BlackRock, Inc. ownership in WXE / UMH Properties, Inc.

UMH Properties, Inc.

DE ˙ DB ˙ US9030021037

12,70 € ↓ −0,20 (−1,55%)

2026-06-03
DELAT PRIS

Security	DE:WXE / UMH Properties, Inc.
Institution	BlackRock, Inc.
Latest Disclosed Ownership	6,664,756 shares
Ownership	8.50%

2024-11-08 - BlackRock, Inc. has filed an SC 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 6,664,756 shares of UMH Properties, Inc. (DE:WXE). This represents 8.5 percent ownership of the company. In their previous filing dated 2024-10-22 , BlackRock, Inc. had reported owning 6,664,756 shares, indicating a decrease of 0.00 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)
2024-11-08	2024-11-08	13G/A	6,664,756	6,664,756	0.00	8.50	0.00
2024-10-22	2024-10-22	13G/A		6,664,756		8.50
2024-01-26	2024-01-26	13G/A	3,717,617	4,922,580	32.41	7.40	10.45
2023-02-01	2023-02-01	13G/A	3,226,989	3,717,617	15.20	6.70	1.52
2022-02-01	2022-02-01	13G/A	2,913,722	3,226,989	10.75	6.60	-5.71
2021-02-01	2021-02-01	13G/A	2,856,549	2,913,722	2.00	7.00	0.00
2020-02-06	2020-02-06	13G/A	2,632,656	2,856,549	8.50	7.00	0.00
2019-02-06	2019-02-06	13G/A	2,443,772	2,632,656	7.73	7.00	0.00
2018-01-23	2018-01-23	13G/A	1,925,982	2,443,772	26.88	7.00	4.48
2017-01-27	2017-01-27	13G/A	1,925,982	1,925,982	0.00	6.70	0.00
2017-01-26	2017-01-26	13G/A	1,829,995	1,925,982	5.25	6.70	-1.47
2016-01-27	2016-01-27	13G/A		1,829,995		6.80
2015-01-29	2015-01-29	13G/A		1,572,576		6.70
2014-01-31	2014-01-31	13G/A		1,246,374		6.30
2013-01-30	2013-01-30	13G		874,816		5.21
2012-06-08	2012-06-08	13G/A		794,809		4.98
2012-02-08	2012-02-08	13G/A		813,692		5.46

