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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 18,316 | $420.0K | 0.00% | +8,864+93.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,316 | $419.0K | 0.00% | +2,513+15.9% | Added |
| Orleans Capital Management Corp | 18,000 | $412.0K | 0.26% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 17,584 | $403.0K | 0.00% | +17,584 | New |
| Lokken Investment Group LLC | 16,922 | $388.0K | 0.31% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 16,916 | $387.0K | 0.01% | +16,916 | New |
| 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 |
| SEI Investments Co | 17,120 | $383.0K | 0.00% | +3,174+22.8% | Added |
| IndexIQ Advisors LLC | 15,541 | $356.0K | 0.01% | −3,929−20.2% | Reduced |
| Crestwood Advisors Group LLC | 15,038 | $344.0K | 0.01% | +1,142+8.2% | Added |
| MetLife Investment Management | 14,925 | $341.8K | 0.00% | 00.0% | Unchanged |
| Addison Capital Co | 14,200 | $325.0K | 0.15% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 13,858 | $317.3K | 0.00% | +260+1.9% | Added |
| Great West Life Assurance Co | 13,383 | $308.0K | 0.00% | +2,268+20.4% | Added |
| NJ State Employees Deferred Compensation Plan | 13,400 | $307.0K | 0.04% | 00.0% | Unchanged |
| Connors Investor Services Inc | 13,190 | $302.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| O'Shaughnessy Asset Management, LLC | 11,903 | $273.0K | 0.01% | +2,364+24.8% | Added |
| Bank of America Corp | 11,811 | $271.0K | 0.00% | +1,500+14.5% | Added |
| Cambria Investment Management, L.P. | 11,124 | $255.0K | 0.05% | +11,124 | New |
| Kennedy Capital Management, Inc. | 11,104 | $254.0K | 0.01% | −18,656−62.7% | Reduced |
| Daiwa Securities Group Inc. | 11,059 | $253.0K | 0.00% | +191+1.8% | Added |
| Personal Cfo Solutions, LLC | 10,814 | $248.0K | 0.05% | +711+7.0% | Added |
| Firestone Capital Management | 11,297 | $247.0K | 0.08% | 00.0% | Unchanged |
| Wedbush Securities Inc | 10,511 | $241.0K | 0.01% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 10,308 | $236.0K | 0.01% | +10,308 | New |
| Mercer Global Advisors Inc | 9,726 | $223.0K | 0.00% | +9,726 | New |
| Tudor Investment Corp Et Al | 9,657 | $221.0K | 0.00% | +9,657 | New |
| LPL Financial LLC | 9,441 | $216.0K | 0.00% | +9,441 | New |
| Ninepoint Partners LP | 9,409 | $215.0K | 0.08% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 9,184 | $210.3K | 0.00% | +7,585+474.4% | Added |
| Comerica Bank | 8,639 | $208.0K | 0.00% | +8,639 | New |
| Citigroup Inc | 8,988 | $206.0K | 0.00% | +6,081+209.2% | Added |
| Prudential Financial Inc | 8,745 | $204.0K | 0.00% | +8,745 | New |
| National Asset Management, Inc. | 8,763 | $201.0K | 0.01% | +8,763 | New |
| Signaturefd, LLC | 6,486 | $149.0K | 0.01% | +6,000+1,234.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 3,806 | $87.0K | 0.00% | +3,806 | New |
| Tower Research Capital LLC (TRC) | 3,469 | $79.0K | 0.00% | −5,463−61.2% | Reduced |
| Proequities, Inc. | 3,331 | $76.0K | 0.00% | +590+21.5% | Added |
| New York State Teachers Retirement System | 3,200 | $73.0K | 0.00% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 3,128 | $72.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 2,970 | $65.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Lazard Asset Management LLC | 2,074 | $47.0K | 0.00% | −159−7.1% | Reduced |
| 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 |
| Tradition Wealth Management, LLC | 1,338 | $31.0K | 0.00% | +11+0.8% | Added |
| Earnest Partners LLC | 1,300 | $30.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 972 | $22.0K | 0.00% | +351+56.5% | Added |
| US Bancorp | 823 | $20.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 760 | $17.0K | 0.00% | 00.0% | Unchanged |
| Berman Capital Advisors, LLC | 680 | $15.0K | 0.00% | +19+2.9% | Added |
| Fifth Third Bancorp | 675 | $15.0K | 0.00% | +675 | New |
| Group One Trading, L.P. | 600 | $14.0K | 0.00% | +300+100.0% | Added |
| SRS Capital Advisors, Inc. | 308 | $7.00K | 0.00% | +2+0.7% | Added |
| 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 |
| Glassman Wealth Services | 22 | $1.00K | 0.00% | +22 | New |
| Raffa Wealth Management, LLC | 37 | $847 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 10 | $0 | 0.00% | −1−9.1% | Reduced |
| Meridian Wealth Partners, LLC | 8 | $0 | 0.00% | +8 | New |
| 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 |