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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, 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.

Institutional holdersQ2 2022: 182 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 heldQ2 2022: $689.8M
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, Q2 2022

Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q1 2022.

Institutions holding UMH in Q2 2022
InstitutionSharesValue% of portfolioChange in sharesAction
Dark Forest Capital Management LP2$00.00%−17,540−100.0%Reduced
CWM, LLC17$00.00%−294−94.5%Reduced
Covestor Ltd10$00.00%−27−73.0%Reduced
Harbour Investments, Inc.7$00.00%+7New
Raffa Wealth Management, LLC37$6530.00%00.0%Unchanged
Loomis Sayles & Co L P68$1.00K0.00%+7+11.5%Added
Ellevest, Inc.46$1.00K0.00%00.0%Unchanged
Ronald Blue Trust, Inc.22$1.00K0.00%+22New
Central Trust Co104$2.00K0.00%00.0%Unchanged
Lindbrook Capital, LLC153$3.00K0.00%−8−5.0%Reduced
Castle Wealth Management LLC235$4.00K0.00%+235New
First Horizon Advisors, Inc.311$5.00K0.00%+46+17.4%Added
Venture Visionary Partners LLC320$5.65K0.00%+320New
IFP Advisors, Inc372$6.00K0.00%00.0%Unchanged
Retirement Group, LLC400$7.00K0.00%00.0%Unchanged
HM Payson & Co600$11.0K0.00%00.0%Unchanged
Quadrant Capital Group LLC596$11.0K0.00%+462+344.8%Added
Crewe Advisors LLC871$15.0K0.00%+871New
Highlander Capital Management, LLC950$17.0K0.01%+500+111.1%Added
Oliver Lagore Vanvalin Investment Group1,200$21.0K0.01%00.0%Unchanged
Earnest Partners LLC1,300$23.0K0.00%00.0%Unchanged
Tradition Wealth Management, LLC1,375$24.0K0.00%+16+1.2%Added
Whittier Trust Co1,500$26.0K0.00%00.0%Unchanged
Federated Hermes, Inc.1,558$28.0K0.00%−1,639−51.3%Reduced
Cambridge Trust Co2,000$35.0K0.00%00.0%Unchanged
Fieldpoint Private Securities, LLC2,265$40.0K0.01%−79−3.4%Reduced
Geneos Wealth Management Inc.2,479$45.0K0.00%+29+1.2%Added
Proequities, Inc.2,716$48.0K0.00%−444−14.1%Reduced
US Bancorp2,998$52.0K0.00%+324+12.1%Added
State of Wyoming3,248$57.0K0.04%+1,877+136.9%Added
Quantbot Technologies LP3,400$60.0K0.01%+3,200+1,600.0%Added
Allspring Global Investments Holdings, LLC3,638$64.0K0.00%−39,801−91.6%Reduced
Ameritas Investment Partners, Inc.3,714$65.0K0.00%+586+18.7%Added
Point72 Hong Kong Ltd4,650$82.0K0.01%+2,288+96.9%Added
Zurcher Kantonalbank (Zurich Cantonalbank)5,158$91.0K0.00%−2,351−31.3%Reduced
Metropolitan Life Insurance Co5,241$92.6K0.00%−114−2.1%Reduced
Signaturefd, LLC6,461$114.0K0.00%−125−1.9%Reduced
SG Americas Securities, LLC6,886$122.0K0.00%−60,788−89.8%Reduced
Tower Research Capital LLC (TRC)7,000$124.0K0.00%+6,533+1,398.9%Added
Amalgamated Bank7,546$133.0K0.00%+893+13.4%Added
Connors Investor Services Inc10,000$177.0K0.02%00.0%Unchanged
Spirit of America Management Corp10,500$185.0K0.04%00.0%Unchanged
Personal Cfo Solutions, LLC10,935$193.0K0.05%−270−2.4%Reduced
Kensington Investment Counsel, LLC11,000$194.0K0.17%00.0%Unchanged
Bailard, Inc.11,200$198.0K0.01%−5,300−32.1%Reduced
Firestone Capital Management11,297$200.0K0.08%00.0%Unchanged
LPL Financial LLC11,974$211.0K0.00%+1,157+10.7%Added
The PNC Financial Services Group, Inc.12,599$223.0K0.00%+12,599New
BNP Paribas Arbitrage, SA12,819$226.4K0.00%+7,234+129.5%Added
