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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
First Trust Advisors LP105,274$2.02M0.00%––
Silver Lake Advisory, LLC107,685$2.06M1.05%––
Morgan Stanley108,783$2.09M0.00%––
WealthTrust Axiom LLC111,309$2.13M0.72%––
Arrowstreet Capital, Limited Partnership114,927$2.20M0.00%––
Ameriprise Financial Inc125,133$2.40M0.00%––
Nuveen Asset Management, LLC155,398$2.40M0.00%––
Jennison Associates LLC131,049$2.51M0.00%––
State of Wisconsin Investment Board137,400$2.63M0.01%––
Victory Capital Management Inc138,117$2.65M0.00%––
Citadel Advisors LLC144,827$2.78M0.00%––
Parametric Portfolio Associates LLC157,817$3.02M0.00%––
AXA S.A.181,711$3.48M0.01%––
Kennedy Capital Management, Inc.201,851$3.87M0.08%––
Bank of Montreal208,135$4.10M0.00%––
Rutabaga Capital Management LLC223,711$4.29M1.97%––
Neuberger Berman Group LLC251,013$4.74M0.00%––
Pacific Heights Asset Management LLC250,000$4.79M0.44%––
Boston Partners256,503$4.92M0.01%––
Real Estate Management Services LLC303,200$5.81M4.07%––
Montag A & Associates Inc333,861$6.40M0.36%––
Walthausen & Co., LLC336,290$6.45M1.36%––
Robotti Robert336,377$6.45M1.63%––
Wells Fargo & Company340,812$6.53M0.00%––
Bank of New York Mellon Corp352,027$6.75M0.00%––
B&I Capital AG357,923$6.86M1.99%––
JPMorgan Chase & Co369,121$7.08M0.00%––
Charles Schwab Investment Management Inc415,579$7.97M0.00%––
Invesco Ltd.455,491$8.73M0.00%––
State of New Jersey Common Pension Fund D475,281$9.11M0.03%––
Northern Trust Corp498,276$9.55M0.00%––
D.A. Davidson & Co.533,620$10.2M0.13%––
Royal Bank of Canada543,330$10.4M0.00%––
Dimensional Fund Advisors LP609,935$11.7M0.00%––
Geode Capital Management, LLC763,263$14.6M0.00%––
State Street Corp801,066$15.4M0.00%––
Copeland Capital Management, LLC966,486$18.5M0.58%––
Russell Investments Group, Ltd.1,293,018$24.8M0.04%––
Investment Counselors of Maryland LLC1,781,575$34.2M0.88%––
FMR LLC2,395,486$45.9M0.00%––
BlackRock Inc.2,981,562$57.2M0.00%––
Vanguard Group Inc3,924,210$75.2M0.00%––