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, Q4 2022
Institutional positions in Umh Properties, Inc. as of Dec 31, 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
- 174
- −2 vs. Q3 2022
- Shares held
- 41.8M
- +2.13M (+5.4%) vs. Q3 2022
- Total value
- $672.8M
- +$32.3M (+5.0%) vs. Q3 2022
- New holders
- 19
- 69 more added
- Sold out
- 21
- 53 more reduced
2 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,277,901 | $85.0M | 0.00% | +39,234+0.7% | Added |
| BlackRock Inc. | 3,717,617 | $59.9M | 0.00% | +90,514+2.5% | Added |
| FMR LLC | 2,785,830 | $44.9M | 0.00% | −5740.0% | Reduced |
| Jennison Associates LLC | 2,193,246 | $35.3M | 0.04% | +3,830+0.2% | Added |
| William Blair Investment Management, LLC | 1,880,006 | $30.3M | 0.12% | −72,577−3.7% | Reduced |
| Janus Henderson Group PLC | 1,723,173 | $27.7M | 0.02% | +78,079+4.7% | Added |
| Copeland Capital Management, LLC | 1,672,347 | $26.9M | 0.71% | +62,654+3.9% | Added |
| State Street Corp | 1,528,956 | $24.6M | 0.00% | +69,498+4.8% | Added |
| Westfield Capital Management Co LP | 1,239,075 | $19.9M | 0.15% | −95,823−7.2% | Reduced |
| Geode Capital Management, LLC | 1,067,054 | $17.2M | 0.00% | +33,306+3.2% | Added |
| American Century Companies Inc | 987,551 | $15.9M | 0.01% | +987,551 | New |
| JPMorgan Chase & Co | 923,943 | $14.9M | 0.00% | +475,945+106.2% | Added |
| GW&K Investment Management, LLC | 877,495 | $14.1M | 0.14% | −97,802−10.0% | Reduced |
| T. Rowe Price Investment Management, Inc. | 837,535 | $13.5M | 0.01% | +191,722+29.7% | Added |
| B&I Capital AG | 783,385 | $12.6M | 4.43% | +19,500+2.6% | Added |
| Dimensional Fund Advisors LP | 690,732 | $11.1M | 0.00% | +2,442+0.4% | Added |
| Charles Schwab Investment Management Inc | 626,996 | $10.1M | 0.00% | +27,604+4.6% | Added |
| Northern Trust Corp | 600,376 | $9.67M | 0.00% | +29,160+5.1% | Added |
| Heartland Advisors Inc | 544,100 | $8.76M | 0.55% | +194,100+55.5% | Added |
| Invesco Ltd. | 511,160 | $8.23M | 0.00% | −95,493−15.7% | Reduced |
| State of New Jersey Common Pension Fund D | 467,436 | $7.53M | 0.03% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 455,980 | $7.34M | 0.00% | +146,760+47.5% | Added |
| D.A. Davidson & Co. | 423,972 | $6.83M | 0.08% | +29,008+7.3% | Added |
| Russell Investments Group, Ltd. | 379,056 | $6.10M | 0.01% | +3,442+0.9% | Added |
| Raymond James & Associates | 371,808 | $5.99M | 0.01% | +312,331+525.1% | Added |
| Ameriprise Financial Inc | 337,729 | $5.44M | 0.00% | −6,052−1.8% | Reduced |
| Bank of New York Mellon Corp | 318,192 | $5.12M | 0.00% | −36,716−10.3% | Reduced |
| Robotti Robert | 315,940 | $5.09M | 1.01% | −2,090−0.7% | Reduced |
| Morgan Stanley | 312,163 | $5.03M | 0.00% | −84,317−21.3% | Reduced |
| Wells Fargo & Company | 299,733 | $4.83M | 0.00% | +3,258+1.1% | Added |
| Scout Investments, Inc. | 289,774 | $4.67M | 0.10% | −4,816−1.6% | Reduced |
| Montag A & Associates Inc | 286,311 | $4.61M | 0.31% | −17,920−5.9% | Reduced |
| Royal Bank of Canada | 283,868 | $4.57M | 0.00% | −7,338−2.5% | Reduced |
| Neuberger Berman Group LLC | 269,272 | $4.34M | 0.00% | −5,829−2.1% | Reduced |
| State of Wisconsin Investment Board | 258,322 | $4.16M | 0.01% | −3,082−1.2% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $4.03M | 0.39% | 00.0% | Unchanged |
| Nordea Investment Management AB | 244,936 | $3.95M | 0.01% | −69,057−22.0% | Reduced |
| Knights of Columbus Asset Advisors LLC | 230,983 | $3.72M | 0.39% | +11,546+5.3% | Added |
| LDR Capital Management LLC | 213,043 | $3.43M | 1.88% | +45,233+27.0% | Added |
| Eagle Asset Management Inc | 196,759 | $3.16M | 0.02% | +22,346+12.8% | Added |
| Kennedy Capital Management, Inc. | 195,344 | $3.15M | 0.09% | −183−0.1% | Reduced |
| Nuveen Asset Management, LLC | 195,303 | $3.15M | 0.00% | +22,856+13.3% | Added |
| Envestnet Asset Management Inc | 183,049 | $2.95M | 0.00% | −7,028−3.7% | Reduced |
| Penn Capital Management Co Inc | 158,437 | $2.55M | 0.26% | −2,363−1.5% | Reduced |
| Barclays PLC | 146,765 | $2.36M | 0.00% | +18,533+14.5% | Added |
| Renaissance Technologies LLC | 142,200 | $2.29M | 0.00% | +142,200 | New |
| SEI Investments Co | 137,678 | $2.22M | 0.00% | +104,900+320.0% | Added |
