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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 36,817 | $904.0K | 0.00% | +3,185+9.5% | Added |
| Eagle Strategies LLC | 37,637 | $925.0K | 0.36% | +361+1.0% | Added |
| Nomura Asset Management Co Ltd | 39,000 | $959.0K | 0.01% | +1,800+4.8% | Added |
| Centersquare Investment Management LLC | 39,500 | $971.0K | 0.01% | 00.0% | Unchanged |
| Great West Life Assurance Co | 40,420 | $1.03M | 0.00% | +27,030+201.9% | Added |
| Allspring Global Investments Holdings, LLC | 43,439 | $1.07M | 0.00% | +4,198+10.7% | Added |
| UBS Group AG | 45,600 | $1.12M | 0.00% | −6,730−12.9% | Reduced |
| RMB Capital Management, LLC | 45,647 | $1.12M | 0.04% | +10,780+30.9% | Added |
| Martingale Asset Management L P | 47,617 | $1.17M | 0.02% | −230.0% | Reduced |
| Bard Associates Inc | 48,125 | $1.18M | 0.42% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 49,564 | $1.22M | 0.00% | +9,813+24.7% | Added |
| Rhumbline Advisers | 53,796 | $1.32M | 0.00% | +702+1.3% | Added |
| UBS Asset Management Americas Inc | 54,621 | $1.34M | 0.00% | +12,793+30.6% | Added |
| Pensionfund DSM Netherlands | 56,900 | $1.40M | 0.67% | −10,000−14.9% | Reduced |
| Renaissance Technologies LLC | 57,700 | $1.42M | 0.00% | +57,700 | New |
| Stifel Financial Corp | 58,096 | $1.43M | 0.00% | +9,630+19.9% | Added |
| STRS Ohio | 58,182 | $1.43M | 0.01% | +1,702+3.0% | Added |
| Raymond James & Associates | 58,369 | $1.44M | 0.00% | +5,025+9.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 58,443 | $1.44M | 0.00% | −3,375−5.5% | Reduced |
| Shufro Rose & Co LLC | 58,500 | $1.44M | 0.11% | −20,000−25.5% | Reduced |
| AQR Capital Management LLC | 59,351 | $1.46M | 0.00% | −8,544−12.6% | Reduced |
| New York State Common Retirement Fund | 59,626 | $1.47M | 0.00% | +240.0% | Added |
| California State Teachers Retirement System | 60,400 | $1.49M | 0.00% | −2,718−4.3% | Reduced |
| ExodusPoint Capital Management, LP | 60,937 | $1.50M | 0.02% | −40,877−40.1% | Reduced |
| Ziegler Capital Management, LLC | 64,678 | $1.59M | 0.07% | −7,100−9.9% | Reduced |
| Asset Management One Co.,Ltd. | 67,474 | $1.66M | 0.01% | −4,851−6.7% | Reduced |
| SG Americas Securities, LLC | 67,674 | $1.66M | 0.01% | +60,539+848.5% | Added |
| Storebrand Asset Management AS | 72,845 | $1.79M | 0.01% | −6,207−7.9% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.79M | 0.04% | 00.0% | Unchanged |
| Barclays PLC | 73,972 | $1.82M | 0.00% | −14,346−16.2% | Reduced |
| 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 |
| Aptus Capital Advisors, LLC | 80,070 | $1.97M | 0.06% | +5,100+6.8% | Added |
| Public Employees Retirement System of Ohio | 82,323 | $2.02M | 0.01% | +82,323 | New |
| Mutual of America Capital Management LLC | 92,657 | $2.28M | 0.02% | +92,657 | New |
| GW Henssler & Associates Ltd | 96,368 | $2.37M | 0.14% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 97,110 | $2.39M | 0.00% | 00.0% | Unchanged |
| WealthTrust Axiom LLC | 99,965 | $2.46M | 0.77% | −1,000−1.0% | Reduced |
| Silver Lake Advisory, LLC | 101,725 | $2.50M | 1.19% | −673−0.7% | Reduced |
| Two Sigma Advisers, LP | 102,500 | $2.52M | 0.01% | +102,500 | New |
| McIlrath & Eck, LLC | 104,330 | $2.56M | 0.74% | −140.0% | Reduced |
| Millennium Management LLC | 105,756 | $2.60M | 0.00% | −438,217−80.6% | Reduced |
| Forward Management, LLC | 110,000 | $2.71M | 0.28% | +110,000 | New |
| Rutabaga Capital Management LLC | 112,901 | $2.78M | 1.74% | −85,710−43.2% | Reduced |
| Swiss National Bank | 115,900 | $2.85M | 0.00% | +11,500+11.0% | Added |
| Boston Partners | 119,138 | $2.93M | 0.00% | +881+0.7% | Added |
| Victory Capital Management Inc | 125,424 | $2.95M | 0.00% | −19,995−13.7% | Reduced |
| Walthausen & Co., LLC | 124,319 | $3.06M | 0.86% | −4,100−3.2% | Reduced |
| Morgan Stanley | 155,081 | $3.81M | 0.00% | −1,321−0.8% | Reduced |
| Goldman Sachs Group Inc | 158,082 | $3.89M | 0.00% | −55,390−25.9% | Reduced |
