UMH Properties, Inc.
IL ˙ TASE ˙ US9030021037
SecurityIL:UMH / UMH Properties, Inc.
InstitutionCitigroup Inc
Latest Disclosed Ownership435,766 shares
Latest Disclosed Value $ 6,288,103
Citigroup Inc reports 17.05% increase in ownership of UMH / UMH Properties, Inc.

On May 11, 2026 - Citigroup Inc filed a 13F-HR form disclosing ownership of 435,766 shares of UMH Properties, Inc. (IL:UMH) valued at $6,288,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 372,275 shares of UMH Properties, Inc.. This represents a change in shares of 17.05% during the quarter.

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 435,766 63,491 17.05 6,288 6.18 0.0027
2026-02-13 2025-12-31 13F UMH PPTYS COM 903002103 372,275 -387,968 -51.03 5,923 -47.54 0.0026
2025-11-10 2025-09-30 13F UMH PPTYS COM 903002103 760,243 445,834 141.80 11,290 113.89 0.0050
2025-08-11 2025-06-30 13F UMH PPTYS COM 903002103 314,409 50,591 19.18 5,279 6.99 0.0026
2025-05-12 2025-03-31 13F UMH PPTYS COM 903002103 263,818 -49,180 -15.71 4,933 -16.52 0.0025
2025-02-12 2024-12-31 13F UMH PPTYS COM 903002103 312,998 264,101 540.12 5,909 514.88 0.0035
2024-11-12 2024-09-30 13F UMH PPTYS COM 903002103 48,897 31,689 184.15 962 249.45 0.0006
2024-08-12 2024-06-30 13F UMH PPTYS COM 903002103 17,208 3,835 28.68 275 26.73 0.0002
2024-05-10 2024-03-31 13F UMH PPTYS COM 903002103 13,373 2,152 19.18 217 26.90 0.0001
2024-02-09 2023-12-31 13F UMH PPTYS COM 903002103 11,221 4,883 77.04 172 94.32 0.0001
2023-12-06 2023-09-30 13F/A-1 UMH PPTYS COM 903002103 6,338 -11,702 -64.87 89 -69.44 0.0001
2023-11-09 2023-09-30 13F UMH PPTYS COM 903002103 6,338 -11,702 89 0.0000
2023-08-10 2023-06-30 13F UMH PPTYS COM 903002103 18,040 16,603 1,155.39 288 1,271.43 0.0002
2023-05-11 2023-03-31 13F UMH PPTYS COM 903002103 1,437 -1,346 -48.37 21 -52.27 0.0000
2023-02-09 2022-12-31 13F UMH PPTYS COM 903002103 2,783 -6,356 -69.55 45 -70.07 0.0000
2022-11-10 2022-09-30 13F UMH PPTYS COM 903002103 9,139 -5,812 -38.87 147 -44.32 0.0001
2022-08-10 2022-06-30 13F UMH PPTYS COM 903002103 14,951 2,178 17.05 264 -15.92 0.0002
2022-05-12 2022-03-31 13F UMH PPTYS COM 903002103 12,773 911 7.68 314 -3.09 0.0002
2022-02-10 2021-12-31 13F UMH PPTYS COM 903002103 11,862 2,874 31.98 324 57.28 0.0002
2021-11-10 2021-09-30 13F UMH PPTYS COM 903002103 8,988 6,081 209.18 206 226.98 0.0001
2021-08-10 2021-06-30 13F UMH PPTYS COM 903002103 2,907 -9 -0.31 63 12.50 0.0000
2021-05-13 2021-03-31 13F UMH PPTYS COM 903002103 2,916 -4,735 -61.89 56 -50.44 0.0000
2021-02-11 2020-12-31 13F UMH PPTYS COM 903002103 7,651 5,174 208.88 113 232.35 0.0001
2020-11-12 2020-09-30 13F UMH PPTYS COM 903002103 2,477 -9,315 -78.99 34 -77.63 0.0000
2020-08-12 2020-06-30 13F UMH PPTYS COM 903002103 11,792 1,000 9.27 152 29.91 0.0001
2020-05-12 2020-03-31 13F UMH PPTYS COM 903002103 10,792 2,811 35.22 117 -7.14 0.0001
