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 |
|---|---|---|---|---|---|
| Storebrand Asset Management AS | 67,335 | $1.47M | 0.01% | +16,489+32.4% | Added |
| Asset Management One Co.,Ltd. | 68,647 | $1.50M | 0.01% | −2,741−3.8% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.59M | 0.04% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 77,200 | $1.69M | 0.01% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 78,572 | $1.71M | 0.06% | +971+1.3% | Added |
| Shufro Rose & Co LLC | 79,200 | $1.73M | 0.13% | −5,700−6.7% | Reduced |
| Nordea Investment Management AB | 83,450 | $1.82M | 0.00% | +83,450 | New |
| Swiss National Bank | 91,900 | $2.00M | 0.00% | +6,100+7.1% | Added |
| EAM Investors, LLC | 95,617 | $2.09M | 0.32% | +95,617 | New |
| GW Henssler & Associates Ltd | 96,368 | $2.10M | 0.14% | 00.0% | Unchanged |
| Knights of Columbus Asset Advisors LLC | 99,041 | $2.16M | 0.20% | +981+1.0% | Added |
| McIlrath & Eck, LLC | 102,902 | $2.25M | 0.68% | +8,194+8.7% | Added |
| WealthTrust Axiom LLC | 108,065 | $2.36M | 0.76% | −3,244−2.9% | Reduced |
| Silver Lake Advisory, LLC | 102,414 | $2.37M | 1.14% | −5,271−4.9% | Reduced |
| First Trust Advisors LP | 111,140 | $2.42M | 0.00% | +5,866+5.6% | Added |
| Renaissance Technologies LLC | 115,347 | $2.52M | 0.00% | +76,547+197.3% | Added |
| HN Saltoro Capital, LP | 117,250 | $2.56M | 2.69% | +117,250 | New |
| EAM Global Investors LLC | 134,595 | $2.94M | 0.81% | +134,595 | New |
| Victory Capital Management Inc | 138,712 | $3.03M | 0.00% | +595+0.4% | Added |
| State of Wisconsin Investment Board | 142,100 | $3.10M | 0.01% | +4,700+3.4% | Added |
| AXA S.A. | 146,200 | $3.19M | 0.01% | −35,511−19.5% | Reduced |
| Citadel Advisors LLC | 146,938 | $3.21M | 0.00% | +2,111+1.5% | Added |
| Envestnet Asset Management Inc | 149,392 | $3.26M | 0.00% | +49,906+50.2% | Added |
| Boston Partners | 159,577 | $3.48M | 0.00% | −96,926−37.8% | Reduced |
| Parametric Portfolio Associates LLC | 189,372 | $4.13M | 0.00% | +31,555+20.0% | Added |
| Rutabaga Capital Management LLC | 222,911 | $4.86M | 2.11% | −800−0.4% | Reduced |
| Morgan Stanley | 223,427 | $4.88M | 0.00% | +114,644+105.4% | Added |
| Nuveen Asset Management, LLC | 224,708 | $4.90M | 0.00% | +69,310+44.6% | Added |
| Walthausen & Co., LLC | 228,550 | $4.99M | 1.10% | −107,740−32.0% | Reduced |
| Neuberger Berman Group LLC | 252,843 | $5.44M | 0.00% | +1,830+0.7% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $5.46M | 0.50% | 00.0% | Unchanged |
| Real Estate Management Services LLC | 312,500 | $6.82M | 4.23% | +9,300+3.1% | Added |
| Wells Fargo & Company | 327,208 | $7.14M | 0.00% | −13,604−4.0% | Reduced |
| Montag A & Associates Inc | 328,124 | $7.16M | 0.38% | −5,737−1.7% | Reduced |
| Robotti Robert | 341,327 | $7.45M | 1.87% | +4,950+1.5% | Added |
| Bank of New York Mellon Corp | 345,658 | $7.54M | 0.00% | −6,369−1.8% | Reduced |
| Ameriprise Financial Inc | 387,365 | $8.45M | 0.00% | +262,232+209.6% | Added |
| State of New Jersey Common Pension Fund D | 451,792 | $9.86M | 0.03% | −23,489−4.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 454,600 | $9.92M | 0.02% | +454,600 | New |
| Arrowstreet Capital, Limited Partnership | 455,166 | $9.93M | 0.01% | +340,239+296.0% | Added |
| Charles Schwab Investment Management Inc | 473,958 | $10.3M | 0.00% | +58,379+14.0% | Added |
| Royal Bank of Canada | 495,622 | $10.8M | 0.00% | −47,708−8.8% | Reduced |
| JPMorgan Chase & Co | 505,317 | $11.0M | 0.00% | +136,196+36.9% | Added |
| Invesco Ltd. | 509,192 | $11.1M | 0.00% | +53,701+11.8% | Added |
| D.A. Davidson & Co. | 512,060 | $11.2M | 0.13% | −21,560−4.0% | Reduced |
| Northern Trust Corp | 542,435 | $11.8M | 0.00% | +44,159+8.9% | Added |
| Millennium Management LLC | 558,143 | $12.2M | 0.02% | +558,143 | New |
| B&I Capital AG | 586,993 | $12.8M | 3.40% | +229,070+64.0% | Added |
| Dimensional Fund Advisors LP | 625,385 | $13.6M | 0.00% | +15,450+2.5% | Added |
| Bank of Montreal | 643,845 | $14.6M | 0.01% | +435,710+209.3% | Added |
| Russell Investments Group, Ltd. | 745,579 | $16.3M | 0.03% | −547,439−42.3% | Reduced |
| Jennison Associates LLC | 756,121 | $16.5M | 0.01% | +625,072+477.0% | Added |
| Geode Capital Management, LLC | 836,007 | $18.2M | 0.00% | +72,744+9.5% | Added |
| State Street Corp | 878,308 | $19.2M | 0.00% | +77,242+9.6% | Added |
| Copeland Capital Management, LLC | 1,448,450 | $31.6M | 0.95% | +481,964+49.9% | Added |
| Investment Counselors of Maryland LLC | 1,940,289 | $42.3M | 0.97% | +158,714+8.9% | Added |
| FMR LLC | 2,396,100 | $52.3M | 0.00% | +6140.0% | Added |
| BlackRock Inc. | 3,049,367 | $66.5M | 0.00% | +67,805+2.3% | Added |
| Vanguard Group Inc | 4,283,750 | $93.5M | 0.00% | +359,540+9.2% | Added |
| Sofos Investments, Inc. | 3 | – | – | +3 | New |
| California Public Employees Retirement System | 0 | $0 | 0.00% | −74,500−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −18,309−100.0% | Sold out |
| Marshall Wace North America L.P. | 0 | $0 | 0.00% | −13,645−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −12,900−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −11,979−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −11,220−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −10,036−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −7,663−100.0% | Sold out |
| Ameritas Investment Company, LLC | 0 | $0 | 0.00% | −632−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −571−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −600−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −86−100.0% | Sold out |
| Sowell Financial Services LLC | 0 | $0 | 0.00% | −33−100.0% | Sold out |
| Valeo Financial Advisors, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |