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, Q2 2022
Institutional positions in Umh Properties, Inc. as of Jun 30, 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
- 182
- −7 vs. Q1 2022
- Shares held
- 39.1M
- +3.10M (+8.6%) vs. Q1 2022
- Total value
- $689.8M
- −$194.3M (−22.0%) vs. Q1 2022
- New holders
- 17
- 86 more added
- Sold out
- 24
- 51 more reduced
4 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,243,805 | $92.6M | 0.00% | +104,225+2.0% | Added |
| BlackRock Inc. | 3,615,312 | $63.8M | 0.00% | +223,159+6.6% | Added |
| FMR LLC | 2,788,819 | $49.3M | 0.00% | +258,562+10.2% | Added |
| Janus Henderson Group PLC | 1,807,968 | $31.9M | 0.02% | +302,628+20.1% | Added |
| William Blair Investment Management, LLC | 1,627,548 | $28.7M | 0.11% | −37,077−2.2% | Reduced |
| Copeland Capital Management, LLC | 1,583,759 | $28.0M | 0.89% | −14,746−0.9% | Reduced |
| Jennison Associates LLC | 1,508,144 | $26.6M | 0.03% | +296,853+24.5% | Added |
| State Street Corp | 1,441,532 | $25.5M | 0.00% | +89,273+6.6% | Added |
| Westfield Capital Management Co LP | 1,419,139 | $25.1M | 0.20% | +1,221,199+617.0% | Added |
| Geode Capital Management, LLC | 1,030,384 | $18.2M | 0.00% | +81,393+8.6% | Added |
| GW&K Investment Management, LLC | 977,180 | $17.3M | 0.19% | +312,334+47.0% | Added |
| Dimensional Fund Advisors LP | 683,773 | $12.1M | 0.00% | +5,806+0.9% | Added |
| Price T Rowe Associates Inc | 666,679 | $11.8M | 0.00% | +300.0% | Added |
| B&I Capital AG | 623,737 | $11.0M | 3.56% | +237,800+61.6% | Added |
| Charles Schwab Investment Management Inc | 587,294 | $10.4M | 0.00% | +48,962+9.1% | Added |
| Northern Trust Corp | 569,843 | $10.1M | 0.00% | +46,640+8.9% | Added |
| Ameriprise Financial Inc | 556,505 | $9.83M | 0.00% | −95,147−14.6% | Reduced |
| Invesco Ltd. | 507,208 | $8.96M | 0.00% | +117,956+30.3% | Added |
| Russell Investments Group, Ltd. | 470,995 | $8.32M | 0.02% | −9,536−2.0% | Reduced |
| JPMorgan Chase & Co | 456,732 | $8.07M | 0.00% | −28,081−5.8% | Reduced |
| State of New Jersey Common Pension Fund D | 455,023 | $8.04M | 0.03% | +8,452+1.9% | Added |
| Morgan Stanley | 391,638 | $6.92M | 0.00% | +236,557+152.5% | Added |
| D.A. Davidson & Co. | 364,369 | $6.43M | 0.08% | −16,324−4.3% | Reduced |
| Nordea Investment Management AB | 367,474 | $6.36M | 0.01% | −113,690−23.6% | Reduced |
| Bank of New York Mellon Corp | 352,148 | $6.22M | 0.00% | −21,837−5.8% | Reduced |
| Robotti Robert | 334,205 | $5.90M | 1.44% | +1,645+0.5% | Added |
| Royal Bank of Canada | 306,961 | $5.42M | 0.00% | −8,378−2.7% | Reduced |
| Scout Investments, Inc. | 302,933 | $5.35M | 0.11% | +9,093+3.1% | Added |
| Montag A & Associates Inc | 302,081 | $5.33M | 0.35% | +4,800+1.6% | Added |
| Wells Fargo & Company | 290,916 | $5.14M | 0.00% | −51,269−15.0% | Reduced |
| Neuberger Berman Group LLC | 270,493 | $4.78M | 0.00% | +20,188+8.1% | Added |
| Lazard Asset Management LLC | 270,092 | $4.77M | 0.01% | −48,618−15.3% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $4.42M | 0.45% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 240,113 | $4.24M | 0.00% | +82,031+51.9% | Added |
| Monarch Partners Asset Management LLC | 237,695 | $4.20M | 1.17% | +69,891+41.7% | Added |
| State of Wisconsin Investment Board | 217,422 | $3.84M | 0.01% | −9,278−4.1% | Reduced |
| Knights of Columbus Asset Advisors LLC | 205,727 | $3.63M | 0.36% | +2,371+1.2% | Added |
| Nuveen Asset Management, LLC | 200,619 | $3.54M | 0.00% | −9,652−4.6% | Reduced |
| Kennedy Capital Management, Inc. | 195,876 | $3.46M | 0.10% | −1,852−0.9% | Reduced |
| Envestnet Asset Management Inc | 184,412 | $3.26M | 0.00% | −1,394−0.8% | Reduced |
| Eagle Asset Management Inc | 178,911 | $3.16M | 0.02% | −149−0.1% | Reduced |
| Penn Capital Management Co Inc | 159,083 | $2.81M | 0.30% | +159,083 | New |
| LDR Capital Management LLC | 149,200 | $2.63M | 1.10% | −11,000−6.9% | Reduced |
| Barclays PLC | 125,195 | $2.21M | 0.00% | +51,223+69.2% | Added |
| UBS Oconnor LLC | 122,420 | $2.16M | 0.02% | +122,420 | New |
| Two Sigma Investments, LP | 120,092 | $2.12M | 0.01% | −71,077−37.2% | Reduced |
| Two Sigma Advisers, LP | 116,100 | $2.05M | 0.01% | +13,600+13.3% | Added |
| Swiss National Bank | 115,900 | $2.05M | 0.00% | 00.0% | Unchanged |
| Boston Partners | 113,063 | $2.00M | 0.00% | −6,075−5.1% | Reduced |
| Walthausen & Co., LLC | 105,019 | $1.85M | 0.83% | −19,300−15.5% | Reduced |
| Victory Capital Management Inc | 104,536 | $1.85M | 0.00% | −20,888−16.7% | Reduced |
| Silver Lake Advisory, LLC | 103,467 | $1.83M | 1.00% | +1,742+1.7% | Added |
| McIlrath & Eck, LLC | 101,794 | $1.80M | 0.56% | −2,536−2.4% | Reduced |
| WealthTrust Axiom LLC | 99,715 | $1.76M | 0.63% | −250−0.3% | Reduced |
| DekaBank Deutsche Girozentrale | 101,856 | $1.75M | 0.01% | +93,000+1,050.1% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.70M | 0.13% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 88,100 | $1.56M | 0.13% | +29,600+50.6% | Added |
| North Star Investment Management Corp. | 86,205 | $1.52M | 0.14% | +10,000+13.1% | Added |
| Public Employees Retirement System of Ohio | 84,271 | $1.49M | 0.01% | +1,948+2.4% | Added |
| Aptus Capital Advisors, LLC | 83,130 | $1.47M | 0.05% | +3,060+3.8% | Added |
| Asset Management One Co.,Ltd. | 76,238 | $1.35M | 0.01% | +8,764+13.0% | Added |
| Gamco Investors, Inc. Et Al | 75,200 | $1.33M | 0.01% | −1,000−1.3% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.29M | 0.03% | 00.0% | Unchanged |
| AXA S.A. | 72,811 | $1.29M | 0.00% | +72,811 | New |
| Stifel Financial Corp | 71,929 | $1.27M | 0.00% | +13,833+23.8% | Added |
| Storebrand Asset Management AS | 70,780 | $1.25M | 0.01% | −2,065−2.8% | Reduced |
| Rhumbline Advisers | 69,493 | $1.23M | 0.00% | +15,697+29.2% | Added |
| Bank of America Corp | 68,499 | $1.21M | 0.00% | +42,413+162.6% | Added |
| Ziegler Capital Management, LLC | 66,615 | $1.18M | 0.05% | +1,937+3.0% | Added |
| Thrivent Financial for Lutherans | 66,017 | $1.17M | 0.00% | −31,093−32.0% | Reduced |
| STRS Ohio | 64,492 | $1.14M | 0.01% | +6,310+10.8% | Added |
| California State Teachers Retirement System | 63,464 | $1.12M | 0.00% | +3,064+5.1% | Added |
| Renaissance Technologies LLC | 61,700 | $1.09M | 0.00% | +4,000+6.9% | Added |
| Centersquare Investment Management LLC | 59,500 | $1.05M | 0.01% | +20,000+50.6% | Added |
| AQR Capital Management LLC | 58,426 | $1.03M | 0.00% | −925−1.6% | Reduced |
| Raymond James & Associates | 58,460 | $1.03M | 0.00% | +91+0.2% | Added |
| Cubist Systematic Strategies, LLC | 58,395 | $1.03M | 0.01% | +46,352+384.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 58,105 | $1.03M | 0.00% | −338−0.6% | Reduced |
| Pensionfund DSM Netherlands | 56,900 | $1.00M | 0.64% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 54,621 | $964.6K | 0.00% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 50,619 | $894.0K | 0.00% | +1,055+2.1% | Added |
| UBS Group AG | 50,372 | $890.0K | 0.00% | +4,772+10.5% | Added |
| ExodusPoint Capital Management, LP | 49,877 | $881.0K | 0.01% | −11,060−18.1% | Reduced |
| Bard Associates Inc | 48,425 | $855.0K | 0.37% | +300+0.6% | Added |
| RMB Capital Management, LLC | 45,647 | $806.0K | 0.03% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 45,500 | $803.5K | 0.01% | +6,500+16.7% | Added |
| Great West Life Assurance Co | 42,774 | $755.0K | 0.00% | +2,354+5.8% | Added |
| Gsa Capital Partners LLP | 40,189 | $710.0K | 0.11% | +23,671+143.3% | Added |
| Advisor Group Holdings, Inc. | 39,289 | $696.0K | 0.00% | +652+1.7% | Added |
| Lee Financial Co | 38,192 | $674.0K | 0.12% | +12,905+51.0% | Added |
| Qube Research & Technologies Ltd | 37,608 | $664.0K | 0.01% | +10,462+38.5% | Added |
| Credit Suisse AG | 37,280 | $658.0K | 0.00% | +463+1.3% | Added |
| ClariVest Asset Management LLC | 33,928 | $599.0K | 0.03% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 33,759 | $595.0K | 0.02% | +33,147+5,416.2% | Added |
| Manufacturers Life Insurance Company, The | 32,124 | $567.3K | 0.00% | +8,025+33.3% | Added |
| New York State Common Retirement Fund | 31,212 | $551.0K | 0.00% | −28,414−47.7% | Reduced |
| Deutsche Bank AG | 30,899 | $546.0K | 0.00% | −197−0.6% | Reduced |
| Ropes Wealth Advisors LLC | 30,100 | $532.0K | 0.11% | −801−2.6% | Reduced |
| Jane Street Group, LLC | 29,454 | $520.0K | 0.00% | +19,554+197.5% | Added |
| Wedbush Securities Inc | 29,137 | $515.0K | 0.03% | +13,404+85.2% | Added |