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Livermore
Livermore
ZHEN

D.A. Davidson & Co.

SEC CIK
0001080107
Latest filing
Jul 24, 2026

UMH holding history

Umh Properties, Inc. in every 13F filed by D.A. Davidson & Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

UMH overviewAll 13F holders of UMHFull Q2 2026 holdings

Shares (Q2 2026)
1,943,138
Value
$29.4M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of UMH by D.A. Davidson & Co., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,943,138$29.4M0.2%+171,827+9.7%AddedHolders
Q1 20261,771,311$25.6M0.2%+71,015+4.2%AddedHolders
Q4 20251,700,296$27.1M0.2%+229,541+15.6%AddedHolders
Q3 20251,470,755$21.8M0.1%+387,021+35.7%AddedHolders
Q2 20251,083,734$18.2M0.1%+98,622+10.0%AddedHolders
Q1 2025985,112$18.4M0.1%+70,695+7.7%AddedHolders
Q4 2024914,417$17.3M0.1%+41,683+4.8%AddedHolders
Q3 2024872,734$17.2M0.1%+1,066+0.1%AddedHolders
Q2 2024871,668$13.9M0.1%+47,256+5.7%AddedHolders
Q1 2024824,412$13.4M0.1%+165,350+25.1%AddedHolders
Q4 2023659,062$10.1M0.1%+1,386+0.2%AddedHolders
Q3 2023657,676$9.22M0.1%+37,909+6.1%AddedHolders
Q2 2023619,767$9.90M0.1%+90,056+17.0%AddedHolders
Q1 2023529,711$7.83M0.1%+105,739+24.9%AddedHolders
Q4 2022423,972$6.83M0.1%+29,008+7.3%AddedHolders
Q3 2022394,964$6.38M0.1%+30,595+8.4%AddedHolders
Q2 2022364,369$6.43M0.1%−16,324−4.3%ReducedHolders
Q1 2022380,693$9.36M0.1%−46,732−10.9%ReducedHolders
Q4 2021427,425$11.7M0.1%−16,908−3.8%ReducedHolders
Q3 2021444,333$10.2M0.1%−67,727−13.2%ReducedHolders
Q2 2021512,060$11.2M0.1%−21,560−4.0%ReducedHolders
Q1 2021533,620$10.2M0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.