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, Q1 2022
Institutional positions in Umh Properties, Inc. as of Mar 31, 2022. 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
- 193
- +17 vs. Q4 2021
- Shares held
- 36.2M
- +1.91M (+5.6%) vs. Q4 2021
- Total value
- $890.7M
- −$46.3M (−4.9%) vs. Q4 2021
- New holders
- 32
- 77 more added
- Sold out
- 15
- 57 more reduced
2 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,139,580 | $126.4M | 0.00% | +264,005+5.4% | Added |
| BlackRock Inc. | 3,392,153 | $83.4M | 0.00% | +165,164+5.1% | Added |
| FMR LLC | 2,530,257 | $62.2M | 0.00% | +134,166+5.6% | Added |
| William Blair Investment Management, LLC | 1,664,625 | $40.9M | 0.12% | −19,350−1.1% | Reduced |
| Copeland Capital Management, LLC | 1,598,505 | $39.3M | 1.08% | +29,395+1.9% | Added |
| Janus Henderson Group PLC | 1,505,340 | $37.0M | 0.02% | +799,809+113.4% | Added |
| State Street Corp | 1,352,259 | $33.3M | 0.00% | +420,618+45.1% | Added |
| Jennison Associates LLC | 1,211,291 | $29.8M | 0.02% | +254,827+26.6% | Added |
| Geode Capital Management, LLC | 948,991 | $23.3M | 0.00% | +45,185+5.0% | Added |
| Dimensional Fund Advisors LP | 677,967 | $16.7M | 0.01% | +7,872+1.2% | Added |
| Price T Rowe Associates Inc | 666,649 | $16.4M | 0.00% | +72,929+12.3% | Added |
| GW&K Investment Management, LLC | 664,846 | $16.3M | 0.15% | +9,230+1.4% | Added |
| Ameriprise Financial Inc | 651,652 | $16.0M | 0.00% | +8,456+1.3% | Added |
| Charles Schwab Investment Management Inc | 538,332 | $13.2M | 0.00% | +36,635+7.3% | Added |
| Northern Trust Corp | 523,203 | $12.9M | 0.00% | +626+0.1% | Added |
| JPMorgan Chase & Co | 484,813 | $11.9M | 0.00% | −39,400−7.5% | Reduced |
| Russell Investments Group, Ltd. | 480,531 | $11.8M | 0.02% | −91,619−16.0% | Reduced |
| Nordea Investment Management AB | 481,164 | $11.8M | 0.01% | +134,193+38.7% | Added |
| State of New Jersey Common Pension Fund D | 446,571 | $11.0M | 0.03% | −10,956−2.4% | Reduced |
| Invesco Ltd. | 389,252 | $9.57M | 0.00% | +15,375+4.1% | Added |
| B&I Capital AG | 385,937 | $9.49M | 2.48% | −103,980−21.2% | Reduced |
| D.A. Davidson & Co. | 380,693 | $9.36M | 0.10% | −46,732−10.9% | Reduced |
| Bank of New York Mellon Corp | 373,985 | $9.20M | 0.00% | +18,507+5.2% | Added |
| Wells Fargo & Company | 342,185 | $8.41M | 0.00% | −55,467−13.9% | Reduced |
| Robotti Robert | 332,560 | $8.18M | 1.65% | −2,265−0.7% | Reduced |
| Lazard Asset Management LLC | 318,710 | $7.84M | 0.01% | +316,274+12,983.3% | Added |
| Royal Bank of Canada | 315,339 | $7.75M | 0.00% | −84,200−21.1% | Reduced |
| Montag A & Associates Inc | 297,281 | $7.31M | 0.39% | −5,842−1.9% | Reduced |
| Scout Investments, Inc. | 293,840 | $7.23M | 0.12% | +539+0.2% | Added |
| Nicholas Investment Partners, LP | 284,486 | $7.00M | 0.50% | +37,678+15.3% | Added |
| Neuberger Berman Group LLC | 250,305 | $6.16M | 0.01% | +6,370+2.6% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $6.15M | 0.52% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 226,700 | $5.58M | 0.01% | −12,600−5.3% | Reduced |
| Parametric Portfolio Associates LLC | 223,741 | $5.50M | 0.00% | −9,423−4.0% | Reduced |
| Nuveen Asset Management, LLC | 210,271 | $5.08M | 0.00% | +17,970+9.3% | Added |
| Knights of Columbus Asset Advisors LLC | 203,356 | $5.00M | 0.43% | +1,562+0.8% | Added |
| Westfield Capital Management Co LP | 197,940 | $4.87M | 0.03% | +197,940 | New |
| Kennedy Capital Management, Inc. | 197,728 | $4.86M | 0.12% | +197,728 | New |
| Two Sigma Investments, LP | 191,169 | $4.70M | 0.01% | +148,460+347.6% | Added |
| Envestnet Asset Management Inc | 185,806 | $4.57M | 0.00% | +13,103+7.6% | Added |
| Eagle Asset Management Inc | 179,060 | $4.40M | 0.02% | +59,836+50.2% | Added |
| Monarch Partners Asset Management LLC | 167,804 | $4.13M | 0.92% | −16,681−9.0% | Reduced |
| LDR Capital Management LLC | 160,200 | $3.94M | 1.24% | +160,200 | New |
| Goldman Sachs Group Inc | 158,082 | $3.89M | 0.00% | −55,390−25.9% | Reduced |
| Morgan Stanley | 155,081 | $3.81M | 0.00% | −1,321−0.8% | Reduced |
| Walthausen & Co., LLC | 124,319 | $3.06M | 0.86% | −4,100−3.2% | Reduced |
| Victory Capital Management Inc | 125,424 | $2.95M | 0.00% | −19,995−13.7% | Reduced |
