Form 13-F position report

UMH PROPERTIES, INC.

Reported by UBS ASSET MANAGEMENT AMERICAS INC

UMH CUSIP 903002103 Manager CIK 0000861177

Reported 536,004 shares, up 459,948 (604.7%) from the prior quarter.

Reported value 532.8%; share count 604.7% vs. the prior quarter.

Added
% of reported 13F value < 0.01% This manager · Q2 2025
Shares 536,004 Quarter-end amount reported
Reported value $8,999,507 Fair value at quarter end
Consecutive quarters held 31 Through Q2 2025

Reported position value by 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.

Reported position value by 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.

20 quarters
Quarterly reported position history for UMH PROPERTIES, INC. held by UBS ASSET MANAGEMENT AMERICAS INC.
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
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

258 managers reported UMH PROPERTIES, INC. for Q2 2025.

Managers reporting UMH PROPERTIES, INC. in Q2 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 7,907,970 +384,424 < 0.01% $132,774,817 49 qtrs
BlackRock Inc Added 7,283,388 +102,667 < 0.01% $122,288,091 4 qtrs
T Rowe Price Investment Management Inc Added 6,107,591 +783,060 0.06% $102,547,000 12 qtrs
Capital Research Global Investors Added 5,471,303 +434,695 0.02% $91,863,177 4 qtrs
STATE STREET CORPORATION Added 3,475,892 +226,027 < 0.01% $58,360,227 49 qtrs
FMR LLC Added 2,726,944 +818 < 0.01% $45,785,392 28 qtrs
Copeland Capital Management LLC Reduced 2,552,058 -191,716 0.88% $42,849,060 18 qtrs
AMERICAN CENTURY COMPANIES INC Added 2,389,308 +283,700 0.02% $40,116,481 11 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 1,999,240 +103,446 < 0.01% $33,571,214 49 qtrs
WILLIAM BLAIR INVESTMENT MANAGEMENT LLC Reduced 1,757,148 -147,297 0.08% $29,502,515 17 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2025
Filed
August 14, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
286,167
Shared
0
None
249,837

“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.