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, Q4 2021
Institutional positions in Umh Properties, Inc. as of Dec 31, 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
- 178
- +14 vs. Q3 2021
- Shares held
- 34.6M
- +3.08M (+9.8%) vs. Q3 2021
- Total value
- $944.2M
- +$222.0M (+30.7%) vs. Q3 2021
- New holders
- 31
- 75 more added
- Sold out
- 17
- 45 more reduced
2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 4,875,575 | $133.3M | 0.00% | +309,622+6.8% | Added |
| BlackRock Inc. | 3,226,989 | $88.2M | 0.00% | +49,318+1.6% | Added |
| FMR LLC | 2,396,091 | $65.5M | 0.00% | 00.0% | Unchanged |
| William Blair Investment Management, LLC | 1,683,975 | $46.0M | 0.12% | −141,709−7.8% | Reduced |
| Copeland Capital Management, LLC | 1,569,110 | $42.9M | 1.11% | +54,704+3.6% | Added |
| Jennison Associates LLC | 956,464 | $26.1M | 0.02% | +204,343+27.2% | Added |
| State Street Corp | 931,641 | $25.5M | 0.00% | +40,744+4.6% | Added |
| Geode Capital Management, LLC | 903,806 | $24.7M | 0.00% | +23,365+2.7% | Added |
| Janus Henderson Group PLC | 705,531 | $19.3M | 0.01% | +705,531 | New |
| Dimensional Fund Advisors LP | 670,095 | $18.3M | 0.01% | +22,485+3.5% | Added |
| GW&K Investment Management, LLC | 655,616 | $17.9M | 0.15% | +655,616 | New |
| Ameriprise Financial Inc | 643,196 | $17.6M | 0.00% | +389,028+153.1% | Added |
| Price T Rowe Associates Inc | 593,720 | $16.2M | 0.00% | +81,369+15.9% | Added |
| Russell Investments Group, Ltd. | 572,150 | $15.6M | 0.02% | −62,923−9.9% | Reduced |
| Millennium Management LLC | 543,973 | $14.9M | 0.02% | +388,592+250.1% | Added |
| JPMorgan Chase & Co | 524,213 | $14.3M | 0.00% | +40,919+8.5% | Added |
| Northern Trust Corp | 522,577 | $14.3M | 0.00% | −312−0.1% | Reduced |
| Charles Schwab Investment Management Inc | 501,697 | $13.7M | 0.00% | +9,840+2.0% | Added |
| B&I Capital AG | 489,917 | $13.4M | 3.19% | −33,000−6.3% | Reduced |
| State of New Jersey Common Pension Fund D | 457,527 | $12.5M | 0.04% | +4,501+1.0% | Added |
| D.A. Davidson & Co. | 427,425 | $11.7M | 0.12% | −16,908−3.8% | Reduced |
| Royal Bank of Canada | 399,539 | $10.9M | 0.00% | −116,347−22.6% | Reduced |
| Wells Fargo & Company | 397,652 | $10.9M | 0.00% | +21,661+5.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 390,500 | $10.7M | 0.02% | +338,900+656.8% | Added |
| Invesco Ltd. | 373,877 | $10.2M | 0.00% | −101,999−21.4% | Reduced |
| Bank of New York Mellon Corp | 355,478 | $9.71M | 0.00% | −25,450−6.7% | Reduced |
| Nordea Investment Management AB | 346,971 | $9.28M | 0.01% | +180,048+107.9% | Added |
| Robotti Robert | 334,825 | $9.15M | 1.85% | −4,412−1.3% | Reduced |
| Montag A & Associates Inc | 303,123 | $8.28M | 0.41% | −10,274−3.3% | Reduced |
| Scout Investments, Inc. | 293,301 | $8.02M | 0.12% | +293,301 | New |
| Real Estate Management Services LLC | 263,800 | $7.21M | 4.33% | −15,700−5.6% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $6.83M | 0.57% | 00.0% | Unchanged |
| Nicholas Investment Partners, LP | 246,808 | $6.75M | 0.43% | +38,088+18.2% | Added |
| Neuberger Berman Group LLC | 243,935 | $6.57M | 0.01% | −2,623−1.1% | Reduced |
| Verition Fund Management LLC | 240,201 | $6.57M | 0.08% | +240,201 | New |
| State of Wisconsin Investment Board | 239,300 | $6.54M | 0.01% | +89,300+59.5% | Added |
| Parametric Portfolio Associates LLC | 233,164 | $6.37M | 0.00% | +3,142+1.4% | Added |
| Goldman Sachs Group Inc | 213,472 | $5.83M | 0.00% | +41,076+23.8% | Added |
| Knights of Columbus Asset Advisors LLC | 201,794 | $5.51M | 0.45% | +2,539+1.3% | Added |
| Rutabaga Capital Management LLC | 198,611 | $5.43M | 3.60% | −15,200−7.1% | Reduced |
| Citadel Advisors LLC | 196,247 | $5.36M | 0.01% | +107,771+121.8% | Added |
| Monarch Partners Asset Management LLC | 184,485 | $5.04M | 1.02% | −124,632−40.3% | Reduced |
| Nuveen Asset Management, LLC | 192,301 | $4.78M | 0.00% | −27,437−12.5% | Reduced |
| Envestnet Asset Management Inc | 172,703 | $4.72M | 0.00% | +12,375+7.7% | Added |
| Morgan Stanley | 156,402 | $4.28M | 0.00% | −18,808−10.7% | Reduced |
| Victory Capital Management Inc | 145,419 | $3.97M | 0.00% | −15,710−9.7% | Reduced |
| AXA S.A. | 138,600 | $3.79M | 0.01% | −5,900−4.1% | Reduced |
