Umh Properties, Inc.
UMH- Exchange
- NYSE
- Industry
- Real Estate Investment Trusts
- SEC CIK
- 0000752642
In the last 90 days, Umh Properties, Inc. insiders filed 8 open-market purchases and 0 sales; 259 institutions reported holding it in 13F filings for Q2 2026, worth $990.5M in total; no superinvestor holds it.
Other share classesUMH.PD
13F holders, Q2 2026
Institutional positions in Umh Properties, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 259
- −7 vs. Q1 2026
- Shares held
- 65.5M
- −1.32M (−2.0%) vs. Q1 2026
- Total value
- $990.5M
- +$25.0M (+2.6%) vs. Q1 2026
- New holders
- 29
- 102 more added
- Sold out
- 36
- 80 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting UMH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 259 | $990.5M |
| Q1 2026 | 269 | $968.2M |
| Q4 2025 | 255 | $1.14B |
| Q3 2025 | 265 | $998.0M |
| Q2 2025 | 236 | $1.17B |
| Q1 2025 | 240 | $1.24B |
| Q4 2024 | 232 | $1.25B |
| Q3 2024 | 223 | $1.19B |
| Q2 2024 | 198 | $872.8M |
| Q1 2024 | 197 | $882.2M |
| Q4 2023 | 201 | $801.7M |
| Q3 2023 | 189 | $683.4M |
| Q2 2023 | 179 | $745.9M |
| Q1 2023 | 186 | $681.2M |
| Q4 2022 | 174 | $672.8M |
| Q3 2022 | 178 | $669.6M |
| Q2 2022 | 182 | $691.9M |
| Q1 2022 | 193 | $890.7M |
| Q4 2021 | 178 | $946.7M |
| Q3 2021 | 166 | $722.3M |
| Q2 2021 | 160 | $691.1M |
| Q1 2021 | 142 | $516.3M |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,397,572 | $127.1M | 0.00% | +479,488+6.1% | Added |
| Vanguard Portfolio Management LLC | 4,225,497 | $64.0M | 0.00% | +144,092+3.5% | Added |
| State Street Corp | 3,679,545 | $55.7M | 0.00% | +171,127+4.9% | Added |
| FMR LLC | 3,645,734 | $55.2M | 0.00% | −83,146−2.2% | Reduced |
| Vanguard Capital Management LLC | 3,448,062 | $52.2M | 0.00% | +64,915+1.9% | Added |
| Capital Research Global Investors | 3,034,683 | $45.9M | 0.01% | +427,196+16.4% | Added |
| Geode Capital Management, LLC | 2,323,227 | $35.2M | 0.00% | +192,029+9.0% | Added |
| Goldman Sachs Group Inc | 2,092,331 | $31.7M | 0.00% | −213,461−9.3% | Reduced |
| Private Management Group Inc | 1,970,696 | $29.8M | 0.79% | +33,589+1.7% | Added |
| D.A. Davidson & Co. | 1,943,138 | $29.4M | 0.16% | +171,827+9.7% | Added |
| First Eagle Investment Management, LLC | 1,666,438 | $25.2M | 0.02% | +901,519+117.9% | Added |
| Alliancebernstein L.P. | 1,476,121 | $21.3M | 0.01% | +274,755+22.9% | Added |
| Charles Schwab Investment Management Inc | 1,312,010 | $19.9M | 0.00% | +69,363+5.6% | Added |
| Dimensional Fund Advisors LP | 1,160,736 | $17.6M | 0.00% | −15,033−1.3% | Reduced |
| Bank of America Corp | 1,033,986 | $15.7M | 0.00% | +7,562+0.7% | Added |
| Two Sigma Investments, LP | 1,010,182 | $15.3M | 0.01% | +196,966+24.2% | Added |
| Raymond James Financial Inc | 969,903 | $14.7M | 0.00% | −1,530−0.2% | Reduced |
| Northern Trust Corp | 883,272 | $13.4M | 0.00% | −56,820−6.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 858,167 | $13.0M | 0.01% | −2,815,126−76.6% | Reduced |
| Boothbay Fund Management, LLC | 795,640 | $12.0M | 0.22% | +742,318+1,392.1% | Added |
| Invesco Ltd. | 788,834 | $11.9M | 0.00% | +109,726+16.2% | Added |
| AQR Capital Management LLC | 731,295 | $11.1M | 0.00% | +441,592+152.4% | Added |