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	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-13	2026-03-31	13F	UMH PPTYS	COM	903002103	7,918,084	-112,833	-1.40	114,258	-10.58	0.0001
2026-02-12	2025-12-31	13F	UMH PPTYS	COM	903002103	8,030,917	346,684	4.51	127,772	11.97	0.0022
2025-11-12	2025-09-30	13F	UMH PPTYS	COM	903002103	7,684,233	400,845	5.50	114,111	-6.69	0.0020
2025-08-12	2025-06-30	13F	UMH PPTYS	COM	903002103	7,283,388	102,667	1.43	122,288	-8.93	0.0023
2025-05-02	2025-03-31	13F	UMH PPTYS	COM	903002103	7,180,721	-52,592	-0.73	134,279	-1.67	0.0028
2025-02-07	2024-12-31	13F	UMH PPTYS	COM	903002103	7,233,313	568,557	8.53	136,565	4.17	0.0028
2024-11-13	2024-09-30	13F	UMH PPTYS	COM	903002103	6,664,756	1,426,480	27.23	131,096	56.51	0.0028
2024-08-13	2024-06-30	13F	UMH PPTYS	COM	903002103	5,238,276	359,532	7.37	83,760	5.72	0.0019
2024-05-10	2024-03-31	13F	UMH PPTYS	COM	903002103	4,878,744	-43,836	-0.89	79,231	5.06	0.0018
2024-02-13	2023-12-31	13F	UMH PPTYS	COM	903002103	4,922,580	509,265	11.54	75,414	21.88	0.0019
2023-11-13	2023-09-30	13F	UMH PPTYS	COM	903002103	4,413,315	-346,013	-7.27	61,875	-18.64	0.0018
2023-08-11	2023-06-30	13F	UMH PPTYS	COM	903002103	4,759,328	886,892	22.90	76,054	32.79	0.0021
2023-05-12	2023-03-31	13F	UMH PPTYS	COM	903002103	3,872,436	154,819	4.16	57,273	-4.31	0.0017
2023-02-13	2022-12-31	13F	UMH PPTYS	COM	903002103	3,717,617	90,514	2.50	59,854	2.17	0.0019
2022-11-14	2022-09-30	13F	UMH PPTYS	COM	903002103	3,627,103	11,791	0.33	58,579	-8.25	0.0020
2022-08-12	2022-06-30	13F	UMH PPTYS	COM	903002103	3,615,312	223,159	6.58	63,846	-23.46	0.0020
2022-05-12	2022-03-31	13F	UMH PPTYS	COM	903002103	3,392,153	165,164	5.12	83,412	-5.42	0.0022
2022-02-10	2021-12-31	13F	UMH PPTYS	COM	903002103	3,226,989	49,318	1.55	88,194	21.20	0.0022
2021-11-09	2021-09-30	13F	UMH PPTYS	COM	903002103	3,177,671	128,304	4.21	72,768	9.36	0.0020
2021-08-11	2021-06-30	13F	UMH PPTYS	COM	903002103	3,049,367	67,805	2.27	66,537	16.41	0.0019
2021-05-07	2021-03-31	13F	UMH PPTYS	COM	903002103	2,981,562	67,840	2.33	57,158	32.45	0.0017
2021-02-05	2020-12-31	13F	UMH PPTYS	COM	903002103	2,913,722	121,863	4.36	43,153	14.16	0.0014
2020-11-06	2020-09-30	13F	UMH PPTYS	COM	903002103	2,791,859	-53,743	-1.89	37,802	2.74	0.0014
2020-08-14	2020-06-30	13F	UMH PPTYS	COM	903002103	2,845,602	3,849	0.14	36,793	19.23	0.0015
2020-05-01	2020-03-31	13F	UMH PPTYS	COM	903002103	2,841,753	-14,796	-0.52	30,860	-31.32	0.0015
2020-02-13	2019-12-31	13F	UMH PPTYS	COM	903002103	2,856,549	93,939	3.40	44,932	15.52	0.0017
2019-11-08	2019-09-30	13F	UMH PPTYS	COM	903002103	2,762,610	61,752	2.29	38,896	16.05	0.0016
2019-08-22	2019-06-30	13F/A-1	UMH PPTYS	COM	903002103	2,700,858	80,428	3.07	33,518	-9.15	0.0014
2019-08-13	2019-06-30	13F	UMH PPTYS	COM	903002103	2,700,858	80,428		33,518
2019-05-09	2019-03-31	13F	UMH PPTYS	COM	903002103	2,620,430	-12,226	-0.46	36,895	18.37	0.0016
2019-02-08	2018-12-31	13F	UMH PPTYS	COM	903002103	2,632,656	114,828	4.56	31,170	-20.84	0.0016
2018-11-09	2018-09-30	13F	UMH PPTYS	COM	903002103	2,517,828	40,253	1.62	39,378	3.54	0.0017
2018-08-09	2018-06-30	13F	UMH PPTYS	COM	903002103	2,477,575	50,665	2.09	38,031	16.86	0.0018
2018-05-09	2018-03-31	13F	UMH PPTYS	COM	903002103	2,426,910	-16,862	-0.69	32,544	-10.63	0.0016
2018-02-09	2017-12-31	13F	UMH PPTYS	COM	903002103	2,443,772	94,141	4.01	36,413	-0.34	0.0017
2017-11-14	2017-09-30	13F	UMH PPTYS	COM	903002103	2,349,631	58,128	2.54	36,537	-6.48	0.0018
2017-08-10	2017-06-30	13F	UMH PPTYS	COM	903002103	2,291,503	337,989	17.30	39,070	31.49	0.0021
2017-05-12	2017-03-31	13F	UMH PPTYS	COM	903002103	1,953,514	1,947,910	34,759.28	29,713	34,856.47	0.0016
2017-02-10	2016-12-31	13F	UMH PPTYS	COM	903002103	5,604	-6,226	-52.63	85	-39.72	0.0001
2016-11-08	2016-09-30	13F	UMH PPTYS	COM	903002103	11,830	-735	-5.85	141	0.00	0.0002
2016-08-10	2016-06-30	13F	UMH PPTYS	COM	903002103	12,565	9,154	268.37	141	314.71	0.0002
2016-05-10	2016-03-31	13F	UMH PPTYS	COM	903002103	3,411	906	36.17	34	36.00	0.0001
2016-02-11	2015-12-31	13F	UMH PPTYS	COM	903002103	2,505	1,686	205.86	25	212.50	0.0000
2015-11-13	2015-09-30	13F	U M H PROPERTIES	COM	903002103	819	0	0.00	8	0.00	0.0000
2015-08-07	2015-06-30	13F	U M H PROPERTIES	COM	903002103	819	-701	-46.12	8	-46.67	0.0000
2015-05-13	2015-03-31	13F	U M H PROPERTIES	COM	903002103	1,520	150	10.95	15	15.38	0.0000
2015-02-09	2014-12-31	13F	U M H PROPERTIES	COM	903002103	1,370	0	0.00	13	0.00	0.0000
2014-10-29	2014-09-30	13F	U M H PROPERTIES	COM	903002103	1,370	307	28.88	13	18.18	0.0000
2014-08-06	2014-06-30	13F	U M H PROPERTIES	COM	903002103	1,063	-186	-14.89	11	-8.33	0.0000
2014-05-02	2014-03-31	13F	U M H PROPERTIES	COM	903002103	1,249	163	15.01	12	20.00	0.0000
2014-02-12	2013-12-31	13F	U M H PROPERTIES	COM	903002103	1,086	244	28.98	10	25.00	0.0000
2013-11-12	2013-09-30	13F	U M H PROPERTIES	COM	903002103	842	0	0.00	8	-11.11	0.0000
2013-08-13	2013-06-30	13F	U M H PROPERTIES	COM	903002103	842	842		9		0.0000

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.