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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 15,803 | $345.0K | 0.00% | +2,714+20.7% | Added |
| MetLife Investment Management | 14,925 | $325.7K | 0.00% | 00.0% | Unchanged |
| Addison Capital Co | 14,200 | $310.0K | 0.15% | +2,000+16.4% | Added |
| Crestwood Advisors Group LLC | 13,896 | $303.0K | 0.01% | 00.0% | Unchanged |
| SEI Investments Co | 13,946 | $300.0K | 0.00% | +13,946 | New |
| Metropolitan Life Insurance Co | 13,598 | $296.7K | 0.00% | −164−1.2% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,400 | $292.0K | 0.04% | 00.0% | Unchanged |
| Connors Investor Services Inc | 13,190 | $288.0K | 0.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 12,550 | $274.0K | 0.00% | −3,100−19.8% | Reduced |
| Cresset Asset Management, LLC | 12,312 | $268.0K | 0.00% | +12,312 | New |
| Two Sigma Advisers, LP | 11,800 | $257.0K | 0.00% | +11,800 | New |
| 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 |
| Great West Life Assurance Co | 11,115 | $243.0K | 0.00% | +1,230+12.4% | Added |
| Daiwa Securities Group Inc. | 10,868 | $237.0K | 0.00% | +2,000+22.6% | Added |
| Bridgefront Capital, LLC | 10,723 | $234.0K | 0.09% | +10,723 | New |
| 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 |
| Bank of America Corp | 10,311 | $224.0K | 0.00% | −50,002−82.9% | Reduced |
| Personal Cfo Solutions, LLC | 10,103 | $220.0K | 0.05% | +10,103 | New |
| Engineers Gate Manager LP | 10,020 | $219.0K | 0.01% | +10,020 | New |
| Schonfeld Strategic Advisors LLC | 10,000 | $218.0K | 0.00% | +10,000 | New |
| O'Shaughnessy Asset Management, LLC | 9,539 | $208.0K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 9,452 | $206.0K | 0.00% | +1,006+11.9% | Added |
| Ninepoint Partners LP | 9,409 | $205.0K | 0.09% | −801−7.8% | Reduced |
| Tower Research Capital LLC (TRC) | 8,932 | $195.0K | 0.01% | +5,939+198.4% | Added |
| Barclays PLC | 5,850 | $128.0K | 0.00% | −59,098−91.0% | Reduced |
| Quantbot Technologies LP | 4,800 | $104.0K | 0.01% | +4,800 | New |
| 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 |
| New York State Teachers Retirement System | 3,200 | $70.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,128 | $68.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,970 | $64.0K | 0.00% | +90+3.1% | Added |
| Citigroup Inc | 2,907 | $63.0K | 0.00% | −9−0.3% | Reduced |
| Proequities, Inc. | 2,741 | $60.0K | 0.00% | +1,491+119.3% | Added |
| Highlander Capital Management, LLC | 2,450 | $53.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,390 | $52.0K | 0.00% | +21+0.9% | Added |
| Red Door Wealth Management, LLC | 2,369 | $51.0K | 0.02% | +2,369 | New |
| Lazard Asset Management LLC | 2,233 | $48.0K | 0.00% | 00.0% | Unchanged |
| Fieldpoint Private Securities, LLC | 2,009 | $47.0K | 0.01% | +376+23.0% | Added |
| Sonora Investment Management, LLC | 2,000 | $44.0K | 0.01% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 1,803 | $39.0K | 0.00% | +1,803 | New |
| BNP Paribas Arbitrage, SA | 1,599 | $34.9K | 0.00% | −6,226−79.6% | Reduced |
| Tradition Wealth Management, LLC | 1,327 | $29.0K | 0.00% | +11+0.8% | Added |
| Earnest Partners LLC | 1,300 | $28.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 823 | $18.0K | 0.00% | +165+25.1% | Added |
| Northwestern Mutual Wealth Management Co | 760 | $17.0K | 0.00% | +760 | New |
| 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 |
| Signaturefd, LLC | 486 | $11.0K | 0.00% | +282+138.2% | Added |
| Panagora Asset Management Inc | 363 | $8.00K | 0.00% | +363 | 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 |
| Lindbrook Capital, LLC | 123 | $3.00K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 125 | $3.00K | 0.00% | +125 | New |
| Quadrant Capital Group LLC | 101 | $2.00K | 0.00% | +31+44.3% | Added |
| Raffa Wealth Management, LLC | 37 | $807 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 11 | $0 | 0.00% | +11 | New |
| 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 |