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, Q2 2021
Institutional positions in Umh Properties, Inc. as of Jun 30, 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
- 160
- +18 vs. Q1 2021
- Shares held
- 31.2M
- +4.24M (+15.7%) vs. Q1 2021
- Total value
- $681.5M
- +$165.2M (+32.0%) vs. Q1 2021
- New holders
- 32
- 66 more added
- Sold out
- 14
- 36 more reduced
Compare with Q1 2021: 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 | $977.9M |
| Q1 2026 | 269 | $968.2M |
| Q4 2025 | 255 | $1.11B |
| Q3 2025 | 265 | $993.1M |
| Q2 2025 | 236 | $1.16B |
| Q1 2025 | 240 | $1.24B |
| Q4 2024 | 232 | $1.24B |
| Q3 2024 | 223 | $1.18B |
| Q2 2024 | 198 | $867.3M |
| Q1 2024 | 197 | $846.4M |
| Q4 2023 | 201 | $785.7M |
| Q3 2023 | 189 | $683.4M |
| Q2 2023 | 179 | $745.9M |
| Q1 2023 | 186 | $639.3M |
| Q4 2022 | 174 | $672.8M |
| Q3 2022 | 178 | $641.7M |
| Q2 2022 | 182 | $689.8M |
| Q1 2022 | 193 | $890.7M |
| Q4 2021 | 178 | $944.2M |
| Q3 2021 | 166 | $722.3M |
| Q2 2021 | 160 | $681.5M |
| Q1 2021 | 142 | $516.3M |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,283,750 | $93.5M | 0.00% | +359,540+9.2% | Added |
| BlackRock Inc. | 3,049,367 | $66.5M | 0.00% | +67,805+2.3% | Added |
| FMR LLC | 2,396,100 | $52.3M | 0.00% | +6140.0% | Added |
| Investment Counselors of Maryland LLC | 1,940,289 | $42.3M | 0.97% | +158,714+8.9% | Added |
| Copeland Capital Management, LLC | 1,448,450 | $31.6M | 0.95% | +481,964+49.9% | Added |
| State Street Corp | 878,308 | $19.2M | 0.00% | +77,242+9.6% | Added |
| Geode Capital Management, LLC | 836,007 | $18.2M | 0.00% | +72,744+9.5% | Added |
| Jennison Associates LLC | 756,121 | $16.5M | 0.01% | +625,072+477.0% | Added |
| Russell Investments Group, Ltd. | 745,579 | $16.3M | 0.03% | −547,439−42.3% | Reduced |
| Bank of Montreal | 643,845 | $14.6M | 0.01% | +435,710+209.3% | Added |
| Dimensional Fund Advisors LP | 625,385 | $13.6M | 0.00% | +15,450+2.5% | Added |
| B&I Capital AG | 586,993 | $12.8M | 3.40% | +229,070+64.0% | Added |
| Millennium Management LLC | 558,143 | $12.2M | 0.02% | +558,143 | New |
| Northern Trust Corp | 542,435 | $11.8M | 0.00% | +44,159+8.9% | Added |
| D.A. Davidson & Co. | 512,060 | $11.2M | 0.13% | −21,560−4.0% | Reduced |
| Invesco Ltd. | 509,192 | $11.1M | 0.00% | +53,701+11.8% | Added |
| JPMorgan Chase & Co | 505,317 | $11.0M | 0.00% | +136,196+36.9% | Added |
| Royal Bank of Canada | 495,622 | $10.8M | 0.00% | −47,708−8.8% | Reduced |
| Charles Schwab Investment Management Inc | 473,958 | $10.3M | 0.00% | +58,379+14.0% | Added |
| Arrowstreet Capital, Limited Partnership | 455,166 | $9.93M | 0.01% | +340,239+296.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 454,600 | $9.92M | 0.02% | +454,600 | New |
| State of New Jersey Common Pension Fund D | 451,792 | $9.86M | 0.03% | −23,489−4.9% | Reduced |
| Ameriprise Financial Inc | 387,365 | $8.45M | 0.00% | +262,232+209.6% | Added |
| Bank of New York Mellon Corp | 345,658 | $7.54M | 0.00% | −6,369−1.8% | Reduced |