NJ State Employees Deferred Compensation Plan13,400$237.0K0.04%00.0%Unchanged
Arizona State Retirement System13,395$237.0K0.00%+146+1.1%Added
Mariner, LLC13,879$245.0K0.00%+1,291+10.3%Added
Meiji Yasuda Asset Management Co Ltd.13,886$245.0K0.01%+13,886New
Dynamic Technology Lab Private Ltd14,122$249.0K0.03%+4,591+48.2%Added
Daiwa Securities Group Inc.14,487$256.0K0.00%+970+7.2%Added
New York Life Investment Management LLC14,639$259.0K0.00%+14,639New
Citigroup Inc14,951$264.0K0.00%+2,178+17.1%Added
Crestwood Advisors Group LLC15,038$266.0K0.01%00.0%Unchanged
Mirae Asset Global Investments Co., Ltd.15,141$267.0K0.00%+15,141New
Family Management Corp15,312$270.0K0.08%−32−0.2%Reduced
Summit Global Investments15,900$281.0K0.02%+15,900New
Snowden Capital Advisors LLC17,021$300.0K0.01%+17,021New
Vident Investment Advisory, LLC17,211$304.0K0.01%−210−1.2%Reduced
Voya Investment Management LLC17,557$310.0K0.00%00.0%Unchanged
Squarepoint Ops LLC17,658$312.0K0.00%−3,406−16.2%Reduced
Versor Investments LP17,900$316.0K0.01%+17,900New
Orleans Capital Management Corp18,000$318.0K0.24%00.0%Unchanged
Public Employees Retirement Association of Colorado20,359$360.0K0.00%00.0%Unchanged
Legal & General Group Plc20,949$370.0K0.00%+1,250+6.3%Added
Keybank National Association21,351$377.0K0.00%+21,351New
Nisa Investment Advisors, LLC22,338$394.0K0.00%−3,693−14.2%Reduced
American International Group, Inc.23,181$409.0K0.00%+1,396+6.4%Added
Susquehanna International Group, LLP23,963$423.0K0.00%+782+3.4%Added
State of Alaska, Department of Revenue24,097$425.0K0.01%+1,660+7.4%Added
Pensionfund Sabic24,564$434.0K0.14%00.0%Unchanged
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.24,847$439.0K0.00%+6,826+37.9%Added
MetLife Investment Management24,981$441.2K0.00%+1,818+7.8%Added
Lokken Investment Group LLC25,122$444.0K0.36%+8,200+48.5%Added
HST Ventures, LLC25,362$448.0K0.30%+25,362New
State Board of Administration of Florida Retirement System27,259$481.0K0.00%+100.0%Added
Martingale Asset Management L P28,017$495.0K0.01%−19,600−41.2%Reduced
SEI Investments Co28,141$512.0K0.00%+3,219+12.9%Added
Wedbush Securities Inc29,137$515.0K0.03%+13,404+85.2%Added
Jane Street Group, LLC29,454$520.0K0.00%+19,554+197.5%Added
Ropes Wealth Advisors LLC30,100$532.0K0.11%−801−2.6%Reduced
Deutsche Bank AG30,899$546.0K0.00%−197−0.6%Reduced
New York State Common Retirement Fund31,212$551.0K0.00%−28,414−47.7%Reduced
Manufacturers Life Insurance Company, The32,124$567.3K0.00%+8,025+33.3%Added
Penserra Capital Management LLC33,759$595.0K0.02%+33,147+5,416.2%Added
ClariVest Asset Management LLC33,928$599.0K0.03%00.0%Unchanged
Credit Suisse AG37,280$658.0K0.00%+463+1.3%Added
Qube Research & Technologies Ltd37,608$664.0K0.01%+10,462+38.5%Added
Lee Financial Co38,192$674.0K0.12%+12,905+51.0%Added
Advisor Group Holdings, Inc.39,289$696.0K0.00%+652+1.7%Added
Gsa Capital Partners LLP40,189$710.0K0.11%+23,671+143.3%Added
Great West Life Assurance Co42,774$755.0K0.00%+2,354+5.8%Added
Nomura Asset Management Co Ltd45,500$803.5K0.01%+6,500+16.7%Added
RMB Capital Management, LLC45,647$806.0K0.03%00.0%Unchanged
Bard Associates Inc48,425$855.0K0.37%+300+0.6%Added
ExodusPoint Capital Management, LP49,877$881.0K0.01%−11,060−18.1%Reduced