- Quarter end
- 31 Dec 2021
- the date the book describes
- Filed
- 3 May 2022
- latest of these filings; the earliest 11 Feb 2022
- Managers listing it
- 2
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q3 2021 and Q4 2021; 0 listed it in both
- Shares listed
- 315,901
- combined, among listed positions
- Reported value
- $8.6m
- combined, at the quarter end
Managers listing UMH in Q4 2021
Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2021, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.
2 of 2 holders
| Action | Filing | |||||
|---|---|---|---|---|---|---|
| Verition Fund Management LLC | 240,201 | $6.6m | under 0.1% | New | new | 3 May 2022 (the filing on sec.gov) |
| GAMCO Investors Inc | 75,700 | $2.1m | under 0.1% | Added | n.a. | 11 Feb 2022 (the filing on sec.gov) |
Largest increases and reductions, by shares
There is no earlier quarter on file to compare with.
Increases
- Verition Fund Management LLCnew position · 240,201 shares now+240,201
Reductions
No reduction among listed positions.
New positions and exits
At least these many: a manager is shown exiting only where its own filing shows the position gone.
New (1)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
2 in Q3 2024 to 2 in Q2 2026
Tracked managers listing it, at least.
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q1 2018 | 1 | $1.2m | n.a. | n.a. |
| Q4 2021 | 2 | $8.6m | n.a. | n.a. |
| Q2 2022 | 1 | $32m | n.a. | n.a. |
| Q4 2022 | 1 | $28m | n.a. | n.a. |
| Q3 2024 | 2 | $39m | 2 | 0 |
| Q4 2024 | 2 | $83m | 2 | 0 |
| Q1 2025 | 2 | $105m | 2 | 0 |
| Q2 2025 | 2 | $102m | 2 | 0 |
| Q3 2025 | 2 | $64m | 1 | 1 |
| Q4 2025 | 2 | $53m | 13 | 10 |
| Q1 2026 | 2 | $49m | 15 | 6 |
| Q2 2026 | 2 | $59m | 15 | 9 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
UMH and WELL →UMH and EQIX →UMH and PLD →Choose a stock to compare with UMH →
How much of the picture this is
A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own UMH, latest filings →Back to the 13F Explorer →