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 |
|---|---|---|---|---|---|
| CWM, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $0 | 0.00% | +11 | New |
| Raffa Wealth Management, LLC | 37 | $807 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 101 | $2.00K | 0.00% | +31+44.3% | Added |
| Lindbrook Capital, LLC | 123 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 125 | $3.00K | 0.00% | +125 | New |
| Group One Trading, L.P. | 300 | $7.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 306 | $7.00K | 0.00% | +306 | New |
| Panagora Asset Management Inc | 363 | $8.00K | 0.00% | +363 | New |
| Signaturefd, LLC | 486 | $11.0K | 0.00% | +282+138.2% | Added |
| Berman Capital Advisors, LLC | 661 | $14.0K | 0.00% | +231+53.7% | Added |
| Loomis Sayles & Co L P | 621 | $14.0K | 0.00% | +621 | New |
| Northwestern Mutual Wealth Management Co | 760 | $17.0K | 0.00% | +760 | New |
| US Bancorp | 823 | $18.0K | 0.00% | +165+25.1% | Added |
| Earnest Partners LLC | 1,300 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,327 | $29.0K | 0.00% | +11+0.8% | Added |
| BNP Paribas Arbitrage, SA | 1,599 | $34.9K | 0.00% | −6,226−79.6% | Reduced |
| Acadian Asset Management LLC | 1,803 | $39.0K | 0.00% | +1,803 | New |
| Sonora Investment Management, LLC | 2,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 2,009 | $47.0K | 0.01% | +376+23.0% | Added |
| Lazard Asset Management LLC | 2,233 | $48.0K | 0.00% | 00.0% | Unchanged |
| Red Door Wealth Management, LLC | 2,369 | $51.0K | 0.02% | +2,369 | New |
| Geneos Wealth Management Inc. | 2,390 | $52.0K | 0.00% | +21+0.9% | Added |
| Highlander Capital Management, LLC | 2,450 | $53.0K | 0.03% | 00.0% | Unchanged |
| Proequities, Inc. | 2,741 | $60.0K | 0.00% | +1,491+119.3% | Added |
| Citigroup Inc | 2,907 | $63.0K | 0.00% | −9−0.3% | Reduced |
| Simplex Trading, LLC | 2,970 | $64.0K | 0.00% | +90+3.1% | Added |
| Ameritas Investment Partners, Inc. | 3,128 | $68.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,200 | $70.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 3,796 | $83.0K | 0.00% | +3,796 | New |
| William Blair Investment Management, LLC | 3,820 | $83.0K | 0.00% | +3,820 | New |
| Quantbot Technologies LP | 4,800 | $104.0K | 0.01% | +4,800 | New |
| Barclays PLC | 5,850 | $128.0K | 0.00% | −59,098−91.0% | Reduced |
| Tower Research Capital LLC (TRC) | 8,932 | $195.0K | 0.01% | +5,939+198.4% | Added |
| Ninepoint Partners LP | 9,409 | $205.0K | 0.09% | −801−7.8% | Reduced |
| Legal & General Group Plc | 9,452 | $206.0K | 0.00% | +1,006+11.9% | Added |
| O'Shaughnessy Asset Management, LLC | 9,539 | $208.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 10,000 | $218.0K | 0.00% | +10,000 | New |
| Engineers Gate Manager LP | 10,020 | $219.0K | 0.01% | +10,020 | New |
| Personal Cfo Solutions, LLC | 10,103 | $220.0K | 0.05% | +10,103 | New |
| Bank of America Corp | 10,311 | $224.0K | 0.00% | −50,002−82.9% | Reduced |
| Wedbush Securities Inc | 10,511 | $229.0K | 0.01% | −2,816−21.1% | Reduced |
| ProShare Advisors LLC | 10,492 | $229.0K | 0.00% | +10,492 | New |
| Bridgefront Capital, LLC | 10,723 | $234.0K | 0.09% | +10,723 | New |
| Daiwa Securities Group Inc. | 10,868 | $237.0K | 0.00% | +2,000+22.6% | Added |
| Great West Life Assurance Co | 11,115 | $243.0K | 0.00% | +1,230+12.4% | Added |
| Firestone Capital Management | 11,297 | $247.0K | 0.09% | 00.0% | Unchanged |
| Arizona State Retirement System | 11,338 | $247.0K | 0.00% | +410+3.8% | Added |
| Two Sigma Advisers, LP | 11,800 | $257.0K | 0.00% | +11,800 | New |
| Cresset Asset Management, LLC | 12,312 | $268.0K | 0.00% | +12,312 | New |
| Alliancebernstein L.P. | 12,550 | $274.0K | 0.00% | −3,100−19.8% | Reduced |
