CONNORS INVESTOR SERVICES INC UMH — UMH PROPERTIES INC

Ownership history in CONNORS INVESTOR SERVICES INC  ·  47 quarters on record

AI Ownership Summary

CONNORS INVESTOR SERVICES INC reported UMH PROPERTIES INC (UMH) in 47 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.36% in 2026 Q2. The latest visible filing shows UMH at 0.36% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UMH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CONNORS INVESTOR SERVICES INC's position in UMH PROPERTIES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

UMH was reported at 0.36% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.36% in 2026 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UMH stock page CONNORS INVESTOR SERVICES INC fund profile CONNORS INVESTOR SERVICES INC full holdings
How CONNORS INVESTOR SERVICES INC held UMH — position size vs. price
% of Fund (quarterly)    UMH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 274,499 +35,862 +15.0% 0.36% $4.2M 2026-08-14 $16.23
2026 Q1 ADDED — — — 238,637 +5,236 +2.2% 0.32% $3.4M 2026-05-15 $14.72
2025 Q4 ADDED — — — 233,401 +62,748 +36.8% 0.32% $3.7M 2026-02-09 $15.17
2025 Q3 ADDED — — — 170,653 +15,258 +9.8% 0.22% $2.5M 2025-11-25 $14.52
2025 Q2 ADDED — — — 155,395 +32,962 +26.9% 0.23% $2.6M 2025-07-30 $15.21
2025 Q1 REDUCED — — — 122,433 -684 -0.6% 0.23% $2.3M 2025-05-12 $15.80
2024 Q4 ADDED — — — 123,117 +109,917 +832.7% 0.22% $2.3M 2025-02-14 $16.36
2024 Q3 REDUCED 13.7% -3.7% ✅ 13,200 -2,100 -13.7% 0.03% $260K 2024-11-14 $17.54
2024 Q2 UNCHANGED — — — 15,300 — 0% 0.03% $245K 2024-08-09 $17.02
2024 Q1 UNCHANGED — — — 15,300 — 0% 0.03% $248K 2024-05-10 $14.11
37 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UMH

As of 2026 Q2 — sorted by position size

Cherokee Insurance Co 2.43% Ulland Investment Advisors, LLC 3Y 0.85% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.79% Pensionfund PDN 3Y 7Y 0.69% Pensionfund Sabic 3Y 7Y 0.69% Silver Lake Advisory, LLC 3Y 7Y 0.59% WESPAC Advisors, LLC 3Y 7Y 0.48% CALDWELL SUTTER CAPITAL, INC. 3Y 0.47% LDR Capital Management LLC 3Y 7Y 0.46% WealthTrust Axiom LLC 3Y 7Y 0.35%

FAQ About CONNORS INVESTOR SERVICES INC and UMH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CONNORS INVESTOR SERVICES INC reported owning UMH?

CONNORS INVESTOR SERVICES INC reported UMH across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported UMH position in CONNORS INVESTOR SERVICES INC's portfolio?

The largest reported portfolio weight for UMH was 0.36% in 2026 Q2.

What is the latest reported UMH position on this page?

The most recent filing on this page is 2026 Q2, when CONNORS INVESTOR SERVICES INC reported 274,499 shares, equal to 0.36% of portfolio, with an estimated market value of $4.2M.

What does the chart on this UMH ownership page compare?

The chart compares CONNORS INVESTOR SERVICES INC's quarterly UMH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CONNORS INVESTOR SERVICES INC time their UMH position?

Based on 13F filing dates vs. subsequent UMH price moves, CONNORS INVESTOR SERVICES INC correctly timed 6 out of 16 reported position changes (38%). The annualised alpha on UMH relative to SPY over the holding period was +21.9%.

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