| Boston Partners | 119,138 | $2.93M | 0.00% | +881+0.7% | Added |
| Swiss National Bank | 115,900 | $2.85M | 0.00% | +11,500+11.0% | Added |
| Rutabaga Capital Management LLC | 112,901 | $2.78M | 1.74% | −85,710−43.2% | Reduced |
| Forward Management, LLC | 110,000 | $2.71M | 0.28% | +110,000 | New |
| Millennium Management LLC | 105,756 | $2.60M | 0.00% | −438,217−80.6% | Reduced |
| McIlrath & Eck, LLC | 104,330 | $2.56M | 0.74% | −140.0% | Reduced |
| Two Sigma Advisers, LP | 102,500 | $2.52M | 0.01% | +102,500 | New |
| Silver Lake Advisory, LLC | 101,725 | $2.50M | 1.19% | −673−0.7% | Reduced |
| WealthTrust Axiom LLC | 99,965 | $2.46M | 0.77% | −1,000−1.0% | Reduced |
| Thrivent Financial for Lutherans | 97,110 | $2.39M | 0.00% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 96,368 | $2.37M | 0.14% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 92,657 | $2.28M | 0.02% | +92,657 | New |
| Public Employees Retirement System of Ohio | 82,323 | $2.02M | 0.01% | +82,323 | New |
| Aptus Capital Advisors, LLC | 80,070 | $1.97M | 0.06% | +5,100+6.8% | Added |
| Gamco Investors, Inc. Et Al | 76,200 | $1.87M | 0.02% | +500+0.7% | Added |
| North Star Investment Management Corp. | 76,205 | $1.87M | 0.15% | +31,205+69.3% | Added |
| Barclays PLC | 73,972 | $1.82M | 0.00% | −14,346−16.2% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.79M | 0.04% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 72,845 | $1.79M | 0.01% | −6,207−7.9% | Reduced |
| SG Americas Securities, LLC | 67,674 | $1.66M | 0.01% | +60,539+848.5% | Added |
| Asset Management One Co.,Ltd. | 67,474 | $1.66M | 0.01% | −4,851−6.7% | Reduced |
| Ziegler Capital Management, LLC | 64,678 | $1.59M | 0.07% | −7,100−9.9% | Reduced |
| ExodusPoint Capital Management, LP | 60,937 | $1.50M | 0.02% | −40,877−40.1% | Reduced |
| California State Teachers Retirement System | 60,400 | $1.49M | 0.00% | −2,718−4.3% | Reduced |
| New York State Common Retirement Fund | 59,626 | $1.47M | 0.00% | +240.0% | Added |
| AQR Capital Management LLC | 59,351 | $1.46M | 0.00% | −8,544−12.6% | Reduced |
| Shufro Rose & Co LLC | 58,500 | $1.44M | 0.11% | −20,000−25.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 58,443 | $1.44M | 0.00% | −3,375−5.5% | Reduced |
| Raymond James & Associates | 58,369 | $1.44M | 0.00% | +5,025+9.4% | Added |
| STRS Ohio | 58,182 | $1.43M | 0.01% | +1,702+3.0% | Added |
| Stifel Financial Corp | 58,096 | $1.43M | 0.00% | +9,630+19.9% | Added |
| Renaissance Technologies LLC | 57,700 | $1.42M | 0.00% | +57,700 | New |
| Pensionfund DSM Netherlands | 56,900 | $1.40M | 0.67% | −10,000−14.9% | Reduced |
| UBS Asset Management Americas Inc | 54,621 | $1.34M | 0.00% | +12,793+30.6% | Added |
| Rhumbline Advisers | 53,796 | $1.32M | 0.00% | +702+1.3% | Added |
| Alliancebernstein L.P. | 49,564 | $1.22M | 0.00% | +9,813+24.7% | Added |
| Bard Associates Inc | 48,125 | $1.18M | 0.42% | 00.0% | Unchanged |
| Martingale Asset Management L P | 47,617 | $1.17M | 0.02% | −230.0% | Reduced |
| RMB Capital Management, LLC | 45,647 | $1.12M | 0.04% | +10,780+30.9% | Added |
| UBS Group AG | 45,600 | $1.12M | 0.00% | −6,730−12.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 43,439 | $1.07M | 0.00% | +4,198+10.7% | Added |
| Great West Life Assurance Co | 40,420 | $1.03M | 0.00% | +27,030+201.9% | Added |
| Centersquare Investment Management LLC | 39,500 | $971.0K | 0.01% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 39,000 | $959.0K | 0.01% | +1,800+4.8% | Added |
| Eagle Strategies LLC | 37,637 | $925.0K | 0.36% | +361+1.0% | Added |
| Credit Suisse AG | 36,817 | $904.0K | 0.00% | +3,185+9.5% | Added |
| Advisor Group Holdings, Inc. | 38,637 | $867.0K | 0.00% | +2,128+5.8% | Added |
| ClariVest Asset Management LLC | 33,928 | $834.0K | 0.03% | −4,600−11.9% | Reduced |
| Deutsche Bank AG | 31,096 | $764.0K | 0.00% | −2,446−7.3% | Reduced |
| Ropes Wealth Advisors LLC | 30,901 | $760.0K | 0.13% | +30,901 | New |
| DuPont Capital Management Corp | 28,418 | $699.0K | 0.03% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 27,249 | $670.0K | 0.00% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 27,146 | $668.0K | 0.01% | +27,146 | New |