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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
CWM, LLC2$00.00%––
Raffa Wealth Management, LLC37$7090.00%––
Sowell Financial Services LLC33$1.00K0.00%––
Quadrant Capital Group LLC70$1.00K0.00%––
Valeo Financial Advisors, LLC75$1.00K0.00%––
Wealthcare Advisory Partners LLC86$2.00K0.00%––
Lindbrook Capital, LLC123$2.00K0.00%––
Signaturefd, LLC204$4.00K0.00%––
Group One Trading, L.P.300$6.00K0.00%––
Berman Capital Advisors, LLC430$8.00K0.00%––
International Assets Investment Management, LLC600$10.0K0.00%––
Eaton Vance Management571$11.0K0.00%––
Ameritas Investment Company, LLC632$12.1K0.00%––
US Bancorp658$13.0K0.00%––
Proequities, Inc.1,250$24.0K0.00%––
Earnest Partners LLC1,300$25.0K0.00%––
Tradition Wealth Management, LLC1,316$25.0K0.00%––
Fieldpoint Private Securities, LLC1,633$31.0K0.01%––
Sonora Investment Management, LLC2,000$38.0K0.00%––
Lazard Asset Management LLC2,233$42.0K0.00%––
Highlander Capital Management, LLC2,450$47.0K0.02%––
Geneos Wealth Management Inc.2,369$51.0K0.00%––
Simplex Trading, LLC2,880$55.0K0.00%––
Citigroup Inc2,916$56.0K0.00%––
Tower Research Capital LLC (TRC)2,993$57.0K0.00%––
Ameritas Investment Partners, Inc.3,128$60.0K0.00%––
New York State Teachers Retirement System3,200$61.0K0.00%––
SG Americas Securities, LLC7,663$147.0K0.00%––
BNP Paribas Arbitrage, SA7,825$150.0K0.00%––
Legal & General Group Plc8,446$162.0K0.00%––
Daiwa Securities Group Inc.8,868$170.0K0.00%––
O'Shaughnessy Asset Management, LLC9,539$183.0K0.00%––
Great West Life Assurance Co9,885$188.0K0.00%––
Mercer Global Advisors Inc10,036$192.0K0.00%––
AQR Capital Management LLC10,185$195.0K0.00%––
Ninepoint Partners LP10,210$196.0K0.14%––
Arizona State Retirement System10,928$209.0K0.00%––
Jane Street Group, LLC11,220$215.0K0.00%––
Firestone Capital Management11,297$217.0K0.08%––
Squarepoint Ops LLC11,979$230.0K0.00%––
Addison Capital Co12,200$234.0K0.13%––
Jump Financial, LLC12,900$247.0K0.02%––
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.13,089$251.0K0.00%––
Connors Investor Services Inc13,190$253.0K0.03%––
Wedbush Securities Inc13,327$255.0K0.01%––
NJ State Employees Deferred Compensation Plan13,400$257.0K0.04%––
Marshall Wace North America L.P.13,645$262.0K0.00%––
Metropolitan Life Insurance Co13,762$263.8K0.00%––
Crestwood Advisors Group LLC13,896$266.0K0.01%––
State of Alaska, Department of Revenue14,338$274.0K0.00%––
MetLife Investment Management14,925$286.1K0.00%––
Alliancebernstein L.P.15,650$300.0K0.00%––
Lokken Investment Group LLC16,922$324.0K0.29%––
Voya Investment Management LLC17,639$338.0K0.00%––
Orleans Capital Management Corp18,000$345.0K0.23%––
Ridgewood Investments LLC18,309$351.0K0.22%––
Public Employees Retirement Association of Colorado20,359$390.0K0.00%––
Martingale Asset Management L P21,517$413.0K0.00%––
American International Group, Inc.21,645$415.0K0.00%––
Manufacturers Life Insurance Company, The22,021$422.0K0.00%––
Stifel Financial Corp22,245$426.0K0.00%––
Advisor Group Holdings, Inc.26,071$501.0K0.00%––
Cubist Systematic Strategies, LLC26,640$511.0K0.01%––
State Board of Administration of Florida Retirement System27,249$522.0K0.00%––
Credit Suisse AG27,552$528.0K0.00%––
Nisa Investment Advisors, LLC28,621$549.0K0.00%––
DuPont Capital Management Corp30,382$582.0K0.01%––
New York State Common Retirement Fund31,100$596.0K0.00%––
Deutsche Bank AG31,205$598.0K0.00%––
Nomura Asset Management Co Ltd31,800$609.6K0.00%––
Price T Rowe Associates Inc33,199$636.0K0.00%––
Pensionfund Sabic34,564$663.0K0.15%––
Vestcor Inc36,931$708.0K0.03%––
Renaissance Technologies LLC38,800$744.0K0.00%––
ClariVest Asset Management LLC39,200$751.0K0.03%––
Thrivent Financial for Lutherans41,968$804.0K0.00%––
UBS Asset Management Americas Inc44,535$853.7K0.00%––
Bard Associates Inc46,175$885.0K0.32%––
Storebrand Asset Management AS50,846$974.7K0.01%––
STRS Ohio52,968$1.01M0.00%––
Goldman Sachs Group Inc53,325$1.02M0.00%––
Rhumbline Advisers53,629$1.03M0.00%––
UBS Group AG55,707$1.07M0.00%––
California State Teachers Retirement System56,167$1.08M0.00%––
Bank of America Corp60,313$1.16M0.00%––
Sumitomo Mitsui Trust Holdings, Inc.60,363$1.16M0.00%––
Barclays PLC64,948$1.25M0.00%––
Asset Management One Co.,Ltd.71,388$1.37M0.01%––
Peapack Gladstone Financial Corp72,951$1.40M0.04%––
California Public Employees Retirement System74,500$1.43M0.00%––
Pensionfund DSM Netherlands76,900$1.47M0.20%––
Gamco Investors, Inc. Et Al77,200$1.48M0.01%––
Ziegler Capital Management, LLC77,601$1.49M0.05%––
Raymond James & Associates83,918$1.61M0.00%––
Shufro Rose & Co LLC84,900$1.63M0.13%––
Swiss National Bank85,800$1.65M0.00%––
McIlrath & Eck, LLC94,708$1.82M0.63%––
GW Henssler & Associates Ltd96,368$1.85M0.13%––
Knights of Columbus Asset Advisors LLC98,060$1.88M0.18%––
Envestnet Asset Management Inc99,486$1.91M0.00%––