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 |
|---|---|---|---|---|---|
| CWM, LLC | 10 | $0 | 0.00% | +10 | New |
| Covestor Ltd | 16 | $0 | 0.00% | +16 | New |
| Glassman Wealth Services | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 46 | $1.00K | 0.00% | +46 | New |
| Raffa Wealth Management, LLC | 37 | $1.01K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 79 | $2.00K | 0.00% | +79 | New |
| Quadrant Capital Group LLC | 108 | $3.00K | 0.00% | −20−15.6% | Reduced |
| Lindbrook Capital, LLC | 123 | $3.00K | 0.00% | 00.0% | Unchanged |
| Delos Wealth Advisors, LLC | 214 | $6.00K | 0.01% | +214 | New |
| SRS Capital Advisors, Inc. | 349 | $10.0K | 0.00% | +41+13.3% | Added |
| Signet Financial Management, LLC | 398 | $11.0K | 0.00% | +398 | New |
| Retirement Group, LLC | 400 | $11.0K | 0.00% | +400 | New |
| Tower Research Capital LLC (TRC) | 591 | $16.0K | 0.00% | −2,878−83.0% | Reduced |
| HM Payson & Co | 600 | $16.0K | 0.00% | +600 | New |
| Fifth Third Bancorp | 659 | $18.0K | 0.00% | −16−2.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 760 | $21.0K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 972 | $27.0K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 1,200 | $33.0K | 0.00% | +600+100.0% | Added |
| Federated Hermes, Inc. | 1,277 | $35.0K | 0.00% | +1,152+921.6% | Added |
| Earnest Partners LLC | 1,300 | $36.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,348 | $37.0K | 0.00% | +10+0.7% | Added |
| Cambridge Trust Co | 2,000 | $55.0K | 0.00% | +2,000 | New |
| Fieldpoint Private Securities, LLC | 2,077 | $57.0K | 0.01% | +66+3.3% | Added |
| Geneos Wealth Management Inc. | 2,428 | $66.0K | 0.00% | +19+0.8% | Added |
| Lazard Asset Management LLC | 2,436 | $66.0K | 0.00% | +362+17.5% | Added |
| Highlander Capital Management, LLC | 2,450 | $67.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 2,725 | $75.0K | 0.00% | +1,902+231.1% | Added |
| Quantbot Technologies LP | 3,000 | $81.0K | 0.01% | +3,000 | New |
| Ameritas Investment Partners, Inc. | 3,128 | $85.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 3,381 | $92.0K | 0.01% | +50+1.5% | Added |
| State of Wyoming | 5,620 | $154.0K | 0.07% | +5,620 | New |
| Signaturefd, LLC | 6,537 | $179.0K | 0.01% | +51+0.8% | Added |
| SG Americas Securities, LLC | 7,135 | $195.0K | 0.00% | −10,449−59.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 7,509 | $205.0K | 0.00% | +3,703+97.3% | Added |
| Palisade Capital Management LLC | 7,500 | $205.0K | 0.00% | +7,500 | New |
| Comerica Bank | 9,276 | $217.0K | 0.00% | +637+7.4% | Added |
| Vert Asset Management LLC | 8,227 | $225.0K | 0.19% | +8,227 | New |
| First Trust Advisors LP | 8,768 | $240.0K | 0.00% | +8,768 | New |
| Mercer Global Advisors Inc | 9,060 | $248.0K | 0.00% | −666−6.8% | Reduced |
| National Asset Management, Inc. | 9,097 | $249.0K | 0.01% | +334+3.8% | Added |
| Teacher Retirement System of Texas | 9,225 | $252.0K | 0.00% | +9,225 | New |
| Gsa Capital Partners LLP | 9,205 | $252.0K | 0.03% | +9,205 | New |
| ProShare Advisors LLC | 9,272 | $253.0K | 0.00% | +9,272 | New |
| Cambria Investment Management, L.P. | 9,600 | $262.0K | 0.04% | −1,524−13.7% | Reduced |
| Wedbush Securities Inc | 10,511 | $287.0K | 0.01% | 00.0% | Unchanged |
| Spirit of America Management Corp | 10,500 | $287.0K | 0.06% | +10,500 | New |
| BNP Paribas Arbitrage, SA | 10,562 | $288.7K | 0.00% | +1,378+15.0% | Added |
| Personal Cfo Solutions, LLC | 10,736 | $293.0K | 0.05% | −78−0.7% | Reduced |
| Canada Pension Plan Investment Board | 11,000 | $301.0K | 0.00% | −14,000−56.0% | Reduced |
| Firestone Capital Management | 11,297 | $309.0K | 0.10% | 00.0% | Unchanged |
| Ninepoint Partners LP | 11,801 | $323.0K | 0.12% | +2,392+25.4% | Added |
| Citigroup Inc | 11,862 | $324.0K | 0.00% | +2,874+32.0% | Added |