| Swiss National Bank | 126,400 | $2.04M | 0.00% | +4,200+3.4% | Added |
| WealthTrust Axiom LLC | 125,814 | $2.03M | 0.71% | +10,349+9.0% | Added |
| Boston Partners | 124,052 | $2.00M | 0.00% | +9,767+8.5% | Added |
| Millennium Management LLC | 116,219 | $1.87M | 0.00% | +116,219 | New |
| McIlrath & Eck, LLC | 106,580 | $1.72M | 0.44% | +5,179+5.1% | Added |
| Bank of America Corp | 105,669 | $1.70M | 0.00% | +59,324+128.0% | Added |
| Silver Lake Advisory, LLC | 103,830 | $1.67M | 1.02% | −305−0.3% | Reduced |
| Aptus Capital Advisors, LLC | 101,316 | $1.63M | 0.05% | +12,406+14.0% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.55M | 0.11% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 91,000 | $1.47M | 0.12% | +300+0.3% | Added |
| Caldwell Sutter Capital, Inc. | 85,494 | $1.38M | 1.21% | +85,494 | New |
| Asset Management One Co.,Ltd. | 82,295 | $1.34M | 0.01% | +4,156+5.3% | Added |
| HST Ventures, LLC | 80,594 | $1.30M | 0.92% | +43,344+116.4% | Added |
| Stifel Financial Corp | 79,640 | $1.28M | 0.00% | +5,543+7.5% | Added |
| Rhumbline Advisers | 76,580 | $1.23M | 0.00% | +2,681+3.6% | Added |
| Gamco Investors, Inc. Et Al | 74,900 | $1.21M | 0.01% | −300−0.4% | Reduced |
| Hunter Perkins Capital Management, LLC | 74,510 | $1.20M | 0.27% | +18,010+31.9% | Added |
| Storebrand Asset Management AS | 74,169 | $1.19M | 0.01% | −3,161−4.1% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.18M | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 67,130 | $1.08M | 0.01% | +48,356+257.6% | Added |
| California State Teachers Retirement System | 65,765 | $1.06M | 0.00% | +1,861+2.9% | Added |
| Pensionfund DSM Netherlands | 62,900 | $1.01M | 0.71% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 60,448 | $973.0K | 0.00% | −19,297−24.2% | Reduced |
| UBS Group AG | 59,449 | $957.1K | 0.00% | +7,407+14.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 58,401 | $940.3K | 0.00% | −3,852−6.2% | Reduced |
| Two Sigma Advisers, LP | 58,400 | $940.2K | 0.00% | −14,200−19.6% | Reduced |
| AXA S.A. | 57,100 | $919.3K | 0.00% | +38,500+207.0% | Added |
| UBS Asset Management Americas Inc | 54,553 | $878.3K | 0.00% | 00.0% | Unchanged |
| Wedbush Securities Inc | 53,374 | $859.0K | 0.05% | +12,592+30.9% | Added |
| Nomura Asset Management Co Ltd | 51,300 | $825.9K | 0.00% | +2,000+4.1% | Added |
| North Star Investment Management Corp. | 50,766 | $817.3K | 0.07% | +2,561+5.3% | Added |
| STRS Ohio | 50,296 | $809.0K | 0.00% | −816−1.6% | Reduced |
| Great West Life Assurance Co | 49,531 | $799.0K | 0.00% | +6,590+15.3% | Added |
| Bard Associates Inc | 48,775 | $785.3K | 0.34% | −1,000−2.0% | Reduced |
| RMB Capital Management, LLC | 45,647 | $734.9K | 0.03% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 45,085 | $725.9K | 0.00% | −1,939−4.1% | Reduced |
| Balyasny Asset Management LLC | 42,464 | $683.7K | 0.00% | +42,464 | New |
| Advisor Group Holdings, Inc. | 42,175 | $679.0K | 0.00% | +113+0.3% | Added |
| Credit Suisse AG | 39,980 | $643.7K | 0.00% | −397−1.0% | Reduced |
| Lee Financial Co | 38,312 | $616.8K | 0.11% | +120+0.3% | Added |
| Gsa Capital Partners LLP | 37,859 | $610.0K | 0.08% | −5,788−13.3% | Reduced |
| New York State Common Retirement Fund | 36,922 | $594.4K | 0.00% | −29−0.1% | Reduced |
| Manufacturers Life Insurance Company, The | 30,785 | $495.6K | 0.00% | −920−2.9% | Reduced |
| Pensionfund Sabic | 30,564 | $492.0K | 0.16% | 00.0% | Unchanged |
| Summit Global Investments | 29,900 | $481.0K | 0.04% | 00.0% | Unchanged |
| Deutsche Bank AG | 29,616 | $476.8K | 0.00% | +2,019+7.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,443 | $457.1K | 0.00% | +3,596+14.5% | Added |
| Centersquare Investment Management LLC | 28,200 | $454.0K | 0.01% | −7,800−21.7% | Reduced |
| Penserra Capital Management LLC | 27,961 | $449.0K | 0.01% | −827−2.9% | Reduced |
| State Board of Administration of Florida Retirement System | 27,259 | $438.9K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 26,560 | $427.6K | 0.00% | +26,560 | New |
| Squarepoint Ops LLC | 26,382 | $424.8K | 0.00% | +26,382 | New |
| MetLife Investment Management | 26,143 | $420.9K | 0.00% | 00.0% | Unchanged |