UMH Properties, Inc.
US ˙ NYSE ˙ US9030021037

SecurityUMH / UMH Properties, Inc.
InstitutionDimensional Fund Advisors Lp
Latest Disclosed Ownership1,175,769 shares
Latest Disclosed Value $ 16,966,397
Dimensional Fund Advisors Lp reports 3.79% increase in ownership of UMH / UMH Properties, Inc.

On May 7, 2026 - Dimensional Fund Advisors Lp filed a 13F-HR form disclosing ownership of 1,175,769 shares of UMH Properties, Inc. (US:UMH) valued at $16,966,347 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 1,132,805 shares of UMH Properties, Inc.. This represents a change in shares of 3.79% during the quarter. The current value of the position is $17,942,235 USD.

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)
2026-05-07 2026-03-31 13F UMH PPTYS COM 903002103 1,175,769 42,964 3.79 16,966 -5.86 0.0035
2026-02-12 2025-12-31 13F UMH PPTYS COM 903002103 1,132,805 -29,687 -2.55 18,023 4.41 0.0038
2025-11-12 2025-09-30 13F UMH PPTYS COM 903002103 1,162,492 47,217 4.23 17,263 -7.81 0.0037
2025-08-12 2025-06-30 13F UMH PPTYS COM 903002103 1,115,275 14,456 1.31 18,725 -9.04 0.0043
2025-05-13 2025-03-31 13F UMH PPTYS COM 903002103 1,100,819 36,229 3.40 20,585 2.42 0.0051
2025-02-13 2024-12-31 13F UMH PPTYS COM 903002103 1,064,590 52,278 5.16 20,099 0.94 0.0048
2024-11-07 2024-09-30 13F UMH PPTYS COM 903002103 1,012,312 45,630 4.72 19,911 28.82 0.0048
2024-08-09 2024-06-30 13F UMH PPTYS COM 903002103 966,682 22,844 2.42 15,456 0.84 0.0040
2024-05-10 2024-03-31 13F UMH PPTYS COM 903002103 943,838 57,235 6.46 15,328 12.84 0.0041
2024-02-07 2023-12-31 13F UMH PPTYS COM 903002103 886,603 44,196 5.25 13,583 15.01 0.0040
2023-11-09 2023-09-30 13F UMH PPTYS COM 903002103 842,407 45,991 5.77 11,811 -7.20 0.0039
2023-08-09 2023-06-30 13F UMH PPTYS COM 903002103 796,416 37,953 5.00 12,727 13.45 0.0041
2023-05-12 2023-03-31 13F UMH PPTYS COM 903002103 758,463 67,731 9.81 11,217 101,872.73 0.0038
2023-02-09 2022-12-31 13F UMH PPTYS COM 903002103 690,732 2,442 0.35 11 -99.90 0.0033
2022-11-10 2022-09-30 13F UMH PPTYS COM 903002103 688,290 4,517 0.66 11,116 -7.94 0.0043
2022-08-12 2022-06-30 13F UMH PPTYS COM 903002103 683,773 5,806 0.86 12,075 -27.57 0.0043
2022-05-13 2022-03-31 13F UMH PPTYS COM 903002103 677,967 7,872 1.17 16,671 -8.97 0.0051
2022-02-09 2021-12-31 13F UMH PPTYS COM 903002103 670,095 22,485 3.47 18,313 23.48 0.0055
2021-11-12 2021-09-30 13F UMH PPTYS COM 903002103 647,610 22,225 3.55 14,831 8.68 0.0048
2021-08-12 2021-06-30 13F UMH PPTYS COM 903002103 625,385 15,450 2.53 13,646 16.70 0.0043
2021-05-14 2021-03-31 13F UMH PPTYS COM 903002103 609,935 -9,367 -1.51 11,693 27.49 0.0039
2021-03-08 2020-12-31 13F/A-2 UMH PPTYS COM 903002103 619,302 1,272 0.21 9,172 9.61 0.0033
2021-02-11 2020-12-31 13F UMH PPTYS COM 903002103 619,302 1,272 9,172 3,312.4389
2020-11-12 2020-09-30 13F UMH PPTYS COM 903002103 618,030 53,051 9.39 8,368 14.55 0.0035
2020-08-13 2020-06-30 13F UMH PPTYS COM 903002103 564,979 8,740 1.57 7,305 20.94 0.0032
2020-05-14 2020-03-31 13F UMH PPTYS COM 903002103 556,239 38,149 7.36 6,040 -25.88 0.0031
2020-02-14 2019-12-31 13F UMH PPTYS COM 903002103 518,090 14,690 2.92 8,149 14.97 0.0030
2019-11-12 2019-09-30 13F UMH PPTYS COM 903002103 503,400 6,794 1.37 7,088 15.01 0.0028
2019-08-13 2019-06-30 13F UMH PPTYS COM 903002103 496,606 2,041 0.41 6,163 -11.49 0.0024
2019-08-12 2019-03-31 13F/A-2 UMH PPTYS COM 903002103 494,565 29,759 6.40 6,963 26.53 0.0028
2019-05-10 2019-03-31 13F UMH PPTYS COM 903002103 494,565 29,759 6,963
2019-02-26 2018-12-31 13F/A-1 UMH PPTYS COM 903002103 464,806 21,274 4.80 5,503 -20.67 0.0025
2019-02-13 2018-12-31 13F UMH PPTYS COM 903002103 464,806 21,274 5,503
2018-11-13 2018-09-30 13F UMH PPTYS COM 903002103 443,532 2,140 0.48 6,937 2.39 0.0026
2018-08-10 2018-06-30 13F UMH PPTYS COM 903002103 441,392 13,417 3.13 6,775 18.05 0.0027
2018-05-11 2018-03-31 13F UMH PPTYS COM 903002103 427,975 22,980 5.67 5,739 -4.90 0.0024
2018-02-12 2017-12-31 13F UMH PPTYS COM 903002103 404,995 17,557 4.53 6,035 0.17 0.0025
2017-11-13 2017-09-30 13F UMH PPTYS COM 903002103 387,438 22,599 6.19 6,025 -3.15 0.0026
2017-08-11 2017-06-30 13F UMH PPTYS COM 903002103 364,839 41,413 12.80 6,221 26.47 0.0029
2017-05-12 2017-03-31 13F UMH PPTYS COM 903002103 323,426 13,914 4.50 4,919 5.60 0.0024
2017-02-09 2016-12-31 13F UMH PPTYS COM 903002103 309,512 17,489 5.99 4,658 33.81 0.0023
2016-11-10 2016-09-30 13F UMH PPTYS COM 903002103 292,023 25,849 9.71 3,481 16.27 0.0019
2016-08-09 2016-06-30 13F UMH PPTYS COM 903002103 266,174 17,902 7.21 2,994 21.56 0.0017
2016-05-13 2016-03-31 13F UMH PPTYS COM 903002103 248,272 9,870 4.14 2,463 2.07 0.0015
2016-02-10 2015-12-31 13F UMH PPTYS COM 903002103 238,402 7,847 3.40 2,413 12.55 0.0015
2015-11-13 2015-09-30 13F U M H PROPERTIES COM 903002103 230,555 28,038 13.84 2,144 8.01 0.0014
2015-08-14 2015-06-30 13F U M H PROPERTIES COM 903002103 202,517 24,561 13.80 1,985 10.77 0.0012
2015-05-14 2015-03-31 13F U M H PROPERTIES COM 903002103 177,956 10,328 6.16 1,792 11.93 0.0011
2015-02-06 2014-12-31 13F U M H PROPERTIES COM 903002103 167,628 22,075 15.17 1,601 15.76 0.0011
2014-11-13 2014-09-30 13F U M H PROPERTIES COM 903002103 145,553 11,066 8.23 1,383 2.52 0.0010
2014-08-08 2014-06-30 13F U M H PROPERTIES COM 903002103 134,487 4,083 3.13 1,349 5.80 0.0009
2014-05-14 2014-03-31 13F U M H PROPERTIES COM 903002103 130,404 6,100 4.91 1,275 8.88 0.0010
2014-02-12 2013-12-31 13F U M H PROPERTIES COM 903002103 124,304 4,550 3.80 1,171 -1.51 0.0009
2013-11-13 2013-09-30 13F U M H PROPERTIES COM 903002103 119,754 2,400 2.05 1,189 -1.33 0.0010
2013-08-15 2013-06-30 13F U M H PROPERTIES COM 903002103 117,354 117,354 1,205 0.0011
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.