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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.

Institutional holdersQ1 2022: 193 institutions
Q1 2021: 142 institutionsQ2 2021: 160 institutionsQ3 2021: 166 institutionsQ4 2021: 178 institutionsQ1 2022: 193 institutionsQ2 2022: 182 institutionsQ3 2022: 178 institutionsQ4 2022: 174 institutionsQ1 2023: 186 institutionsQ2 2023: 179 institutionsQ3 2023: 189 institutionsQ4 2023: 201 institutionsQ1 2024: 197 institutionsQ2 2024: 198 institutionsQ3 2024: 223 institutionsQ4 2024: 232 institutionsQ1 2025: 240 institutionsQ2 2025: 236 institutionsQ3 2025: 265 institutionsQ4 2025: 255 institutionsQ1 2026: 269 institutionsQ2 2026: 259 institutions
Value heldQ1 2022: $890.7M
Q1 2021: $516.3MQ2 2021: $681.5MQ3 2021: $722.3MQ4 2021: $944.2MQ1 2022: $890.7MQ2 2022: $689.8MQ3 2022: $641.7MQ4 2022: $672.8MQ1 2023: $639.3MQ2 2023: $745.9MQ3 2023: $683.4MQ4 2023: $785.7MQ1 2024: $846.4MQ2 2024: $867.3MQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $1.24BQ2 2025: $1.16BQ3 2025: $993.1MQ4 2025: $1.11BQ1 2026: $968.2MQ2 2026: $977.9M
Institutions holding UMH and their total value by quarter
QuarterHoldersValue
Q2 2026259$977.9M
Q1 2026269$968.2M
Q4 2025255$1.11B
Q3 2025265$993.1M
Q2 2025236$1.16B
Q1 2025240$1.24B
Q4 2024232$1.24B
Q3 2024223$1.18B
Q2 2024198$867.3M
Q1 2024197$846.4M
Q4 2023201$785.7M
Q3 2023189$683.4M
Q2 2023179$745.9M
Q1 2023186$639.3M
Q4 2022174$672.8M
Q3 2022178$641.7M
Q2 2022182$689.8M
Q1 2022193$890.7M
Q4 2021178$944.2M
Q3 2021166$722.3M
Q2 2021160$681.5M
Q1 2021142$516.3M

Institutions, Q1 2022

Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q4 2021.

