UMH Properties, Inc.
DE ˙ DB ˙ US9030021037
12,70 € ↓ -0,20 (-1,55%)
2026-06-03
CENA AKCJI
SecurityDE:WXE / UMH Properties, Inc.
InstitutionBard Associates Inc
Latest Disclosed Ownership8,450 shares
Latest Disclosed Value $ 121,934
Bard Associates Inc ownership in WXE / UMH Properties, Inc.

On May 7, 2026 - Bard Associates Inc filed a 13F-HR form disclosing ownership of 8,450 shares of UMH Properties, Inc. (DE:WXE) valued at $104,780 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 8,450 shares of UMH Properties, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $107,315 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)
2026-05-07 2026-03-31 13F UMH PPTYS COM 903002103 8,450 0 0.00 122 -9.70 0.0306
2026-02-13 2025-12-31 13F UMH PPTYS COM 903002103 8,450 -20,210 -70.52 134 -68.47 0.0345
2025-11-14 2025-09-30 13F UMH PPTYS COM 903002103 28,660 -20,325 -41.49 426 -48.30 0.1129
2025-08-05 2025-06-30 13F UMH PPTYS COM 903002103 48,985 0 0.00 822 -10.26 0.2644
2025-05-12 2025-03-31 13F UMH PPTYS COM 903002103 48,985 0 0.00 916 -0.87 0.3417
2025-02-06 2024-12-31 13F UMH PPTYS COM 903002103 48,985 -250 -0.51 925 -4.55 0.3143
2024-11-06 2024-09-30 13F UMH PPTYS COM 903002103 49,235 0 0.00 968 23.00 0.3301
2024-08-12 2024-06-30 13F UMH PPTYS COM 903002103 49,235 0 0.00 787 -1.50 0.3013
2024-05-13 2024-03-31 13F UMH PPTYS COM 903002103 49,235 -600 -1.20 800 4.72 0.2875
2024-02-13 2023-12-31 13F UMH PPTYS COM 903002103 49,835 1,060 2.17 763 11.71 0.2899
2023-11-13 2023-09-30 13F UMH PPTYS COM 903002103 48,775 0 0.00 684 -12.32 0.2831
2023-08-11 2023-06-30 13F UMH PPTYS COM 903002103 48,775 0 0.00 779 8.04 0.3024
2023-05-12 2023-03-31 13F UMH PPTYS COM 903002103 48,775 0 0.00 721 -8.15 0.2980
2023-02-10 2022-12-31 13F UMH PPTYS COM 903002103 48,775 -1,000 -2.01 785 -2.36 0.3381
2022-11-09 2022-09-30 13F UMH PPTYS COM 903002103 49,775 1,350 2.79 804 -5.96 0.3628
2022-08-11 2022-06-30 13F UMH PPTYS COM 903002103 48,425 300 0.62 855 -27.73 0.3662
2022-05-11 2022-03-31 13F UMH PPTYS COM 903002103 48,125 0 0.00 1,183 -10.04 0.4174
2022-02-14 2021-12-31 13F UMH PPTYS COM 903002103 48,125 3,100 6.89 1,315 27.55 0.4324
2021-11-12 2021-09-30 13F UMH PPTYS COM 903002103 45,025 -1,150 -2.49 1,031 2.28 0.3482
2021-08-12 2021-06-30 13F UMH PPTYS COM 903002103 46,175 0 0.00 1,008 13.90 0.3299
2021-05-13 2021-03-31 13F UMH PPTYS COM 903002103 46,175 0 0.00 885 29.39 0.3196
2021-02-11 2020-12-31 13F UMH PPTYS COM 903002103 46,175 0 0.00 684 9.44 0.2700
2020-11-12 2020-09-30 13F UMH PPTYS COM 903002103 46,175 -600 -1.28 625 3.31 0.3314
2020-08-13 2020-06-30 13F UMH PPTYS COM 903002103 46,775 -2,850 -5.74 605 12.24 0.3360
2020-05-13 2020-03-31 13F UMH PPTYS COM 903002103 49,625 0 0.00 539 -30.99 0.3968
2020-02-13 2019-12-31 13F/A-1 UMH PPTYS COM 903002103 49,625 -650 -1.29 781 10.31 0.3973
2020-02-13 2019-12-31 13F U M H PROPERTIES COM 903002103 731 341,679.7932
2019-11-14 2019-09-30 13F UMH PPTYS COM 903002103 50,275 -2,450 -4.65 708 8.26 0.3602
2019-08-13 2019-06-30 13F UMH PPTYS COM 903002103 52,725 654 -11.86 0.3264
2019-05-13 2019-03-31 13F UMH PPTYS COM 903002103 742 19.29 0.3740
2019-02-13 2018-12-31 13F UMH PPTYS COM 903002103 622 -26.04 0.3596
2018-11-14 2018-09-30 13F UMH PPTYS COM 903002103 841 1.57 0.3878
2018-08-15 2018-06-30 13F UMH PPTYS COM 903002103 828 12.35 0.3842
2018-05-14 2018-03-31 13F UMH PPTYS COM 903002103 737 -12.26 0.3674
2018-02-13 2017-12-31 13F UMH PPTYS COM 903002103 840 -4.55 0.4029
2017-11-14 2017-09-30 13F UMH PPTYS COM 903002103 880 -11.91 0.4097
2017-08-10 2017-06-30 13F UMH PPTYS COM 903002103 999 13.27 0.4531
2017-05-12 2017-03-31 13F UMH PPTYS COM 903002103 882 0.34 0.4098
2017-02-14 2016-12-31 13F UMH PPTYS COM 903002103 879 13.13 0.4081
2016-11-14 2016-09-30 13F UMH PPTYS COM 903002103 777 5.28 0.3793
2016-08-11 2016-06-30 13F UMH PPTYS COM 903002103 738 13.36 0.3909
2016-05-12 2016-03-31 13F UMH PPTYS COM 903002103 651 -1.96 0.3749
2016-02-12 2015-12-31 13F UMH PPTYS COM 903002103 664 4.90 0.3916
2015-11-12 2015-09-30 13F U M H PROPERTIES COM 903002103 633 -6.08 0.3644
2015-08-14 2015-06-30 13F U M H PROPERTIES COM 903002103 674 -7.16 0.3344
2015-05-15 2015-03-31 13F U M H PROPERTIES COM 903002103 726 -0.68 0.3482
2015-02-13 2014-12-31 13F/A-1 U M H PROPERTIES COM 903002103 731 0.14 0.3417
2015-02-12 2014-12-31 13F U M H PROPERTIES COM 903002103 731
2014-11-13 2014-09-30 13F U M H PROPERTIES COM 903002103 0.00 730 3.55 0.3416
2014-08-12 2014-06-30 13F U M H PROPERTIES UMH REAL ES 903002103 70,325 1,000 1.44 705 3.98 0.2789
2014-05-09 2014-03-31 13F U M H PROPERTIES UMH REAL ES 903002103 69,325 -250 -0.36 678 3.51 0.2867
2014-02-12 2013-12-31 13F U M H PROPERTIES UMH REAL ES 903002103 69,575 -50 -0.07 655 -5.21 0.2725
2013-11-12 2013-09-30 13F U M H PROPERTIES UMH REAL ES 903002103 69,625 -500 -0.71 691 -4.03 0.3058
2013-08-15 2013-06-30 13F U M H PROPERTIES UMH REAL ES 903002103 70,125 70,125 720 0.3367
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.