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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 58,400 | $940.2K | 0.00% | −14,200−19.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 58,401 | $940.3K | 0.00% | −3,852−6.2% | Reduced |
| UBS Group AG | 59,449 | $957.1K | 0.00% | +7,407+14.2% | Added |
| Public Employees Retirement System of Ohio | 60,448 | $973.0K | 0.00% | −19,297−24.2% | Reduced |
| Pensionfund DSM Netherlands | 62,900 | $1.01M | 0.71% | 00.0% | Unchanged |
| California State Teachers Retirement System | 65,765 | $1.06M | 0.00% | +1,861+2.9% | Added |
| Cubist Systematic Strategies, LLC | 67,130 | $1.08M | 0.01% | +48,356+257.6% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.18M | 0.02% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 74,169 | $1.19M | 0.01% | −3,161−4.1% | Reduced |
| Hunter Perkins Capital Management, LLC | 74,510 | $1.20M | 0.27% | +18,010+31.9% | Added |
| Gamco Investors, Inc. Et Al | 74,900 | $1.21M | 0.01% | −300−0.4% | Reduced |
| Rhumbline Advisers | 76,580 | $1.23M | 0.00% | +2,681+3.6% | Added |
| Stifel Financial Corp | 79,640 | $1.28M | 0.00% | +5,543+7.5% | Added |
| HST Ventures, LLC | 80,594 | $1.30M | 0.92% | +43,344+116.4% | Added |
| Asset Management One Co.,Ltd. | 82,295 | $1.34M | 0.01% | +4,156+5.3% | Added |
| Caldwell Sutter Capital, Inc. | 85,494 | $1.38M | 1.21% | +85,494 | New |
| Shufro Rose & Co LLC | 91,000 | $1.47M | 0.12% | +300+0.3% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.55M | 0.11% | 00.0% | Unchanged |
| Aptus Capital Advisors, LLC | 101,316 | $1.63M | 0.05% | +12,406+14.0% | Added |
| Silver Lake Advisory, LLC | 103,830 | $1.67M | 1.02% | −305−0.3% | Reduced |
| Bank of America Corp | 105,669 | $1.70M | 0.00% | +59,324+128.0% | Added |
| McIlrath & Eck, LLC | 106,580 | $1.72M | 0.44% | +5,179+5.1% | Added |
| Millennium Management LLC | 116,219 | $1.87M | 0.00% | +116,219 | New |
| Boston Partners | 124,052 | $2.00M | 0.00% | +9,767+8.5% | Added |
| WealthTrust Axiom LLC | 125,814 | $2.03M | 0.71% | +10,349+9.0% | Added |
| Swiss National Bank | 126,400 | $2.04M | 0.00% | +4,200+3.4% | Added |
| SEI Investments Co | 137,678 | $2.22M | 0.00% | +104,900+320.0% | Added |
| Renaissance Technologies LLC | 142,200 | $2.29M | 0.00% | +142,200 | New |
| Barclays PLC | 146,765 | $2.36M | 0.00% | +18,533+14.5% | Added |
| Penn Capital Management Co Inc | 158,437 | $2.55M | 0.26% | −2,363−1.5% | Reduced |
| Envestnet Asset Management Inc | 183,049 | $2.95M | 0.00% | −7,028−3.7% | Reduced |
| Nuveen Asset Management, LLC | 195,303 | $3.15M | 0.00% | +22,856+13.3% | Added |
| Kennedy Capital Management, Inc. | 195,344 | $3.15M | 0.09% | −183−0.1% | Reduced |
| Eagle Asset Management Inc | 196,759 | $3.16M | 0.02% | +22,346+12.8% | Added |
| LDR Capital Management LLC | 213,043 | $3.43M | 1.88% | +45,233+27.0% | Added |
| Knights of Columbus Asset Advisors LLC | 230,983 | $3.72M | 0.39% | +11,546+5.3% | Added |
| Nordea Investment Management AB | 244,936 | $3.95M | 0.01% | −69,057−22.0% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $4.03M | 0.39% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 258,322 | $4.16M | 0.01% | −3,082−1.2% | Reduced |
| Neuberger Berman Group LLC | 269,272 | $4.34M | 0.00% | −5,829−2.1% | Reduced |
| Royal Bank of Canada | 283,868 | $4.57M | 0.00% | −7,338−2.5% | Reduced |
| Montag A & Associates Inc | 286,311 | $4.61M | 0.31% | −17,920−5.9% | Reduced |
| Scout Investments, Inc. | 289,774 | $4.67M | 0.10% | −4,816−1.6% | Reduced |
| Wells Fargo & Company | 299,733 | $4.83M | 0.00% | +3,258+1.1% | Added |
| Morgan Stanley | 312,163 | $5.03M | 0.00% | −84,317−21.3% | Reduced |
| Robotti Robert | 315,940 | $5.09M | 1.01% | −2,090−0.7% | Reduced |
| Bank of New York Mellon Corp | 318,192 | $5.12M | 0.00% | −36,716−10.3% | Reduced |
| Ameriprise Financial Inc | 337,729 | $5.44M | 0.00% | −6,052−1.8% | Reduced |
| Raymond James & Associates | 371,808 | $5.99M | 0.01% | +312,331+525.1% | Added |
| Russell Investments Group, Ltd. | 379,056 | $6.10M | 0.01% | +3,442+0.9% | Added |
| D.A. Davidson & Co. | 423,972 | $6.83M | 0.08% | +29,008+7.3% | Added |
| Goldman Sachs Group Inc | 455,980 | $7.34M | 0.00% | +146,760+47.5% | Added |
| State of New Jersey Common Pension Fund D | 467,436 | $7.53M | 0.03% | 00.0% | Unchanged |
| Invesco Ltd. | 511,160 | $8.23M | 0.00% | −95,493−15.7% | Reduced |
| Heartland Advisors Inc | 544,100 | $8.76M | 0.55% | +194,100+55.5% | Added |
| Northern Trust Corp | 600,376 | $9.67M | 0.00% | +29,160+5.1% | Added |
| Charles Schwab Investment Management Inc | 626,996 | $10.1M | 0.00% | +27,604+4.6% | Added |
| Dimensional Fund Advisors LP | 690,732 | $11.1M | 0.00% | +2,442+0.4% | Added |
| B&I Capital AG | 783,385 | $12.6M | 4.43% | +19,500+2.6% | Added |
| T. Rowe Price Investment Management, Inc. | 837,535 | $13.5M | 0.01% | +191,722+29.7% | Added |
| GW&K Investment Management, LLC | 877,495 | $14.1M | 0.14% | −97,802−10.0% | Reduced |
| JPMorgan Chase & Co | 923,943 | $14.9M | 0.00% | +475,945+106.2% | Added |
| American Century Companies Inc | 987,551 | $15.9M | 0.01% | +987,551 | New |
| Geode Capital Management, LLC | 1,067,054 | $17.2M | 0.00% | +33,306+3.2% | Added |
| Westfield Capital Management Co LP | 1,239,075 | $19.9M | 0.15% | −95,823−7.2% | Reduced |
| State Street Corp | 1,528,956 | $24.6M | 0.00% | +69,498+4.8% | Added |
| Copeland Capital Management, LLC | 1,672,347 | $26.9M | 0.71% | +62,654+3.9% | Added |
| Janus Henderson Group PLC | 1,723,173 | $27.7M | 0.02% | +78,079+4.7% | Added |
| William Blair Investment Management, LLC | 1,880,006 | $30.3M | 0.12% | −72,577−3.7% | Reduced |
| Jennison Associates LLC | 2,193,246 | $35.3M | 0.04% | +3,830+0.2% | Added |
| FMR LLC | 2,785,830 | $44.9M | 0.00% | −5740.0% | Reduced |
| BlackRock Inc. | 3,717,617 | $59.9M | 0.00% | +90,514+2.5% | Added |
| Vanguard Group Inc | 5,277,901 | $85.0M | 0.00% | +39,234+0.7% | Added |
| American National Bank | 13 | – | – | +13 | New |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −377,833−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −226,207−100.0% | Sold out |
| DekaBank Deutsche Girozentrale | 0 | $0 | 0.00% | −180,000−100.0% | Sold out |
| Victory Capital Management Inc | 0 | $0 | 0.00% | −84,400−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −31,000−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −29,500−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −20,249−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −16,551−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −15,200−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −11,297−100.0% | Sold out |
| Family Management Corp | 0 | $0 | 0.00% | −10,694−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −10,149−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −1,200−100.0% | Sold out |
| Allworth Financial LP | 0 | $0 | 0.00% | −749−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −457−100.0% | Sold out |
| Castle Wealth Management LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Center for Financial Planning, Inc. | 0 | $0 | 0.00% | −119−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −46−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Versant Capital Management, Inc | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Walthausen & Co., LLC | – | – | – | – | Not filed |
| Covington Capital Management | – | – | – | – | Not filed |