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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 $977.9M in total; no superinvestor holds it.

Other share classesUMH.PD

13F holders, Q1 2021

Institutional positions in Umh Properties, Inc. as of Mar 31, 2021. 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
142
No complete 13F data for Q4 2020
Shares held
27.0M
No complete 13F data for Q4 2020
Total value
$516.3M
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 142 institutions
Q1 2021: 142 institutionsQ2 2021: 160 institutionsQ3 2021: 166 institutionsQ4 2021: 178 institutionsQ1 2022: 193 institutionsQ2 2022: 182 institutionsQ3 2022: 178 institutionsQ4 2022: 174 institutionsQ1 2023: 186 institutionsQ2 2023: 179 institutionsQ3 2023: 189 institutionsQ4 2023: 201 institutionsQ1 2024: 197 institutionsQ2 2024: 198 institutionsQ3 2024: 223 institutionsQ4 2024: 232 institutionsQ1 2025: 240 institutionsQ2 2025: 236 institutionsQ3 2025: 265 institutionsQ4 2025: 255 institutionsQ1 2026: 269 institutionsQ2 2026: 259 institutions
Value heldQ1 2021: $516.3M
Q1 2021: $516.3MQ2 2021: $681.5MQ3 2021: $722.3MQ4 2021: $944.2MQ1 2022: $890.7MQ2 2022: $689.8MQ3 2022: $641.7MQ4 2022: $672.8MQ1 2023: $639.3MQ2 2023: $745.9MQ3 2023: $683.4MQ4 2023: $785.7MQ1 2024: $846.4MQ2 2024: $867.3MQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $1.24BQ2 2025: $1.16BQ3 2025: $993.1MQ4 2025: $1.11BQ1 2026: $968.2MQ2 2026: $977.9M
Institutions holding UMH and their total value by quarter
QuarterHoldersValue
Q2 2026259$977.9M
Q1 2026269$968.2M
Q4 2025255$1.11B
Q3 2025265$993.1M
Q2 2025236$1.16B
Q1 2025240$1.24B
Q4 2024232$1.24B
Q3 2024223$1.18B
Q2 2024198$867.3M
Q1 2024197$846.4M
Q4 2023201$785.7M
Q3 2023189$683.4M
Q2 2023179$745.9M
Q1 2023186$639.3M
Q4 2022174$672.8M
Q3 2022178$641.7M
Q2 2022182$689.8M
Q1 2022193$890.7M
Q4 2021178$944.2M
Q3 2021166$722.3M
Q2 2021160$681.5M
Q1 2021142$516.3M

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Umh Properties, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding UMH in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Vanguard Group Inc3,924,210$75.2M0.00%––
BlackRock Inc.2,981,562$57.2M0.00%––
FMR LLC2,395,486$45.9M0.00%––
Investment Counselors of Maryland LLC1,781,575$34.2M0.88%––
Russell Investments Group, Ltd.1,293,018$24.8M0.04%––
Copeland Capital Management, LLC966,486$18.5M0.58%––
State Street Corp801,066$15.4M0.00%––
Geode Capital Management, LLC763,263$14.6M0.00%––
Dimensional Fund Advisors LP609,935$11.7M0.00%––
Royal Bank of Canada543,330$10.4M0.00%––
D.A. Davidson & Co.533,620$10.2M0.13%––
Northern Trust Corp498,276$9.55M0.00%––
State of New Jersey Common Pension Fund D475,281$9.11M0.03%––
Invesco Ltd.455,491$8.73M0.00%––
Charles Schwab Investment Management Inc415,579$7.97M0.00%––
JPMorgan Chase & Co369,121$7.08M0.00%––
B&I Capital AG357,923$6.86M1.99%––
Bank of New York Mellon Corp352,027$6.75M0.00%––
Wells Fargo & Company340,812$6.53M0.00%––
Robotti Robert336,377$6.45M1.63%––
Walthausen & Co., LLC336,290$6.45M1.36%––
Montag A & Associates Inc333,861$6.40M0.36%––
Real Estate Management Services LLC303,200$5.81M4.07%––
Boston Partners256,503$4.92M0.01%––
Pacific Heights Asset Management LLC250,000$4.79M0.44%––
Neuberger Berman Group LLC251,013$4.74M0.00%––
Rutabaga Capital Management LLC223,711$4.29M1.97%––
Bank of Montreal208,135$4.10M0.00%––
Kennedy Capital Management, Inc.201,851$3.87M0.08%––
AXA S.A.181,711$3.48M0.01%––
Parametric Portfolio Associates LLC157,817$3.02M0.00%––
Citadel Advisors LLC144,827$2.78M0.00%––
Victory Capital Management Inc138,117$2.65M0.00%––
State of Wisconsin Investment Board137,400$2.63M0.01%––
Jennison Associates LLC131,049$2.51M0.00%––
Nuveen Asset Management, LLC155,398$2.40M0.00%––
Ameriprise Financial Inc125,133$2.40M0.00%––
Arrowstreet Capital, Limited Partnership114,927$2.20M0.00%––
WealthTrust Axiom LLC111,309$2.13M0.72%––
Morgan Stanley108,783$2.09M0.00%––
Silver Lake Advisory, LLC107,685$2.06M1.05%––
First Trust Advisors LP105,274$2.02M0.00%––
Envestnet Asset Management Inc99,486$1.91M0.00%––
Knights of Columbus Asset Advisors LLC98,060$1.88M0.18%––
GW Henssler & Associates Ltd96,368$1.85M0.13%––
McIlrath & Eck, LLC94,708$1.82M0.63%––
Swiss National Bank85,800$1.65M0.00%––
Shufro Rose & Co LLC84,900$1.63M0.13%––
Raymond James & Associates83,918$1.61M0.00%––
Ziegler Capital Management, LLC77,601$1.49M0.05%––
Gamco Investors, Inc. Et Al77,200$1.48M0.01%––
Pensionfund DSM Netherlands76,900$1.47M0.20%––
California Public Employees Retirement System74,500$1.43M0.00%––
Peapack Gladstone Financial Corp72,951$1.40M0.04%––
Asset Management One Co.,Ltd.71,388$1.37M0.01%––
Barclays PLC64,948$1.25M0.00%––
Sumitomo Mitsui Trust Holdings, Inc.60,363$1.16M0.00%––
Bank of America Corp60,313$1.16M0.00%––
California State Teachers Retirement System56,167$1.08M0.00%––
UBS Group AG55,707$1.07M0.00%––
Rhumbline Advisers53,629$1.03M0.00%––
Goldman Sachs Group Inc53,325$1.02M0.00%––
STRS Ohio52,968$1.01M0.00%––
Storebrand Asset Management AS50,846$974.7K0.01%––
Bard Associates Inc46,175$885.0K0.32%––
UBS Asset Management Americas Inc44,535$853.7K0.00%––
Thrivent Financial for Lutherans41,968$804.0K0.00%––
ClariVest Asset Management LLC39,200$751.0K0.03%––
Renaissance Technologies LLC38,800$744.0K0.00%––
Vestcor Inc36,931$708.0K0.03%––
Pensionfund Sabic34,564$663.0K0.15%––
Price T Rowe Associates Inc33,199$636.0K0.00%––
Nomura Asset Management Co Ltd31,800$609.6K0.00%––
Deutsche Bank AG31,205$598.0K0.00%––
New York State Common Retirement Fund31,100$596.0K0.00%––
DuPont Capital Management Corp30,382$582.0K0.01%––
Nisa Investment Advisors, LLC28,621$549.0K0.00%––
Credit Suisse AG27,552$528.0K0.00%––
State Board of Administration of Florida Retirement System27,249$522.0K0.00%––
Cubist Systematic Strategies, LLC26,640$511.0K0.01%––
Advisor Group Holdings, Inc.26,071$501.0K0.00%––
Stifel Financial Corp22,245$426.0K0.00%––
Manufacturers Life Insurance Company, The22,021$422.0K0.00%––
American International Group, Inc.21,645$415.0K0.00%––
Martingale Asset Management L P21,517$413.0K0.00%––
Public Employees Retirement Association of Colorado20,359$390.0K0.00%––
Ridgewood Investments LLC18,309$351.0K0.22%––
Orleans Capital Management Corp18,000$345.0K0.23%––
Voya Investment Management LLC17,639$338.0K0.00%––
Lokken Investment Group LLC16,922$324.0K0.29%––
Alliancebernstein L.P.15,650$300.0K0.00%––
MetLife Investment Management14,925$286.1K0.00%––
State of Alaska, Department of Revenue14,338$274.0K0.00%––
Crestwood Advisors Group LLC13,896$266.0K0.01%––
Metropolitan Life Insurance Co13,762$263.8K0.00%––
Marshall Wace North America L.P.13,645$262.0K0.00%––
NJ State Employees Deferred Compensation Plan13,400$257.0K0.04%––
Wedbush Securities Inc13,327$255.0K0.01%––
Connors Investor Services Inc13,190$253.0K0.03%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.13,089$251.0K0.00%––