Skip to main content

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
Principal Financial Group Inc26,635$655.0K0.00%−13,462−33.6%Reduced
Bank of America Corp26,086$641.0K0.00%+966+3.8%Added
Nisa Investment Advisors, LLC26,031$640.0K0.00%−1,000−3.7%Reduced
Lee Financial Co25,287$622.0K0.11%+15+0.1%Added
SEI Investments Co24,922$608.0K0.00%+4,828+24.0%Added
Pensionfund Sabic24,564$604.0K0.15%−5,000−16.9%Reduced
Manufacturers Life Insurance Company, The24,099$592.6K0.00%+1,743+7.8%Added
Susquehanna International Group, LLP23,181$570.0K0.00%+23,181New
MetLife Investment Management23,163$569.6K0.00%+8,238+55.2%Added
State of Alaska, Department of Revenue22,437$550.0K0.01%+875+4.1%Added
Susquehanna Fundamental Investments, LLC21,862$538.0K0.01%+21,862New
American International Group, Inc.21,785$536.0K0.00%−771−3.4%Reduced
Squarepoint Ops LLC21,064$518.0K0.00%+21,064New
Public Employees Retirement Association of Colorado20,359$501.0K0.00%00.0%Unchanged
Legal & General Group Plc19,699$485.0K0.00%+653+3.4%Added
Cambridge Investment Research Advisors, Inc.18,380$452.0K0.00%+48+0.3%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
Voya Investment Management LLC17,557$432.0K0.00%+591+3.5%Added
Dark Forest Capital Management LP17,542$431.0K0.10%+17,542New
Vident Investment Advisory, LLC17,421$428.0K0.01%+299+1.7%Added
Gsa Capital Partners LLP16,518$406.0K0.05%+7,313+79.4%Added
Bailard, Inc.16,500$406.0K0.01%+16,500New
Lokken Investment Group LLC16,922$398.0K0.32%00.0%Unchanged
Wedbush Securities Inc15,733$387.0K0.02%+5,222+49.7%Added
Family Management Corp15,344$377.0K0.10%+127+0.8%Added
Crestwood Advisors Group LLC15,038$370.0K0.01%00.0%Unchanged
IndexIQ Advisors LLC14,397$354.0K0.01%+247+1.7%Added
Addison Capital Co14,200$349.0K0.17%00.0%Unchanged
Daiwa Securities Group Inc.13,517$332.0K0.00%+359+2.7%Added
NJ State Employees Deferred Compensation Plan13,400$330.0K0.04%00.0%Unchanged
Arizona State Retirement System13,249$326.0K0.00%+483+3.8%Added
Citigroup Inc12,773$314.0K0.00%+911+7.7%Added
Mariner, LLC12,588$309.0K0.00%+12,588New
Cubist Systematic Strategies, LLC12,043$296.0K0.00%−9,323−43.6%Reduced
Cambria Investment Management, L.P.12,000$295.0K0.04%+2,400+25.0%Added
Ninepoint Partners LP11,801$290.0K0.07%00.0%Unchanged
Algert Global LLC11,539$284.0K0.02%+11,539New
Firestone Capital Management11,297$278.0K0.09%00.0%Unchanged
Personal Cfo Solutions, LLC11,205$276.0K0.05%+469+4.4%Added
Kensington Investment Counsel, LLC11,000$270.0K0.18%+11,000New
LPL Financial LLC10,817$266.0K0.00%−2,844−20.8%Reduced
Spirit of America Management Corp10,500$258.0K0.05%00.0%Unchanged
Teacher Retirement System of Texas10,100$248.0K0.00%+875+9.5%Added
Connors Investor Services Inc10,000$246.0K0.03%−3,190−24.2%Reduced
Jane Street Group, LLC9,900$243.0K0.00%+9,900New
Dynamic Technology Lab Private Ltd9,531$235.0K0.03%+9,531New
Comerica Bank9,048$227.0K0.00%−228−2.5%Reduced
Mercer Global Advisors Inc9,060$223.0K0.00%00.0%Unchanged
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
ProShare Advisors LLC8,229$202.0K0.00%−1,043−11.2%Reduced
Zurcher Kantonalbank (Zurich Cantonalbank)7,509$185.0K0.00%00.0%Unchanged
Amalgamated Bank6,653$164.0K0.00%+6,653New
Amalgamated Financial Corp.6,653$164.0K0.00%+6,653New
Signaturefd, LLC6,586$162.0K0.00%+49+0.7%Added
BNP Paribas Arbitrage, SA5,585$137.3K0.00%−4,977−47.1%Reduced
Metropolitan Life Insurance Co5,355$131.7K0.00%−8,573−61.6%Reduced
Federated Hermes, Inc.3,197$79.0K0.00%+1,920+150.4%Added
Proequities, Inc.3,160$78.0K0.01%−221−6.5%Reduced
Ameritas Investment Partners, Inc.3,128$77.0K0.00%00.0%Unchanged
US Bancorp2,674$66.0K0.00%−51−1.9%Reduced
Geneos Wealth Management Inc.2,450$60.0K0.00%+22+0.9%Added
Fieldpoint Private Securities, LLC2,344$58.0K0.01%+267+12.9%Added
Point72 Hong Kong Ltd2,362$58.0K0.01%+2,362New
Cambridge Trust Co2,000$49.0K0.00%00.0%Unchanged
Whittier Trust Co1,500$37.0K0.00%+1,500New
State of Wyoming1,371$34.0K0.02%−4,249−75.6%Reduced
Tradition Wealth Management, LLC1,359$33.0K0.00%+11+0.8%Added
Earnest Partners LLC1,300$32.0K0.00%00.0%Unchanged
Oliver Lagore Vanvalin Investment Group1,200$30.0K0.02%+1,200New
PEAK6 Investments LLC1,022$25.0K0.00%+1,022New
HM Payson & Co600$15.0K0.00%00.0%Unchanged
Penserra Capital Management LLC612$15.0K0.00%+612New
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
Retirement Group, LLC400$10.0K0.00%00.0%Unchanged
CWM, LLC311$8.00K0.00%+301+3,010.0%Added
SRS Capital Advisors, Inc.305$7.00K0.00%−44−12.6%Reduced
First Horizon Advisors, Inc.265$7.00K0.00%+265New
Covington Capital Management257$6.00K0.00%+257New
IFP Advisors, Inc372$6.00K0.00%+372New
Group One Trading, L.P.200$5.00K0.00%−1,000−83.3%Reduced
Quantbot Technologies LP200$4.00K0.00%−2,800−93.3%Reduced
Lindbrook Capital, LLC161$4.00K0.00%+38+30.9%Added
Quadrant Capital Group LLC134$3.00K0.00%+26+24.1%Added
Central Trust Co104$3.00K0.00%+104New
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
Raffa Wealth Management, LLC37$9100.00%00.0%Unchanged
Healthcare of Ontario Pension Plan Trust Fund0$00.00%−390,500−100.0%Sold out
Verition Fund Management LLC0$00.00%−240,201−100.0%Sold out
Citadel Advisors LLC0$00.00%−196,247−100.0%Sold out
AXA S.A.0$00.00%−138,600−100.0%Sold out
UBS Oconnor LLC0$00.00%−138,172−100.0%Sold out
Koshinski Asset Management, Inc.0$00.00%−137,450−100.0%Sold out
Vestcor Inc0$00.00%−20,055−100.0%Sold out