| Arizona State Retirement System | 12,766 | $349.0K | 0.00% | +460+3.7% | Added |
| Connors Investor Services Inc | 13,190 | $360.0K | 0.04% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 13,158 | $360.0K | 0.00% | +2,099+19.0% | Added |
| Great West Life Assurance Co | 13,390 | $364.0K | 0.00% | +7+0.1% | Added |
| NJ State Employees Deferred Compensation Plan | 13,400 | $366.0K | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 13,661 | $373.0K | 0.00% | +4,220+44.7% | Added |
| Metropolitan Life Insurance Co | 13,928 | $380.7K | 0.01% | +70+0.5% | Added |
| IndexIQ Advisors LLC | 14,150 | $387.0K | 0.01% | −1,391−9.0% | Reduced |
| Addison Capital Co | 14,200 | $388.0K | 0.17% | 00.0% | Unchanged |
| MetLife Investment Management | 14,925 | $407.9K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 15,038 | $411.0K | 0.01% | 00.0% | Unchanged |
| Family Management Corp | 15,217 | $416.0K | 0.11% | +15,217 | New |
| Lokken Investment Group LLC | 16,922 | $462.0K | 0.33% | 00.0% | Unchanged |
| Voya Investment Management LLC | 16,966 | $464.0K | 0.00% | +124+0.7% | Added |
| Vident Investment Advisory, LLC | 17,122 | $468.0K | 0.01% | +206+1.2% | Added |
| Orleans Capital Management Corp | 18,000 | $492.0K | 0.28% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,602 | $494.0K | 0.00% | +286+1.6% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,332 | $501.0K | 0.00% | +1,478+8.8% | Added |
| Legal & General Group Plc | 19,046 | $521.0K | 0.00% | +730+4.0% | Added |
| SEI Investments Co | 20,094 | $539.0K | 0.00% | +2,974+17.4% | Added |
| Vestcor Inc | 20,055 | $548.0K | 0.02% | −15,623−43.8% | Reduced |
| Public Employees Retirement Association of Colorado | 20,359 | $556.0K | 0.00% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 21,366 | $584.0K | 0.01% | +21,366 | New |
| State of Alaska, Department of Revenue | 21,562 | $588.0K | 0.01% | −260−1.2% | Reduced |
| Manufacturers Life Insurance Company, The | 22,356 | $611.0K | 0.00% | +129+0.6% | Added |
| American International Group, Inc. | 22,556 | $616.0K | 0.00% | −675−2.9% | Reduced |
| Nisa Investment Advisors, LLC | 27,031 | $638.0K | 0.00% | −2,343−8.0% | Reduced |
| Bank of America Corp | 25,120 | $687.0K | 0.00% | +13,309+112.7% | Added |
| Lee Financial Co | 25,272 | $691.0K | 0.13% | +25,272 | New |
| State Board of Administration of Florida Retirement System | 27,249 | $745.0K | 0.00% | 00.0% | Unchanged |
| DuPont Capital Management Corp | 28,418 | $777.0K | 0.03% | +5,777+25.5% | Added |
| Pensionfund Sabic | 29,564 | $808.0K | 0.15% | 00.0% | Unchanged |
| Deutsche Bank AG | 33,542 | $917.0K | 0.00% | −4,593−12.0% | Reduced |
| Credit Suisse AG | 33,632 | $918.0K | 0.00% | +739+2.2% | Added |
| RMB Capital Management, LLC | 34,867 | $953.0K | 0.03% | +34,867 | New |
| Advisor Group Holdings, Inc. | 36,509 | $993.0K | 0.00% | +3,659+11.1% | Added |
| Nomura Asset Management Co Ltd | 37,200 | $1.02M | 0.01% | +3,300+9.7% | Added |
| Eagle Strategies LLC | 37,276 | $1.02M | 0.40% | +37,276 | New |
| ClariVest Asset Management LLC | 38,528 | $1.05M | 0.03% | −600−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 39,241 | $1.07M | 0.00% | +39,241 | New |
| Centersquare Investment Management LLC | 39,500 | $1.08M | 0.01% | +39,500 | New |
| Alliancebernstein L.P. | 39,751 | $1.09M | 0.00% | −2,249−5.4% | Reduced |
| Principal Financial Group Inc | 40,097 | $1.10M | 0.00% | −14,957−27.2% | Reduced |
| UBS Asset Management Americas Inc | 41,828 | $1.14M | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 42,709 | $1.17M | 0.00% | +12,528+41.5% | Added |
| North Star Investment Management Corp. | 45,000 | $1.23M | 0.09% | 00.0% | Unchanged |
| Martingale Asset Management L P | 47,640 | $1.30M | 0.02% | +500+1.1% | Added |
| Bard Associates Inc | 48,125 | $1.31M | 0.43% | +3,100+6.9% | Added |