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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 48,466 | $1.32M | 0.00% | +7,594+18.6% | Added |
| UBS Group AG | 52,330 | $1.43M | 0.00% | +11,296+27.5% | Added |
| Rhumbline Advisers | 53,094 | $1.45M | 0.00% | −97−0.2% | Reduced |
| Raymond James & Associates | 53,344 | $1.46M | 0.00% | +1,650+3.2% | Added |
| STRS Ohio | 56,480 | $1.54M | 0.01% | −524−0.9% | Reduced |
| New York State Common Retirement Fund | 59,602 | $1.63M | 0.00% | +240.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 61,818 | $1.69M | 0.00% | −1,659−2.6% | Reduced |
| California State Teachers Retirement System | 63,118 | $1.73M | 0.00% | +3,205+5.3% | Added |
| Pensionfund DSM Netherlands | 66,900 | $1.83M | 0.21% | 00.0% | Unchanged |
| AQR Capital Management LLC | 67,895 | $1.86M | 0.00% | +42,944+172.1% | Added |
| Asset Management One Co.,Ltd. | 72,325 | $1.93M | 0.01% | +6,139+9.3% | Added |
| Ziegler Capital Management, LLC | 71,778 | $1.96M | 0.07% | −7,165−9.1% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.99M | 0.04% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 74,970 | $2.05M | 0.07% | +14,280+23.5% | Added |
| Gamco Investors, Inc. Et Al | 75,700 | $2.07M | 0.02% | +500+0.7% | Added |
| Shufro Rose & Co LLC | 78,500 | $2.15M | 0.16% | −700−0.9% | Reduced |
| Storebrand Asset Management AS | 79,052 | $2.16M | 0.01% | +6,811+9.4% | Added |
| Barclays PLC | 88,318 | $2.41M | 0.00% | +69,928+380.3% | Added |
| GW Henssler & Associates Ltd | 96,368 | $2.63M | 0.17% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 97,110 | $2.65M | 0.01% | +27,557+39.6% | Added |
| WealthTrust Axiom LLC | 100,965 | $2.76M | 0.88% | −1,100−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 101,814 | $2.78M | 0.03% | +63,352+164.7% | Added |
| Silver Lake Advisory, LLC | 102,398 | $2.80M | 1.30% | −370−0.4% | Reduced |
| McIlrath & Eck, LLC | 104,344 | $2.85M | 0.77% | +3,502+3.5% | Added |
| Swiss National Bank | 104,400 | $2.85M | 0.00% | +4,600+4.6% | Added |
| Eagle Asset Management Inc | 119,224 | $3.19M | 0.01% | +119,224 | New |
| Boston Partners | 118,257 | $3.23M | 0.00% | −4,099−3.4% | Reduced |
| Walthausen & Co., LLC | 128,419 | $3.51M | 0.92% | −43,490−25.3% | Reduced |
| Koshinski Asset Management, Inc. | 137,450 | $3.76M | 0.30% | −572−0.4% | Reduced |
| UBS Oconnor LLC | 138,172 | $3.78M | 0.04% | +138,172 | New |
| AXA S.A. | 138,600 | $3.79M | 0.01% | −5,900−4.1% | Reduced |
| Victory Capital Management Inc | 145,419 | $3.97M | 0.00% | −15,710−9.7% | Reduced |
| Morgan Stanley | 156,402 | $4.28M | 0.00% | −18,808−10.7% | Reduced |
| Envestnet Asset Management Inc | 172,703 | $4.72M | 0.00% | +12,375+7.7% | Added |
| Nuveen Asset Management, LLC | 192,301 | $4.78M | 0.00% | −27,437−12.5% | Reduced |
| Monarch Partners Asset Management LLC | 184,485 | $5.04M | 1.02% | −124,632−40.3% | Reduced |
| Citadel Advisors LLC | 196,247 | $5.36M | 0.01% | +107,771+121.8% | Added |
| Rutabaga Capital Management LLC | 198,611 | $5.43M | 3.60% | −15,200−7.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 201,794 | $5.51M | 0.45% | +2,539+1.3% | Added |
| Goldman Sachs Group Inc | 213,472 | $5.83M | 0.00% | +41,076+23.8% | Added |
| Parametric Portfolio Associates LLC | 233,164 | $6.37M | 0.00% | +3,142+1.4% | Added |
| State of Wisconsin Investment Board | 239,300 | $6.54M | 0.01% | +89,300+59.5% | 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 |
| Nicholas Investment Partners, LP | 246,808 | $6.75M | 0.43% | +38,088+18.2% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $6.83M | 0.57% | 00.0% | Unchanged |
