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 |
|---|---|---|---|---|---|
| Manufacturers Life Insurance Company, The | 22,356 | $611.0K | 0.00% | +129+0.6% | Added |
| State of Alaska, Department of Revenue | 21,562 | $588.0K | 0.01% | −260−1.2% | Reduced |
| Cubist Systematic Strategies, LLC | 21,366 | $584.0K | 0.01% | +21,366 | New |
| Public Employees Retirement Association of Colorado | 20,359 | $556.0K | 0.00% | 00.0% | Unchanged |
| Vestcor Inc | 20,055 | $548.0K | 0.02% | −15,623−43.8% | Reduced |
| SEI Investments Co | 20,094 | $539.0K | 0.00% | +2,974+17.4% | Added |
| Legal & General Group Plc | 19,046 | $521.0K | 0.00% | +730+4.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 18,332 | $501.0K | 0.00% | +1,478+8.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 18,602 | $494.0K | 0.00% | +286+1.6% | Added |
| Orleans Capital Management Corp | 18,000 | $492.0K | 0.28% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 17,122 | $468.0K | 0.01% | +206+1.2% | Added |
| Voya Investment Management LLC | 16,966 | $464.0K | 0.00% | +124+0.7% | Added |
| Lokken Investment Group LLC | 16,922 | $462.0K | 0.33% | 00.0% | Unchanged |
| Family Management Corp | 15,217 | $416.0K | 0.11% | +15,217 | New |
| Crestwood Advisors Group LLC | 15,038 | $411.0K | 0.01% | 00.0% | Unchanged |
| MetLife Investment Management | 14,925 | $407.9K | 0.00% | 00.0% | Unchanged |
| Addison Capital Co | 14,200 | $388.0K | 0.17% | 00.0% | Unchanged |
| IndexIQ Advisors LLC | 14,150 | $387.0K | 0.01% | −1,391−9.0% | Reduced |
| Metropolitan Life Insurance Co | 13,928 | $380.7K | 0.01% | +70+0.5% | Added |
| LPL Financial LLC | 13,661 | $373.0K | 0.00% | +4,220+44.7% | Added |
| NJ State Employees Deferred Compensation Plan | 13,400 | $366.0K | 0.05% | 00.0% | Unchanged |
| Great West Life Assurance Co | 13,390 | $364.0K | 0.00% | +7+0.1% | 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 |
| Arizona State Retirement System | 12,766 | $349.0K | 0.00% | +460+3.7% | Added |
| Citigroup Inc | 11,862 | $324.0K | 0.00% | +2,874+32.0% | Added |
| Ninepoint Partners LP | 11,801 | $323.0K | 0.12% | +2,392+25.4% | Added |
| Firestone Capital Management | 11,297 | $309.0K | 0.10% | 00.0% | Unchanged |
| Canada Pension Plan Investment Board | 11,000 | $301.0K | 0.00% | −14,000−56.0% | Reduced |
| Personal Cfo Solutions, LLC | 10,736 | $293.0K | 0.05% | −78−0.7% | Reduced |
| BNP Paribas Arbitrage, SA | 10,562 | $288.7K | 0.00% | +1,378+15.0% | Added |
| 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 |
| Cambria Investment Management, L.P. | 9,600 | $262.0K | 0.04% | −1,524−13.7% | Reduced |
| ProShare Advisors LLC | 9,272 | $253.0K | 0.00% | +9,272 | New |
| 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 |
| National Asset Management, Inc. | 9,097 | $249.0K | 0.01% | +334+3.8% | Added |
| Mercer Global Advisors Inc | 9,060 | $248.0K | 0.00% | −666−6.8% | Reduced |
| First Trust Advisors LP | 8,768 | $240.0K | 0.00% | +8,768 | New |
| Vert Asset Management LLC | 8,227 | $225.0K | 0.19% | +8,227 | New |
| Comerica Bank | 9,276 | $217.0K | 0.00% | +637+7.4% | Added |
| 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 |
| SG Americas Securities, LLC | 7,135 | $195.0K | 0.00% | −10,449−59.4% | Reduced |
| Signaturefd, LLC | 6,537 | $179.0K | 0.01% | +51+0.8% | Added |
| State of Wyoming | 5,620 | $154.0K | 0.07% | +5,620 | New |
| Proequities, Inc. | 3,381 | $92.0K | 0.01% | +50+1.5% | Added |
| Ameritas Investment Partners, Inc. | 3,128 | $85.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,000 | $81.0K | 0.01% | +3,000 | New |
| US Bancorp | 2,725 | $75.0K | 0.00% | +1,902+231.1% | Added |
| Highlander Capital Management, LLC | 2,450 | $67.0K | 0.03% | 00.0% | Unchanged |
| 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 |
| Fieldpoint Private Securities, LLC | 2,077 | $57.0K | 0.01% | +66+3.3% | Added |
| Cambridge Trust Co | 2,000 | $55.0K | 0.00% | +2,000 | New |
| Tradition Wealth Management, LLC | 1,348 | $37.0K | 0.00% | +10+0.7% | Added |
| Earnest Partners LLC | 1,300 | $36.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 1,277 | $35.0K | 0.00% | +1,152+921.6% | Added |
| Group One Trading, L.P. | 1,200 | $33.0K | 0.00% | +600+100.0% | Added |
| Loomis Sayles & Co L P | 972 | $27.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 760 | $21.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 659 | $18.0K | 0.00% | −16−2.4% | Reduced |
| 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 |
| Signet Financial Management, LLC | 398 | $11.0K | 0.00% | +398 | New |
| Retirement Group, LLC | 400 | $11.0K | 0.00% | +400 | New |
| SRS Capital Advisors, Inc. | 349 | $10.0K | 0.00% | +41+13.3% | Added |
| Delos Wealth Advisors, LLC | 214 | $6.00K | 0.01% | +214 | 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 |
| NEXT Financial Group, Inc | 79 | $2.00K | 0.00% | +79 | New |
| Raffa Wealth Management, LLC | 37 | $1.01K | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 22 | $1.00K | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 46 | $1.00K | 0.00% | +46 | New |
| CWM, LLC | 10 | $0 | 0.00% | +10 | New |
| Covestor Ltd | 16 | $0 | 0.00% | +16 | New |
| 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 |