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 |
|---|---|---|---|---|---|
| Harbour Investments, Inc. | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| Meridian Wealth Partners, LLC | 8 | $0 | 0.00% | +8 | New |
| Raffa Wealth Management, LLC | 37 | $847 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $1.00K | 0.00% | +22 | New |
| Federated Hermes, Inc. | 125 | $3.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 123 | $3.00K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 128 | $3.00K | 0.00% | +27+26.7% | Added |
| SRS Capital Advisors, Inc. | 308 | $7.00K | 0.00% | +2+0.7% | Added |
| Group One Trading, L.P. | 600 | $14.0K | 0.00% | +300+100.0% | Added |
| Berman Capital Advisors, LLC | 680 | $15.0K | 0.00% | +19+2.9% | Added |
| Fifth Third Bancorp | 675 | $15.0K | 0.00% | +675 | New |
| Northwestern Mutual Wealth Management Co | 760 | $17.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 823 | $20.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 972 | $22.0K | 0.00% | +351+56.5% | Added |
| Earnest Partners LLC | 1,300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,338 | $31.0K | 0.00% | +11+0.8% | Added |
| Fieldpoint Private Securities, LLC | 2,011 | $46.0K | 0.01% | +2+0.1% | Added |
| Sonora Investment Management, LLC | 2,000 | $46.0K | 0.01% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,074 | $47.0K | 0.00% | −159−7.1% | Reduced |
| Highlander Capital Management, LLC | 2,450 | $56.0K | 0.03% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 2,409 | $56.0K | 0.00% | +19+0.8% | Added |
| Simplex Trading, LLC | 2,970 | $65.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,128 | $72.0K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 3,200 | $73.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,331 | $76.0K | 0.00% | +590+21.5% | Added |
| Tower Research Capital LLC (TRC) | 3,469 | $79.0K | 0.00% | −5,463−61.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,806 | $87.0K | 0.00% | +3,806 | New |
| Signaturefd, LLC | 6,486 | $149.0K | 0.01% | +6,000+1,234.6% | Added |
| National Asset Management, Inc. | 8,763 | $201.0K | 0.01% | +8,763 | New |
| Prudential Financial Inc | 8,745 | $204.0K | 0.00% | +8,745 | New |
| Citigroup Inc | 8,988 | $206.0K | 0.00% | +6,081+209.2% | Added |
| Comerica Bank | 8,639 | $208.0K | 0.00% | +8,639 | New |
| BNP Paribas Arbitrage, SA | 9,184 | $210.3K | 0.00% | +7,585+474.4% | Added |
| Ninepoint Partners LP | 9,409 | $215.0K | 0.08% | 00.0% | Unchanged |
| LPL Financial LLC | 9,441 | $216.0K | 0.00% | +9,441 | New |
| Tudor Investment Corp Et Al | 9,657 | $221.0K | 0.00% | +9,657 | New |
| Mercer Global Advisors Inc | 9,726 | $223.0K | 0.00% | +9,726 | New |
| Prelude Capital Management, LLC | 10,308 | $236.0K | 0.01% | +10,308 | New |
| Wedbush Securities Inc | 10,511 | $241.0K | 0.01% | 00.0% | Unchanged |
| Firestone Capital Management | 11,297 | $247.0K | 0.08% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 10,814 | $248.0K | 0.05% | +711+7.0% | Added |
| Daiwa Securities Group Inc. | 11,059 | $253.0K | 0.00% | +191+1.8% | Added |
| Kennedy Capital Management, Inc. | 11,104 | $254.0K | 0.01% | −18,656−62.7% | Reduced |
| Cambria Investment Management, L.P. | 11,124 | $255.0K | 0.05% | +11,124 | New |
| Bank of America Corp | 11,811 | $271.0K | 0.00% | +1,500+14.5% | Added |
| O'Shaughnessy Asset Management, LLC | 11,903 | $273.0K | 0.01% | +2,364+24.8% | Added |
| Cresset Asset Management, LLC | 12,313 | $282.0K | 0.00% | +10.0% | Added |
| Arizona State Retirement System | 12,306 | $282.0K | 0.00% | +968+8.5% | Added |
| Connors Investor Services Inc | 13,190 | $302.0K | 0.03% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,400 | $307.0K | 0.04% | 00.0% | Unchanged |
| Great West Life Assurance Co | 13,383 | $308.0K | 0.00% | +2,268+20.4% | Added |
| Metropolitan Life Insurance Co | 13,858 | $317.3K | 0.00% | +260+1.9% | Added |
