Reported 54,621 shares, up 12,793 (30.6%) from the prior quarter.
Reported value 17.5%; share count 30.6% vs. the prior quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2021-09-30 | 957861 |
| 2021-12-31 | 1143159 |
| 2022-03-31 | 1343131 |
| 2022-06-30 | 964608 |
| 2022-09-30 | 881030 |
| 2022-12-31 | 878302 |
| 2023-03-31 | 1022120 |
| 2023-06-30 | 1022120 |
| 2023-09-30 | 1105350 |
| 2023-12-31 | 1347165 |
| 2024-03-31 | 1428065 |
| 2024-06-30 | 931961 |
| 2024-09-30 | 6606644 |
| 2024-12-31 | 1389285 |
| 2025-03-31 | 1422247 |
| 2025-06-30 | 8999507 |
| 2025-09-30 | 0 |
| 2025-12-31 | 6696105 |
| 2026-03-31 | 6070788 |
| 2026-06-30 | 6739632 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q2 2026 | Added | 445,154 | +24,448 (5.8%) | < 0.01% | $6,739,632 | 2026-08-13 | |
| Q1 2026 | Reduced | 420,706 | -168 (0.0%) | < 0.01% | $6,070,788 | 2026-05-13 | |
| Q4 2025 | New | 420,874 | +420,874 (0.0%) | < 0.01% | $6,696,105 | 2026-02-13 | |
| Q3 2025 | Reduced | 0 | -536,004 (-100.0%) | 0 | $0 | 2025-11-14 | |
| Q2 2025 | Added | 536,004 | +459,948 (604.7%) | < 0.01% | $8,999,507 | 2025-08-14 | |
| Q1 2025 | Added | 76,056 | +2,471 (3.4%) | < 0.01% | $1,422,247 | 2025-05-19 | |
| Q4 2024 | Reduced | 73,585 | -262,289 (-78.1%) | < 0.01% | $1,389,285 | 2025-02-14 | |
| Q3 2024 | Added | 335,874 | +277,590 (476.3%) | < 0.01% | $6,606,644 | 2024-11-14 | |
| Q2 2024 | Reduced | 58,284 | -29,651 (-33.7%) | < 0.01% | $931,961 | 2024-08-14 | |
| Q1 2024 | Unchanged | 87,935 | 0 (0.0%) | < 0.01% | $1,428,065 | 2024-05-15 | |
| Q4 2023 | Added | 87,935 | +9,094 (11.5%) | < 0.01% | $1,347,165 | 2024-02-14 | |
| Q3 2023 | Added | 78,841 | +9,732 (14.1%) | < 0.01% | $1,105,350 | 2023-11-13 | |
| Q2 2023 | Unchanged | 69,109 | 0 (0.0%) | < 0.01% | $1,022,120 | 2023-08-11 | |
| Q1 2023 | Added | 69,109 | +14,556 (26.7%) | < 0.01% | $1,022,120 | 2023-05-15 | |
| Q4 2022 | Unchanged | 54,553 | 0 (0.0%) | < 0.01% | $878,302 | 2023-02-14 | |
| Q3 2022 | Reduced | 54,553 | -68 (-0.1%) | < 0.01% | $881,030 | 2022-11-14 | |
| Q2 2022 | Unchanged | 54,621 | 0 (0.0%) | < 0.01% | $964,608 | 2022-08-12 | |
| Q1 2022 | Added | 54,621 | +12,793 (30.6%) | < 0.01% | $1,343,131 | 2022-05-16 | |
| Q4 2021 | Unchanged | 41,828 | 0 (0.0%) | < 0.01% | $1,143,159 | 2022-02-14 | |
| Q3 2021 | Reduced | 41,828 | -5,146 (-11.0%) | < 0.01% | $957,861 | 2021-11-15 | |
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Who else reported the position
204 managers reported UMH PROPERTIES, INC. for Q1 2022.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | Added | 5,139,580 | +264,005 | < 0.01% | $126,383,000 | 36 qtrs |
| BlackRock Inc | Added | 3,392,153 | +165,164 | < 0.01% | $83,412,000 | 36 qtrs |
| FMR LLC | Added | 2,530,257 | +134,166 | < 0.01% | $62,219,000 | 15 qtrs |
| WILLIAM BLAIR INVESTMENT MANAGEMENT LLC | Reduced | 1,664,625 | -19,350 | 0.12% | $40,933,000 | 4 qtrs |
| Copeland Capital Management LLC | Added | 1,598,505 | +29,395 | 1.08% | $39,307,000 | 5 qtrs |
| JANUS HENDERSON GROUP PLC | Added | 1,505,340 | +799,809 | 0.02% | $37,017,000 | 2 qtrs |
| STATE STREET CORPORATION | Added | 1,352,259 | +420,618 | < 0.01% | $33,252,000 | 36 qtrs |
| JENNISON ASSOCIATES LLC | Added | 1,211,291 | +254,827 | 0.02% | $29,786,000 | 5 qtrs |
| GEODE CAPITAL MANAGEMENT LLC | Added | 948,991 | +45,185 | < 0.01% | $23,335,000 | 36 qtrs |
| DIMENSIONAL FUND ADVISORS LP | Added | 677,967 | +7,872 | < 0.01% | $16,671,000 | 36 qtrs |
Filing details and methodology As reported
- Report period
- March 31, 2022
- Filed
- May 16, 2022
- Filing type
- 13F-HR
- Position type
- REST INV TS
Voting authority reported
- Sole
- 28,384
- Shared
- 0
- None
- 26,237
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.