UMH — UMH PPTYS INC

Ownership history in M&G Plc  ·  3 quarters on record

This page tracks every 13F SEC filing in which M&G Plc reported a position in UMH PPTYS INC (UMH). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 12,000 +909 +8.2% 0.00% $180K $14.42
2025 Q2 ADDED 11,091 +1,112 +11.1% 0.00% $189K $16.08
2025 Q1 INITIATED 9,979 — — 0.00% $190K $17.67
% of Fund (quarterly)    UMH price (monthly, adj. close)

Other funds also holding UMH

As of 2025 Q4 — sorted by position size

LDR Capital Management LLC 3Y 7Y 1.56% PRIVATE MANAGEMENT GROUP INC 3Y 7Y 0.85% Ulland Investment Advisors, LLC 3Y 0.84% TABR Capital Management, LLC 0.69% Silver Lake Advisory, LLC 3Y 7Y 0.69% CALDWELL SUTTER CAPITAL, INC. 3Y 0.57% EntryPoint Capital, LLC 0.46% Copeland Capital Management, LLC 3Y 7Y 0.41% PACIFIC HEIGHTS ASSET MANAGEMENT LLC 3Y 7Y 0.39% McIlrath & Eck, LLC 3Y 7Y 0.36%
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