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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 45,647 | $737.0K | 0.03% | 00.0% | Unchanged |
| Bank of America Corp | 46,345 | $748.0K | 0.00% | −22,154−32.3% | Reduced |
| Alliancebernstein L.P. | 47,024 | $759.0K | 0.00% | −3,595−7.1% | Reduced |
| North Star Investment Management Corp. | 48,205 | $779.0K | 0.08% | −38,000−44.1% | Reduced |
| Nomura Asset Management Co Ltd | 49,300 | $796.2K | 0.01% | +3,800+8.4% | Added |
| Bard Associates Inc | 49,775 | $804.0K | 0.36% | +1,350+2.8% | Added |
| STRS Ohio | 51,112 | $825.0K | 0.00% | −13,380−20.7% | Reduced |
| UBS Group AG | 52,042 | $840.0K | 0.00% | +1,670+3.3% | Added |
| UBS Asset Management Americas Inc | 54,553 | $881.0K | 0.00% | −68−0.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 56,500 | $912.0K | 0.22% | +56,500 | New |
| Raymond James & Associates | 59,477 | $961.0K | 0.00% | +1,017+1.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 62,253 | $1.00M | 0.00% | +4,148+7.1% | Added |
| Pensionfund DSM Netherlands | 62,900 | $1.02M | 0.73% | +6,000+10.5% | Added |
| California State Teachers Retirement System | 63,904 | $1.03M | 0.00% | +440+0.7% | Added |
| Two Sigma Advisers, LP | 72,600 | $1.17M | 0.00% | −43,500−37.5% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.18M | 0.02% | 00.0% | Unchanged |
| Rhumbline Advisers | 73,899 | $1.19M | 0.00% | +4,406+6.3% | Added |
| Stifel Financial Corp | 74,097 | $1.20M | 0.00% | +2,168+3.0% | Added |
| Gamco Investors, Inc. Et Al | 75,200 | $1.21M | 0.01% | 00.0% | Unchanged |
| Walthausen & Co., LLC | 75,970 | $1.23M | 1.02% | −29,049−27.7% | Reduced |
| Storebrand Asset Management AS | 77,330 | $1.25M | 0.01% | +6,550+9.3% | Added |
| Asset Management One Co.,Ltd. | 78,139 | $1.26M | 0.01% | +1,901+2.5% | Added |
| Public Employees Retirement System of Ohio | 79,745 | $1.29M | 0.01% | −4,526−5.4% | Reduced |
| Victory Capital Management Inc | 84,400 | $1.36M | 0.00% | −20,136−19.3% | Reduced |
| Aptus Capital Advisors, LLC | 88,910 | $1.44M | 0.05% | +5,780+7.0% | Added |
| Shufro Rose & Co LLC | 90,700 | $1.47M | 0.15% | +2,600+3.0% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.56M | 0.12% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 101,401 | $1.64M | 0.45% | −393−0.4% | Reduced |
| Silver Lake Advisory, LLC | 104,135 | $1.68M | 0.98% | +668+0.6% | Added |
| Boston Partners | 114,285 | $1.85M | 0.00% | +1,222+1.1% | Added |
| WealthTrust Axiom LLC | 115,465 | $1.86M | 0.71% | +15,750+15.8% | Added |
| Swiss National Bank | 122,200 | $1.97M | 0.00% | +6,300+5.4% | Added |
| Barclays PLC | 128,232 | $2.07M | 0.00% | +3,037+2.4% | Added |
| Penn Capital Management Co Inc | 160,800 | $2.60M | 0.29% | +1,717+1.1% | Added |
| LDR Capital Management LLC | 167,810 | $2.71M | 1.37% | +18,610+12.5% | Added |
| Nuveen Asset Management, LLC | 172,447 | $2.79M | 0.00% | −28,172−14.0% | Reduced |
| Eagle Asset Management Inc | 174,413 | $2.82M | 0.02% | −4,498−2.5% | Reduced |
| DekaBank Deutsche Girozentrale | 180,000 | $2.84M | 0.01% | +78,144+76.7% | Added |
| Envestnet Asset Management Inc | 190,077 | $3.07M | 0.00% | +5,665+3.1% | Added |
| Kennedy Capital Management, Inc. | 195,527 | $3.16M | 0.09% | −349−0.2% | Reduced |
| Knights of Columbus Asset Advisors LLC | 219,437 | $3.54M | 0.36% | +13,710+6.7% | Added |
| UBS Oconnor LLC | 226,207 | $3.65M | 0.04% | +103,787+84.8% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $4.04M | 0.43% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 261,404 | $4.22M | 0.01% | +43,982+20.2% | Added |
| Neuberger Berman Group LLC | 275,101 | $4.44M | 0.00% | +4,608+1.7% | Added |
| Royal Bank of Canada | 291,206 | $4.70M | 0.00% | −15,755−5.1% | Reduced |
| Scout Investments, Inc. | 294,590 | $4.76M | 0.10% | −8,343−2.8% | Reduced |
| Wells Fargo & Company | 296,475 | $4.79M | 0.00% | +5,559+1.9% | Added |
| Montag A & Associates Inc | 304,231 | $4.91M | 0.34% | +2,150+0.7% | Added |
| Goldman Sachs Group Inc | 309,220 | $4.99M | 0.00% | +69,107+28.8% | Added |
| Nordea Investment Management AB | 313,993 | $5.13M | 0.01% | −53,481−14.6% | Reduced |
| Robotti Robert | 318,030 | $5.14M | 1.22% | −16,175−4.8% | Reduced |
| Ameriprise Financial Inc | 343,781 | $5.55M | 0.00% | −212,724−38.2% | Reduced |
| Heartland Advisors Inc | 350,000 | $5.65M | 0.42% | +350,000 | New |
| Bank of New York Mellon Corp | 354,908 | $5.73M | 0.00% | +2,760+0.8% | Added |
| Russell Investments Group, Ltd. | 375,614 | $6.06M | 0.01% | −95,381−20.3% | Reduced |
| Loomis Sayles & Co L P | 377,833 | $6.10M | 0.01% | +377,765+555,536.8% | Added |
| D.A. Davidson & Co. | 394,964 | $6.38M | 0.08% | +30,595+8.4% | Added |
| Morgan Stanley | 396,480 | $6.40M | 0.00% | +4,842+1.2% | Added |
| JPMorgan Chase & Co | 447,998 | $7.24M | 0.00% | −8,734−1.9% | Reduced |
| State of New Jersey Common Pension Fund D | 467,436 | $7.55M | 0.03% | +12,413+2.7% | Added |
| Northern Trust Corp | 571,216 | $9.23M | 0.00% | +1,373+0.2% | Added |
| Charles Schwab Investment Management Inc | 599,392 | $9.68M | 0.00% | +12,098+2.1% | Added |
| Invesco Ltd. | 606,653 | $9.80M | 0.00% | +99,445+19.6% | Added |
| T. Rowe Price Investment Management, Inc. | 645,813 | $10.4M | 0.01% | +645,813 | New |
| Dimensional Fund Advisors LP | 688,290 | $11.1M | 0.00% | +4,517+0.7% | Added |
| B&I Capital AG | 763,885 | $12.3M | 4.87% | +140,148+22.5% | Added |
| GW&K Investment Management, LLC | 975,297 | $15.8M | 0.17% | −1,883−0.2% | Reduced |
| Geode Capital Management, LLC | 1,033,748 | $16.7M | 0.00% | +3,364+0.3% | Added |
| Westfield Capital Management Co LP | 1,334,898 | $21.6M | 0.17% | −84,241−5.9% | Reduced |
| State Street Corp | 1,459,458 | $23.6M | 0.00% | +17,926+1.2% | Added |
| Copeland Capital Management, LLC | 1,609,693 | $26.0M | 0.86% | +25,934+1.6% | Added |
| Janus Henderson Group PLC | 1,645,094 | $26.6M | 0.02% | −162,874−9.0% | Reduced |
| William Blair Investment Management, LLC | 1,952,583 | $31.5M | 0.12% | +325,035+20.0% | Added |
| Jennison Associates LLC | 2,189,416 | $35.4M | 0.04% | +681,272+45.2% | Added |
| FMR LLC | 2,786,404 | $45.0M | 0.00% | −2,415−0.1% | Reduced |
| BlackRock Inc. | 3,627,103 | $58.6M | 0.00% | +11,791+0.3% | Added |
| Vanguard Group Inc | 5,238,667 | $84.6M | 0.00% | −5,138−0.1% | Reduced |
| Monarch Partners Asset Management LLC | 0 | $0 | 0.00% | −237,695−100.0% | Sold out |
| Ziegler Capital Management, LLC | 0 | $0 | 0.00% | −66,615−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −66,017−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −61,700−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −58,426−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −37,608−100.0% | Sold out |
| Ropes Wealth Advisors LLC | 0 | $0 | 0.00% | −30,100−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −29,454−100.0% | Sold out |
| Martingale Asset Management L P | 0 | $0 | 0.00% | −28,017−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −17,658−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −14,639−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −14,122−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −11,200−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −4,650−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,248−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −2,479−100.0% | Sold out |
| Whittier Trust Co | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |