UMH Properties, Inc.
IL ˙ TASE ˙ US9030021037
SecurityIL:UMH / UMH Properties, Inc.
InstitutionUs Bancorp \de\
Latest Disclosed Ownership2,107 shares
Latest Disclosed Value $ 30,404
Us Bancorp \de\ reports 11.47% decrease in ownership of UMH / UMH Properties, Inc.

On May 14, 2026 - Us Bancorp \de\ filed a 13F-HR form disclosing ownership of 2,107 shares of UMH Properties, Inc. (IL:UMH) valued at $30,404 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 2,380 shares of UMH Properties, Inc.. This represents a change in shares of -11.47% 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)
2026-05-14 2026-03-31 13F UMH PPTYS COM 903002103 2,107 -273 -11.47 30 -18.92 0.0000
2026-01-30 2025-12-31 13F UMH PPTYS COM 903002103 2,380 24 1.02 38 8.82 0.0000
2025-11-12 2025-09-30 13F UMH PPTYS COM 903002103 2,356 -60 -2.48 35 -15.00 0.0000
2025-07-24 2025-06-30 13F UMH PPTYS COM 903002103 2,416 -302 -11.11 41 -20.00 0.0001
2025-05-08 2025-03-31 13F UMH PPTYS COM 903002103 2,718 -225 -7.65 51 -9.09 0.0001
2025-02-05 2024-12-31 13F UMH PPTYS COM 903002103 2,943 466 18.81 56 14.58 0.0001
2024-10-28 2024-09-30 13F UMH PPTYS COM 903002103 2,477 1,791 261.08 49 380.00 0.0001
2024-08-07 2024-06-30 13F UMH PPTYS COM 903002103 686 83 13.76 11 11.11 0.0000
2024-05-08 2024-03-31 13F UMH PPTYS COM 903002103 603 -429 -41.57 10 -40.00 0.0000
2024-02-09 2023-12-31 13F UMH PPTYS COM 903002103 1,032 -1,306 -55.86 16 -53.12 0.0000
2023-11-03 2023-09-30 13F UMH PPTYS COM 903002103 2,338 -410 -14.92 33 -25.58 0.0001
2023-08-10 2023-06-30 13F UMH PPTYS COM 903002103 2,748 -502 -15.45 44 -10.42 0.0001
2023-05-09 2023-03-31 13F UMH PROPERTIES COMMON STOCK 903002103 3,250 -256 -7.30 48 -14.29 0.0001
2023-02-13 2022-12-31 13F UMH PROPERTIES COMMON STOCK 903002103 3,506 453 14.84 56 14.29 0.0001
2022-10-27 2022-09-30 13F UMH PROPERTIES COMMON STOCK 903002103 3,053 55 1.83 49 -5.77 0.0001
2022-08-01 2022-06-30 13F UMH PROPERTIES COMMON STOCK 903002103 2,998 324 12.12 52 -21.21 0.0001
2022-05-11 2022-03-31 13F UMH PROPERTIES COMMON STOCK 903002103 2,674 -51 -1.87 66 -12.00 0.0001
2022-02-11 2021-12-31 13F UMH PROPERTIES COMMON STOCK 903002103 2,725 1,902 231.11 75 275.00 0.0001
2021-11-10 2021-09-30 13F UMH PROPERTIES COMMON STOCK 903002103 823 0 0.00 20 11.11 0.0000
2021-08-05 2021-06-30 13F UMH PROPERTIES COMMON STOCK 903002103 823 165 25.08 18 38.46 0.0000
2021-04-28 2021-03-31 13F UMH PROPERTIES COMMON STOCK 903002103 658 -145 -18.06 13 8.33 0.0000
2021-02-04 2020-12-31 13F UMH PROPERTIES COMMON STOCK 903002103 803 268 50.09 12 71.43 0.0000
2020-11-10 2020-09-30 13F UMH PROPERTIES COMMON STOCK 903002103 535 500 1,428.57 7 0.0000
2020-08-07 2020-06-30 13F UMH PROPERTIES COMMON STOCK 903002103 35 -577 -94.28 0 -100.00
2020-05-13 2020-03-31 13F UMH PROPERTIES COMMON STOCK 903002103 612 0 0.00 6 -40.00 0.0000
2020-02-04 2019-12-31 13F UMH PROPERTIES COMMON STOCK 903002103 612 0 0.00 10 25.00 0.0000
2019-11-08 2019-09-30 13F UMH PROPERTIES COMMON STOCK 903002103 612 -134 -17.96 8 -11.11 0.0000
2019-08-13 2019-06-30 13F UMH PROPERTIES COMMON STOCK 903002103 746 0 0.00 9 -10.00 0.0000
2019-05-08 2019-03-31 13F UMH PROPERTIES COMMON STOCK 903002103 746 0 0.00 10 11.11 0.0000
2019-02-13 2018-12-31 13F UMH PROPERTIES COMMON STOCK 903002103 746 543 267.49 9 200.00 0.0000
2018-10-31 2018-09-30 13F UMH PROPERTIES COMMON STOCK 903002103 203 168 480.00 3 200.00 0.0000
2018-08-08 2018-06-30 13F UMH PROPERTIES COMMON STOCK 903002103 35 35 1 0.0000
2015-08-10 2015-06-30 13F UMH PROPERTIES COMMON STOCK 903002103 0 -226 -100.00 0 -100.00
2015-05-08 2015-03-31 13F UMH PROPERTIES COMMON STOCK 903002103 226 0 0.00 2 0.00 0.0000
2015-02-13 2014-12-31 13F UMH PROPERTIES COMMON STOCK 903002103 226 -226 -50.00 2 -50.00 0.0000
2014-11-14 2014-09-30 13F UMH PROPERTIES COMMON STOCK 903002103 452 452 4 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.