.0021
2018-11-23	2018-09-30	13F/A-1	UMH PPTYS	COM	903002103	3,459,170	0		54,101		0.0021
2018-11-14	2018-09-30	13F	UMH PPTYS	COM	903002103	3,459,170	361,864		54,101
2018-08-14	2018-06-30	13F	UMH PPTYS	COM	903002103	3,097,306	286,012	10.17	47,543	26.11	0.0020
2018-05-15	2018-03-31	13F	UMH PPTYS	COM	903002103	2,811,294	-852,914	-23.28	37,699	-30.95	0.0016
2018-02-14	2017-12-31	13F	UMH PPTYS	COM	903002103	3,664,208	85,675	2.39	54,597	-1.89	0.0024
2017-11-14	2017-09-30	13F	UMH PPTYS	COM	903002103	3,578,533	231,241	6.91	55,646	-2.50	0.0026
2017-08-24	2017-06-30	13F/A-1	UMH PPTYS	COM	903002103	3,347,292	2,242,115	202.87	57,071	239.53	0.0028
2017-08-11	2017-06-30	13F	UMH PPTYS	COM	903002103	3,347,292	2,242,115		57,071
2017-05-12	2017-03-31	13F	UMH PPTYS	COM	903002103	1,105,177	25,032	2.32	16,809	3.40	0.0009
2017-02-14	2016-12-31	13F	UMH PPTYS	COM	903002103	1,080,145	45,806	4.43	16,256	31.85	0.0009
2016-11-14	2016-09-30	13F	UMH PPTYS	COM	903002103	1,034,339	92,031	9.77	12,329	16.30	0.0007
2016-08-10	2016-06-30	13F	UMH PPTYS	COM	903002103	942,308	178,539	23.38	10,601	39.93	0.0007
2016-05-13	2016-03-31	13F	UMH PPTYS	COM	903002103	763,769	22,797	3.08	7,576	1.03	0.0005
2016-02-08	2015-12-31	13F	UMH PPTYS	COM	903002103	740,972	17,580	2.43	7,499	11.46	0.0005
2015-11-12	2015-09-30	13F/A-1	U M H PROPERTIES	COM	903002103	723,392	156,104	27.52	6,728	21.03	0.0003
2015-11-12	2015-09-30	13F/A-1	U M H PROPERTIES	COM	903002103	723,392	156,104		6,728		0.0003
2015-08-13	2015-06-30	13F	U M H PROPERTIES	COM	903002103	567,288	73,746	14.94	5,559	11.85	0.0004
2015-05-15	2015-03-31	13F/A-1	U M H PROPERTIES	COM	903002103	493,542	22,062	4.68	4,970	10.37	0.0003
2015-05-14	2015-03-31	13F	U M H PROPERTIES	COM	903002103	493,542			4,970
2015-02-12	2014-12-31	13F	U M H PROPERTIES	COM	903002103	471,480	10,268	2.23	4,503	2.78	0.0003
2014-11-12	2014-09-30	13F	U M H PROPERTIES	COM	903002103	461,212	11,219	2.49	4,381	-2.95	0.0003
2014-08-11	2014-06-30	13F	U M H PROPERTIES	COM	903002103	449,993	5,006	1.12	4,514	3.72	0.0004
2014-05-13	2014-03-31	13F	U M H PROPERTIES	COM	903002103	444,987	26,071	6.22	4,352	10.29	0.0004
2014-02-12	2013-12-31	13F	U M H PROPERTIES	COM	903002103	418,916	57,880	16.03	3,946	10.07	0.0003
2013-11-07	2013-09-30	13F	U M H PROPERTIES	COM	903002103	361,036	25	0.01	3,585	-3.29	0.0004
2013-08-13	2013-06-30	13F	U M H PROPERTIES	COM	903002103	361,011	361,011		3,707		0.0004

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.