| UBS Oconnor LLC | 138,172 | $3.78M | 0.04% | +138,172 | New |
| Koshinski Asset Management, Inc. | 137,450 | $3.76M | 0.30% | −572−0.4% | Reduced |
| Walthausen & Co., LLC | 128,419 | $3.51M | 0.92% | −43,490−25.3% | Reduced |
| Boston Partners | 118,257 | $3.23M | 0.00% | −4,099−3.4% | Reduced |
| Eagle Asset Management Inc | 119,224 | $3.19M | 0.01% | +119,224 | New |
| Swiss National Bank | 104,400 | $2.85M | 0.00% | +4,600+4.6% | Added |
| McIlrath & Eck, LLC | 104,344 | $2.85M | 0.77% | +3,502+3.5% | Added |
| Silver Lake Advisory, LLC | 102,398 | $2.80M | 1.30% | −370−0.4% | Reduced |
| ExodusPoint Capital Management, LP | 101,814 | $2.78M | 0.03% | +63,352+164.7% | Added |
| WealthTrust Axiom LLC | 100,965 | $2.76M | 0.88% | −1,100−1.1% | Reduced |
| Thrivent Financial for Lutherans | 97,110 | $2.65M | 0.01% | +27,557+39.6% | Added |
| GW Henssler & Associates Ltd | 96,368 | $2.63M | 0.17% | 00.0% | Unchanged |
| Barclays PLC | 88,318 | $2.41M | 0.00% | +69,928+380.3% | Added |
| Storebrand Asset Management AS | 79,052 | $2.16M | 0.01% | +6,811+9.4% | Added |
| Shufro Rose & Co LLC | 78,500 | $2.15M | 0.16% | −700−0.9% | Reduced |
| Gamco Investors, Inc. Et Al | 75,700 | $2.07M | 0.02% | +500+0.7% | Added |
| Aptus Capital Advisors, LLC | 74,970 | $2.05M | 0.07% | +14,280+23.5% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.99M | 0.04% | 00.0% | Unchanged |
| Ziegler Capital Management, LLC | 71,778 | $1.96M | 0.07% | −7,165−9.1% | Reduced |
| Asset Management One Co.,Ltd. | 72,325 | $1.93M | 0.01% | +6,139+9.3% | Added |
| AQR Capital Management LLC | 67,895 | $1.86M | 0.00% | +42,944+172.1% | Added |
| Pensionfund DSM Netherlands | 66,900 | $1.83M | 0.21% | 00.0% | Unchanged |
| California State Teachers Retirement System | 63,118 | $1.73M | 0.00% | +3,205+5.3% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 61,818 | $1.69M | 0.00% | −1,659−2.6% | Reduced |
| New York State Common Retirement Fund | 59,602 | $1.63M | 0.00% | +240.0% | Added |
| STRS Ohio | 56,480 | $1.54M | 0.01% | −524−0.9% | Reduced |
| Raymond James & Associates | 53,344 | $1.46M | 0.00% | +1,650+3.2% | Added |
| Rhumbline Advisers | 53,094 | $1.45M | 0.00% | −97−0.2% | Reduced |
| UBS Group AG | 52,330 | $1.43M | 0.00% | +11,296+27.5% | Added |
| Stifel Financial Corp | 48,466 | $1.32M | 0.00% | +7,594+18.6% | Added |
| Bard Associates Inc | 48,125 | $1.31M | 0.43% | +3,100+6.9% | Added |
| Martingale Asset Management L P | 47,640 | $1.30M | 0.02% | +500+1.1% | Added |
| North Star Investment Management Corp. | 45,000 | $1.23M | 0.09% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 42,709 | $1.17M | 0.00% | +12,528+41.5% | Added |
| UBS Asset Management Americas Inc | 41,828 | $1.14M | 0.00% | 00.0% | Unchanged |
| Principal Financial Group Inc | 40,097 | $1.10M | 0.00% | −14,957−27.2% | Reduced |
| Alliancebernstein L.P. | 39,751 | $1.09M | 0.00% | −2,249−5.4% | Reduced |
| Centersquare Investment Management LLC | 39,500 | $1.08M | 0.01% | +39,500 | New |
| Allspring Global Investments Holdings, LLC | 39,241 | $1.07M | 0.00% | +39,241 | New |
| ClariVest Asset Management LLC | 38,528 | $1.05M | 0.03% | −600−1.5% | Reduced |
| Eagle Strategies LLC | 37,276 | $1.02M | 0.40% | +37,276 | New |
| Nomura Asset Management Co Ltd | 37,200 | $1.02M | 0.01% | +3,300+9.7% | Added |
| Advisor Group Holdings, Inc. | 36,509 | $993.0K | 0.00% | +3,659+11.1% | Added |
| RMB Capital Management, LLC | 34,867 | $953.0K | 0.03% | +34,867 | New |
| Credit Suisse AG | 33,632 | $918.0K | 0.00% | +739+2.2% | Added |
| Deutsche Bank AG | 33,542 | $917.0K | 0.00% | −4,593−12.0% | Reduced |
| Pensionfund Sabic | 29,564 | $808.0K | 0.15% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 28,418 | $777.0K | 0.03% | +5,777+25.5% | Added |
| State Board of Administration of Florida Retirement System | 27,249 | $745.0K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 25,272 | $691.0K | 0.13% | +25,272 | New |
| Bank of America Corp | 25,120 | $687.0K | 0.00% | +13,309+112.7% | Added |
| Nisa Investment Advisors, LLC | 27,031 | $638.0K | 0.00% | −2,343−8.0% | Reduced |
| American International Group, Inc. | 22,556 | $616.0K | 0.00% | −675−2.9% | Reduced |