Fund moves

Umh Properties (UMH)Copeland Capital Management, LLC reduced its stake -19K shares

Copeland Capital Management, LLC reduced its stake in Umh Properties, per its Q1 2026 13F.

1.13M
Shares reported · -19K vs prior quarter
0.36%
Disclosed portfolio weight
$16.3M
Reported value
Holdings as of
Mar 31, 2026
Filed
May 6, 2026

The story around this disclosure

Every dated public record OQRO holds about the company from 60 days before to 120 days after, oldest first. It shows what was going on; none of it is a stated reason for the trade.

  1. Apr 30, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors

What came next

  1. May 7, 2026Company filing · Form 8-K · Material agreement, New debtSigned an important agreement, and took on new debt or obligations (and 1 more item)
  2. May 28, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On May 28, 2026, UMH Properties, Inc. (the “Company”) announced that effective June 1, 2026, Anna T. Chew will retire from the role of the Company’s Executive Vice President, Chief Financial Officer (“CFO”) and Treasurer.”
  3. Jun 18, 2026Company filing · Form 8-K · Executive changeChanged a top executive or board member“On June 18, 2026, the Company entered into an Employment Agreement (“Miller Agreement”) with Kevin Miller, the Company’s newly appointed Executive Vice President, Chief Financial Officer and Treasurer, effective as of June 1, 2026.”
  4. Aug 5, 2026Company filing · Form 8-K · Results, Reg FDReported its results, and shared information with investors
View the official recordSEC Form 13F-HR

How to read SEC Form 13F-HR

Form 13F is the quarterly report in which investment managers that oversee $100 million or more list the US-listed stocks and some other securities they held on the last day of the quarter.

Full guide: What is an SEC Form 13F?

What else is on file for Umh Properties

For Umh Properties, OQRO holds 1 insider filing (SEC Form 4 or Form 144) and 1 fund holdings report (13F) dated in the last 90 days.

These are records OQRO holds, counted by their date, not a measure of how much trading took place. Routine paperwork such as option exercises and tax withholding is left out. Everything for the company is on its UMH page.

How this filing works

Other disclosures at Umh Properties

Everything OQRO holds on this company is on its UMH page.

This is one filing. OQRO holds the rest

Insider trades filed with the SEC, stock trades disclosed by members of Congress, fund holdings from 13F filings and federal contract awards, each one in plain words next to its official filing. On this page it opens why the trade stands out, what the company did around that time, the price since, and every field of the form.

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