| Pacific Heights Asset Management LLC | 700,000 | $10.6M | 0.34% | +50,000+7.7% | Added |
| Citadel Advisors LLC | 694,910 | $10.5M | 0.01% | +391,110+128.7% | Added |
| Schroder Investment Management Group | 670,317 | $10.3M | 0.01% | −68,531−9.3% | Reduced |
| William Blair Investment Management, LLC | 672,085 | $10.2M | 0.03% | −497,897−42.6% | Reduced |
| Kennedy Capital Management, Inc. | 580,640 | $8.79M | 0.16% | −14,836−2.5% | Reduced |
| Vanguard Fiduciary Trust Co | 536,737 | $8.13M | 0.00% | −31,770−5.6% | Reduced |
| Morgan Stanley | 497,070 | $7.53M | 0.00% | +15,516+3.2% | Added |
| Bank of New York Mellon Corp | 476,378 | $7.21M | 0.00% | +54,454+12.9% | Added |
| Citigroup Inc | 447,176 | $6.77M | 0.00% | +11,410+2.6% | Added |
| UBS Asset Management Americas Inc | 445,154 | $6.74M | 0.00% | +24,448+5.8% | Added |
| State of New Jersey Common Pension Fund D | 429,904 | $6.51M | 0.02% | −28,866−6.3% | Reduced |
| Cherokee Insurance Co | 415,162 | $6.29M | 2.43% | +6,158+1.5% | Added |
| Wells Fargo & Company | 387,843 | $5.87M | 0.00% | +44,519+13.0% | Added |
| Russell Investments Group, Ltd. | 363,716 | $5.51M | 0.00% | −25,116−6.5% | Reduced |
| Legal & General Group Plc | 335,512 | $5.08M | 0.00% | −11,280−3.3% | Reduced |
| Tudor Investment Corp Et Al | 332,751 | $5.04M | 0.02% | +257,209+340.5% | Added |
| Nuveen, LLC | 323,704 | $4.90M | 0.00% | +151,889+88.4% | Added |
| JPMorgan Chase & Co | 315,020 | $4.86M | 0.00% | +34,724+12.4% | Added |
| State of Wisconsin Investment Board | 313,226 | $4.74M | 0.01% | −30,892−9.0% | Reduced |
| Marshall Wace, LLP | 307,597 | $4.66M | 0.00% | +307,597 | New |
| SG Americas Securities, LLC | 283,306 | $4.29M | 0.00% | −704,759−71.3% | Reduced |
| Connors Investor Services Inc | 274,499 | $4.16M | 0.36% | +35,862+15.0% | Added |
| Montag A & Associates Inc | 258,354 | $3.91M | 0.17% | −3,297−1.3% | Reduced |
| Neuberger Berman Group LLC | 218,817 | $3.31M | 0.00% | −25,699−10.5% | Reduced |
| Storebrand Asset Management AS | 198,900 | $3.01M | 0.01% | 00.0% | Unchanged |
| Wedbush Securities Inc | 189,997 | $2.88M | 0.07% | +2,239+1.2% | Added |
| Renaissance Technologies LLC | 172,867 | $2.62M | 0.00% | +172,867 | New |
| North Star Investment Management Corp. | 168,020 | $2.54M | 0.14% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 164,842 | $2.50M | 0.04% | −4,589−2.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 164,256 | $2.49M | 0.00% | +164,256 | New |
| Swiss National Bank | 162,100 | $2.45M | 0.00% | +2,900+1.8% | Added |
| Wedge Capital Management L L P | 159,678 | $2.42M | 0.04% | −7,732−4.6% | Reduced |
| HSBC Holdings PLC | 157,910 | $2.39M | 0.00% | +17,678+12.6% | Added |
| HRT Financial LP | 154,375 | $2.34M | 0.00% | +99,598+181.8% | Added |
| Great West Life Assurance Co | 149,474 | $2.26M | 0.00% | −1,088−0.7% | Reduced |
| Quantinno Capital Management LP | 148,085 | $2.24M | 0.00% | +70,622+91.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 140,279 | $2.12M | 0.03% | +72,637+107.4% | Added |
| Price T Rowe Associates Inc | 135,275 | $2.05M | 0.00% | +22,340+19.8% | Added |
| Asset Management One Co.,Ltd. | 133,575 | $2.02M | 0.01% | +6,028+4.7% | Added |
| D. E. Shaw & Co., Inc. | 132,403 | $2.00M | 0.00% | +7,068+5.6% | Added |
| Nomura Asset Management Co Ltd | 131,400 | $1.99M | 0.00% | +6,000+4.8% | Added |
| UBS Group AG | 125,256 | $1.90M | 0.00% | −178,520−58.8% | Reduced |
| Rhumbline Advisers | 116,534 | $1.76M | 0.00% | +8,152+7.5% | Added |
| Penserra Capital Management LLC | 113,321 | $1.72M | 0.01% | +78,464+225.1% | Added |
| Silver Lake Advisory, LLC | 109,819 | $1.66M | 0.59% | +1,489+1.4% | Added |
| First Trust Advisors LP | 107,229 | $1.62M | 0.00% | +19,348+22.0% | Added |
| Deutsche Bank AG | 106,063 | $1.61M | 0.00% | +7,961+8.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 104,883 | $1.59M | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 103,627 | $1.57M | 0.35% | −4,403−4.1% | Reduced |
| Lazard Asset Management LLC | 102,570 | $1.55M | 0.00% | +3,064+3.1% | Added |
| California State Teachers Retirement System | 98,531 | $1.49M | 0.00% | +20,657+26.5% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.46M | 0.06% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 91,954 | $1.39M | 0.00% | +313+0.3% | Added |
| Pensionfund DSM Netherlands | 88,900 | $1.35M | 0.69% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 88,317 | $1.34M | 0.30% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 88,031 | $1.33M | 0.00% | −2,694−3.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 86,305 | $1.31M | 0.12% | −4,519−5.0% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 82,826 | $1.25M | 0.00% | −29,804−26.5% | Reduced |
| Squarepoint Ops LLC | 82,376 | $1.25M | 0.00% | −6,445−7.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 81,923 | $1.24M | 0.47% | −1,100−1.3% | Reduced |
| Ulland Investment Advisors, LLC | 76,015 | $1.15M | 0.85% | +9,800+14.8% | Added |
| Shufro Rose & Co LLC | 74,650 | $1.13M | 0.07% | −3,500−4.5% | Reduced |
| Ameriprise Financial Inc | 73,998 | $1.12M | 0.00% | −29,261−28.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70,496 | $1.07M | 0.00% | 00.0% | Unchanged |
| Vanguard Investments Australia, Ltd. | 69,173 | $1.05M | 0.00% | −172−0.2% | Reduced |
| Gamco Investors, Inc. Et Al | 66,900 | $1.01M | 0.01% | 00.0% | Unchanged |
| WESPAC Advisors, LLC | 65,587 | $993.0K | 0.48% | +65,587 | New |
| Manufacturers Life Insurance Company, The | 64,370 | $974.6K | 0.00% | +13,111+25.6% | Added |
| Vanguard Asset Management, Ltd | 63,441 | $960.5K | 0.00% | +12,528+24.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 59,828 | $905.8K | 0.00% | +23,693+65.6% | Added |
| SEI Investments Co | 59,729 | $904.3K | 0.00% | −73,997−55.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 58,156 | $880.5K | 0.00% | +58,156 | New |
| XTX Topco Ltd | 56,344 | $853.0K | 0.01% | +43,147+326.9% | Added |
| Barclays PLC | 54,600 | $826.6K | 0.00% | −8,889−14.0% | Reduced |
| Susquehanna International Group, LLP | 53,901 | $816.1K | 0.00% | +8,932+19.9% | Added |
| Quantbot Technologies LP | 53,350 | $807.7K | 0.03% | +53,350 | New |
| Engineers Gate Manager LP | 52,153 | $789.6K | 0.01% | +24,763+90.4% | Added |
| Graham Capital Management, L.P. | 51,181 | $774.9K | 0.02% | +51,181 | New |