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 |
|---|---|---|---|---|---|
| UBS Group AG | 50,372 | $890.0K | 0.00% | +4,772+10.5% | Added |
| Alliancebernstein L.P. | 50,619 | $894.0K | 0.00% | +1,055+2.1% | Added |
| UBS Asset Management Americas Inc | 54,621 | $964.6K | 0.00% | 00.0% | Unchanged |
| Pensionfund DSM Netherlands | 56,900 | $1.00M | 0.64% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 58,105 | $1.03M | 0.00% | −338−0.6% | Reduced |
| Cubist Systematic Strategies, LLC | 58,395 | $1.03M | 0.01% | +46,352+384.9% | 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 |
| Centersquare Investment Management LLC | 59,500 | $1.05M | 0.01% | +20,000+50.6% | Added |
| Renaissance Technologies LLC | 61,700 | $1.09M | 0.00% | +4,000+6.9% | Added |
| California State Teachers Retirement System | 63,464 | $1.12M | 0.00% | +3,064+5.1% | Added |
| STRS Ohio | 64,492 | $1.14M | 0.01% | +6,310+10.8% | Added |
| Thrivent Financial for Lutherans | 66,017 | $1.17M | 0.00% | −31,093−32.0% | Reduced |
| Ziegler Capital Management, LLC | 66,615 | $1.18M | 0.05% | +1,937+3.0% | Added |
| Bank of America Corp | 68,499 | $1.21M | 0.00% | +42,413+162.6% | Added |
| Rhumbline Advisers | 69,493 | $1.23M | 0.00% | +15,697+29.2% | Added |
| Storebrand Asset Management AS | 70,780 | $1.25M | 0.01% | −2,065−2.8% | Reduced |
| Stifel Financial Corp | 71,929 | $1.27M | 0.00% | +13,833+23.8% | Added |
| AXA S.A. | 72,811 | $1.29M | 0.00% | +72,811 | New |
| Peapack Gladstone Financial Corp | 72,951 | $1.29M | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 75,200 | $1.33M | 0.01% | −1,000−1.3% | Reduced |
| Asset Management One Co.,Ltd. | 76,238 | $1.35M | 0.01% | +8,764+13.0% | Added |
| Aptus Capital Advisors, LLC | 83,130 | $1.47M | 0.05% | +3,060+3.8% | Added |
| Public Employees Retirement System of Ohio | 84,271 | $1.49M | 0.01% | +1,948+2.4% | Added |
| North Star Investment Management Corp. | 86,205 | $1.52M | 0.14% | +10,000+13.1% | Added |
| Shufro Rose & Co LLC | 88,100 | $1.56M | 0.13% | +29,600+50.6% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.70M | 0.13% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 101,856 | $1.75M | 0.01% | +93,000+1,050.1% | Added |
| WealthTrust Axiom LLC | 99,715 | $1.76M | 0.63% | −250−0.3% | Reduced |
| McIlrath & Eck, LLC | 101,794 | $1.80M | 0.56% | −2,536−2.4% | Reduced |
| Silver Lake Advisory, LLC | 103,467 | $1.83M | 1.00% | +1,742+1.7% | Added |
| Victory Capital Management Inc | 104,536 | $1.85M | 0.00% | −20,888−16.7% | Reduced |
| Walthausen & Co., LLC | 105,019 | $1.85M | 0.83% | −19,300−15.5% | Reduced |
| Boston Partners | 113,063 | $2.00M | 0.00% | −6,075−5.1% | Reduced |
| Swiss National Bank | 115,900 | $2.05M | 0.00% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 116,100 | $2.05M | 0.01% | +13,600+13.3% | Added |
| Two Sigma Investments, LP | 120,092 | $2.12M | 0.01% | −71,077−37.2% | Reduced |
| UBS Oconnor LLC | 122,420 | $2.16M | 0.02% | +122,420 | New |
| Barclays PLC | 125,195 | $2.21M | 0.00% | +51,223+69.2% | Added |
| LDR Capital Management LLC | 149,200 | $2.63M | 1.10% | −11,000−6.9% | Reduced |
| Penn Capital Management Co Inc | 159,083 | $2.81M | 0.30% | +159,083 | New |
| Eagle Asset Management Inc | 178,911 | $3.16M | 0.02% | −149−0.1% | Reduced |
| Envestnet Asset Management Inc | 184,412 | $3.26M | 0.00% | −1,394−0.8% | Reduced |
| Kennedy Capital Management, Inc. | 195,876 | $3.46M | 0.10% | −1,852−0.9% | Reduced |
| Nuveen Asset Management, LLC | 200,619 | $3.54M | 0.00% | −9,652−4.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 205,727 | $3.63M | 0.36% | +2,371+1.2% | Added |
| State of Wisconsin Investment Board | 217,422 | $3.84M | 0.01% | −9,278−4.1% | Reduced |
| Monarch Partners Asset Management LLC | 237,695 | $4.20M | 1.17% | +69,891+41.7% | Added |
