UMH 地產公司
DE ˙ DB ˙ US9030021037
€12.70 ↓ -0.20 (-1.55%)
2026-06-03
分享價格
SecurityDE:WXE / UMH Properties, Inc.
InstitutionFox Run Management, L.l.c.
Latest Disclosed Ownership10,444 shares
Latest Disclosed Value $ 150,394
Fox Run Management, L.l.c. reports 47.15% decrease in ownership of WXE / UMH Properties, Inc.

On May 12, 2026 - Fox Run Management, L.l.c. filed a 13F-HR form disclosing ownership of 10,444 shares of UMH Properties, Inc. (DE:WXE) valued at $129,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 19,763 shares of UMH Properties, Inc.. This represents a change in shares of -47.15% during the quarter. The current value of the position is $132,639 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)
2026-05-12 2026-03-31 13F UMH PPTYS COM 903002103 10,444 -9,319 -47.15 150 -52.23 0.0263
2026-02-11 2025-12-31 13F UMH PPTYS COM 903002103 19,763 -10,732 -35.19 314 -30.53 0.0485
2025-11-12 2025-09-30 13F UMH PPTYS COM 903002103 30,495 30,495 453 0.0706
2025-02-11 2024-12-31 13F UMH PPTYS COM 903002103 0 -18,057 -100.00 0 -100.00
2024-11-12 2024-09-30 13F UMH PPTYS COM 903002103 18,057 2,721 17.74 355 44.90 0.0790
2024-08-13 2024-06-30 13F UMH PPTYS COM 903002103 15,336 -11,088 -41.96 245 -42.89 0.0461
2024-05-13 2024-03-31 13F UMH PPTYS COM 903002103 26,424 12,701 92.55 429 104.29 0.0925
2024-02-13 2023-12-31 13F UMH PPTYS COM 903002103 13,723 -1,129 -7.60 210 0.96 0.0536
2023-11-07 2023-09-30 13F UMH PPTYS COM 903002103 14,852 14,852 208 0.0616
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.