UMH Properties, Inc.
DE ˙ DB ˙ US9030021037
12,70 € ↓ -0,20 (-1,55%)
2026-06-03
AKTIENPREIS
SecurityDE:WXE / UMH Properties, Inc.
InstitutionStifel Financial Corp
Latest Disclosed Ownership77,380 shares
Latest Disclosed Value $ 1,116,602
Stifel Financial Corp reports 3.01% decrease in ownership of WXE / UMH Properties, Inc.

On May 12, 2026 - Stifel Financial Corp filed a 13F-HR form disclosing ownership of 77,380 shares of UMH Properties, Inc. (DE:WXE) valued at $959,512 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 79,783 shares of UMH Properties, Inc.. This represents a change in shares of -3.01% during the quarter. The current value of the position is $982,726 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)
2026-05-12 2026-03-31 13F UMH PPTYS COM 903002103 77,380 -2,403 -3.01 1,117 -12.06 0.0002
2026-02-13 2025-12-31 13F UMH PPTYS COM 903002103 79,783 -27,864 -25.88 1,269 -20.59 0.0011
2025-11-12 2025-09-30 13F UMH PPTYS COM 903002103 107,647 -62,286 -36.65 1,599 -43.99 0.0015
2025-08-14 2025-06-30 13F UMH PPTYS COM 903002103 169,933 -9,024 -5.04 2,853 -14.73 0.0028
2025-05-14 2025-03-31 13F UMH PPTYS COM 903002103 178,957 5,373 3.10 3,347 2.11 0.0036
2025-02-13 2024-12-31 13F UMH PPTYS COM 903002103 173,584 5,795 3.45 3,277 -0.70 0.0034
2024-11-14 2024-09-30 13F UMH PPTYS COM 903002103 167,789 7,546 4.71 3,300 28.81 0.0035
2024-08-13 2024-06-30 13F UMH PPTYS COM 903002103 160,243 24,722 18.24 2,562 16.45 0.0029
2024-05-14 2024-03-31 13F UMH PPTYS COM 903002103 135,521 12,282 9.97 2,201 16.53 0.0025
2024-02-12 2023-12-31 13F UMH PPTYS COM 903002103 123,239 768 0.63 1,888 9.96 0.0024
2023-11-13 2023-09-30 13F UMH PPTYS COM 903002103 122,471 1,530 1.27 1,717 -11.13 0.0024
2023-08-14 2023-06-30 13F UMH PPTYS COM 903002103 120,941 10,931 9.94 1,933 18.75 0.0026
2023-05-12 2023-03-31 13F UMH PPTYS COM 903002103 110,010 30,370 38.13 1,627 26.91 0.0023
2023-02-13 2022-12-31 13F UMH PPTYS COM 903002103 79,640 5,543 7.48 1,282 7.10 0.0019
2022-11-14 2022-09-30 13F UMH PPTYS COM 903002103 74,097 2,168 3.01 1,197 -5.75 0.0020
2022-08-15 2022-06-30 13F UMH PPTYS COM 903002103 71,929 13,833 23.81 1,270 -11.13 0.0020
2022-05-13 2022-03-31 13F UMH PPTYS COM 903002103 58,096 9,630 19.87 1,429 7.85 0.0019
2022-02-14 2021-12-31 13F UMH PPTYS COM 903002103 48,466 7,594 18.58 1,325 41.56 0.0018
2021-11-15 2021-09-30 13F UMH PPTYS COM 903002103 40,872 5,568 15.77 936 21.56 0.0014
2021-08-13 2021-06-30 13F UMH PPTYS COM 903002103 35,304 13,059 58.71 770 80.75 0.0012
2021-05-14 2021-03-31 13F UMH PPTYS COM 903002103 22,245 22,245 426 0.0007
2020-05-14 2020-03-31 13F UMH PPTYS COM 903002103 0 -16,600 -100.00 0 -100.00
2020-02-13 2019-12-31 13F UMH PPTYS COM 903002103 16,600 -13,400 -44.67 261 -38.15 0.0005
2019-11-19 2019-09-30 13F/A-1 UMH PPTYS COM 903002103 30,000 -10,701 -26.29 422 -16.44 0.0011
2019-11-13 2019-09-30 13F UMH PPTYS COM 903002103 30,000 -10,701 422 236.5522
2019-08-14 2019-06-30 13F UMH PPTYS COM 903002103 40,701 -87,000 -68.13 505 -71.91 0.0013
2019-05-14 2019-03-31 13F UMH PPTYS COM 903002103 127,701 127,701 1,798 0.0051
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.