| Goldman Sachs Group Inc | 240,113 | $4.24M | 0.00% | +82,031+51.9% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $4.42M | 0.45% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 270,092 | $4.77M | 0.01% | −48,618−15.3% | Reduced |
| Neuberger Berman Group LLC | 270,493 | $4.78M | 0.00% | +20,188+8.1% | Added |
| Wells Fargo & Company | 290,916 | $5.14M | 0.00% | −51,269−15.0% | Reduced |
| Montag A & Associates Inc | 302,081 | $5.33M | 0.35% | +4,800+1.6% | Added |
| Scout Investments, Inc. | 302,933 | $5.35M | 0.11% | +9,093+3.1% | Added |
| Royal Bank of Canada | 306,961 | $5.42M | 0.00% | −8,378−2.7% | Reduced |
| Robotti Robert | 334,205 | $5.90M | 1.44% | +1,645+0.5% | Added |
| Bank of New York Mellon Corp | 352,148 | $6.22M | 0.00% | −21,837−5.8% | Reduced |
| Nordea Investment Management AB | 367,474 | $6.36M | 0.01% | −113,690−23.6% | Reduced |
| D.A. Davidson & Co. | 364,369 | $6.43M | 0.08% | −16,324−4.3% | Reduced |
| Morgan Stanley | 391,638 | $6.92M | 0.00% | +236,557+152.5% | Added |
| State of New Jersey Common Pension Fund D | 455,023 | $8.04M | 0.03% | +8,452+1.9% | Added |
| JPMorgan Chase & Co | 456,732 | $8.07M | 0.00% | −28,081−5.8% | Reduced |
| Russell Investments Group, Ltd. | 470,995 | $8.32M | 0.02% | −9,536−2.0% | Reduced |
| Invesco Ltd. | 507,208 | $8.96M | 0.00% | +117,956+30.3% | Added |
| Ameriprise Financial Inc | 556,505 | $9.83M | 0.00% | −95,147−14.6% | Reduced |
| Northern Trust Corp | 569,843 | $10.1M | 0.00% | +46,640+8.9% | Added |
| Charles Schwab Investment Management Inc | 587,294 | $10.4M | 0.00% | +48,962+9.1% | Added |
| B&I Capital AG | 623,737 | $11.0M | 3.56% | +237,800+61.6% | Added |
| Price T Rowe Associates Inc | 666,679 | $11.8M | 0.00% | +300.0% | Added |
| Dimensional Fund Advisors LP | 683,773 | $12.1M | 0.00% | +5,806+0.9% | Added |
| GW&K Investment Management, LLC | 977,180 | $17.3M | 0.19% | +312,334+47.0% | Added |
| Geode Capital Management, LLC | 1,030,384 | $18.2M | 0.00% | +81,393+8.6% | Added |
| Westfield Capital Management Co LP | 1,419,139 | $25.1M | 0.20% | +1,221,199+617.0% | Added |
| State Street Corp | 1,441,532 | $25.5M | 0.00% | +89,273+6.6% | Added |
| Jennison Associates LLC | 1,508,144 | $26.6M | 0.03% | +296,853+24.5% | Added |
| Copeland Capital Management, LLC | 1,583,759 | $28.0M | 0.89% | −14,746−0.9% | Reduced |
| William Blair Investment Management, LLC | 1,627,548 | $28.7M | 0.11% | −37,077−2.2% | Reduced |
| Janus Henderson Group PLC | 1,807,968 | $31.9M | 0.02% | +302,628+20.1% | Added |
| FMR LLC | 2,788,819 | $49.3M | 0.00% | +258,562+10.2% | Added |
| BlackRock Inc. | 3,615,312 | $63.8M | 0.00% | +223,159+6.6% | Added |
| Vanguard Group Inc | 5,243,805 | $92.6M | 0.00% | +104,225+2.0% | Added |
| Nicholas Investment Partners, LP | 0 | $0 | 0.00% | −284,486−100.0% | Sold out |
| Rutabaga Capital Management LLC | 0 | $0 | 0.00% | −112,901−100.0% | Sold out |
| Forward Management, LLC | 0 | $0 | 0.00% | −110,000−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −105,756−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −92,657−100.0% | Sold out |
| Eagle Strategies LLC | 0 | $0 | 0.00% | −37,637−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −28,418−100.0% | Sold out |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −26,635−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −18,380−100.0% | Sold out |
| Addison Capital Co | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Ninepoint Partners LP | 0 | $0 | 0.00% | −11,801−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −11,539−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| Comerica Bank | 0 | $0 | 0.00% | −9,048−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −9,060−100.0% | Sold out |
| First Trust Advisors LP | 0 | $0 | 0.00% | −8,901−100.0% | Sold out |
| Vert Asset Management LLC | 0 | $0 | 0.00% | −8,904−100.0% | Sold out |