| Robotti Robert | 341,327 | $7.45M | 1.87% | +4,950+1.5% | Added |
| Montag A & Associates Inc | 328,124 | $7.16M | 0.38% | −5,737−1.7% | Reduced |
| Wells Fargo & Company | 327,208 | $7.14M | 0.00% | −13,604−4.0% | Reduced |
| Real Estate Management Services LLC | 312,500 | $6.82M | 4.23% | +9,300+3.1% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $5.46M | 0.50% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 252,843 | $5.44M | 0.00% | +1,830+0.7% | Added |
| Walthausen & Co., LLC | 228,550 | $4.99M | 1.10% | −107,740−32.0% | Reduced |
| Nuveen Asset Management, LLC | 224,708 | $4.90M | 0.00% | +69,310+44.6% | Added |
| Morgan Stanley | 223,427 | $4.88M | 0.00% | +114,644+105.4% | Added |
| Rutabaga Capital Management LLC | 222,911 | $4.86M | 2.11% | −800−0.4% | Reduced |
| Parametric Portfolio Associates LLC | 189,372 | $4.13M | 0.00% | +31,555+20.0% | Added |
| Boston Partners | 159,577 | $3.48M | 0.00% | −96,926−37.8% | Reduced |
| Envestnet Asset Management Inc | 149,392 | $3.26M | 0.00% | +49,906+50.2% | Added |
| Citadel Advisors LLC | 146,938 | $3.21M | 0.00% | +2,111+1.5% | Added |
| AXA S.A. | 146,200 | $3.19M | 0.01% | −35,511−19.5% | Reduced |
| State of Wisconsin Investment Board | 142,100 | $3.10M | 0.01% | +4,700+3.4% | Added |
| Victory Capital Management Inc | 138,712 | $3.03M | 0.00% | +595+0.4% | Added |
| EAM Global Investors LLC | 134,595 | $2.94M | 0.81% | +134,595 | New |
| HN Saltoro Capital, LP | 117,250 | $2.56M | 2.69% | +117,250 | New |
| Renaissance Technologies LLC | 115,347 | $2.52M | 0.00% | +76,547+197.3% | Added |
| First Trust Advisors LP | 111,140 | $2.42M | 0.00% | +5,866+5.6% | Added |
| Silver Lake Advisory, LLC | 102,414 | $2.37M | 1.14% | −5,271−4.9% | Reduced |
| WealthTrust Axiom LLC | 108,065 | $2.36M | 0.76% | −3,244−2.9% | Reduced |
| McIlrath & Eck, LLC | 102,902 | $2.25M | 0.68% | +8,194+8.7% | Added |
| Knights of Columbus Asset Advisors LLC | 99,041 | $2.16M | 0.20% | +981+1.0% | Added |
| GW Henssler & Associates Ltd | 96,368 | $2.10M | 0.14% | 00.0% | Unchanged |
| EAM Investors, LLC | 95,617 | $2.09M | 0.32% | +95,617 | New |
| Swiss National Bank | 91,900 | $2.00M | 0.00% | +6,100+7.1% | Added |
| Nordea Investment Management AB | 83,450 | $1.82M | 0.00% | +83,450 | New |
| Shufro Rose & Co LLC | 79,200 | $1.73M | 0.13% | −5,700−6.7% | Reduced |
| Ziegler Capital Management, LLC | 78,572 | $1.71M | 0.06% | +971+1.3% | Added |
| Gamco Investors, Inc. Et Al | 77,200 | $1.69M | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 72,951 | $1.59M | 0.04% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 68,647 | $1.50M | 0.01% | −2,741−3.8% | Reduced |
| Storebrand Asset Management AS | 67,335 | $1.47M | 0.01% | +16,489+32.4% | Added |
| Pensionfund DSM Netherlands | 66,900 | $1.46M | 0.19% | −10,000−13.0% | Reduced |
| Goldman Sachs Group Inc | 62,361 | $1.36M | 0.00% | +9,036+16.9% | Added |
| Two Sigma Investments, LP | 59,335 | $1.29M | 0.00% | +59,335 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 57,092 | $1.25M | 0.00% | −3,271−5.4% | Reduced |
