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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui Trust Holdings, Inc. | 63,477 | $1.45M | 0.00% | +6,385+11.2% | Added |
| Asset Management One Co.,Ltd. | 66,186 | $1.51M | 0.01% | −2,461−3.6% | Reduced |
| Pensionfund DSM Netherlands | 66,900 | $1.53M | 0.19% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 69,553 | $1.59M | 0.00% | +35,441+103.9% | Added |
| Storebrand Asset Management AS | 72,241 | $1.65M | 0.01% | +4,906+7.3% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.67M | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 75,200 | $1.72M | 0.02% | −2,000−2.6% | Reduced |
| Ziegler Capital Management, LLC | 78,943 | $1.81M | 0.07% | +371+0.5% | Added |
| Shufro Rose & Co LLC | 79,200 | $1.81M | 0.14% | 00.0% | Unchanged |
| EAM Investors, LLC | 80,807 | $1.85M | 0.31% | −14,810−15.5% | Reduced |
| Citadel Advisors LLC | 88,476 | $2.03M | 0.00% | −58,462−39.8% | Reduced |
| GW Henssler & Associates Ltd | 96,368 | $2.21M | 0.15% | 00.0% | Unchanged |
| Balyasny Asset Management LLC | 98,679 | $2.26M | 0.01% | +98,679 | New |
| Swiss National Bank | 99,800 | $2.29M | 0.00% | +7,900+8.6% | Added |
| McIlrath & Eck, LLC | 100,842 | $2.31M | 0.69% | −2,060−2.0% | Reduced |
| WealthTrust Axiom LLC | 102,065 | $2.34M | 0.79% | −6,000−5.6% | Reduced |
| Silver Lake Advisory, LLC | 102,768 | $2.35M | 1.16% | +354+0.3% | Added |
| EAM Global Investors LLC | 114,379 | $2.62M | 0.62% | −20,216−15.0% | Reduced |
| Boston Partners | 122,356 | $2.80M | 0.00% | −37,221−23.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 135,467 | $3.10M | 0.00% | −319,699−70.2% | Reduced |
| Koshinski Asset Management, Inc. | 138,022 | $3.16M | 0.27% | +138,022 | New |
| AXA S.A. | 144,500 | $3.31M | 0.01% | −1,700−1.2% | Reduced |
| HN Saltoro Capital, LP | 145,645 | $3.33M | 2.68% | +28,395+24.2% | Added |
| State of Wisconsin Investment Board | 150,000 | $3.44M | 0.01% | +7,900+5.6% | Added |
| Millennium Management LLC | 155,381 | $3.56M | 0.00% | −402,762−72.2% | Reduced |
| Envestnet Asset Management Inc | 160,328 | $3.67M | 0.00% | +10,936+7.3% | Added |
| Victory Capital Management Inc | 161,129 | $3.69M | 0.00% | +22,417+16.2% | Added |
| Nordea Investment Management AB | 166,923 | $3.93M | 0.01% | +83,473+100.0% | Added |
| Walthausen & Co., LLC | 171,909 | $3.94M | 1.00% | −56,641−24.8% | Reduced |
| Goldman Sachs Group Inc | 172,396 | $3.95M | 0.00% | +110,035+176.4% | Added |
| Morgan Stanley | 175,210 | $4.01M | 0.00% | −48,217−21.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 199,255 | $4.56M | 0.41% | +100,214+101.2% | Added |
| Nicholas Investment Partners, LP | 208,720 | $4.78M | 0.35% | +208,720 | New |
| Rutabaga Capital Management LLC | 213,811 | $4.90M | 2.37% | −9,100−4.1% | Reduced |
| Nuveen Asset Management, LLC | 219,738 | $5.13M | 0.00% | −4,970−2.2% | Reduced |
| Parametric Portfolio Associates LLC | 230,022 | $5.27M | 0.00% | +40,650+21.5% | Added |
| Neuberger Berman Group LLC | 246,558 | $5.56M | 0.00% | −6,285−2.5% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $5.72M | 0.54% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 254,168 | $5.82M | 0.00% | −133,197−34.4% | Reduced |
| Real Estate Management Services LLC | 279,500 | $6.40M | 3.94% | −33,000−10.6% | Reduced |
| Monarch Partners Asset Management LLC | 309,117 | $7.08M | 1.03% | +309,117 | New |
| Montag A & Associates Inc | 313,397 | $7.18M | 0.39% | −14,727−4.5% | Reduced |
| Robotti Robert | 339,237 | $7.77M | 1.78% | −2,090−0.6% | Reduced |
| Wells Fargo & Company | 375,991 | $8.61M | 0.00% | +48,783+14.9% | Added |
| Bank of New York Mellon Corp | 380,928 | $8.72M | 0.00% | +35,270+10.2% | Added |
| D.A. Davidson & Co. | 444,333 | $10.2M | 0.12% | −67,727−13.2% | Reduced |
| State of New Jersey Common Pension Fund D | 453,026 | $10.4M | 0.03% | +1,234+0.3% | Added |
| Invesco Ltd. | 475,876 | $10.9M | 0.00% | −33,316−6.5% | Reduced |
| JPMorgan Chase & Co | 483,294 | $11.1M | 0.00% | −22,023−4.4% | Reduced |
| Charles Schwab Investment Management Inc | 491,857 | $11.3M | 0.00% | +17,899+3.8% | Added |
| Price T Rowe Associates Inc | 512,351 | $11.7M | 0.00% | +485,125+1,781.8% | Added |
| Royal Bank of Canada | 515,886 | $11.8M | 0.00% | +20,264+4.1% | Added |
| Northern Trust Corp | 522,889 | $12.0M | 0.00% | −19,546−3.6% | Reduced |
| B&I Capital AG | 522,917 | $12.0M | 3.19% | −64,076−10.9% | Reduced |
| Russell Investments Group, Ltd. | 635,073 | $14.5M | 0.02% | −110,506−14.8% | Reduced |
| Bank of Montreal | 617,875 | $14.6M | 0.01% | −25,970−4.0% | Reduced |
| Dimensional Fund Advisors LP | 647,610 | $14.8M | 0.00% | +22,225+3.6% | Added |
| Jennison Associates LLC | 752,121 | $17.2M | 0.01% | −4,000−0.5% | Reduced |
| Geode Capital Management, LLC | 880,441 | $20.2M | 0.00% | +44,434+5.3% | Added |
| State Street Corp | 890,897 | $20.4M | 0.00% | +12,589+1.4% | Added |
| Copeland Capital Management, LLC | 1,514,406 | $34.7M | 0.99% | +65,956+4.6% | Added |
| William Blair Investment Management, LLC | 1,825,684 | $41.8M | 0.12% | +1,821,864+47,692.8% | Added |
| FMR LLC | 2,396,091 | $54.9M | 0.00% | −90.0% | Reduced |
| BlackRock Inc. | 3,177,671 | $72.8M | 0.00% | +128,304+4.2% | Added |
| Vanguard Group Inc | 4,565,953 | $104.6M | 0.00% | +282,203+6.6% | Added |
| Sofos Investments, Inc. | 3 | – | – | 00.0% | Unchanged |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −115,347−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −111,140−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −42,491−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −19,107−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −11,800−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −10,723−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −10,492−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −10,020−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −4,800−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −3,796−100.0% | Sold out |
| Red Door Wealth Management, LLC | 0 | $0 | 0.00% | −2,369−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,803−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −363−100.0% | Sold out |
| Investment Counselors of Maryland LLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |