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 |
|---|---|---|---|---|---|
| Nisa Investment Advisors, LLC | 24,524 | $402.0K | 0.00% | +2,186+9.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 24,847 | $401.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 24,709 | $399.0K | 0.00% | −95,383−79.4% | Reduced |
| State of Alaska, Department of Revenue | 24,623 | $397.0K | 0.01% | +526+2.2% | Added |
| American International Group, Inc. | 23,513 | $380.0K | 0.00% | +332+1.4% | Added |
| Price T Rowe Associates Inc | 23,249 | $376.0K | 0.00% | −643,430−96.5% | Reduced |
| Keybank National Association | 22,505 | $363.0K | 0.00% | +1,154+5.4% | Added |
| Legal & General Group Plc | 22,319 | $361.0K | 0.00% | +1,370+6.5% | Added |
| Snowden Capital Advisors LLC | 22,087 | $356.0K | 0.02% | +5,066+29.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 21,976 | $355.0K | 0.00% | +6,835+45.1% | Added |
| Public Employees Retirement Association of Colorado | 20,359 | $329.0K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 20,249 | $327.0K | 0.00% | −3,714−15.5% | Reduced |
| Voya Investment Management LLC | 19,034 | $307.4K | 0.00% | +1,477+8.4% | Added |
| Cubist Systematic Strategies, LLC | 18,774 | $303.0K | 0.00% | −39,621−67.8% | Reduced |
| AXA S.A. | 18,600 | $300.4K | 0.00% | −54,211−74.5% | Reduced |
| Orleans Capital Management Corp | 18,000 | $291.0K | 0.24% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 16,551 | $267.0K | 0.00% | −33,326−66.8% | Reduced |
| Vident Investment Advisory, LLC | 16,143 | $261.0K | 0.01% | −1,068−6.2% | Reduced |
| Versor Investments LP | 15,200 | $245.0K | 0.01% | −2,700−15.1% | Reduced |
| 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 |
| LPL Financial LLC | 13,924 | $225.0K | 0.00% | +1,950+16.3% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,886 | $224.0K | 0.01% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,596 | $220.0K | 0.01% | −1,442−9.6% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,400 | $216.0K | 0.04% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 13,171 | $213.0K | 0.00% | +13,171 | New |
| Mariner, LLC | 13,096 | $212.0K | 0.00% | −783−5.6% | Reduced |
| The PNC Financial Services Group, Inc. | 12,799 | $207.0K | 0.00% | +200+1.6% | Added |
| Schonfeld Strategic Advisors LLC | 11,600 | $187.0K | 0.00% | +11,600 | New |
| Firestone Capital Management | 11,297 | $182.0K | 0.07% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 11,000 | $178.0K | 0.15% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 10,914 | $176.0K | 0.04% | −21−0.2% | Reduced |
| Family Management Corp | 10,694 | $173.0K | 0.05% | −4,618−30.2% | Reduced |
| Spirit of America Management Corp | 10,500 | $170.0K | 0.04% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 10,149 | $164.0K | 0.00% | +3,263+47.4% | Added |
| Connors Investor Services Inc | 10,000 | $162.0K | 0.02% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 9,232 | $149.0K | 0.00% | +4,074+79.0% | Added |
| Citigroup Inc | 9,139 | $147.0K | 0.00% | −5,812−38.9% | Reduced |
| Amalgamated Bank | 7,650 | $124.0K | 0.00% | +104+1.4% | Added |
| Signaturefd, LLC | 6,435 | $104.0K | 0.00% | −26−0.4% | Reduced |
| Simplex Trading, LLC | 4,714 | $76.0K | 0.00% | +4,714 | New |
| Metropolitan Life Insurance Co | 4,587 | $74.1K | 0.00% | −654−12.5% | Reduced |
| Lazard Asset Management LLC | 4,128 | $66.0K | 0.00% | −265,964−98.5% | Reduced |
| Tower Research Capital LLC (TRC) | 3,724 | $60.0K | 0.00% | −3,276−46.8% | Reduced |
| Ameritas Investment Partners, Inc. | 3,714 | $59.0K | 0.00% | 00.0% | Unchanged |
| Quantbot Technologies LP | 3,539 | $57.0K | 0.00% | +139+4.1% | 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 |
| Federated Hermes, Inc. | 2,414 | $39.0K | 0.00% | +856+54.9% | 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 |
| Tradition Wealth Management, LLC | 1,391 | $22.0K | 0.00% | +16+1.2% | Added |
| Earnest Partners LLC | 1,300 | $21.0K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 1,200 | $19.0K | 0.01% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 1,031 | $17.0K | 0.00% | +720+231.5% | Added |
| Highlander Capital Management, LLC | 950 | $15.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 871 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 749 | $12.0K | 0.00% | +749 | 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 |
| Bessemer Group Inc | 457 | $7.00K | 0.00% | +457 | New |
| Retirement Group, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 376 | $6.00K | 0.00% | +4+1.1% | Added |
| SRS Capital Advisors, Inc. | 306 | $5.00K | 0.00% | +306 | New |
| Castle Wealth Management LLC | 235 | $4.00K | 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 |
| Ellevest, Inc. | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $598 | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |