UMH Properties, Inc.
IL ˙ TASE ˙ US9030021037
SecurityIL:UMH / UMH Properties, Inc.
InstitutionDaiwa Securities Group Inc.
Latest Disclosed Ownership31,733 shares
Latest Disclosed Value $ 457,907
Daiwa Securities Group Inc. reports 3.83% increase in ownership of UMH / UMH Properties, Inc.

On May 13, 2026 - Daiwa Securities Group Inc. filed a 13F-HR form disclosing ownership of 31,733 shares of UMH Properties, Inc. (IL:UMH) valued at $457,907 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 30,562 shares of UMH Properties, Inc..

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)
2026-05-13 2026-03-31 13F UMH PPTYS COM 903002103 31,733 1,171 3.83 458 0.0008
2026-02-10 2025-12-31 13F UMH PPTYS COM 903002103 30,562 1,285 4.39 0 0.0016
2025-11-14 2025-09-30 13F UMH PPTYS COM 903002103 29,277 1,943 7.11 0 0.0015
2025-08-14 2025-06-30 13F UMH PPTYS COM 903002103 27,334 2,188 8.70 0 0.0017
2025-05-13 2025-03-31 13F UMH PPTYS COM 903002103 25,146 906 3.74 0 0.0020
2025-02-07 2024-12-31 13F UMH PPTYS COM 903002103 24,240 1,467 6.44 0 0.0020
2024-11-12 2024-09-30 13F UMH PPTYS COM 903002103 22,773 2,207 10.73 0 0.0021
2024-08-07 2024-06-30 13F UMH PPTYS COM 903002103 20,566 352 1.74 0 0.0018
2024-05-02 2024-03-31 13F UMH PPTYS COM 903002103 20,214 1,880 10.25 0 0.0019
2024-01-31 2023-12-31 13F UMH PPTYS COM 903002103 18,334 -563 -2.98 0 0.0017
2023-11-01 2023-09-30 13F UMH PPTYS COM 903002103 18,897 1,525 8.78 0 0.0019
2023-07-31 2023-06-30 13F UMH PPTYS COM 903002103 17,372 988 6.03 0 0.0018
2023-05-02 2023-03-31 13F UMH PPTYS COM 903002103 16,384 2,648 19.28 0 0.0017
2023-02-06 2022-12-31 13F UMH PPTYS COM 903002103 13,736 -239 -1.71 0 -100.00 0.0017
2022-11-02 2022-09-30 13F UMH PPTYS COM 903002103 13,975 -512 -3.53 226 -11.72 0.0019
2022-08-09 2022-06-30 13F UMH PPTYS COM 903002103 14,487 970 7.18 256 -22.89 0.0020
2022-04-29 2022-03-31 13F UMH PPTYS COM 903002103 13,517 359 2.73 332 -7.78 0.0015
2022-02-03 2021-12-31 13F UMH PPTYS COM 903002103 13,158 2,099 18.98 360 42.29 0.0021
2021-11-05 2021-09-30 13F UMH PPTYS COM 903002103 11,059 191 1.76 253 6.75 0.0017
2021-08-06 2021-06-30 13F UMH PPTYS COM 903002103 10,868 2,000 22.55 237 39.41 0.0016
2021-05-03 2021-03-31 13F UMH PPTYS COM 903002103 8,868 0 0.00 170 29.77 0.0013
2021-02-04 2020-12-31 13F UMH PPTYS COM 903002103 8,868 0 0.00 131 9.17 0.0010
2020-11-02 2020-09-30 13F UMH PPTYS COM 903002103 8,868 -205,113 -95.86 120 -4.76 0.0011
2020-08-11 2020-06-30 13F UMH PPTYS COM 903002103 213,981 0 0.00 126 -94.58 0.0027
2020-05-14 2020-03-31 13F UMH PPTYS COM 903002103 213,981 208,281 3,654.05 2,324 2,482.22 0.0241
2020-01-31 2019-12-31 13F UMH PPTYS COM 903002103 5,700 0 0.00 90 12.50 0.0007
2019-11-04 2019-09-30 13F UMH PPTYS COM 903002103 5,700 0 0.00 80 12.68 0.0007
2019-07-24 2019-06-30 13F UMH PPTYS COM 903002103 5,700 0 0.00 71 -11.25 0.0006
2019-04-26 2019-03-31 13F UMH PPTYS COM 903002103 5,700 1,400 32.56 80 56.86 0.0007
2019-02-05 2018-12-31 13F UMH PPTYS COM 903002103 4,300 0 0.00 51 -23.88 0.0005
2018-11-01 2018-09-30 13F UMH PPTYS COM 903002103 4,300 -100 -2.27 67 -1.47 0.0006
2018-07-30 2018-06-30 13F UMH PPTYS COM 903002103 4,400 1,300 41.94 68 61.90 0.0005
2018-05-02 2018-03-31 13F UMH PPTYS COM 903002103 3,100 0 0.00 42 -8.70 0.0003
2018-02-06 2017-12-31 13F UMH PPTYS COM 903002103 3,100 0 0.00 46 -4.17 0.0003
2017-11-02 2017-09-30 13F UMH PPTYS COM 903002103 3,100 -17,412 -84.89 48 -90.99 0.0003
2017-07-28 2017-06-30 13F UMH PPTYS CV RED PFD-A 903002202 20,512 0 0.00 533 0.38 0.0034
2017-07-28 2017-06-30 13F UMH PPTYS COM 903002103 2,500 600 43 0.0003
2017-05-02 2017-03-31 13F UMH PPTYS CV RED PFD-A 903002202 20,512 0 0.00 531 0.76 0.0033
2017-05-02 2017-03-31 13F UMH PPTYS COM 903002103 1,900 700 29 0.0002
2017-02-01 2016-12-31 13F UMH PPTYS CV RED PFD-A 903002202 20,512 0 0.00 527 0.00 0.0034
2017-02-01 2016-12-31 13F UMH PPTYS COM 903002103 1,200 400 18 0.0001
2017-01-10 2016-09-30 13F/A-1 UMH PPTYS CV RED PFD-A 903002202 20,512 0 0.00 527 -1.13 0.0031
2017-01-10 2016-09-30 13F/A-1 UMH PPTYS COM 903002103 800 0 10 0.0001
2016-11-04 2016-09-30 13F UMH PPTYS CV RED PFD-A 903002202 20,512 527
2016-11-04 2016-09-30 13F UMH PPTYS COM 903002103 800 10
2016-07-25 2016-06-30 13F UMH PPTYS CV RED PFD-A 903002202 20,512 0 0.00 533 0.95 0.0032
2016-07-25 2016-06-30 13F UMH PPTYS COM 903002103 800 -100 9 0.0001
2016-05-12 2016-03-31 13F UMH PPTYS INC CV RED PFD-A 903002202 20,512 0 0.00 528 0.00 0.0033
2016-05-12 2016-03-31 13F UMH PPTYS COM 903002103 900 0 9 0.0001
2016-02-04 2015-12-31 13F UMH PPTYS CV RED PFD-A 903002202 20,512 0 0.00 528 0.19 0.0035
2016-02-04 2015-12-31 13F UMH PPTYS COM 903002103 900 200 9 0.0001
2015-11-10 2015-09-30 13F U M H PROPERTIES CV RED PFD-A 903002202 20,512 0 0.00 527 -1.50 0.0038
2015-11-10 2015-09-30 13F U M H PROPERTIES COM 903002103 700 100 7 0.0000
2015-08-05 2015-06-30 13F U M H PROPERTIES INC CV RED PFD-A 903002202 20,512 0 0.00 535 0.56 0.0038
2015-08-05 2015-06-30 13F U M H PROPERTIES COM 903002103 600 0 6 0.0000
2015-05-12 2015-03-31 13F U M H PROPERTIES CV RED PFD-A 903002202 20,512 -600 -2.84 532 -2.92 0.0036
2015-05-12 2015-03-31 13F U M H PROPERTIES COM 903002103 600 -20,512 6 0.0000
2015-02-13 2014-12-31 13F U M H PROPERTIES COM 903002103 21,112 20,112 2,011.20 548 2,007.69 0.0039
2014-11-12 2014-09-30 13F U M H PROPERTIES CV RED PFD-A 903002202 1,000 600 150.00 26 550.00 0.0002
2014-11-12 2014-09-30 13F U M H PROPERTIES COM 903002103 400 0 4 0.0000
2014-08-13 2014-06-30 13F/A-1 U M H PROPERTIES COM 903002103 400 0 0.00 4 0.00 0.0000
2014-08-13 2014-06-30 13F U M H PROPERTIES COM 903002103 400 4
2014-05-14 2014-03-31 13F/A-1 U M H PROPERTIES COM 903002103 400 0 4 0.0000
2014-05-15 2014-03-31 13F/A-2 U M H PROPERTIES COM 903002103 400 0 0.00 4 0.00 0.0000
2014-05-13 2014-03-31 13F U M H PROPERTIES COM 903002103 400 4
2014-02-13 2013-12-31 13F U M H PROPERTIES COM 903002103 400 0 0.00 4 0.00 0.0000
2013-11-14 2013-09-30 13F U M H PROPERTIES COM 903002103 400 0 0.00 4 0.00 0.0000
2013-08-16 2013-06-30 13F/A-1 U M H PROPERTIES COM 903002103 400 400 4 0.0000
2013-08-13 2013-06-30 13F U M H PROPERTIES COM 903002103 400 4
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.