| LDR Capital Management LLC | 160,200 | $3.94M | 1.24% | +160,200 | New |
| Monarch Partners Asset Management LLC | 167,804 | $4.13M | 0.92% | −16,681−9.0% | Reduced |
| Eagle Asset Management Inc | 179,060 | $4.40M | 0.02% | +59,836+50.2% | Added |
| Envestnet Asset Management Inc | 185,806 | $4.57M | 0.00% | +13,103+7.6% | Added |
| Two Sigma Investments, LP | 191,169 | $4.70M | 0.01% | +148,460+347.6% | Added |
| Kennedy Capital Management, Inc. | 197,728 | $4.86M | 0.12% | +197,728 | New |
| Westfield Capital Management Co LP | 197,940 | $4.87M | 0.03% | +197,940 | New |
| Knights of Columbus Asset Advisors LLC | 203,356 | $5.00M | 0.43% | +1,562+0.8% | Added |
| Nuveen Asset Management, LLC | 210,271 | $5.08M | 0.00% | +17,970+9.3% | Added |
| Parametric Portfolio Associates LLC | 223,741 | $5.50M | 0.00% | −9,423−4.0% | Reduced |
| State of Wisconsin Investment Board | 226,700 | $5.58M | 0.01% | −12,600−5.3% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $6.15M | 0.52% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 250,305 | $6.16M | 0.01% | +6,370+2.6% | Added |
| Nicholas Investment Partners, LP | 284,486 | $7.00M | 0.50% | +37,678+15.3% | Added |
| Scout Investments, Inc. | 293,840 | $7.23M | 0.12% | +539+0.2% | Added |
| Montag A & Associates Inc | 297,281 | $7.31M | 0.39% | −5,842−1.9% | Reduced |
| Royal Bank of Canada | 315,339 | $7.75M | 0.00% | −84,200−21.1% | Reduced |
| Lazard Asset Management LLC | 318,710 | $7.84M | 0.01% | +316,274+12,983.3% | Added |
| Robotti Robert | 332,560 | $8.18M | 1.65% | −2,265−0.7% | Reduced |
| Wells Fargo & Company | 342,185 | $8.41M | 0.00% | −55,467−13.9% | Reduced |
| Bank of New York Mellon Corp | 373,985 | $9.20M | 0.00% | +18,507+5.2% | Added |
| D.A. Davidson & Co. | 380,693 | $9.36M | 0.10% | −46,732−10.9% | Reduced |
| B&I Capital AG | 385,937 | $9.49M | 2.48% | −103,980−21.2% | Reduced |
| Invesco Ltd. | 389,252 | $9.57M | 0.00% | +15,375+4.1% | Added |
| State of New Jersey Common Pension Fund D | 446,571 | $11.0M | 0.03% | −10,956−2.4% | Reduced |
| Nordea Investment Management AB | 481,164 | $11.8M | 0.01% | +134,193+38.7% | Added |
| Russell Investments Group, Ltd. | 480,531 | $11.8M | 0.02% | −91,619−16.0% | Reduced |
| JPMorgan Chase & Co | 484,813 | $11.9M | 0.00% | −39,400−7.5% | Reduced |
| Northern Trust Corp | 523,203 | $12.9M | 0.00% | +626+0.1% | Added |
| Charles Schwab Investment Management Inc | 538,332 | $13.2M | 0.00% | +36,635+7.3% | Added |
| Ameriprise Financial Inc | 651,652 | $16.0M | 0.00% | +8,456+1.3% | Added |
| GW&K Investment Management, LLC | 664,846 | $16.3M | 0.15% | +9,230+1.4% | Added |
| Price T Rowe Associates Inc | 666,649 | $16.4M | 0.00% | +72,929+12.3% | Added |
| Dimensional Fund Advisors LP | 677,967 | $16.7M | 0.01% | +7,872+1.2% | Added |
| Geode Capital Management, LLC | 948,991 | $23.3M | 0.00% | +45,185+5.0% | Added |
| Jennison Associates LLC | 1,211,291 | $29.8M | 0.02% | +254,827+26.6% | Added |
| State Street Corp | 1,352,259 | $33.3M | 0.00% | +420,618+45.1% | Added |
| Janus Henderson Group PLC | 1,505,340 | $37.0M | 0.02% | +799,809+113.4% | Added |
| Copeland Capital Management, LLC | 1,598,505 | $39.3M | 1.08% | +29,395+1.9% | Added |
| William Blair Investment Management, LLC | 1,664,625 | $40.9M | 0.12% | −19,350−1.1% | Reduced |
| FMR LLC | 2,530,257 | $62.2M | 0.00% | +134,166+5.6% | Added |
| BlackRock Inc. | 3,392,153 | $83.4M | 0.00% | +165,164+5.1% | Added |
| Vanguard Group Inc | 5,139,580 | $126.4M | 0.00% | +264,005+5.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −390,500−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −240,201−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −196,247−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −138,600−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −138,172−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −137,450−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −20,055−100.0% | Sold out |