| Addison Capital Co | 14,200 | $325.0K | 0.15% | 00.0% | Unchanged |
| MetLife Investment Management | 14,925 | $341.8K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 15,038 | $344.0K | 0.01% | +1,142+8.2% | Added |
| IndexIQ Advisors LLC | 15,541 | $356.0K | 0.01% | −3,929−20.2% | Reduced |
| SEI Investments Co | 17,120 | $383.0K | 0.00% | +3,174+22.8% | Added |
| Voya Investment Management LLC | 16,842 | $386.0K | 0.00% | +569+3.5% | Added |
| Cambridge Investment Research Advisors, Inc. | 16,854 | $386.0K | 0.00% | +16,854 | New |
| Vident Investment Advisory, LLC | 16,916 | $387.0K | 0.01% | +16,916 | New |
| Lokken Investment Group LLC | 16,922 | $388.0K | 0.31% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 17,584 | $403.0K | 0.00% | +17,584 | New |
| Orleans Capital Management Corp | 18,000 | $412.0K | 0.26% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,316 | $419.0K | 0.00% | +2,513+15.9% | Added |
| Legal & General Group Plc | 18,316 | $420.0K | 0.00% | +8,864+93.8% | Added |
| Barclays PLC | 18,390 | $421.0K | 0.00% | +12,540+214.4% | Added |
| TCW Group Inc | 18,595 | $426.0K | 0.00% | +18,595 | New |
| Public Employees Retirement Association of Colorado | 20,359 | $466.0K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 21,822 | $499.0K | 0.01% | +4,919+29.1% | Added |
| Manufacturers Life Insurance Company, The | 22,227 | $509.0K | 0.00% | −1,291−5.5% | Reduced |
| DuPont Capital Management Corp | 22,641 | $518.0K | 0.02% | −7,741−25.5% | Reduced |
| American International Group, Inc. | 23,231 | $532.0K | 0.00% | +571+2.5% | Added |
| AQR Capital Management LLC | 24,951 | $571.0K | 0.00% | +3,300+15.2% | Added |
| Canada Pension Plan Investment Board | 25,000 | $573.0K | 0.00% | +25,000 | New |
| State Board of Administration of Florida Retirement System | 27,249 | $624.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 29,374 | $673.0K | 0.00% | +1,762+6.4% | Added |
| Pensionfund Sabic | 29,564 | $677.0K | 0.14% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 30,181 | $691.0K | 0.00% | −29,154−49.1% | Reduced |
| Credit Suisse AG | 32,893 | $753.0K | 0.00% | +3,912+13.5% | Added |
| Advisor Group Holdings, Inc. | 32,850 | $755.0K | 0.00% | +1,737+5.6% | Added |
| Nomura Asset Management Co Ltd | 33,900 | $776.3K | 0.00% | +1,100+3.4% | Added |
| Vestcor Inc | 35,678 | $817.0K | 0.03% | −12,378−25.8% | Reduced |
| Deutsche Bank AG | 38,135 | $873.0K | 0.00% | +6,671+21.2% | Added |
| ExodusPoint Capital Management, LP | 38,462 | $881.0K | 0.01% | +4,322+12.7% | Added |
| ClariVest Asset Management LLC | 39,128 | $896.0K | 0.03% | −100−0.3% | Reduced |
| Stifel Financial Corp | 40,872 | $936.0K | 0.00% | +5,568+15.8% | Added |
| UBS Group AG | 41,034 | $940.0K | 0.00% | −1,312−3.1% | Reduced |
| UBS Asset Management Americas Inc | 41,828 | $957.9K | 0.00% | −5,146−11.0% | Reduced |
| Alliancebernstein L.P. | 42,000 | $962.0K | 0.00% | +29,450+234.7% | Added |
| North Star Investment Management Corp. | 45,000 | $1.03M | 0.08% | 00.0% | Unchanged |
| Bard Associates Inc | 45,025 | $1.03M | 0.35% | −1,150−2.5% | Reduced |
| Martingale Asset Management L P | 47,140 | $1.08M | 0.01% | +25,700+119.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 51,600 | $1.18M | 0.00% | −403,000−88.6% | Reduced |
| Raymond James & Associates | 51,694 | $1.18M | 0.00% | −232−0.4% | Reduced |
| Rhumbline Advisers | 53,191 | $1.22M | 0.00% | +2,485+4.9% | Added |
| Principal Financial Group Inc | 55,054 | $1.26M | 0.00% | −414−0.7% | Reduced |
| STRS Ohio | 57,004 | $1.30M | 0.00% | +2,579+4.7% | Added |
| New York State Common Retirement Fund | 59,578 | $1.36M | 0.00% | +23,666+65.9% | Added |
| California State Teachers Retirement System | 59,913 | $1.37M | 0.00% | +4,175+7.5% | Added |
| Aptus Capital Advisors, LLC | 60,690 | $1.39M | 0.05% | +60,690 | New |