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 |
|---|---|---|---|---|---|
| ClariVest Asset Management LLC | 28 | $0 | 0.00% | −33,900−99.9% | Reduced |
| Ronald Blue Trust, Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $0 | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 17 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 8 | $0 | 0.00% | −2−20.0% | Reduced |
| Parallel Advisors, LLC | 17 | $0 | 0.00% | +17 | New |
| Versant Capital Management, Inc | 14 | $0 | 0.00% | +14 | New |
| Raffa Wealth Management, LLC | 37 | $598 | 0.00% | 00.0% | Unchanged |
| Ellevest, Inc. | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 145 | $2.00K | 0.00% | −8−5.2% | Reduced |
| Central Trust Co | 104 | $2.00K | 0.00% | 00.0% | Unchanged |
| Covington Capital Management | 98 | $2.00K | 0.00% | +98 | New |
| Center for Financial Planning, Inc. | 119 | $2.00K | 0.00% | +119 | New |
| Castle Wealth Management LLC | 235 | $4.00K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 306 | $5.00K | 0.00% | +306 | New |
| Retirement Group, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 376 | $6.00K | 0.00% | +4+1.1% | Added |
| Bessemer Group Inc | 457 | $7.00K | 0.00% | +457 | New |
| HM Payson & Co | 600 | $10.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 639 | $10.0K | 0.00% | +43+7.2% | Added |
| Allworth Financial LP | 749 | $12.0K | 0.00% | +749 | New |
| Crewe Advisors LLC | 871 | $14.0K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 950 | $15.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,031 | $17.0K | 0.00% | +720+231.5% | Added |
| Oliver Lagore Vanvalin Investment Group | 1,200 | $19.0K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,391 | $22.0K | 0.00% | +16+1.2% | Added |
| Proequities, Inc. | 1,990 | $32.0K | 0.00% | −726−26.7% | Reduced |
| Cambridge Trust Co | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 2,414 | $39.0K | 0.00% | +856+54.9% | Added |
| Allspring Global Investments Holdings, LLC | 3,056 | $49.0K | 0.00% | −582−16.0% | Reduced |
| US Bancorp | 3,053 | $49.0K | 0.00% | +55+1.8% | Added |
| Quantbot Technologies LP | 3,539 | $57.0K | 0.00% | +139+4.1% | Added |
| Ameritas Investment Partners, Inc. | 3,714 | $59.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 3,724 | $60.0K | 0.00% | −3,276−46.8% | Reduced |
| Lazard Asset Management LLC | 4,128 | $66.0K | 0.00% | −265,964−98.5% | Reduced |
| Metropolitan Life Insurance Co | 4,587 | $74.1K | 0.00% | −654−12.5% | Reduced |
| Simplex Trading, LLC | 4,714 | $76.0K | 0.00% | +4,714 | New |
| Signaturefd, LLC | 6,435 | $104.0K | 0.00% | −26−0.4% | Reduced |
| Amalgamated Bank | 7,650 | $124.0K | 0.00% | +104+1.4% | Added |
| Citigroup Inc | 9,139 | $147.0K | 0.00% | −5,812−38.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,232 | $149.0K | 0.00% | +4,074+79.0% | Added |
| Connors Investor Services Inc | 10,000 | $162.0K | 0.02% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,149 | $164.0K | 0.00% | +3,263+47.4% | Added |
| Spirit of America Management Corp | 10,500 | $170.0K | 0.04% | 00.0% | Unchanged |
| Family Management Corp | 10,694 | $173.0K | 0.05% | −4,618−30.2% | Reduced |
| Personal Cfo Solutions, LLC | 10,914 | $176.0K | 0.04% | −21−0.2% | Reduced |
| Kensington Investment Counsel, LLC | 11,000 | $178.0K | 0.15% | 00.0% | Unchanged |
| Firestone Capital Management | 11,297 | $182.0K | 0.07% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 11,600 | $187.0K | 0.00% | +11,600 | New |
| The PNC Financial Services Group, Inc. | 12,799 | $207.0K | 0.00% | +200+1.6% | Added |
| Mariner, LLC | 13,096 | $212.0K | 0.00% | −783−5.6% | Reduced |
| Oppenheimer & Co Inc | 13,171 | $213.0K | 0.00% | +13,171 | New |
| NJ State Employees Deferred Compensation Plan | 13,400 | $216.0K | 0.04% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,596 | $220.0K | 0.01% | −1,442−9.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 13,886 | $224.0K | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 13,924 | $225.0K | 0.00% | +1,950+16.3% | Added |
| Daiwa Securities Group Inc. | 13,975 | $226.0K | 0.00% | −512−3.5% | Reduced |
| Arizona State Retirement System | 14,004 | $226.0K | 0.00% | +609+4.5% | Added |
| Versor Investments LP | 15,200 | $245.0K | 0.01% | −2,700−15.1% | Reduced |
| Vident Investment Advisory, LLC | 16,143 | $261.0K | 0.01% | −1,068−6.2% | Reduced |
| ExodusPoint Capital Management, LP | 16,551 | $267.0K | 0.00% | −33,326−66.8% | Reduced |
| Orleans Capital Management Corp | 18,000 | $291.0K | 0.24% | 00.0% | Unchanged |
| AXA S.A. | 18,600 | $300.4K | 0.00% | −54,211−74.5% | Reduced |
| Cubist Systematic Strategies, LLC | 18,774 | $303.0K | 0.00% | −39,621−67.8% | Reduced |
| Voya Investment Management LLC | 19,034 | $307.4K | 0.00% | +1,477+8.4% | Added |
| Susquehanna International Group, LLP | 20,249 | $327.0K | 0.00% | −3,714−15.5% | Reduced |
| Public Employees Retirement Association of Colorado | 20,359 | $329.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 21,976 | $355.0K | 0.00% | +6,835+45.1% | Added |
| Snowden Capital Advisors LLC | 22,087 | $356.0K | 0.02% | +5,066+29.8% | Added |
| Legal & General Group Plc | 22,319 | $361.0K | 0.00% | +1,370+6.5% | Added |
| Keybank National Association | 22,505 | $363.0K | 0.00% | +1,154+5.4% | Added |
| Price T Rowe Associates Inc | 23,249 | $376.0K | 0.00% | −643,430−96.5% | Reduced |
| American International Group, Inc. | 23,513 | $380.0K | 0.00% | +332+1.4% | Added |
| State of Alaska, Department of Revenue | 24,623 | $397.0K | 0.01% | +526+2.2% | Added |
| Two Sigma Investments, LP | 24,709 | $399.0K | 0.00% | −95,383−79.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24,847 | $401.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24,524 | $402.0K | 0.00% | +2,186+9.8% | Added |
| Lokken Investment Group LLC | 25,122 | $406.0K | 0.35% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 25,660 | $414.4K | 0.00% | +12,841+100.2% | Added |
| MetLife Investment Management | 26,143 | $422.2K | 0.00% | +1,162+4.7% | Added |
| State Board of Administration of Florida Retirement System | 27,259 | $440.0K | 0.00% | 00.0% | Unchanged |
| Deutsche Bank AG | 27,597 | $446.0K | 0.00% | −3,302−10.7% | Reduced |
| Penserra Capital Management LLC | 28,788 | $464.0K | 0.01% | −4,971−14.7% | Reduced |
| Anson Funds Management LP | 29,500 | $476.0K | 0.09% | +29,500 | New |
| Summit Global Investments | 29,900 | $483.0K | 0.04% | +14,000+88.1% | Added |
| Pensionfund Sabic | 30,564 | $494.0K | 0.17% | +6,000+24.4% | Added |
| Man Group plc | 31,000 | $501.0K | 0.00% | +31,000 | New |
| Manufacturers Life Insurance Company, The | 31,705 | $512.0K | 0.00% | −419−1.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 32,524 | $525.0K | 0.01% | +32,524 | New |
| SEI Investments Co | 32,778 | $529.0K | 0.00% | +4,637+16.5% | Added |
| Centersquare Investment Management LLC | 36,000 | $581.0K | 0.01% | −23,500−39.5% | Reduced |
| New York State Common Retirement Fund | 36,951 | $597.0K | 0.00% | +5,739+18.4% | Added |
| HST Ventures, LLC | 37,250 | $602.0K | 0.40% | +11,888+46.9% | Added |
| Lee Financial Co | 38,192 | $616.0K | 0.12% | 00.0% | Unchanged |
| Credit Suisse AG | 40,377 | $651.0K | 0.00% | +3,097+8.3% | Added |
| Wedbush Securities Inc | 40,782 | $659.0K | 0.04% | +11,645+40.0% | Added |
| Advisor Group Holdings, Inc. | 42,062 | $680.0K | 0.00% | +2,773+7.1% | Added |
| Great West Life Assurance Co | 42,941 | $693.0K | 0.00% | +167+0.4% | Added |
| Gsa Capital Partners LLP | 43,647 | $705.0K | 0.09% | +3,458+8.6% | Added |