Form 13-F position report

UMH PROPERTIES, INC.

Reported by APG Asset Management US Inc

UMH CUSIP 903002103 Manager CIK 0001323255

First reported at 483,116 shares this quarter.

New
% of reported 13F value 0.07% This manager · Q4 2024
Shares 483,116 Quarter-end amount reported
Reported value $9,121,230 Fair value at quarter end
Consecutive quarters held 1 Through Q4 2024

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
2024-12-31 9121230
2025-03-31 9029438
2025-06-30 8193647
2025-09-30 7106636
2025-12-31 10817623
2026-03-31 0

Quarterly position history

How this manager's reported quarter-end position changed over time.

6 quarters
Quarterly reported position history for UMH PROPERTIES, INC. held by APG Asset Management US Inc.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q1 2026 Reduced 0 -679,926 (-100.0%) 0 $0 2026-05-13
Q4 2025 Added 679,926 +196,810 (40.7%) 0.08% $10,817,623 2026-02-12
Q3 2025 Unchanged 483,116 0 (0.0%) 0.05% $7,106,636 2025-11-12
Q2 2025 Unchanged 483,116 0 (0.0%) 0.06% $8,193,647 2025-08-12
Q1 2025 Unchanged 483,116 0 (0.0%) 0.07% $9,029,438 2025-05-14
Q4 2024 New 483,116 +483,116 (0.0%) 0.07% $9,121,230 2025-02-13

Who else reported the position

257 managers reported UMH PROPERTIES, INC. for Q4 2024.

Managers reporting UMH PROPERTIES, INC. in Q4 2024.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 7,506,462 +799,798 < 0.01% $141,722,003 47 qtrs
BlackRock Inc Added 7,233,313 +568,557 < 0.01% $136,564,959 2 qtrs
T Rowe Price Investment Management Inc Added 5,251,335 +57,547 0.06% $99,146,000 10 qtrs
Capital Research Global Investors Added 4,031,849 +2,236,080 0.02% $76,121,309 2 qtrs
STATE STREET CORPORATION Added 3,182,348 +379,744 < 0.01% $60,082,730 47 qtrs
Copeland Capital Management LLC Added 2,828,469 +67,353 0.99% $53,401,499 16 qtrs
FMR LLC Reduced 2,724,826 -5,069 < 0.01% $51,444,722 26 qtrs
AMERICAN CENTURY COMPANIES INC Reduced 2,095,006 -235,981 0.02% $39,553,713 9 qtrs
WILLIAM BLAIR INVESTMENT MANAGEMENT LLC Added 1,992,420 +48,480 0.09% $37,616,890 15 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 1,838,555 +134,761 < 0.01% $34,719,202 47 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2024
Filed
February 13, 2025
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
0
Shared
483,116
None
0

“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.