| Real Estate Management Services LLC | 263,800 | $7.21M | 4.33% | −15,700−5.6% | Reduced |
| Scout Investments, Inc. | 293,301 | $8.02M | 0.12% | +293,301 | New |
| Montag A & Associates Inc | 303,123 | $8.28M | 0.41% | −10,274−3.3% | Reduced |
| Robotti Robert | 334,825 | $9.15M | 1.85% | −4,412−1.3% | Reduced |
| Nordea Investment Management AB | 346,971 | $9.28M | 0.01% | +180,048+107.9% | Added |
| Bank of New York Mellon Corp | 355,478 | $9.71M | 0.00% | −25,450−6.7% | Reduced |
| Invesco Ltd. | 373,877 | $10.2M | 0.00% | −101,999−21.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 390,500 | $10.7M | 0.02% | +338,900+656.8% | Added |
| Wells Fargo & Company | 397,652 | $10.9M | 0.00% | +21,661+5.8% | Added |
| Royal Bank of Canada | 399,539 | $10.9M | 0.00% | −116,347−22.6% | Reduced |
| D.A. Davidson & Co. | 427,425 | $11.7M | 0.12% | −16,908−3.8% | Reduced |
| State of New Jersey Common Pension Fund D | 457,527 | $12.5M | 0.04% | +4,501+1.0% | Added |
| B&I Capital AG | 489,917 | $13.4M | 3.19% | −33,000−6.3% | Reduced |
| Charles Schwab Investment Management Inc | 501,697 | $13.7M | 0.00% | +9,840+2.0% | Added |
| Northern Trust Corp | 522,577 | $14.3M | 0.00% | −312−0.1% | Reduced |
| JPMorgan Chase & Co | 524,213 | $14.3M | 0.00% | +40,919+8.5% | Added |
| Millennium Management LLC | 543,973 | $14.9M | 0.02% | +388,592+250.1% | Added |
| Russell Investments Group, Ltd. | 572,150 | $15.6M | 0.02% | −62,923−9.9% | Reduced |
| Price T Rowe Associates Inc | 593,720 | $16.2M | 0.00% | +81,369+15.9% | Added |
| Ameriprise Financial Inc | 643,196 | $17.6M | 0.00% | +389,028+153.1% | Added |
| GW&K Investment Management, LLC | 655,616 | $17.9M | 0.15% | +655,616 | New |
| Dimensional Fund Advisors LP | 670,095 | $18.3M | 0.01% | +22,485+3.5% | Added |
| Janus Henderson Group PLC | 705,531 | $19.3M | 0.01% | +705,531 | New |
| Geode Capital Management, LLC | 903,806 | $24.7M | 0.00% | +23,365+2.7% | Added |
| State Street Corp | 931,641 | $25.5M | 0.00% | +40,744+4.6% | Added |
| Jennison Associates LLC | 956,464 | $26.1M | 0.02% | +204,343+27.2% | Added |
| Copeland Capital Management, LLC | 1,569,110 | $42.9M | 1.11% | +54,704+3.6% | Added |
| William Blair Investment Management, LLC | 1,683,975 | $46.0M | 0.12% | −141,709−7.8% | Reduced |
| FMR LLC | 2,396,091 | $65.5M | 0.00% | 00.0% | Unchanged |
| BlackRock Inc. | 3,226,989 | $88.2M | 0.00% | +49,318+1.6% | Added |
| Vanguard Group Inc | 4,875,575 | $133.3M | 0.00% | +309,622+6.8% | Added |
| Sofos Investments, Inc. | 108 | – | – | +105+3,500.0% | Added |
| Bank of Montreal | 0 | $0 | 0.00% | −617,875−100.0% | Sold out |
| HN Saltoro Capital, LP | 0 | $0 | 0.00% | −145,645−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −135,467−100.0% | Sold out |
| EAM Global Investors LLC | 0 | $0 | 0.00% | −114,379−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −98,679−100.0% | Sold out |
| EAM Investors, LLC | 0 | $0 | 0.00% | −80,807−100.0% | Sold out |
| TCW Group Inc | 0 | $0 | 0.00% | −18,595−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −12,313−100.0% | Sold out |
| O'Shaughnessy Asset Management, LLC | 0 | $0 | 0.00% | −11,903−100.0% | Sold out |
| Kennedy Capital Management, Inc. | 0 | $0 | 0.00% | −11,104−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −10,308−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −9,657−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −8,745−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −3,200−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −2,970−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −8−100.0% | Sold out |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |