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, Q3 2022
Institutional positions in Umh Properties, Inc. as of Sep 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
- 178
- −3 vs. Q2 2022
- Shares held
- 39.7M
- +667.7K (+1.7%) vs. Q2 2022
- Total value
- $641.7M
- −$48.1M (−7.0%) vs. Q2 2022
- New holders
- 16
- 78 more added
- Sold out
- 19
- 52 more reduced
1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,238,667 | $84.6M | 0.00% | −5,138−0.1% | Reduced |
| BlackRock Inc. | 3,627,103 | $58.6M | 0.00% | +11,791+0.3% | Added |
| FMR LLC | 2,786,404 | $45.0M | 0.00% | −2,415−0.1% | Reduced |
| Jennison Associates LLC | 2,189,416 | $35.4M | 0.04% | +681,272+45.2% | Added |
| William Blair Investment Management, LLC | 1,952,583 | $31.5M | 0.12% | +325,035+20.0% | Added |
| Janus Henderson Group PLC | 1,645,094 | $26.6M | 0.02% | −162,874−9.0% | Reduced |
| Copeland Capital Management, LLC | 1,609,693 | $26.0M | 0.86% | +25,934+1.6% | Added |
| State Street Corp | 1,459,458 | $23.6M | 0.00% | +17,926+1.2% | Added |
| Westfield Capital Management Co LP | 1,334,898 | $21.6M | 0.17% | −84,241−5.9% | Reduced |
| Geode Capital Management, LLC | 1,033,748 | $16.7M | 0.00% | +3,364+0.3% | Added |
| GW&K Investment Management, LLC | 975,297 | $15.8M | 0.17% | −1,883−0.2% | Reduced |
| B&I Capital AG | 763,885 | $12.3M | 4.87% | +140,148+22.5% | Added |
| Dimensional Fund Advisors LP | 688,290 | $11.1M | 0.00% | +4,517+0.7% | Added |
| T. Rowe Price Investment Management, Inc. | 645,813 | $10.4M | 0.01% | +645,813 | New |
| Invesco Ltd. | 606,653 | $9.80M | 0.00% | +99,445+19.6% | Added |
| Charles Schwab Investment Management Inc | 599,392 | $9.68M | 0.00% | +12,098+2.1% | Added |
| Northern Trust Corp | 571,216 | $9.23M | 0.00% | +1,373+0.2% | Added |
| State of New Jersey Common Pension Fund D | 467,436 | $7.55M | 0.03% | +12,413+2.7% | Added |
| JPMorgan Chase & Co | 447,998 | $7.24M | 0.00% | −8,734−1.9% | Reduced |
| Morgan Stanley | 396,480 | $6.40M | 0.00% | +4,842+1.2% | Added |
| D.A. Davidson & Co. | 394,964 | $6.38M | 0.08% | +30,595+8.4% | Added |
| Loomis Sayles & Co L P | 377,833 | $6.10M | 0.01% | +377,765+555,536.8% | Added |
| Russell Investments Group, Ltd. | 375,614 | $6.06M | 0.01% | −95,381−20.3% | Reduced |
| Bank of New York Mellon Corp | 354,908 | $5.73M | 0.00% | +2,760+0.8% | Added |
| Heartland Advisors Inc | 350,000 | $5.65M | 0.42% | +350,000 | New |
| Ameriprise Financial Inc | 343,781 | $5.55M | 0.00% | −212,724−38.2% | Reduced |
| Robotti Robert | 318,030 | $5.14M | 1.22% | −16,175−4.8% | Reduced |
| Nordea Investment Management AB | 313,993 | $5.13M | 0.01% | −53,481−14.6% | Reduced |
| Goldman Sachs Group Inc | 309,220 | $4.99M | 0.00% | +69,107+28.8% | Added |
| Montag A & Associates Inc | 304,231 | $4.91M | 0.34% | +2,150+0.7% | Added |
| Wells Fargo & Company | 296,475 | $4.79M | 0.00% | +5,559+1.9% | Added |
| Scout Investments, Inc. | 294,590 | $4.76M | 0.10% | −8,343−2.8% | Reduced |
| Royal Bank of Canada | 291,206 | $4.70M | 0.00% | −15,755−5.1% | Reduced |
| Neuberger Berman Group LLC | 275,101 | $4.44M | 0.00% | +4,608+1.7% | Added |
| State of Wisconsin Investment Board | 261,404 | $4.22M | 0.01% | +43,982+20.2% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $4.04M | 0.43% | 00.0% | Unchanged |
| UBS Oconnor LLC | 226,207 | $3.65M | 0.04% | +103,787+84.8% | Added |
| Knights of Columbus Asset Advisors LLC | 219,437 | $3.54M | 0.36% | +13,710+6.7% | Added |
| Kennedy Capital Management, Inc. | 195,527 | $3.16M | 0.09% | −349−0.2% | Reduced |
| Envestnet Asset Management Inc | 190,077 | $3.07M | 0.00% | +5,665+3.1% | Added |
| DekaBank Deutsche Girozentrale | 180,000 | $2.84M | 0.01% | +78,144+76.7% | Added |
| Eagle Asset Management Inc | 174,413 | $2.82M | 0.02% | −4,498−2.5% | Reduced |
| Nuveen Asset Management, LLC | 172,447 | $2.79M | 0.00% | −28,172−14.0% | Reduced |
| LDR Capital Management LLC | 167,810 | $2.71M | 1.37% | +18,610+12.5% | Added |
| Penn Capital Management Co Inc | 160,800 | $2.60M | 0.29% | +1,717+1.1% | Added |
| Barclays PLC | 128,232 | $2.07M | 0.00% | +3,037+2.4% | Added |
| Swiss National Bank | 122,200 | $1.97M | 0.00% | +6,300+5.4% | Added |
| WealthTrust Axiom LLC | 115,465 | $1.86M | 0.71% | +15,750+15.8% | Added |
| Boston Partners | 114,285 | $1.85M | 0.00% | +1,222+1.1% | Added |
| Silver Lake Advisory, LLC | 104,135 | $1.68M | 0.98% | +668+0.6% | Added |
| McIlrath & Eck, LLC | 101,401 | $1.64M | 0.45% | −393−0.4% | Reduced |
| GW Henssler & Associates Ltd | 96,368 | $1.56M | 0.12% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 90,700 | $1.47M | 0.15% | +2,600+3.0% | Added |
| Aptus Capital Advisors, LLC | 88,910 | $1.44M | 0.05% | +5,780+7.0% | Added |
| Victory Capital Management Inc | 84,400 | $1.36M | 0.00% | −20,136−19.3% | Reduced |
| Public Employees Retirement System of Ohio | 79,745 | $1.29M | 0.01% | −4,526−5.4% | Reduced |
| Asset Management One Co.,Ltd. | 78,139 | $1.26M | 0.01% | +1,901+2.5% | Added |
| Storebrand Asset Management AS | 77,330 | $1.25M | 0.01% | +6,550+9.3% | Added |
| Walthausen & Co., LLC | 75,970 | $1.23M | 1.02% | −29,049−27.7% | Reduced |
| Gamco Investors, Inc. Et Al | 75,200 | $1.21M | 0.01% | 00.0% | Unchanged |
| Stifel Financial Corp | 74,097 | $1.20M | 0.00% | +2,168+3.0% | Added |
| Rhumbline Advisers | 73,899 | $1.19M | 0.00% | +4,406+6.3% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.18M | 0.02% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 72,600 | $1.17M | 0.00% | −43,500−37.5% | Reduced |
| California State Teachers Retirement System | 63,904 | $1.03M | 0.00% | +440+0.7% | Added |
| Pensionfund DSM Netherlands | 62,900 | $1.02M | 0.73% | +6,000+10.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 62,253 | $1.00M | 0.00% | +4,148+7.1% | Added |
| Raymond James & Associates | 59,477 | $961.0K | 0.00% | +1,017+1.7% | Added |
| Hunter Perkins Capital Management, LLC | 56,500 | $912.0K | 0.22% | +56,500 | New |
| UBS Asset Management Americas Inc | 54,553 | $881.0K | 0.00% | −68−0.1% | Reduced |
| UBS Group AG | 52,042 | $840.0K | 0.00% | +1,670+3.3% | Added |
| STRS Ohio | 51,112 | $825.0K | 0.00% | −13,380−20.7% | Reduced |
| Bard Associates Inc | 49,775 | $804.0K | 0.36% | +1,350+2.8% | Added |
| Nomura Asset Management Co Ltd | 49,300 | $796.2K | 0.01% | +3,800+8.4% | Added |
| North Star Investment Management Corp. | 48,205 | $779.0K | 0.08% | −38,000−44.1% | Reduced |
| Alliancebernstein L.P. | 47,024 | $759.0K | 0.00% | −3,595−7.1% | Reduced |
| Bank of America Corp | 46,345 | $748.0K | 0.00% | −22,154−32.3% | Reduced |
| RMB Capital Management, LLC | 45,647 | $737.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 43,647 | $705.0K | 0.09% | +3,458+8.6% | Added |
| Great West Life Assurance Co | 42,941 | $693.0K | 0.00% | +167+0.4% | Added |
| Advisor Group Holdings, Inc. | 42,062 | $680.0K | 0.00% | +2,773+7.1% | Added |
| Wedbush Securities Inc | 40,782 | $659.0K | 0.04% | +11,645+40.0% | Added |
| Credit Suisse AG | 40,377 | $651.0K | 0.00% | +3,097+8.3% | Added |
| Lee Financial Co | 38,192 | $616.0K | 0.12% | 00.0% | Unchanged |
| HST Ventures, LLC | 37,250 | $602.0K | 0.40% | +11,888+46.9% | Added |
| New York State Common Retirement Fund | 36,951 | $597.0K | 0.00% | +5,739+18.4% | Added |
| Centersquare Investment Management LLC | 36,000 | $581.0K | 0.01% | −23,500−39.5% | Reduced |
| SEI Investments Co | 32,778 | $529.0K | 0.00% | +4,637+16.5% | Added |
| Susquehanna Fundamental Investments, LLC | 32,524 | $525.0K | 0.01% | +32,524 | New |
| Manufacturers Life Insurance Company, The | 31,705 | $512.0K | 0.00% | −419−1.3% | Reduced |
| Man Group plc | 31,000 | $501.0K | 0.00% | +31,000 | New |
| Pensionfund Sabic | 30,564 | $494.0K | 0.17% | +6,000+24.4% | Added |
| Summit Global Investments | 29,900 | $483.0K | 0.04% | +14,000+88.1% | Added |
| Anson Funds Management LP | 29,500 | $476.0K | 0.09% | +29,500 | New |
| Penserra Capital Management LLC | 28,788 | $464.0K | 0.01% | −4,971−14.7% | Reduced |
| Deutsche Bank AG | 27,597 | $446.0K | 0.00% | −3,302−10.7% | Reduced |
| State Board of Administration of Florida Retirement System | 27,259 | $440.0K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 26,143 | $422.2K | 0.00% | +1,162+4.7% | Added |
| BNP Paribas Arbitrage, SA | 25,660 | $414.4K | 0.00% | +12,841+100.2% | Added |
| Lokken Investment Group LLC | 25,122 | $406.0K | 0.35% | 00.0% | Unchanged |