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, Q3 2021
Institutional positions in Umh Properties, Inc. as of Sep 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
- 166
- +8 vs. Q2 2021
- Shares held
- 31.5M
- +2.25M (+7.7%) vs. Q2 2021
- Total value
- $722.3M
- +$83.1M (+13.0%) vs. Q2 2021
- New holders
- 22
- 69 more added
- Sold out
- 14
- 45 more reduced
2 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,565,953 | $104.6M | 0.00% | +282,203+6.6% | Added |
| BlackRock Inc. | 3,177,671 | $72.8M | 0.00% | +128,304+4.2% | Added |
| FMR LLC | 2,396,091 | $54.9M | 0.00% | −90.0% | Reduced |
| William Blair Investment Management, LLC | 1,825,684 | $41.8M | 0.12% | +1,821,864+47,692.8% | Added |
| Copeland Capital Management, LLC | 1,514,406 | $34.7M | 0.99% | +65,956+4.6% | Added |
| State Street Corp | 890,897 | $20.4M | 0.00% | +12,589+1.4% | Added |
| Geode Capital Management, LLC | 880,441 | $20.2M | 0.00% | +44,434+5.3% | Added |
| Jennison Associates LLC | 752,121 | $17.2M | 0.01% | −4,000−0.5% | Reduced |
| Dimensional Fund Advisors LP | 647,610 | $14.8M | 0.00% | +22,225+3.6% | Added |
| Bank of Montreal | 617,875 | $14.6M | 0.01% | −25,970−4.0% | Reduced |
| Russell Investments Group, Ltd. | 635,073 | $14.5M | 0.02% | −110,506−14.8% | Reduced |
| B&I Capital AG | 522,917 | $12.0M | 3.19% | −64,076−10.9% | Reduced |
| Northern Trust Corp | 522,889 | $12.0M | 0.00% | −19,546−3.6% | Reduced |
| Royal Bank of Canada | 515,886 | $11.8M | 0.00% | +20,264+4.1% | Added |
| Price T Rowe Associates Inc | 512,351 | $11.7M | 0.00% | +485,125+1,781.8% | Added |
| Charles Schwab Investment Management Inc | 491,857 | $11.3M | 0.00% | +17,899+3.8% | Added |
| JPMorgan Chase & Co | 483,294 | $11.1M | 0.00% | −22,023−4.4% | Reduced |
| Invesco Ltd. | 475,876 | $10.9M | 0.00% | −33,316−6.5% | Reduced |
| State of New Jersey Common Pension Fund D | 453,026 | $10.4M | 0.03% | +1,234+0.3% | Added |
| D.A. Davidson & Co. | 444,333 | $10.2M | 0.12% | −67,727−13.2% | Reduced |
| Bank of New York Mellon Corp | 380,928 | $8.72M | 0.00% | +35,270+10.2% | Added |
| Wells Fargo & Company | 375,991 | $8.61M | 0.00% | +48,783+14.9% | Added |
| Robotti Robert | 339,237 | $7.77M | 1.78% | −2,090−0.6% | Reduced |
| Montag A & Associates Inc | 313,397 | $7.18M | 0.39% | −14,727−4.5% | Reduced |
| Monarch Partners Asset Management LLC | 309,117 | $7.08M | 1.03% | +309,117 | New |
| Real Estate Management Services LLC | 279,500 | $6.40M | 3.94% | −33,000−10.6% | Reduced |
| Ameriprise Financial Inc | 254,168 | $5.82M | 0.00% | −133,197−34.4% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $5.72M | 0.54% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 246,558 | $5.56M | 0.00% | −6,285−2.5% | Reduced |
| Parametric Portfolio Associates LLC | 230,022 | $5.27M | 0.00% | +40,650+21.5% | Added |
| Nuveen Asset Management, LLC | 219,738 | $5.13M | 0.00% | −4,970−2.2% | Reduced |
| Rutabaga Capital Management LLC | 213,811 | $4.90M | 2.37% | −9,100−4.1% | Reduced |
| Nicholas Investment Partners, LP | 208,720 | $4.78M | 0.35% | +208,720 | New |
| Knights of Columbus Asset Advisors LLC | 199,255 | $4.56M | 0.41% | +100,214+101.2% | Added |
| Morgan Stanley | 175,210 | $4.01M | 0.00% | −48,217−21.6% | Reduced |
| Goldman Sachs Group Inc | 172,396 | $3.95M | 0.00% | +110,035+176.4% | Added |
| Walthausen & Co., LLC | 171,909 | $3.94M | 1.00% | −56,641−24.8% | Reduced |
| Nordea Investment Management AB | 166,923 | $3.93M | 0.01% | +83,473+100.0% | Added |
| Victory Capital Management Inc | 161,129 | $3.69M | 0.00% | +22,417+16.2% | Added |
| Envestnet Asset Management Inc | 160,328 | $3.67M | 0.00% | +10,936+7.3% | Added |
| Millennium Management LLC | 155,381 | $3.56M | 0.00% | −402,762−72.2% | Reduced |
| State of Wisconsin Investment Board | 150,000 | $3.44M | 0.01% | +7,900+5.6% | Added |
| HN Saltoro Capital, LP | 145,645 | $3.33M | 2.68% | +28,395+24.2% | Added |
| AXA S.A. | 144,500 | $3.31M | 0.01% | −1,700−1.2% | Reduced |
| Koshinski Asset Management, Inc. | 138,022 | $3.16M | 0.27% | +138,022 | New |
| Arrowstreet Capital, Limited Partnership | 135,467 | $3.10M | 0.00% | −319,699−70.2% | Reduced |
| Boston Partners | 122,356 | $2.80M | 0.00% | −37,221−23.3% | Reduced |
| EAM Global Investors LLC | 114,379 | $2.62M | 0.62% | −20,216−15.0% | Reduced |
| Silver Lake Advisory, LLC | 102,768 | $2.35M | 1.16% | +354+0.3% | Added |
| WealthTrust Axiom LLC | 102,065 | $2.34M | 0.79% | −6,000−5.6% | Reduced |
| McIlrath & Eck, LLC | 100,842 | $2.31M | 0.69% | −2,060−2.0% | Reduced |
| Swiss National Bank | 99,800 | $2.29M | 0.00% | +7,900+8.6% | Added |
| Balyasny Asset Management LLC | 98,679 | $2.26M | 0.01% | +98,679 | New |
| GW Henssler & Associates Ltd | 96,368 | $2.21M | 0.15% | 00.0% | Unchanged |
| Citadel Advisors LLC | 88,476 | $2.03M | 0.00% | −58,462−39.8% | Reduced |
| EAM Investors, LLC | 80,807 | $1.85M | 0.31% | −14,810−15.5% | Reduced |
| Shufro Rose & Co LLC | 79,200 | $1.81M | 0.14% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 78,943 | $1.81M | 0.07% | +371+0.5% | Added |
| Gamco Investors, Inc. Et Al | 75,200 | $1.72M | 0.02% | −2,000−2.6% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.67M | 0.03% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 72,241 | $1.65M | 0.01% | +4,906+7.3% | Added |
| Thrivent Financial for Lutherans | 69,553 | $1.59M | 0.00% | +35,441+103.9% | Added |
| Pensionfund DSM Netherlands | 66,900 | $1.53M | 0.19% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 66,186 | $1.51M | 0.01% | −2,461−3.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 63,477 | $1.45M | 0.00% | +6,385+11.2% | Added |
| Aptus Capital Advisors, LLC | 60,690 | $1.39M | 0.05% | +60,690 | New |
| California State Teachers Retirement System | 59,913 | $1.37M | 0.00% | +4,175+7.5% | Added |
| New York State Common Retirement Fund | 59,578 | $1.36M | 0.00% | +23,666+65.9% | Added |
| STRS Ohio | 57,004 | $1.30M | 0.00% | +2,579+4.7% | Added |
| Principal Financial Group Inc | 55,054 | $1.26M | 0.00% | −414−0.7% | Reduced |
| Rhumbline Advisers | 53,191 | $1.22M | 0.00% | +2,485+4.9% | Added |
| Raymond James & Associates | 51,694 | $1.18M | 0.00% | −232−0.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 51,600 | $1.18M | 0.00% | −403,000−88.6% | Reduced |
| Martingale Asset Management L P | 47,140 | $1.08M | 0.01% | +25,700+119.9% | Added |
| Bard Associates Inc | 45,025 | $1.03M | 0.35% | −1,150−2.5% | Reduced |
| North Star Investment Management Corp. | 45,000 | $1.03M | 0.08% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 42,000 | $962.0K | 0.00% | +29,450+234.7% | Added |
| UBS Asset Management Americas Inc | 41,828 | $957.9K | 0.00% | −5,146−11.0% | Reduced |
| UBS Group AG | 41,034 | $940.0K | 0.00% | −1,312−3.1% | Reduced |
| Stifel Financial Corp | 40,872 | $936.0K | 0.00% | +5,568+15.8% | Added |
| ClariVest Asset Management LLC | 39,128 | $896.0K | 0.03% | −100−0.3% | Reduced |
| ExodusPoint Capital Management, LP | 38,462 | $881.0K | 0.01% | +4,322+12.7% | Added |
| Deutsche Bank AG | 38,135 | $873.0K | 0.00% | +6,671+21.2% | Added |
| Vestcor Inc | 35,678 | $817.0K | 0.03% | −12,378−25.8% | Reduced |
| Nomura Asset Management Co Ltd | 33,900 | $776.3K | 0.00% | +1,100+3.4% | Added |
| Advisor Group Holdings, Inc. | 32,850 | $755.0K | 0.00% | +1,737+5.6% | Added |
| Credit Suisse AG | 32,893 | $753.0K | 0.00% | +3,912+13.5% | Added |
| Two Sigma Investments, LP | 30,181 | $691.0K | 0.00% | −29,154−49.1% | Reduced |
| Pensionfund Sabic | 29,564 | $677.0K | 0.14% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 29,374 | $673.0K | 0.00% | +1,762+6.4% | Added |
| State Board of Administration of Florida Retirement System | 27,249 | $624.0K | 0.00% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 25,000 | $573.0K | 0.00% | +25,000 | New |
| AQR Capital Management LLC | 24,951 | $571.0K | 0.00% | +3,300+15.2% | Added |
| American International Group, Inc. | 23,231 | $532.0K | 0.00% | +571+2.5% | Added |
| DuPont Capital Management Corp | 22,641 | $518.0K | 0.02% | −7,741−25.5% | Reduced |
| Manufacturers Life Insurance Company, The | 22,227 | $509.0K | 0.00% | −1,291−5.5% | Reduced |
| State of Alaska, Department of Revenue | 21,822 | $499.0K | 0.01% | +4,919+29.1% | Added |
| Public Employees Retirement Association of Colorado | 20,359 | $466.0K | 0.00% | 00.0% | Unchanged |
| TCW Group Inc | 18,595 | $426.0K | 0.00% | +18,595 | New |
| Barclays PLC | 18,390 | $421.0K | 0.00% | +12,540+214.4% | Added |