UMH Properties, Inc.
DE ˙ DB ˙ US9030021037
12,70 € ↓ -0,20 (-1,55%)
2026-06-03
PREZZO DELLE AZIONI
SecurityDE:WXE / UMH Properties, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership481,554 shares
Latest Disclosed Value $ 6,948,843
Morgan Stanley reports 2.99% increase in ownership of WXE / UMH Properties, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 481,554 shares of UMH Properties, Inc. (DE:WXE) valued at $5,971,270 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 467,563 shares of UMH Properties, Inc.. This represents a change in shares of 2.99% during the quarter. The current value of the position is $6,115,736 USD.

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 481,554 13,991 2.99 6,949 -6.59 0.0004
2026-05-27 2025-12-31 13F/A-1 UMH PPTYS COM 903002103 467,563 -130,031 -21.76 7,439 -16.18 0.0004
2026-02-13 2025-12-31 13F UMH PPTYS COM 903002103 467,563 -130,031 7,439 0.0004
2026-05-27 2025-09-30 13F/A-1 UMH PPTYS COM 903002103 597,594 124,294 26.26 8,874 11.68 0.0005
2025-11-14 2025-09-30 13F UMH PPTYS COM 903002103 597,594 124,294 8,874 0.0005
2025-08-15 2025-06-30 13F UMH PPTYS COM 903002103 473,300 -22,589 -4.56 7,947 -14.31 0.0005
2025-05-15 2025-03-31 13F UMH PPTYS COM 903002103 495,889 -73,191 -12.86 9,273 -13.69 0.0007
2025-05-15 2024-12-31 13F/A-1 UMH PPTYS COM 903002103 569,080 20,138 3.67 10,744 -0.49 0.0008
2025-02-14 2024-12-31 13F UMH PPTYS COM 903002103 569,080 20,138 10,744 0.0008
2025-05-14 2024-09-30 13F/A-2 UMH PPTYS COM 903002103 548,942 -52,388 -8.71 10,798 12.29 0.0008
2025-02-14 2024-09-30 13F/A-1 UMH PPTYS COM 903002103 548,942 -52,388 10,798 0.0008
2024-11-14 2024-09-30 13F UMH PPTYS COM 903002103 548,942 -52,388 10,798 0.0001
2025-05-14 2024-06-30 13F/A-2 UMH PPTYS COM 903002103 601,330 -229,117 -27.59 9,615 -28.70 0.0007
2024-10-17 2024-06-30 13F/A-1 UMH PPTYS COM 903002103 601,330 -229,117 9,615 0.0007
2024-08-14 2024-06-30 13F UMH PPTYS COM 903002103 601,330 -229,117 9,615 0.0007
2024-10-17 2024-03-31 13F/A-2 UMH PPTYS COM 903002103 830,447 294,773 55.03 13,486 64.34 0.0011
2024-08-16 2024-03-31 13F/A-1 UMH PPTYS COM 903002103 830,447 294,773 13,486 0.0001
2024-05-15 2024-03-31 13F UMH PPTYS COM 903002103 830,447 294,773 13,486 0.0011
2024-08-16 2023-12-31 13F/A-1 UMH PPTYS COM 903002103 535,674 81,946 18.06 8,207 29.00 0.0007
2024-02-13 2023-12-31 13F UMH PPTYS COM 903002103 535,674 81,946 8,207 0.0007
2023-11-15 2023-09-30 13F UMH PPTYS COM 903002103 453,728 -25,011 -5.22 6,361 -16.85 0.0006
2023-08-14 2023-06-30 13F UMH PPTYS COM 903002103 478,739 70,292 17.21 7,650 26.66 0.0008
2023-05-15 2023-03-31 13F UMH PPTYS COM 903002103 408,447 96,284 30.84 6,041 20.20 0.0006
2023-02-14 2022-12-31 13F UMH PPTYS COM 903002103 312,163 -84,317 -21.27 5,026 -21.51 0.0006
2022-11-14 2022-09-30 13F UMH PPTYS COM 903002103 396,480 4,842 1.24 6,402 -7.45 0.0009
2022-10-27 2022-06-30 13F/A-1 UMH PPTYS COM 903002103 391,638 236,557 152.54 6,917 81.36 0.0009
2022-08-15 2022-06-30 13F UMH PPTYS COM 903002103 391,638 236,557 6,917 0.0009
2022-10-27 2022-03-31 13F/A-1 UMH PPTYS COM 903002103 155,081 -1,321 -0.84 3,814 -10.78 0.0005
2022-05-13 2022-03-31 13F UMH PPTYS COM 903002103 155,081 -1,321 3,814 0.0005
2022-02-14 2021-12-31 13F UMH PPTYS COM 903002103 156,402 -18,808 -10.73 4,275 6.56 0.0005
2021-11-15 2021-09-30 13F UMH PPTYS COM 903002103 175,210 -48,217 -21.58 4,012 -17.72 0.0005
2021-08-23 2021-06-30 13F/A-1 UMH PPTYS COM 903002103 223,427 114,644 105.39 4,876 133.75 0.0006
2021-08-16 2021-06-30 13F UMH PPTYS COM 903002103 223,427 114,644 4,876 0.0001
2021-05-17 2021-03-31 13F UMH PPTYS COM 903002103 108,783 -18,190 -14.33 2,086 10.96 0.0003
2021-02-16 2020-12-31 13F UMH PPTYS COM 903002103 126,973 33,842 36.34 1,880 49.09 0.0003
2020-11-13 2020-09-30 13F UMH PPTYS COM 903002103 93,131 -14,516 -13.48 1,261 -9.48 0.0002
2020-08-14 2020-06-30 13F UMH PPTYS COM 903002103 107,647 20,454 23.46 1,393 47.10 0.0003
2020-05-26 2020-03-31 13F/A-1 UMH PPTYS COM 903002103 87,193 -47,413 -35.22 947 -55.27 0.0003
2020-05-15 2020-03-31 13F UMH PPTYS COM 903002103 87,193 -47,413 947 72.7493
2020-02-14 2019-12-31 13F UMH PPTYS COM 903002103 134,606 23,949 21.64 2,117 35.97 0.0005
2019-11-14 2019-09-30 13F UMH PPTYS COM 903002103 110,657 27,193 32.58 1,557 50.43 0.0004
2019-08-14 2019-06-30 13F UMH PPTYS COM 903002103 83,464 -20,546 -19.75 1,035 -29.35 0.0003
2019-05-15 2019-03-31 13F UMH PPTYS COM 903002103 104,010 -85,034 -44.98 1,465 -34.54 0.0004
2019-02-14 2018-12-31 13F UMH PPTYS COM 903002103 189,044 9,473 5.28 2,238 -20.33 0.0007
2019-04-23 2018-09-30 13F/A-2 UMH PPTYS COM 903002103 179,571 -69,272 -27.84 2,809 -26.47 0.0007
2018-11-20 2018-09-30 13F/A-1 UMH PPTYS COM 903002103 179,571 0 2,809 0.0007
2018-11-14 2018-09-30 13F UMH PPTYS COM 903002103 179,571 -69,272 2,809
2019-04-23 2018-06-30 13F/A-1 UMH PPTYS COM 903002103 248,843 86,364 53.15 3,820 75.47 0.0010
2018-08-14 2018-06-30 13F UMH PPTYS COM 903002103 248,843 86,364 3,820
2019-04-23 2018-03-31 13F/A-1 UMH PPTYS COM 903002103 162,479 -49,886 -23.49 2,177 -31.19 0.0006
2018-05-14 2018-03-31 13F UMH PPTYS COM 903002103 162,479 -49,886 2,177
2019-04-23 2017-12-31 13F/A-1 UMH PPTYS COM 903002103 212,365 -15,132 -6.65 3,164 -10.60 0.0009
2018-02-14 2017-12-31 13F UMH PPTYS COM 903002103 212,365 -15,132 3,164
2017-11-14 2017-09-30 13F UMH PPTYS COM 903002103 227,497 194,927 598.49 3,539 318.32 0.0011
2017-08-11 2017-06-30 13F UMH PPTYS CV RED PFD-A 903002202 32,570 75 0.23 846 0.59 0.0003
2017-08-11 2017-06-30 13F UMH PPTYS COM 903002103 114,104 10,151 1,945 0.0006
2017-05-22 2017-03-31 13F/A-1 UMH PPTYS CV RED PFD-A 903002202 32,495 0 0.00 841 0.72 0.0003
2017-05-22 2017-03-31 13F/A-1 UMH PPTYS COM 903002103 103,953 -40,884 1,581 0.0005
2017-05-12 2017-03-31 13F UMH PPTYS CV RED PFD-A 903002202 32,495 841
2017-05-12 2017-03-31 13F UMH PPTYS COM 903002103 103,953 1,581
2017-02-22 2016-12-31 13F/A-1 UMH PPTYS CV RED PFD-A 903002202 32,495 562 1.76 835 1.83 0.0003
2017-02-22 2016-12-31 13F/A-1 UMH PPTYS COM 903002103 144,837 74,808 2,180 0.0007
2017-02-13 2016-12-31 13F UMH PPTYS CV RED PFD-A 903002202 32,495 835
2017-02-13 2016-12-31 13F UMH PPTYS COM 903002103 144,837 2,180
2016-11-10 2016-09-30 13F UMH PPTYS CV RED PFD-A 903002202 31,933 2,300 7.76 820 6.49 0.0003
2016-11-10 2016-09-30 13F UMH PPTYS COM 903002103 70,029 3,540 835 0.0003
2016-08-12 2016-06-30 13F UMH PPTYS CV RED PFD-A 903002202 29,633 -1,998 -6.32 770 -5.41 0.0003
2016-08-12 2016-06-30 13F UMH PPTYS COM 903002103 66,489 5,139 748 0.0003
2016-05-12 2016-03-31 13F UMH PPTYS CV RED PFD-A 903002202 31,631 -4,316 -12.01 814 -12.00 0.0003
2016-05-12 2016-03-31 13F UMH PPTYS COM 903002103 61,350 -6,589 609 0.0002
2016-02-09 2015-12-31 13F UMH PPTYS CV RED PFD-A 903002202 35,947 -20,331 -36.13 925 76.53 0.0003
2016-02-09 2015-12-31 13F UMH PPTYS COM 903002103 67,939 11,661 687 0.0002
2016-02-08 2015-09-30 13F/A-1 U M H PROPERTIES COM 903002103 56,278 -5,900 -9.49 524 -14.10 0.0002
2015-11-09 2015-09-30 13F U M H PROPERTIES COM 903002103 56,278 524
2015-08-12 2015-06-30 13F U M H PROPERTIES COM 903002103 62,178 -29,714 -32.34 610 -34.13 0.0002
2015-05-14 2015-03-31 13F U M H PROPERTIES COM 903002103 91,892 -13,153 -12.52 926 -7.77 0.0003
2015-02-13 2014-12-31 13F U M H PROPERTIES COM 903002103 105,045 -2,158 -2.01 1,004 -1.38 0.0004
2014-12-16 2014-09-30 13F/A-1 U M H PROPERTIES COM 903002103 107,203 298 0.28 1,018 -2.58 0.0004
2014-11-14 2014-09-30 13F U M H PROPERTIES COM 903002103 107,203 1,018
2014-05-13 2014-03-31 13F U M H PROPERTIES COM 903002103 106,905 -6,156 -5.44 1,045 -1.97 0.0004
2014-02-13 2013-12-31 13F U M H PROPERTIES COM 903002103 113,061 47,497 72.44 1,066 63.75 0.0005
2013-11-13 2013-09-30 13F UMH PROPERTIES INC COM RE COM 903002103 65,564 28,409 76.46 651 71.32 0.0003
2013-08-08 2013-06-30 13F UMH PROPERTIES INC COM RE COM 903002103 37,155 37,155 380 0.0002
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.