State of Alaska, Department of Revenue UMH — UMH PPTYS INC

Ownership history in State of Alaska, Department of Revenue  ·  33 quarters on record

AI Ownership Summary

State of Alaska, Department of Revenue reported UMH PPTYS INC (UMH) in 33 quarterly 13F filings from 2024 Q2 through 2026 Q3. Peak portfolio weight reached 0.01% in 2025 Q4. The latest visible filing shows UMH at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this UMH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was State of Alaska, Department of Revenue's position in UMH PPTYS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

UMH was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

UMH stock page State of Alaska, Department of Revenue fund profile State of Alaska, Department of Revenue full holdings
How State of Alaska, Department of Revenue held UMH — position size vs. price
% of Fund (quarterly)    UMH price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 43,751 -1,074 -2.4% 0.01% $673 2026-10-15 $15.22
2026 Q2 ADDED — — — 44,825 +505 +1.1% 0.01% $677 2026-07-20 $15.39
2026 Q1 ADDED — — — 44,320 +455 +1.0% 0.01% $638 2026-04-20 $15.28
2025 Q4 ADDED — — — 43,865 +995 +2.3% 0.01% $697 2026-01-23 $15.43
2025 Q3 ADDED — — — 42,870 +5,021 +13.3% 0.01% $635 2025-10-24 $13.86
2025 Q2 ADDED — — — 37,849 +3,153 +9.1% 0.01% $634 2025-07-16 $15.75
2025 Q1 ADDED — — — 34,696 +82 +0.2% 0.01% $648 2025-04-21 $15.64
2024 Q4 ADDED — — — 34,614 +3,310 +10.6% 0.01% $652 2025-01-27 $16.64
2024 Q3 ADDED — — — 31,304 +663 +2.2% 0.01% $614 2024-10-24 $17.12
2024 Q2 ADDED — — — 30,641 +1,843 +6.4% 0.01% $489 2024-08-05 $16.08
23 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding UMH

As of 2026 Q3 — sorted by position size

Ulland Investment Advisors, LLC 3Y 0.86% Pensionfund PDN 3Y 7Y 0.86% Pensionfund Sabic 3Y 7Y 0.85% LDR Capital Management LLC 3Y 7Y 0.5% BCO Wealth Management LLC 0.17% DEPRINCE RACE & ZOLLO INC 3Y 7Y 0.05% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.04% Y-Intercept (Hong Kong) Ltd 3Y 0.01% Essential Partners LLC 0.01% Versant Capital Management, Inc 3Y 7Y 0.0%

FAQ About State of Alaska, Department of Revenue and UMH

These are the practical questions this page is built to answer before you even open the full history table.

How long has State of Alaska, Department of Revenue reported owning UMH?

State of Alaska, Department of Revenue reported UMH across 10 quarterly 13F filings, from 2024 Q2 through 2026 Q3.

What was the largest reported UMH position in State of Alaska, Department of Revenue's portfolio?

The largest reported portfolio weight for UMH was 0.01% in 2025 Q4.

What is the latest reported UMH position on this page?

The most recent filing on this page is 2026 Q3, when State of Alaska, Department of Revenue reported 43,751 shares, equal to 0.01% of portfolio, with an estimated market value of $673.

What does the chart on this UMH ownership page compare?

The chart compares State of Alaska, Department of Revenue's quarterly UMH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did State of Alaska, Department of Revenue time their UMH position?

Based on 13F filing dates vs. subsequent UMH price moves, State of Alaska, Department of Revenue correctly timed 18 out of 31 reported position changes (58%). The annualised alpha on UMH relative to SPY over the holding period was +39.9%.

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