UMH Properties, Inc.
DE ˙ DB ˙ US9030021037
12,70 € ↓ -0,20 (-1,55%)
2026-06-03
PREZZO DELLE AZIONI
SecurityDE:WXE / UMH Properties, Inc.
InstitutionFmr Llc
Latest Disclosed Ownership2,396,090 shares
Ownership 4.92%
Fmr Llc ownership in WXE / UMH Properties, Inc.

2022-02-09 - Fmr Llc has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 2,396,090 shares of UMH Properties, Inc. (DE:WXE). This represents 4.924 percent ownership of the company. In their previous filing dated 2021-02-08 , Fmr Llc had reported owning 2,425,496 shares, indicating a decrease of -1.21 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2022-02-09 2022-02-09 13G/A 2,425,496 2,396,090 -1.21 4.92 -15.32
2021-02-08 2021-02-08 13G/A 2,565,389 2,425,496 -5.45 5.82 -7.39
2020-02-07 2020-02-07 13G 2,565,389 6.28

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-15 2026-03-31 13F UMH PPTYS COM 903002103 3,728,880 128,305 3.56 53,808 -6.07 0.0006
2026-02-17 2025-12-31 13F UMH PPTYS COM 903002103 3,600,575 873,186 32.02 57,285 41.44 0.0029
2025-11-13 2025-09-30 13F UMH PPTYS COM 903002103 2,727,389 445 0.02 40,502 -11.54 0.0021
2025-08-14 2025-06-30 13F UMH PPTYS COM 903002103 2,726,944 818 0.03 45,785 -10.19 0.0026
2025-05-12 2025-03-31 13F UMH PPTYS COM 903002103 2,726,126 1,300 0.05 50,979 -0.91 0.0033
2025-02-13 2024-12-31 13F UMH PPTYS COM 903002103 2,724,826 -5,069 -0.19 51,445 -4.20 0.0031
2024-11-13 2024-09-30 13F UMH PPTYS COM 903002103 2,729,895 526 0.02 53,697 23.04 0.0033
2024-08-13 2024-06-30 13F UMH PPTYS COM 903002103 2,729,369 472 0.02 43,643 -1.52 0.0028
2024-05-13 2024-03-31 13F UMH PPTYS COM 903002103 2,728,897 81 0.00 44,317 6.01 0.0030
2024-02-13 2023-12-31 13F UMH PPTYS COM 903002103 2,728,816 1,679 0.06 41,805 9.34 0.0032
2023-11-13 2023-09-30 13F UMH PPTYS COM 903002103 2,727,137 -30,746 -1.11 38,234 -13.24 0.0033
2023-08-11 2023-06-30 13F UMH PPTYS COM 903002103 2,757,883 2,277 0.08 44,071 8.13 0.0037
2023-08-11 2023-03-31 13F/A-1 UMH PPTYS COM 903002103 2,755,606 -30,224 -1.08 40,755 -9.13 0.0037
2023-05-11 2023-03-31 13F UMH PPTYS COM 903002103 2,755,606 -30,224 40,755 0.0007
2023-02-13 2022-12-31 13F UMH PPTYS COM 903002103 2,785,830 -574 -0.02 44,852 -0.33 0.0045
2022-11-10 2022-09-30 13F UMH PPTYS COM 903002103 2,786,404 -2,415 -0.09 45,000 -8.63 0.0047
2022-08-12 2022-06-30 13F UMH PPTYS COM 903002103 2,788,819 258,562 10.22 49,251 -20.84 0.0049
2022-05-13 2022-03-31 13F UMH PPTYS COM 903002103 2,530,257 134,166 5.60 62,219 -4.99 0.0050
2022-02-14 2021-12-31 13F UMH PPTYS COM 903002103 2,396,091 0 0.00 65,485 19.34 0.0048
2022-02-14 2021-09-30 13F/A-1 UMH PPTYS COM 903002103 2,396,091 -9 -0.00 54,871 4.95 0.0044
2021-11-15 2021-09-30 13F UMH PPTYS COM 903002103 2,396,091 -9 54,871 0.0044
2021-08-13 2021-06-30 13F UMH PPTYS COM 903002103 2,396,100 614 0.03 52,283 13.85 0.0041
2021-05-14 2021-03-31 13F UMH PPTYS COM 903002103 2,395,486 -30,011 -1.24 45,921 27.84 0.0039
2021-02-08 2020-12-31 13F UMH PPTYS COM 903002103 2,425,497 30,001 1.25 35,922 10.75 0.0032
