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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 25,583 | $411.0K | 0.01% | +960+3.9% | Added |
| Susquehanna Fundamental Investments, LLC | 25,269 | $406.8K | 0.01% | −7,255−22.3% | Reduced |
| Lokken Investment Group LLC | 25,122 | $404.5K | 0.32% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24,524 | $395.0K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 24,314 | $391.0K | 0.00% | +1,065+4.6% | Added |
| American International Group, Inc. | 24,071 | $387.5K | 0.00% | +558+2.4% | Added |
| Snowden Capital Advisors LLC | 23,431 | $377.2K | 0.02% | +1,344+6.1% | Added |
| Legal & General Group Plc | 23,173 | $373.1K | 0.00% | +854+3.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 22,947 | $369.4K | 0.00% | +971+4.4% | Added |
| Keybank National Association | 22,495 | $362.2K | 0.00% | −100.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 21,000 | $338.1K | 0.00% | +9,400+81.0% | Added |
| Public Employees Retirement Association of Colorado | 20,359 | $328.0K | 0.00% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 19,533 | $314.5K | 0.00% | −5,176−20.9% | Reduced |
| Voya Investment Management LLC | 19,034 | $306.4K | 0.00% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 18,000 | $289.8K | 0.22% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 16,345 | $263.2K | 0.01% | +202+1.3% | Added |
| Dynamic Technology Lab Private Ltd | 15,384 | $248.0K | 0.02% | +15,384 | New |
| Arizona State Retirement System | 14,761 | $237.7K | 0.00% | +757+5.4% | Added |
| Vestcor Inc | 14,688 | $236.0K | 0.01% | +14,688 | New |
| Meiji Yasuda Asset Management Co Ltd. | 14,319 | $231.0K | 0.01% | +433+3.1% | Added |
| Daiwa Securities Group Inc. | 13,736 | $221.0K | 0.00% | −239−1.7% | Reduced |
| Crestwood Advisors Group LLC | 13,596 | $218.9K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,400 | $215.7K | 0.03% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,259 | $213.5K | 0.00% | +460+3.6% | Added |
| Oppenheimer & Co Inc | 13,173 | $212.1K | 0.00% | +20.0% | Added |
| Mariner, LLC | 12,648 | $204.0K | 0.00% | −448−3.4% | Reduced |
| Vert Asset Management LLC | 12,547 | $202.0K | 0.18% | +12,547 | New |
| BNP Paribas Arbitrage, SA | 12,532 | $201.8K | 0.00% | −13,128−51.2% | Reduced |
| LPL Financial LLC | 12,524 | $201.6K | 0.00% | −1,400−10.1% | Reduced |
| Cerity Partners LLC | 12,008 | $193.3K | 0.00% | +12,008 | New |
| Personal Cfo Solutions, LLC | 11,659 | $187.7K | 0.04% | +745+6.8% | Added |
| Teacher Retirement System of Texas | 11,303 | $182.0K | 0.00% | +11,303 | New |
| Kensington Investment Counsel, LLC | 11,000 | $177.1K | 0.14% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,561 | $170.0K | 0.00% | +1,329+14.4% | Added |
| Spirit of America Management Corp | 10,500 | $169.1K | 0.04% | 00.0% | Unchanged |
| Connors Investor Services Inc | 10,000 | $161.0K | 0.02% | 00.0% | Unchanged |
| Amalgamated Bank | 7,650 | $123.0K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,150 | $115.1K | 0.00% | +715+11.1% | Added |
| Metropolitan Life Insurance Co | 4,609 | $74.2K | 0.00% | +22+0.5% | Added |
| Advisory Services Network, LLC | 4,338 | $69.8K | 0.00% | +4,338 | New |
| Ameritas Investment Partners, Inc. | 3,714 | $62.4K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 3,506 | $56.4K | 0.00% | +453+14.8% | Added |
| Federated Hermes, Inc. | 3,460 | $55.7K | 0.00% | +1,046+43.3% | Added |
| Citigroup Inc | 2,783 | $44.8K | 0.00% | −6,356−69.5% | Reduced |
| Lazard Asset Management LLC | 2,700 | $43.0K | 0.00% | −1,428−34.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,121 | $34.1K | 0.00% | −935−30.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,060 | $33.0K | 0.00% | −1,664−44.7% | Reduced |
| Cambridge Trust Co | 2,000 | $32.0K | 0.00% | 00.0% | Unchanged |
| Proequities, Inc. | 1,853 | $29.8K | 0.00% | −137−6.9% | Reduced |
| Comerica Securities,inc. | 1,693 | $27.3K | 0.00% | +1,693 | New |
| Tradition Wealth Management, LLC | 1,407 | $23.0K | 0.00% | +16+1.2% | Added |
| Earnest Partners LLC | 1,300 | $20.9K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 1,285 | $20.7K | 0.02% | +1,285 | New |
| Quantbot Technologies LP | 972 | $15.6K | 0.00% | −2,567−72.5% | Reduced |
| First Horizon Advisors, Inc. | 971 | $15.6K | 0.00% | −60−5.8% | Reduced |
| Highlander Capital Management, LLC | 950 | $15.0K | 0.01% | 00.0% | Unchanged |
| Crewe Advisors LLC | 871 | $14.0K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 600 | $9.66K | 0.00% | 00.0% | Unchanged |
| Cary Street Partner Investment Advisory LLC | 562 | $9.05K | 0.00% | +562 | New |
| Simplex Trading, LLC | 435 | $7.00K | 0.00% | −4,279−90.8% | Reduced |
| Retirement Group, LLC | 400 | $6.00K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 282 | $5.00K | 0.00% | −94−25.0% | Reduced |
| Cornerstone Planning Group LLC | 264 | $4.40K | 0.00% | +264 | New |
| SRS Capital Advisors, Inc. | 271 | $4.36K | 0.00% | −35−11.4% | Reduced |
| Central Trust Co | 104 | $1.67K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 91 | $1.47K | 0.00% | −548−85.8% | Reduced |
| Raffa Wealth Management, LLC | 37 | $596 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 10 | $161 | 0.00% | −135−93.1% | Reduced |
| Harbour Investments, Inc. | 7 | $113 | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 700 | $11 | 0.00% | +700 | New |
| 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 |
| 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 |