| California State Teachers Retirement System | 55,738 | $1.22M | 0.00% | −429−0.8% | Reduced |
| Principal Financial Group Inc | 55,468 | $1.21M | 0.00% | +55,468 | New |
| STRS Ohio | 54,425 | $1.19M | 0.00% | +1,457+2.8% | Added |
| Raymond James & Associates | 51,926 | $1.13M | 0.00% | −31,992−38.1% | Reduced |
| Rhumbline Advisers | 50,706 | $1.11M | 0.00% | −2,923−5.5% | Reduced |
| Vestcor Inc | 48,056 | $1.05M | 0.04% | +11,125+30.1% | Added |
| UBS Asset Management Americas Inc | 46,974 | $1.02M | 0.00% | +2,439+5.5% | Added |
| Bard Associates Inc | 46,175 | $1.01M | 0.33% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 45,000 | $982.0K | 0.08% | +45,000 | New |
| Cubist Systematic Strategies, LLC | 42,491 | $927.0K | 0.01% | +15,851+59.5% | Added |
| UBS Group AG | 42,346 | $924.0K | 0.00% | −13,361−24.0% | Reduced |
| ClariVest Asset Management LLC | 39,228 | $856.0K | 0.03% | +28+0.1% | Added |
| New York State Common Retirement Fund | 35,912 | $784.0K | 0.00% | +4,812+15.5% | Added |
| Stifel Financial Corp | 35,304 | $770.0K | 0.00% | +13,059+58.7% | Added |
| ExodusPoint Capital Management, LP | 34,140 | $745.0K | 0.01% | +34,140 | New |
| Thrivent Financial for Lutherans | 34,112 | $744.0K | 0.00% | −7,856−18.7% | Reduced |
| Nomura Asset Management Co Ltd | 32,800 | $715.7K | 0.00% | +1,000+3.1% | Added |
| Deutsche Bank AG | 31,464 | $687.0K | 0.00% | +259+0.8% | Added |
| Advisor Group Holdings, Inc. | 31,113 | $680.0K | 0.00% | +5,042+19.3% | Added |
| DuPont Capital Management Corp | 30,382 | $663.0K | 0.02% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 29,760 | $649.0K | 0.01% | −172,091−85.3% | Reduced |
| Pensionfund Sabic | 29,564 | $645.0K | 0.14% | −5,000−14.5% | Reduced |
| Credit Suisse AG | 28,981 | $637.0K | 0.00% | +1,429+5.2% | Added |
| Nisa Investment Advisors, LLC | 27,612 | $602.0K | 0.00% | −1,009−3.5% | Reduced |
| State Board of Administration of Florida Retirement System | 27,249 | $595.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 27,226 | $594.0K | 0.00% | −5,973−18.0% | Reduced |
| Manufacturers Life Insurance Company, The | 23,518 | $513.0K | 0.00% | +1,497+6.8% | Added |
| American International Group, Inc. | 22,660 | $494.0K | 0.00% | +1,015+4.7% | Added |
| AQR Capital Management LLC | 21,651 | $472.0K | 0.00% | +11,466+112.6% | Added |
| Martingale Asset Management L P | 21,440 | $469.0K | 0.01% | −77−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 20,359 | $444.0K | 0.00% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 19,470 | $425.0K | 0.01% | +19,470 | New |
| Gsa Capital Partners LLP | 19,107 | $417.0K | 0.05% | +19,107 | New |
| Orleans Capital Management Corp | 18,000 | $393.0K | 0.25% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 16,922 | $369.0K | 0.30% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 16,903 | $368.0K | 0.00% | +2,565+17.9% | Added |
| Voya Investment Management LLC | 16,273 | $355.0K | 0.00% | −1,366−7.7% | Reduced |