Form 13-F position report

UMH PROPERTIES, INC.

Reported by WILLIAM BLAIR INVESTMENT MANAGEMENT LLC

UMH CUSIP 903002103 Manager CIK 0001644956

Reported 1,627,548 shares, down 37,077 (2.2%) from the prior quarter.

Reported value -29.8%; share count -2.2% vs. the prior quarter.

Reduced
% of reported 13F value 0.11% This manager · Q2 2022
Shares 1,627,548 Quarter-end amount reported
Reported value $28,742,000 Fair value at quarter end
Consecutive quarters held 5 Through Q2 2022

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 41808000
2021-12-31 46023000
2022-03-31 40933000
2022-06-30 28742000
2022-09-30 31534000
2022-12-31 30268097
2023-03-31 32102908
2023-06-30 35323422
2023-09-30 28763067
2023-12-31 30760323
2024-03-31 32607711
2024-06-30 32039947
2024-09-30 38237300
2024-12-31 37616890
2025-03-31 35613122
2025-06-30 29502515
2025-09-30 24603510
2025-12-31 18027080
2026-03-31 16882840
2026-06-30 10175367

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 WILLIAM BLAIR INVESTMENT MANAGEMENT LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 672,085 -497,897 (-42.6%) 0.03% $10,175,367 2026-08-12
Q1 2026 Added 1,169,982 +36,916 (3.3%) 0.06% $16,882,840 2026-05-08
Q4 2025 Reduced 1,133,066 -523,736 (-31.6%) 0.05% $18,027,080 2026-02-09
Q3 2025 Reduced 1,656,802 -100,346 (-5.7%) 0.06% $24,603,510 2025-11-12
Q2 2025 Reduced 1,757,148 -147,297 (-7.7%) 0.08% $29,502,515 2025-07-29
Q1 2025 Reduced 1,904,445 -87,975 (-4.4%) 0.1% $35,613,122 2025-05-09
Q4 2024 Added 1,992,420 +48,480 (2.5%) 0.09% $37,616,890 2025-02-10
Q3 2024 Reduced 1,943,940 -59,809 (-3.0%) 0.09% $38,237,300 2024-11-08
Q2 2024 Reduced 2,003,749 -4,115 (-0.2%) 0.08% $32,039,947 2024-08-08
Q1 2024 Added 2,007,864 +10 (0.0%) 0.08% $32,607,711 2024-05-08
Q4 2023 Reduced 2,007,854 -43,720 (-2.1%) 0.09% $30,760,323 2024-02-09
Q3 2023 Reduced 2,051,574 -158,903 (-7.2%) 0.1% $28,763,067 2023-11-09
Q2 2023 Added 2,210,477 +39,895 (1.8%) 0.11% $35,323,422 2023-08-11
Q1 2023 Added 2,170,582 +290,576 (15.5%) 0.11% $32,102,908 2023-05-12
Q4 2022 Reduced 1,880,006 -72,577 (-3.7%) 0.12% $30,268,097 2023-02-09
Q3 2022 Added 1,952,583 +325,035 (20.0%) 0.12% $31,534,000 2022-11-09
Q2 2022 Reduced 1,627,548 -37,077 (-2.2%) 0.11% $28,742,000 2022-08-10
Q1 2022 Reduced 1,664,625 -19,350 (-1.1%) 0.12% $40,933,000 2022-05-11
Q4 2021 Reduced 1,683,975 -141,709 (-7.8%) 0.12% $46,023,000 2022-02-14
Q3 2021 Added 1,825,684 +1,821,864 (47692.8%) 0.12% $41,808,000 2021-11-10
Five years are shown. A free account unlocks the complete reported history. Unlock full history

Who else reported the position

199 managers reported UMH PROPERTIES, INC. for Q2 2022.

Managers reporting UMH PROPERTIES, INC. in Q2 2022.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 5,243,805 +104,225 < 0.01% $92,606,000 37 qtrs
BlackRock Inc Added 3,615,312 +223,159 < 0.01% $63,846,000 37 qtrs
FMR LLC Added 2,788,819 +258,562 < 0.01% $49,251,000 16 qtrs
JANUS HENDERSON GROUP PLC Added 1,807,968 +302,628 0.02% $31,928,000 3 qtrs
WILLIAM BLAIR INVESTMENT MANAGEMENT LLC This report Reduced 1,627,548 -37,077 0.11% $28,742,000 5 qtrs
Copeland Capital Management LLC Reduced 1,583,759 -14,746 0.89% $27,969,000 6 qtrs
JENNISON ASSOCIATES LLC Added 1,508,144 +296,853 0.03% $26,634,000 6 qtrs
STATE STREET CORPORATION Added 1,441,532 +89,273 < 0.01% $25,457,000 37 qtrs
WESTFIELD CAPITAL MANAGEMENT CO LP Added 1,419,139 +1,221,199 0.2% $25,062,000 2 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 1,030,384 +81,393 < 0.01% $18,196,000 37 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
June 30, 2022
Filed
August 10, 2022
Filing type
13F-HR
Position type
COM

Voting authority reported

Sole
1,122,783
Shared
0
None
504,765

“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.