UMH Properties, Inc.
IL ˙ TASE ˙ US9030021037
SecurityIL:UMH / UMH Properties, Inc.
InstitutionD.a. Davidson & Co.
Latest Disclosed Ownership1,771,311 shares
Latest Disclosed Value $ 25,560,019
D.a. Davidson & Co. reports 4.18% increase in ownership of UMH / UMH Properties, Inc.

On May 5, 2026 - D.a. Davidson & Co. filed a 13F-HR form disclosing ownership of 1,771,311 shares of UMH Properties, Inc. (IL:UMH) valued at $25,560,019 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 1,700,296 shares of UMH Properties, Inc.. This represents a change in shares of 4.18% 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)
2026-05-05 2026-03-31 13F UMH PPTYS COM 903002103 1,771,311 71,015 4.18 25,560 -5.51 0.1549
2026-01-29 2025-12-31 13F UMH PPTYS COM 903002103 1,700,296 229,541 15.61 27,052 23.86 0.1657
2025-10-22 2025-09-30 13F UMH PPTYS COM 903002103 1,470,755 387,021 35.71 21,841 20.03 0.1398
2025-07-30 2025-06-30 13F UMH PPTYS COM 903002103 1,083,734 98,622 10.01 18,196 -1.23 0.1281
2025-04-28 2025-03-31 13F UMH PPTYS COM 903002103 985,112 70,695 7.73 18,422 6.70 0.1479
2025-01-31 2024-12-31 13F UMH PPTYS COM 903002103 914,417 41,683 4.78 17,264 0.57 0.1405
2024-11-13 2024-09-30 13F UMH PPTYS COM 903002103 872,734 1,066 0.12 17,167 23.17 0.1418
2024-08-01 2024-06-30 13F UMH PPTYS COM 903002103 871,668 47,256 5.73 13,938 4.10 0.1235
2024-05-13 2024-03-31 13F UMH PPTYS COM 903002103 824,412 165,350 25.09 13,388 32.61 0.1206
2024-02-09 2023-12-31 13F UMH PPTYS COM 903002103 659,062 1,386 0.21 10,097 9.50 0.0990
2023-11-08 2023-09-30 13F UMH PPTYS COM 903002103 657,676 37,909 6.12 9,221 -6.90 0.1001
2023-08-11 2023-06-30 13F UMH PPTYS COM 903002103 619,767 90,056 17.00 9,904 26.46 0.1046
2023-04-25 2023-03-31 13F UMH PPTYS COM 903002103 529,711 105,739 24.94 7,831 14.69 0.0881
2023-02-03 2022-12-31 13F UMH PPTYS COM 903002103 423,972 29,008 7.34 6,828 7.06 0.0805
2022-11-07 2022-09-30 13F UMH PPTYS COM 903002103 394,964 30,595 8.40 6,378 -0.89 0.0835
2022-07-28 2022-06-30 13F UMH PPTYS COM 903002103 364,369 -16,324 -4.29 6,435 -31.26 0.0808
2022-05-12 2022-03-31 13F UMH PPTYS COM 903002103 380,693 -46,732 -10.93 9,361 -19.83 0.1020
2022-01-31 2021-12-31 13F UMH PPTYS COM 903002103 427,425 -16,908 -3.81 11,676 14.75 0.1244
2021-11-15 2021-09-30 13F UMH PPTYS COM 903002103 444,333 -67,727 -13.23 10,175 -8.93 0.1181
2021-08-10 2021-06-30 13F UMH PPTYS COM 903002103 512,060 -21,560 -4.04 11,173 9.22 0.1310
2021-05-07 2021-03-31 13F UMH PPTYS COM 903002103 533,620 243,656 84.03 10,230 138.18 0.1309
2021-02-10 2020-12-31 13F UMH PPTYS COM 903002103 289,964 -13,402 -4.42 4,295 4.55 0.0657
2020-11-02 2020-09-30 13F UMH PPTYS COM 903002103 303,366 -7,192 -2.32 4,108 2.29 0.0715
2020-08-10 2020-06-30 13F UMH PPTYS COM 903002103 310,558 -277,269 -47.17 4,016 -37.04 0.0750
2020-05-05 2020-03-31 13F UMH PPTYS COM 903002103 587,827 -21,356 -3.51 6,379 -33.41 0.1245
2020-02-14 2019-12-31 13F UMH PPTYS COM 903002103 609,183 1,014 0.17 9,580 11.88 0.1548
2019-11-05 2019-09-30 13F UMH PPTYS COM 903002103 608,169 47,572 8.49 8,563 23.08 0.1534
2019-08-13 2019-06-30 13F UMH PPTYS COM 903002103 560,597 23,184 4.31 6,957 -8.06 0.1296
2019-05-13 2019-03-31 13F UMH PPTYS COM 903002103 537,413 2,573 0.48 7,567 19.49 0.1301
2019-01-29 2018-12-31 13F UMH PPTYS COM 903002103 534,840 67,469 14.44 6,333 -13.37 0.1235
2018-11-13 2018-09-30 13F UMH PPTYS COM 903002103 467,371 32,908 7.57 7,310 9.61 0.1301
2018-08-02 2018-06-30 13F UMH PPTYS COM 903002103 434,463 27,062 6.64 6,669 22.08 0.1307
