Umh Properties, Inc.

UMH

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0000752642

SEC filings (opens in a new tab)

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

Q4 2021 vs. Q3 2021

How the institutions holding Umh Properties, Inc. changed between Q3 2021 and Q4 2021.

All holders in Q4 2021 All holders in Q3 2021

13F holders of UMH: Q3 2021 compared with Q4 2021
Measure	Q3 2021	Of which not filed for Q4 2021	Q4 2021	Change
Holders	166	2	178	+14
Shares	31.5M	2.68K	34.6M	+3.08M (+9.8%)
Value	$722.3M	$61.0K	$944.2M	+$222.0M (+30.7%)

2 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so the changes leave them out.

New holders (31)

Institutions that held Umh Properties, Inc. at the end of Q4 2021 but not at the end of Q3 2021.

Institutions new to UMH in Q4 2021
Institution	Shares	Value	% of portfolio
Janus Henderson Group PLC	705,531	$19.3M	0.01%
GW&K Investment Management, LLC	655,616	$17.9M	0.15%
Scout Investments, Inc.	293,301	$8.02M	0.12%
Verition Fund Management LLC	240,201	$6.57M	0.08%
UBS Oconnor LLC	138,172	$3.78M	0.04%
Eagle Asset Management Inc	119,224	$3.19M	0.01%
Centersquare Investment Management LLC	39,500	$1.08M	0.01%
Allspring Global Investments Holdings, LLC	39,241	$1.07M	0.00%
Eagle Strategies LLC	37,276	$1.02M	0.40%
RMB Capital Management, LLC	34,867	$953.0K	0.03%
Lee Financial Co	25,272	$691.0K	0.13%
Cubist Systematic Strategies, LLC	21,366	$584.0K	0.01%
Family Management Corp	15,217	$416.0K	0.11%
Spirit of America Management Corp	10,500	$287.0K	0.06%
ProShare Advisors LLC	9,272	$253.0K	0.00%
Teacher Retirement System of Texas	9,225	$252.0K	0.00%
Gsa Capital Partners LLP	9,205	$252.0K	0.03%
First Trust Advisors LP	8,768	$240.0K	0.00%
Vert Asset Management LLC	8,227	$225.0K	0.19%
Palisade Capital Management LLC	7,500	$205.0K	0.00%
State of Wyoming	5,620	$154.0K	0.07%
Quantbot Technologies LP	3,000	$81.0K	0.01%
Cambridge Trust Co	2,000	$55.0K	0.00%
HM Payson & Co	600	$16.0K	0.00%
Signet Financial Management, LLC	398	$11.0K	0.00%
Retirement Group, LLC	400	$11.0K	0.00%
Delos Wealth Advisors, LLC	214	$6.00K	0.01%
NEXT Financial Group, Inc	79	$2.00K	0.00%
Ellevest, Inc.	46	$1.00K	0.00%
CWM, LLC	10	$0	0.00%
Covestor Ltd	16	$0	0.00%

Sold out (17)

Institutions that held Umh Properties, Inc. at the end of Q3 2021 and filed for Q4 2021 without it.

Institutions that sold out of UMH in Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Bank of Montreal	617,875	$14.6M
HN Saltoro Capital, LP	145,645	$3.33M
Arrowstreet Capital, Limited Partnership	135,467	$3.10M
EAM Global Investors LLC	114,379	$2.62M
Balyasny Asset Management LLC	98,679	$2.26M
EAM Investors, LLC	80,807	$1.85M
TCW Group Inc	18,595	$426.0K
Cresset Asset Management, LLC	12,313	$282.0K
O'Shaughnessy Asset Management, LLC	11,903	$273.0K
Kennedy Capital Management, Inc.	11,104	$254.0K
Prelude Capital Management, LLC	10,308	$236.0K
Tudor Investment Corp Et Al	9,657	$221.0K
Prudential Financial Inc	8,745	$204.0K
New York State Teachers Retirement System	3,200	$73.0K
Simplex Trading, LLC	2,970	$65.0K
Harbour Investments, Inc.	10	$0
Meridian Wealth Partners, LLC	8	$0

Not filed for Q4 2021 yet (2)

Institutions that held Umh Properties, Inc. at the end of Q3 2021 and haven't filed a 13F for Q4 2021. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UMH in Q3 2021 that haven't filed for Q4 2021
Institution	Shares, Q3 2021	Value, Q3 2021
Sonora Investment Management, LLC	2,000	$46.0K
Berman Capital Advisors, LLC	680	$15.0K