2020-11-13 2020-09-30 13F UMH PPTYS COM 903002103 2,395,496 512,624 27.23 32,435 33.23 0.0033
2020-08-24 2020-06-30 13F/A-1 UMH PPTYS COM 903002103 1,882,872 -254,886 -11.92 24,345 4.86 0.0027
2020-08-13 2020-06-30 13F UMH PPTYS COM 903002103 1,882,872 -254,886 24,345 598.0854
2020-05-14 2020-03-31 13F UMH PPTYS COM 903002103 2,137,758 -427,631 -16.67 23,216 -42.47 0.0032
2020-02-07 2019-12-31 13F UMH PPTYS COM 903002103 2,565,389 -254,441 -9.02 40,353 1.64 0.0045
2019-11-13 2019-09-30 13F UMH PPTYS COM 903002103 2,819,830 367,500 14.99 39,703 30.46 0.0048
2019-08-13 2019-06-30 13F UMH PPTYS COM 903002103 2,452,330 892,592 57.23 30,433 38.57 0.0036
2019-05-13 2019-03-31 13F UMH PPTYS COM 903002103 1,559,738 1,035,919 197.76 21,962 254.05 0.0026
2019-02-13 2018-12-31 13F UMH PPTYS COM 903002103 523,819 523,426 133,187.28 6,203 103,283.33 0.0008
2018-11-09 2018-09-30 13F UMH PPTYS COM 903002103 393 393 6 0.0000
2017-11-13 2017-09-30 13F UMH PPTYS CV RED PFD-A 903002202 0 -712,131 -100.00 0 -100.00
2017-08-29 2017-06-30 13F/A-1 UMH PPTYS CV RED PFD-A 903002202 712,131 0 0.00 18,530 1.13 0.0023
2017-08-11 2017-06-30 13F UMH PPTYS CV RED PFD-A 903002202 712,131 0 18,530
2017-05-11 2017-03-31 13F UMH PPTYS CV RED PFD-A 903002202 712,131 0 0.00 18,323 0.08 0.0023
2017-02-10 2016-12-31 13F UMH PPTYS CV RED PFD-A 903002202 712,131 0 0.00 18,309 0.04 0.0024
2016-11-14 2016-09-30 13F UMH PPTYS CV RED PFD-A 903002202 712,131 0 0.00 18,302 -1.49 0.0024
2016-08-11 2016-06-30 13F UMH PPTYS CV RED PFD-A 903002202 712,131 0 0.00 18,579 1.12 0.0025
2016-05-16 2016-03-31 13F UMH PPTYS CV RED PFD-A 903002202 712,131 0 0.00 18,373 0.51 0.0025
2016-02-12 2015-12-31 13F UMH PPTYS CV RED PFD-A 903002202 712,131 1,900 0.27 18,280 0.22 0.0025
2015-11-10 2015-09-30 13F U M H PROPERTIES CV RED PFD-A 903002202 710,231 231 0.03 18,239 -1.58 0.0026
2015-08-25 2015-06-30 13F/A-1 U M H PROPERTIES CV RED PFD-A 903002202 710,000 0 0.00 18,531 0.62 0.0024
2015-08-13 2015-06-30 13F U M H PROPERTIES CV RED PFD-A 903002202 710,000 18,531
2015-05-14 2015-03-31 13F U M H PROPERTIES CV RED PFD-A 903002202 710,000 0 0.00 18,417 -1.82 0.0023
2015-02-17 2014-12-31 13F U M H PROPERTIES CV RED PFD-A 903002202 710,000 0 0.00 18,758 0.84 0.0024
2014-11-14 2014-09-30 13F U M H PROPERTIES CV RED PFD-A 903002202 710,000 0 0.00 18,602 -0.91 0.0025
2014-08-14 2014-06-30 13F U M H PROPERTIES CV RED PFD-A 903002202 710,000 0 0.00 18,772 1.88 0.0025
2014-05-15 2014-03-31 13F U M H PROPERTIES CV RED PFD-A 903002202 710,000 0 0.00 18,425 3.18 0.0026
2014-02-13 2013-12-31 13F U M H PROPERTIES CV RED PFD-A 903002202 710,000 0 0.00 17,857 -2.17 0.0025
2013-11-14 2013-09-30 13F U M H PROPERTIES CV RED PFD-A 903002202 710,000 0 0.00 18,254 -2.72 0.0028
2013-09-24 2013-06-30 13F/A-1 U M H PROPERTIES CV RED PFD-A 903002202 710,000 710,000 18,765 0.0031
2013-08-14 2013-06-30 13F U M H PROPERTIES CV RED PFD-A 903002202 710,000 18,765 0.0031
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.