Copeland Capital Management, LLC
Position in UMH — Umh Properties, Inc.
CIK 1541743
Conshohocken, PA
Position in UMH
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$16,318,280
-$1,975,578 QoQ
Shares Held
1,130,858
-1.7% QoQ
Ownership
1.33%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2021
21 quarters on record
Voting authority
Sole 74%
Shared 0%
None 26%
Common Shares in UMH Over Time
Shares Held
Position Value (USD)
Position in REIT - Residential
Real Estate · as of Mar 31, 2026Copeland Capital Management, LLC holds $35,433,637 across 3 REIT - Residential names. UMH ranks #2 (46.1% of the industry book) .
All Filings in UMH
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,318,280 | 1,130,858 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,293,858 | 1,149,834 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $23,649,278 | 1,592,544 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $42,849,053 | 2,552,058 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $51,308,573 | 2,743,774 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $53,401,494 | 2,828,469 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $54,311,151 | 2,761,116 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $44,007,198 | 2,752,170 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $39,331,769 | 2,421,907 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $35,778,772 | 2,335,429 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $33,861,174 | 2,415,205 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $38,574,361 | 2,413,915 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $35,475,308 | 2,398,601 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $26,924,786 | 1,672,347 | Shares | Sole | 2023-01-13 | |
| 2022-09-30 | $25,996,541 | 1,609,693 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $27,969,183 | 1,583,759 | Shares | Sole | 2022-07-15 | |
| 2022-03-31 | $39,307,237 | 1,598,505 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $42,883,776 | 1,569,110 | Shares | Sole | 2022-01-18 | |
| 2021-09-30 | $34,679,897 | 1,514,406 | Shares | Sole | 2022-01-18 | |
| 2021-06-30 | $31,605,179 | 1,448,450 | Shares | Sole | 2022-01-18 | |
| 2021-03-31 | $18,527,536 | 966,486 | Shares | Sole | 2022-01-18 | |
| No filing history on record for this holder in this stock. | ||||||