2020-02-12 2019-12-31 13F UMH PPTYS COM 903002103 7,981 5,033 170.73 126 200.00 0.0001
2019-11-08 2019-09-30 13F UMH PPTYS COM 903002103 2,948 -8,039 -73.17 42 -69.12 0.0000
2019-08-12 2019-06-30 13F UMH PPTYS COM 903002103 10,987 852 8.41 136 -4.90 0.0001
2019-05-13 2019-03-31 13F UMH PPTYS COM 903002103 10,135 4,702 86.55 143 123.44 0.0001
2019-02-12 2018-12-31 13F UMH PPTYS COM 903002103 5,433 -4,390 -44.69 64 -58.44 0.0001
2018-11-13 2018-09-30 13F UMH PPTYS COM 903002103 9,823 3,365 52.11 154 54.00 0.0001
2018-08-10 2018-06-30 13F UMH PPTYS COM 903002103 6,458 -1,053 -14.02 100 0.00 0.0001
2018-05-11 2018-03-31 13F UMH PPTYS COM 903002103 7,511 -11,592 -60.68 100 -64.91 0.0001
2018-02-12 2017-12-31 13F UMH PPTYS COM 903002103 19,103 8,494 80.06 285 72.73 0.0002
2017-11-13 2017-09-30 13F UMH PPTYS COM 903002103 10,609 10,401 5,000.48 165 4,025.00 0.0001
2017-08-11 2017-06-30 13F UMH PPTYS COM 903002103 208 -5,431 -96.31 4 -95.35 0.0000
2017-05-12 2017-03-31 13F UMH PPTYS COM 903002103 5,639 -20,202 -78.18 86 -77.89 0.0001
2017-02-10 2016-12-31 13F UMH PPTYS COM 903002103 25,841 23,862 1,205.76 389 1,520.83 0.0004
2016-11-10 2016-09-30 13F UMH PPTYS COM 903002103 1,979 -456 -18.73 24 -11.11 0.0000
2016-08-12 2016-06-30 13F UMH PPTYS COM 903002103 2,435 2,250 1,216.22 27 440.00 0.0000
2016-05-13 2016-03-31 13F UMH PPTYS CV RED PFD-A 903002202 185 -310 -62.63 5 -61.54 0.0000
2016-05-13 2016-03-31 13F UMH PPTYS COM 903002103 19,832 12,197 197 0.0002
2016-02-12 2015-12-31 13F UMH PPTYS CV RED PFD-A 903002202 495 -499 -50.20 13 -50.00 0.0000
2016-02-12 2015-12-31 13F UMH PPTYS COM 903002103 7,635 7,431 77 0.0001
2015-11-13 2015-09-30 13F U M H PROPERTIES CV RED PFD-A 903002202 994 281 39.41 26 36.84 0.0000
2015-11-13 2015-09-30 13F U M H PROPERTIES COM 903002103 204 -287 2 0.0000
2015-08-13 2015-06-30 13F U M H PROPERTIES CV RED PFD-A 903002202 713 -817 -53.40 19 18.75 0.0000
2015-08-13 2015-06-30 13F U M H PROPERTIES COM 903002103 491 -1,039 5 0.0000
2015-05-14 2015-03-31 13F U M H PROPERTIES COM 903002103 1,530 -2,346 -60.53 16 -56.76 0.0000
2015-02-17 2014-12-31 13F U M H PROPERTIES COM 903002103 3,876 3,135 423.08 37 428.57 0.0000
2014-11-14 2014-09-30 13F U M H PROPERTIES COM 903002103 741 507 216.67 7 133.33 0.0000
2014-08-14 2014-06-30 13F U M H PROPERTIES COM 903002103 234 -266 -53.20 3 -76.92 0.0000
2014-05-15 2014-03-31 13F U M H PROPERTIES CV RED PFD-A 903002202 500 -9,692 -95.09 13 -86.46 0.0000
2014-05-15 2014-03-31 13F U M H PROPERTIES COM 903002103 4,204 -5,988 42 0.0000
2014-02-14 2013-12-31 13F U M H PROPERTIES COM 903002103 10,192 8,750 606.80 96 159.46 0.0001
2013-11-14 2013-09-30 13F U M H PROPERTIES CV RED PFD-A 903002202 1,442 -5,879 -80.30 37 -50.67 0.0000
2013-11-14 2013-09-30 13F U M H PROPERTIES COM 903002103 3,985 -3,336 40 0.0000
2013-08-14 2013-06-30 13F U M H PROPERTIES COM 903002103 7,321 7,321 75 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.