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, Q1 2023
Institutional positions in Umh Properties, Inc. as of Mar 31, 2023. 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
- 186
- +13 vs. Q4 2022
- Shares held
- 43.2M
- +1.44M (+3.4%) vs. Q4 2022
- Total value
- $639.3M
- −$33.5M (−5.0%) vs. Q4 2022
- New holders
- 27
- 88 more added
- Sold out
- 14
- 40 more reduced
1 institution that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,377,005 | $79.5M | 0.00% | +99,104+1.9% | Added |
| BlackRock Inc. | 3,872,436 | $57.3M | 0.00% | +154,819+4.2% | Added |
| FMR LLC | 2,755,606 | $40.8M | 0.00% | −30,224−1.1% | Reduced |
| Copeland Capital Management, LLC | 2,398,601 | $35.5M | 0.83% | +726,254+43.4% | Added |
| William Blair Investment Management, LLC | 2,170,582 | $32.1M | 0.11% | +290,576+15.5% | Added |
| American Century Companies Inc | 2,053,811 | $30.4M | 0.02% | +1,066,260+108.0% | Added |
| State Street Corp | 1,614,223 | $23.9M | 0.00% | +85,267+5.6% | Added |
| Jennison Associates LLC | 1,430,323 | $21.2M | 0.02% | −762,923−34.8% | Reduced |
| Geode Capital Management, LLC | 1,134,700 | $16.8M | 0.00% | +67,646+6.3% | Added |
| JPMorgan Chase & Co | 996,143 | $14.7M | 0.00% | +72,200+7.8% | Added |
| GW&K Investment Management, LLC | 980,556 | $14.5M | 0.14% | +103,061+11.7% | Added |
| T. Rowe Price Investment Management, Inc. | 946,826 | $14.0M | 0.01% | +109,291+13.0% | Added |
| B&I Capital AG | 888,635 | $13.1M | 4.35% | +105,250+13.4% | Added |
| Dimensional Fund Advisors LP | 758,463 | $11.2M | 0.00% | +67,731+9.8% | Added |
| Northern Trust Corp | 671,080 | $9.93M | 0.00% | +70,704+11.8% | Added |
| Charles Schwab Investment Management Inc | 656,188 | $9.71M | 0.00% | +29,192+4.7% | Added |
| Heartland Advisors Inc | 592,250 | $8.76M | 0.54% | +48,150+8.8% | Added |
| Invesco Ltd. | 576,897 | $8.53M | 0.00% | +65,737+12.9% | Added |
| D.A. Davidson & Co. | 529,711 | $7.83M | 0.09% | +105,739+24.9% | Added |
| Raymond James & Associates | 495,540 | $7.33M | 0.01% | +123,732+33.3% | Added |
| State of New Jersey Common Pension Fund D | 467,436 | $6.91M | 0.02% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 462,448 | $6.84M | 0.00% | +267,145+136.8% | Added |
| Balyasny Asset Management LLC | 413,190 | $6.11M | 0.02% | +370,726+873.0% | Added |
| Morgan Stanley | 408,447 | $6.04M | 0.00% | +96,284+30.8% | Added |
| Russell Investments Group, Ltd. | 380,216 | $5.62M | 0.01% | +1,160+0.3% | Added |
| Ameriprise Financial Inc | 359,040 | $5.31M | 0.00% | +21,311+6.3% | Added |
| Bank of New York Mellon Corp | 317,289 | $4.69M | 0.00% | −903−0.3% | Reduced |
| Millennium Management LLC | 315,671 | $4.67M | 0.01% | +199,452+171.6% | Added |
| Robotti Robert | 310,665 | $4.59M | 0.81% | −5,275−1.7% | Reduced |
| Wells Fargo & Company | 304,034 | $4.50M | 0.00% | +4,301+1.4% | Added |
| Scout Investments, Inc. | 286,512 | $4.24M | 0.09% | −3,262−1.1% | Reduced |
| Montag A & Associates Inc | 286,311 | $4.23M | 0.28% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 262,826 | $3.89M | 0.00% | −6,446−2.4% | Reduced |
| Royal Bank of Canada | 257,670 | $3.81M | 0.00% | −26,198−9.2% | Reduced |
| SEI Investments Co | 256,989 | $3.80M | 0.01% | +119,311+86.7% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $3.70M | 0.35% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 236,340 | $3.50M | 0.00% | +53,291+29.1% | Added |
| Renaissance Technologies LLC | 230,200 | $3.40M | 0.00% | +88,000+61.9% | Added |
| State of Wisconsin Investment Board | 230,150 | $3.40M | 0.01% | −28,172−10.9% | Reduced |
| LDR Capital Management LLC | 223,501 | $3.31M | 2.18% | +10,458+4.9% | Added |
| Bank of America Corp | 222,978 | $3.30M | 0.00% | +117,309+111.0% | Added |
| Nordea Investment Management AB | 221,345 | $3.23M | 0.00% | −23,591−9.6% | Reduced |
| Eagle Asset Management Inc | 210,460 | $3.11M | 0.02% | +13,701+7.0% | Added |
| Kennedy Capital Management, Inc. | 195,344 | $2.89M | 0.08% | 00.0% | Unchanged |
| Cerity Partners LLC | 193,708 | $2.86M | 0.01% | +181,700+1,513.2% | Added |
| Two Sigma Investments, LP | 182,755 | $2.70M | 0.01% | +163,222+835.6% | Added |
