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 |
|---|---|---|---|---|---|
| CWM, LLC | 2 | $0 | 0.00% | −15−88.2% | Reduced |
| Ronald Blue Trust, Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 12 | $0 | 0.00% | +4+50.0% | Added |
| GWM Advisors LLC | 700 | $11 | 0.00% | +700 | New |
| Harbour Investments, Inc. | 7 | $113 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $161 | 0.00% | −135−93.1% | Reduced |
| Raffa Wealth Management, LLC | 37 | $596 | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 91 | $1.47K | 0.00% | −548−85.8% | Reduced |
| Central Trust Co | 104 | $1.67K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 271 | $4.36K | 0.00% | −35−11.4% | Reduced |
| Cornerstone Planning Group LLC | 264 | $4.40K | 0.00% | +264 | New |
| IFP Advisors, Inc | 282 | $5.00K | 0.00% | −94−25.0% | Reduced |
| Retirement Group, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 435 | $7.00K | 0.00% | −4,279−90.8% | Reduced |
| Cary Street Partner Investment Advisory LLC | 562 | $9.05K | 0.00% | +562 | New |
| HM Payson & Co | 600 | $9.66K | 0.00% | 00.0% | Unchanged |
| 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. | 971 | $15.6K | 0.00% | −60−5.8% | Reduced |
| Quantbot Technologies LP | 972 | $15.6K | 0.00% | −2,567−72.5% | Reduced |
| Quarry LP | 1,285 | $20.7K | 0.02% | +1,285 | New |
| Earnest Partners LLC | 1,300 | $20.9K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,407 | $23.0K | 0.00% | +16+1.2% | Added |
| Comerica Securities,inc. | 1,693 | $27.3K | 0.00% | +1,693 | New |
| Proequities, Inc. | 1,853 | $29.8K | 0.00% | −137−6.9% | Reduced |
| Cambridge Trust Co | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 2,060 | $33.0K | 0.00% | −1,664−44.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,121 | $34.1K | 0.00% | −935−30.6% | Reduced |
| Lazard Asset Management LLC | 2,700 | $43.0K | 0.00% | −1,428−34.6% | Reduced |
| Citigroup Inc | 2,783 | $44.8K | 0.00% | −6,356−69.5% | Reduced |
| Federated Hermes, Inc. | 3,460 | $55.7K | 0.00% | +1,046+43.3% | Added |
| US Bancorp | 3,506 | $56.4K | 0.00% | +453+14.8% | Added |
| Ameritas Investment Partners, Inc. | 3,714 | $62.4K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,338 | $69.8K | 0.00% | +4,338 | New |
| Metropolitan Life Insurance Co | 4,609 | $74.2K | 0.00% | +22+0.5% | Added |
| Signaturefd, LLC | 7,150 | $115.1K | 0.00% | +715+11.1% | Added |
| Amalgamated Bank | 7,650 | $123.0K | 0.00% | 00.0% | Unchanged |
| Connors Investor Services Inc | 10,000 | $161.0K | 0.02% | 00.0% | Unchanged |
| Spirit of America Management Corp | 10,500 | $169.1K | 0.04% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,561 | $170.0K | 0.00% | +1,329+14.4% | Added |
| Kensington Investment Counsel, LLC | 11,000 | $177.1K | 0.14% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,303 | $182.0K | 0.00% | +11,303 | New |
| Personal Cfo Solutions, LLC | 11,659 | $187.7K | 0.04% | +745+6.8% | Added |
| Cerity Partners LLC | 12,008 | $193.3K | 0.00% | +12,008 | New |
| LPL Financial LLC | 12,524 | $201.6K | 0.00% | −1,400−10.1% | Reduced |
| BNP Paribas Arbitrage, SA | 12,532 | $201.8K | 0.00% | −13,128−51.2% | Reduced |
| Vert Asset Management LLC | 12,547 | $202.0K | 0.18% | +12,547 | New |
| Mariner, LLC | 12,648 | $204.0K | 0.00% | −448−3.4% | Reduced |
| Oppenheimer & Co Inc | 13,173 | $212.1K | 0.00% | +20.0% | Added |
| The PNC Financial Services Group, Inc. | 13,259 | $213.5K | 0.00% | +460+3.6% | Added |
| NJ State Employees Deferred Compensation Plan | 13,400 | $215.7K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,596 | $218.9K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 13,736 | $221.0K | 0.00% | −239−1.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 14,319 | $231.0K | 0.01% | +433+3.1% | Added |
| Vestcor Inc | 14,688 | $236.0K | 0.01% | +14,688 | New |
| Arizona State Retirement System | 14,761 | $237.7K | 0.00% | +757+5.4% | Added |
| Dynamic Technology Lab Private Ltd | 15,384 | $248.0K | 0.02% | +15,384 | New |
| Vident Investment Advisory, LLC | 16,345 | $263.2K | 0.01% | +202+1.3% | Added |
| Orleans Capital Management Corp | 18,000 | $289.8K | 0.22% | 00.0% | Unchanged |
| Voya Investment Management LLC | 19,034 | $306.4K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 19,533 | $314.5K | 0.00% | −5,176−20.9% | Reduced |
| Public Employees Retirement Association of Colorado | 20,359 | $328.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 21,000 | $338.1K | 0.00% | +9,400+81.0% | Added |
| Keybank National Association | 22,495 | $362.2K | 0.00% | −100.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 22,947 | $369.4K | 0.00% | +971+4.4% | Added |
| Legal & General Group Plc | 23,173 | $373.1K | 0.00% | +854+3.8% | Added |
| Snowden Capital Advisors LLC | 23,431 | $377.2K | 0.02% | +1,344+6.1% | Added |
| American International Group, Inc. | 24,071 | $387.5K | 0.00% | +558+2.4% | Added |
| Price T Rowe Associates Inc | 24,314 | $391.0K | 0.00% | +1,065+4.6% | Added |
| Nisa Investment Advisors, LLC | 24,524 | $395.0K | 0.00% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 25,122 | $404.5K | 0.32% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 25,269 | $406.8K | 0.01% | −7,255−22.3% | Reduced |
| State of Alaska, Department of Revenue | 25,583 | $411.0K | 0.01% | +960+3.9% | Added |
| MetLife Investment Management | 26,143 | $420.9K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 26,382 | $424.8K | 0.00% | +26,382 | New |
| Alps Advisors Inc | 26,560 | $427.6K | 0.00% | +26,560 | New |
| State Board of Administration of Florida Retirement System | 27,259 | $438.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27,961 | $449.0K | 0.01% | −827−2.9% | Reduced |
| Centersquare Investment Management LLC | 28,200 | $454.0K | 0.01% | −7,800−21.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,443 | $457.1K | 0.00% | +3,596+14.5% | Added |
| Deutsche Bank AG | 29,616 | $476.8K | 0.00% | +2,019+7.3% | Added |
| Summit Global Investments | 29,900 | $481.0K | 0.04% | 00.0% | Unchanged |
| Pensionfund Sabic | 30,564 | $492.0K | 0.16% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 30,785 | $495.6K | 0.00% | −920−2.9% | Reduced |
| New York State Common Retirement Fund | 36,922 | $594.4K | 0.00% | −29−0.1% | Reduced |
| Gsa Capital Partners LLP | 37,859 | $610.0K | 0.08% | −5,788−13.3% | Reduced |
| Lee Financial Co | 38,312 | $616.8K | 0.11% | +120+0.3% | Added |
| Credit Suisse AG | 39,980 | $643.7K | 0.00% | −397−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 42,175 | $679.0K | 0.00% | +113+0.3% | Added |
| Balyasny Asset Management LLC | 42,464 | $683.7K | 0.00% | +42,464 | New |
| Alliancebernstein L.P. | 45,085 | $725.9K | 0.00% | −1,939−4.1% | Reduced |
| RMB Capital Management, LLC | 45,647 | $734.9K | 0.03% | 00.0% | Unchanged |
| Bard Associates Inc | 48,775 | $785.3K | 0.34% | −1,000−2.0% | Reduced |
| Great West Life Assurance Co | 49,531 | $799.0K | 0.00% | +6,590+15.3% | Added |
| STRS Ohio | 50,296 | $809.0K | 0.00% | −816−1.6% | Reduced |
| North Star Investment Management Corp. | 50,766 | $817.3K | 0.07% | +2,561+5.3% | Added |
| Nomura Asset Management Co Ltd | 51,300 | $825.9K | 0.00% | +2,000+4.1% | Added |
| Wedbush Securities Inc | 53,374 | $859.0K | 0.05% | +12,592+30.9% | Added |
| UBS Asset Management Americas Inc | 54,553 | $878.3K | 0.00% | 00.0% | Unchanged |
| AXA S.A. | 57,100 | $919.3K | 0.00% | +38,500+207.0% | Added |