D.A. DAVIDSON & CO.

Position in UMH — Umh Properties, Inc.

CIK 1080107 GREAT FALLS, MT

Position in UMH

as of Mar 31, 2026 · filed May 5, 2026 Compact

Position Value

$25,560,017

-$1,491,692 QoQ

Shares Held

1,771,311

+4.2% QoQ

Ownership

2.08%

of shares outstanding

% of Portfolio

0.34%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

D.A. DAVIDSON & CO. holds $26,948,189 across 5 REIT - Residential names. UMH ranks #1 (94.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UMH	Umh Properties, Inc. This page	1,771,311	$25,560,017
2	MAA	Mid America Apartment Communities Inc.	4,060	$495,807
3	SUI	Sun Communities Inc	3,369	$424,359
4	AVB	Avalonbay Communities Inc	1,635	$267,077
5	ELS	Equity Lifestyle Properties Inc	3,219	$200,929

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$25,560,017	1,771,311	+4.2%	Shares	Sole	2026-05-05
2025-12-31	$27,051,709	1,700,296	+15.6%	Shares	Sole	2026-01-29
2025-09-30	$21,840,711	1,470,755	+35.7%	Shares	Sole	2025-10-22
2025-06-30	$18,195,893	1,083,734	+10.0%	Shares	Sole	2025-07-30
2025-03-31	$18,421,594	985,112	+7.7%	Shares	Sole	2025-04-28
2024-12-31	$17,264,192	914,417	+4.8%	Shares	Sole	2025-01-31
2024-09-30	$17,166,677	872,734	+0.1%	Shares	Sole	2024-11-13
2024-06-30	$13,937,971	871,668	+5.7%	Shares	Sole	2024-08-01
2024-03-31	$13,388,450	824,412	+25.1%	Shares	Sole	2024-05-13
2023-12-31	$10,096,829	659,062	+0.2%	Shares	Sole	2024-02-09
2023-09-30	$9,220,617	657,676	+6.1%	Shares	Sole	2023-11-08
2023-06-30	$9,903,876	619,767	+17.0%	Shares	Sole	2023-08-11
2023-03-31	$7,834,425	529,711	+24.9%	Shares	Sole	2023-04-25
2022-12-31	$6,825,949	423,972	+7.3%	Shares	Sole	2023-02-03
2022-09-30	$6,378,668	394,964	+8.4%	Shares	Sole	2022-11-07
2022-06-30	$6,434,756	364,369	-4.3%	Shares	Sole	2022-07-28
2022-03-31	$9,361,240	380,693	-10.9%	Shares	Sole	2022-05-12
2021-12-31	$11,681,525	427,425	-3.8%	Shares	Sole	2022-01-31
2021-09-30	$10,175,225	444,333	-13.2%	Shares	Sole	2021-11-15
2021-06-30	$11,173,149	512,060	-4.0%	Shares	Sole	2021-08-10
2021-03-31	$10,229,495	533,620	+84.0%	Shares	Sole	2021-05-07
2020-12-31	$4,294,366	289,964	-4.4%	Shares	Sole	2021-02-10
2020-09-30	$4,107,575	303,366	-2.3%	Shares	Sole	2020-11-02
2020-06-30	$4,015,514	310,558	-47.2%	Shares	Sole	2020-08-10
2020-03-31	$6,383,801	587,827	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.