| Connors Investor Services Inc | 13,190 | $288.0K | 0.03% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,400 | $292.0K | 0.04% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 13,598 | $296.7K | 0.00% | −164−1.2% | Reduced |
| SEI Investments Co | 13,946 | $300.0K | 0.00% | +13,946 | New |
| Crestwood Advisors Group LLC | 13,896 | $303.0K | 0.01% | 00.0% | Unchanged |
| Addison Capital Co | 14,200 | $310.0K | 0.15% | +2,000+16.4% | Added |
| MetLife Investment Management | 14,925 | $325.7K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,803 | $345.0K | 0.00% | +2,714+20.7% | Added |
| Voya Investment Management LLC | 16,273 | $355.0K | 0.00% | −1,366−7.7% | Reduced |
| State of Alaska, Department of Revenue | 16,903 | $368.0K | 0.00% | +2,565+17.9% | Added |
| Lokken Investment Group LLC | 16,922 | $369.0K | 0.30% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 18,000 | $393.0K | 0.25% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 19,107 | $417.0K | 0.05% | +19,107 | New |
| IndexIQ Advisors LLC | 19,470 | $425.0K | 0.01% | +19,470 | New |
| Public Employees Retirement Association of Colorado | 20,359 | $444.0K | 0.00% | 00.0% | Unchanged |
| Martingale Asset Management L P | 21,440 | $469.0K | 0.01% | −77−0.4% | Reduced |
| AQR Capital Management LLC | 21,651 | $472.0K | 0.00% | +11,466+112.6% | Added |
| American International Group, Inc. | 22,660 | $494.0K | 0.00% | +1,015+4.7% | Added |
| Manufacturers Life Insurance Company, The | 23,518 | $513.0K | 0.00% | +1,497+6.8% | Added |
| Price T Rowe Associates Inc | 27,226 | $594.0K | 0.00% | −5,973−18.0% | Reduced |
| State Board of Administration of Florida Retirement System | 27,249 | $595.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 27,612 | $602.0K | 0.00% | −1,009−3.5% | Reduced |
| Credit Suisse AG | 28,981 | $637.0K | 0.00% | +1,429+5.2% | Added |
| Pensionfund Sabic | 29,564 | $645.0K | 0.14% | −5,000−14.5% | Reduced |
| Kennedy Capital Management, Inc. | 29,760 | $649.0K | 0.01% | −172,091−85.3% | Reduced |
| DuPont Capital Management Corp | 30,382 | $663.0K | 0.02% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 31,113 | $680.0K | 0.00% | +5,042+19.3% | Added |
| Deutsche Bank AG | 31,464 | $687.0K | 0.00% | +259+0.8% | Added |
| Nomura Asset Management Co Ltd | 32,800 | $715.7K | 0.00% | +1,000+3.1% | Added |
| Thrivent Financial for Lutherans | 34,112 | $744.0K | 0.00% | −7,856−18.7% | Reduced |
| ExodusPoint Capital Management, LP | 34,140 | $745.0K | 0.01% | +34,140 | New |
| Stifel Financial Corp | 35,304 | $770.0K | 0.00% | +13,059+58.7% | Added |
| New York State Common Retirement Fund | 35,912 | $784.0K | 0.00% | +4,812+15.5% | Added |
| ClariVest Asset Management LLC | 39,228 | $856.0K | 0.03% | +28+0.1% | Added |
| UBS Group AG | 42,346 | $924.0K | 0.00% | −13,361−24.0% | Reduced |
| Cubist Systematic Strategies, LLC | 42,491 | $927.0K | 0.01% | +15,851+59.5% | Added |
| North Star Investment Management Corp. | 45,000 | $982.0K | 0.08% | +45,000 | New |
| Bard Associates Inc | 46,175 | $1.01M | 0.33% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 46,974 | $1.02M | 0.00% | +2,439+5.5% | Added |
| Vestcor Inc | 48,056 | $1.05M | 0.04% | +11,125+30.1% | Added |
| Rhumbline Advisers | 50,706 | $1.11M | 0.00% | −2,923−5.5% | Reduced |
| Raymond James & Associates | 51,926 | $1.13M | 0.00% | −31,992−38.1% | Reduced |
| STRS Ohio | 54,425 | $1.19M | 0.00% | +1,457+2.8% | Added |
| Principal Financial Group Inc | 55,468 | $1.21M | 0.00% | +55,468 | New |
| California State Teachers Retirement System | 55,738 | $1.22M | 0.00% | −429−0.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 57,092 | $1.25M | 0.00% | −3,271−5.4% | Reduced |
| Two Sigma Investments, LP | 59,335 | $1.29M | 0.00% | +59,335 | New |
| Goldman Sachs Group Inc | 62,361 | $1.36M | 0.00% | +9,036+16.9% | Added |
| Pensionfund DSM Netherlands | 66,900 | $1.46M | 0.19% | −10,000−13.0% | Reduced |