2018-05-04 2018-03-31 13F UMH PPTYS COM 903002103 407,401 97,757 31.57 5,463 18.40 0.1129
2018-02-08 2017-12-31 13F UMH PPTYS COM 903002103 309,644 30,906 11.09 4,614 6.46 0.0967
2017-11-08 2017-09-30 13F UMH PPTYS COM 903002103 278,738 33,662 13.74 4,334 3.73 0.0850
2017-08-11 2017-06-30 13F UMH PROPERTIES COM 903002103 245,076 -6,882 -2.73 4,178 9.03 0.0944
2017-08-11 2017-06-30 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 3,050 -1,000 79 0.0018
2017-05-12 2017-03-31 13F UMH PROPERTIES COM 903002103 251,958 41,187 19.54 3,832 20.81 0.0929
2017-05-12 2017-03-31 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 4,050 -1,000 104 0.0025
2017-02-15 2016-12-31 13F UMH PROPERTIES COM 903002103 210,771 17,099 8.83 3,172 37.44 0.0719
2017-02-15 2016-12-31 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 5,050 -450 129 0.0029
2016-11-18 2016-09-30 13F/A-1 UMH PROPERTIES COM 903002103 193,672 491 0.25 2,308 6.21 0.0574
2016-11-18 2016-09-30 13F/A-1 UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 5,500 0 141 0.0035
2016-11-14 2016-09-30 13F UMH PROPERTIES COM 903002103 193,672 2,308
2016-11-14 2016-09-30 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 5,500 141
2016-08-13 2016-06-30 13F UMH PROPERTIES COM 903002103 193,181 24,902 14.80 2,173 30.20 0.0639
2016-08-13 2016-06-30 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 5,500 -200 142 0.0042
2016-05-13 2016-03-31 13F UMH PROPERTIES COM 903002103 168,279 10,011 6.33 1,669 4.25 0.0520
2016-05-13 2016-03-31 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 5,700 200 146 0.0045
2016-02-12 2015-12-31 13F UMH PROPERTIES COM 903002103 158,268 8,151 5.43 1,601 14.68 0.0522
2016-02-12 2015-12-31 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 5,500 -500 141 0.0046
2015-11-13 2015-09-30 13F UMH PROPERTIES COM 903002103 150,117 -469 -0.31 1,396 -5.36 0.0489
2015-11-13 2015-09-30 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 6,000 -1,400 154 0.0054
2015-08-14 2015-06-30 13F UMH PROPERTIES COM 903002103 150,586 9,780 6.95 1,475 4.09 0.0485
2015-08-14 2015-06-30 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 7,400 0 193 0.0063
2015-05-06 2015-03-31 13F UMH PROPERTIES COM 903002103 140,806 -2,756 -1.92 1,417 3.36 0.0465
2015-05-06 2015-03-31 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 7,400 0 191 0.0063
2015-02-12 2014-12-31 13F UMH PROPERTIES COM 903002103 143,562 10,679 8.04 1,371 8.64 0.0448
2015-02-12 2014-12-31 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 7,400 0 195 0.0064
2014-11-12 2014-09-30 13F UMH PROPERTIES COM 903002103 132,883 10,465 8.55 1,262 2.85 0.0428
2014-11-12 2014-09-30 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 7,400 0 194 0.0066
2014-07-29 2014-06-30 13F UMH PROPERTIES COM 903002103 122,418 -8,776 -6.69 1,227 -4.36 0.0416
2014-07-29 2014-06-30 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 7,400 0 194 0.0066
2014-05-05 2014-03-31 13F UMH PROPERTIES COM 903002103 131,194 40,472 44.61 1,283 50.23 0.0459
2014-05-05 2014-03-31 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 7,400 1,200 192 0.0069
2014-02-13 2013-12-31 13F/A-1 UMH PROPERTIES COM 903002103 90,722 90,722 854 0.0319
2014-02-13 2013-12-31 13F/A-1 UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 6,200 -84,522 156 0.0058
2014-02-12 2013-12-31 13F UMH PROPERTIES COM 903002103 90,722 854 0.0319
2014-02-12 2013-12-31 13F UMH PROP INC CUMULATIVE REDEEM PFD SER A PFD 903002202 6,200 156
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.