Institutions holding UMH in Q1 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Raffa Wealth Management, LLC37$9100.00%00.0%Unchanged
Loomis Sayles & Co L P61$1.00K0.00%−911−93.7%Reduced
Glassman Wealth Services22$1.00K0.00%00.0%Unchanged
Ellevest, Inc.46$1.00K0.00%00.0%Unchanged
Covestor Ltd37$1.00K0.00%+21+131.3%Added
Quadrant Capital Group LLC134$3.00K0.00%+26+24.1%Added
Central Trust Co104$3.00K0.00%+104New
Quantbot Technologies LP200$4.00K0.00%−2,800−93.3%Reduced
Lindbrook Capital, LLC161$4.00K0.00%+38+30.9%Added
Group One Trading, L.P.200$5.00K0.00%−1,000−83.3%Reduced
Covington Capital Management257$6.00K0.00%+257New
IFP Advisors, Inc372$6.00K0.00%+372New
SRS Capital Advisors, Inc.305$7.00K0.00%−44−12.6%Reduced
First Horizon Advisors, Inc.265$7.00K0.00%+265New
CWM, LLC311$8.00K0.00%+301+3,010.0%Added
Retirement Group, LLC400$10.0K0.00%00.0%Unchanged
Highlander Capital Management, LLC450$11.0K0.01%−2,000−81.6%Reduced
Tower Research Capital LLC (TRC)467$11.0K0.00%−124−21.0%Reduced
HM Payson & Co600$15.0K0.00%00.0%Unchanged
Penserra Capital Management LLC612$15.0K0.00%+612New
PEAK6 Investments LLC1,022$25.0K0.00%+1,022New
Oliver Lagore Vanvalin Investment Group1,200$30.0K0.02%+1,200New
Earnest Partners LLC1,300$32.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC1,359$33.0K0.00%+11+0.8%Added
State of Wyoming1,371$34.0K0.02%−4,249−75.6%Reduced
Whittier Trust Co1,500$37.0K0.00%+1,500New
Cambridge Trust Co2,000$49.0K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC2,344$58.0K0.01%+267+12.9%Added
Point72 Hong Kong Ltd2,362$58.0K0.01%+2,362New
Geneos Wealth Management Inc.2,450$60.0K0.00%+22+0.9%Added
US Bancorp2,674$66.0K0.00%−51−1.9%Reduced
Ameritas Investment Partners, Inc.3,128$77.0K0.00%00.0%Unchanged
Proequities, Inc.3,160$78.0K0.01%−221−6.5%Reduced
Federated Hermes, Inc.3,197$79.0K0.00%+1,920+150.4%Added
Metropolitan Life Insurance Co5,355$131.7K0.00%−8,573−61.6%Reduced
BNP Paribas Arbitrage, SA5,585$137.3K0.00%−4,977−47.1%Reduced
Signaturefd, LLC6,586$162.0K0.00%+49+0.7%Added
Amalgamated Bank6,653$164.0K0.00%+6,653New
Amalgamated Financial Corp.6,653$164.0K0.00%+6,653New
Zurcher Kantonalbank (Zurich Cantonalbank)7,509$185.0K0.00%00.0%Unchanged
ProShare Advisors LLC8,229$202.0K0.00%−1,043−11.2%Reduced
First Trust Advisors LP8,901$219.0K0.00%+133+1.5%Added
Vert Asset Management LLC8,904$219.0K0.18%+677+8.2%Added
DekaBank Deutsche Girozentrale8,856$219.0K0.00%+8,856New
Mercer Global Advisors Inc9,060$223.0K0.00%00.0%Unchanged
Comerica Bank9,048$227.0K0.00%−228−2.5%Reduced
Dynamic Technology Lab Private Ltd9,531$235.0K0.03%+9,531New
Jane Street Group, LLC9,900$243.0K0.00%+9,900New
Connors Investor Services Inc10,000$246.0K0.03%−3,190−24.2%Reduced
Teacher Retirement System of Texas10,100$248.0K0.00%+875+9.5%Added
Spirit of America Management Corp10,500$258.0K0.05%00.0%Unchanged
LPL Financial LLC10,817$266.0K0.00%−2,844−20.8%Reduced
Kensington Investment Counsel, LLC11,000$270.0K0.18%+11,000New
Personal Cfo Solutions, LLC11,205$276.0K0.05%+469+4.4%Added
Firestone Capital Management11,297$278.0K0.09%00.0%Unchanged
Algert Global LLC11,539$284.0K0.02%+11,539New
Ninepoint Partners LP11,801$290.0K0.07%00.0%Unchanged
Cambria Investment Management, L.P.12,000$295.0K0.04%+2,400+25.0%Added
Cubist Systematic Strategies, LLC12,043$296.0K0.00%−9,323−43.6%Reduced
Mariner, LLC12,588$309.0K0.00%+12,588New
Citigroup Inc12,773$314.0K0.00%+911+7.7%Added
Arizona State Retirement System13,249$326.0K0.00%+483+3.8%Added
NJ State Employees Deferred Compensation Plan13,400$330.0K0.04%00.0%Unchanged
Daiwa Securities Group Inc.13,517$332.0K0.00%+359+2.7%Added
Addison Capital Co14,200$349.0K0.17%00.0%Unchanged
IndexIQ Advisors LLC14,397$354.0K0.01%+247+1.7%Added
Crestwood Advisors Group LLC15,038$370.0K0.01%00.0%Unchanged
Family Management Corp15,344$377.0K0.10%+127+0.8%Added
Wedbush Securities Inc15,733$387.0K0.02%+5,222+49.7%Added
Lokken Investment Group LLC16,922$398.0K0.32%00.0%Unchanged
Gsa Capital Partners LLP16,518$406.0K0.05%+7,313+79.4%Added
Bailard, Inc.16,500$406.0K0.01%+16,500New
Vident Investment Advisory, LLC17,421$428.0K0.01%+299+1.7%Added
Dark Forest Capital Management LP17,542$431.0K0.10%+17,542New
Voya Investment Management LLC17,557$432.0K0.00%+591+3.5%Added
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.18,021$443.0K0.00%−581−3.1%Reduced
Orleans Capital Management Corp18,000$443.0K0.28%00.0%Unchanged
Cambridge Investment Research Advisors, Inc.18,380$452.0K0.00%+48+0.3%Added
Legal & General Group Plc19,699$485.0K0.00%+653+3.4%Added
Public Employees Retirement Association of Colorado20,359$501.0K0.00%00.0%Unchanged
Squarepoint Ops LLC21,064$518.0K0.00%+21,064New
American International Group, Inc.21,785$536.0K0.00%−771−3.4%Reduced
Susquehanna Fundamental Investments, LLC21,862$538.0K0.01%+21,862New
State of Alaska, Department of Revenue22,437$550.0K0.01%+875+4.1%Added
MetLife Investment Management23,163$569.6K0.00%+8,238+55.2%Added
Susquehanna International Group, LLP23,181$570.0K0.00%+23,181New
Manufacturers Life Insurance Company, The24,099$592.6K0.00%+1,743+7.8%Added
Pensionfund Sabic24,564$604.0K0.15%−5,000−16.9%Reduced
SEI Investments Co24,922$608.0K0.00%+4,828+24.0%Added
Lee Financial Co25,287$622.0K0.11%+15+0.1%Added
Nisa Investment Advisors, LLC26,031$640.0K0.00%−1,000−3.7%Reduced
Bank of America Corp26,086$641.0K0.00%+966+3.8%Added
Principal Financial Group Inc26,635$655.0K0.00%−13,462−33.6%Reduced
Qube Research & Technologies Ltd27,146$668.0K0.01%+27,146New
State Board of Administration of Florida Retirement System27,249$670.0K0.00%00.0%Unchanged
DuPont Capital Management Corp28,418$699.0K0.03%00.0%Unchanged
Ropes Wealth Advisors LLC30,901$760.0K0.13%+30,901New
Deutsche Bank AG31,096$764.0K0.00%−2,446−7.3%Reduced
ClariVest Asset Management LLC33,928$834.0K0.03%−4,600−11.9%Reduced
Advisor Group Holdings, Inc.38,637$867.0K0.00%+2,128+5.8%Added