| Penn Capital Management Co Inc | 171,105 | $2.53M | 0.25% | +12,668+8.0% | Added |
| Private Management Group Inc | 146,393 | $2.17M | 0.10% | +146,393 | New |
| Goldman Sachs Group Inc | 145,368 | $2.15M | 0.00% | −310,612−68.1% | Reduced |
| Barclays PLC | 142,100 | $2.10M | 0.00% | −4,665−3.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 133,476 | $1.97M | 0.47% | +58,966+79.1% | Added |
| WealthTrust Axiom LLC | 126,214 | $1.87M | 0.64% | +400+0.3% | Added |
| Two Sigma Advisers, LP | 122,900 | $1.82M | 0.00% | +64,500+110.4% | Added |
| Boston Partners | 120,996 | $1.79M | 0.00% | −3,056−2.5% | Reduced |
| Knights of Columbus Asset Advisors LLC | 116,977 | $1.73M | 0.17% | −114,006−49.4% | Reduced |
| Swiss National Bank | 114,300 | $1.69M | 0.00% | −12,100−9.6% | Reduced |
| Citadel Advisors LLC | 113,042 | $1.67M | 0.00% | +113,042 | New |
| Silver Lake Advisory, LLC | 111,159 | $1.64M | 0.91% | +7,329+7.1% | Added |
| Stifel Financial Corp | 110,010 | $1.63M | 0.00% | +30,370+38.1% | Added |
| McIlrath & Eck, LLC | 108,692 | $1.61M | 0.38% | +2,112+2.0% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.43M | 0.09% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 93,200 | $1.38M | 0.13% | +2,200+2.4% | Added |
| Caldwell Sutter Capital, Inc. | 93,021 | $1.38M | 1.00% | +7,527+8.8% | Added |
| Prudential Financial Inc | 89,889 | $1.33M | 0.00% | +89,889 | New |
| Asset Management One Co.,Ltd. | 86,281 | $1.28M | 0.01% | +3,986+4.8% | Added |
| Wedbush Securities Inc | 83,137 | $1.23M | 0.06% | +29,763+55.8% | Added |
| Rhumbline Advisers | 81,376 | $1.20M | 0.00% | +4,796+6.3% | Added |
| Gamco Investors, Inc. Et Al | 74,300 | $1.10M | 0.01% | −600−0.8% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.08M | 0.02% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 71,916 | $1.06M | 0.00% | +11,468+19.0% | Added |
| UBS Group AG | 71,440 | $1.06M | 0.00% | +11,991+20.2% | Added |
| UBS Asset Management Americas Inc | 69,109 | $1.02M | 0.00% | +14,556+26.7% | Added |
| Storebrand Asset Management AS | 67,903 | $1.00M | 0.01% | −6,266−8.4% | Reduced |
| California State Teachers Retirement System | 66,132 | $978.1K | 0.00% | +367+0.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 59,242 | $876.2K | 0.00% | +841+1.4% | Added |
| HST Ventures, LLC | 57,546 | $851.1K | 0.43% | −23,048−28.6% | Reduced |
| Pensionfund DSM Netherlands | 54,900 | $812.0K | 0.55% | −8,000−12.7% | Reduced |
| Nomura Asset Management Co Ltd | 54,800 | $810.5K | 0.00% | +3,500+6.8% | Added |
| Great West Life Assurance Co | 53,622 | $792.0K | 0.00% | +4,091+8.3% | Added |
| North Star Investment Management Corp. | 50,851 | $752.1K | 0.06% | +85+0.2% | Added |
| Advisor Group Holdings, Inc. | 50,195 | $744.1K | 0.00% | +8,020+19.0% | Added |
| Bard Associates Inc | 48,775 | $721.4K | 0.30% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 45,647 | $675.1K | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 45,142 | $667.6K | 0.00% | +57+0.1% | Added |
| Credit Suisse AG | 39,994 | $591.5K | 0.00% | +140.0% | Added |
| Deutsche Bank AG | 39,947 | $590.8K | 0.00% | +10,331+34.9% | Added |
| STRS Ohio | 37,906 | $560.0K | 0.00% | −12,390−24.6% | Reduced |
| BNP Paribas Arbitrage, SA | 34,774 | $514.3K | 0.00% | +22,242+177.5% | Added |
| Dynamic Technology Lab Private Ltd | 34,645 | $512.0K | 0.05% | +19,261+125.2% | Added |
| Lee Financial Co | 33,162 | $490.5K | 0.08% | −5,150−13.4% | Reduced |
| Janus Henderson Group PLC | 32,140 | $475.0K | 0.00% | −1,691,033−98.1% | Reduced |
| New York State Common Retirement Fund | 31,444 | $465.1K | 0.00% | −5,478−14.8% | Reduced |
| Manufacturers Life Insurance Company, The | 30,785 | $455.3K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 30,716 | $454.3K | 0.00% | +30,716 | New |
| Summit Global Investments | 29,900 | $442.0K | 0.03% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 29,122 | $430.7K | 0.33% | +4,000+15.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,443 | $420.7K | 0.00% | 00.0% | Unchanged |
| Centersquare Investment Management LLC | 28,200 | $417.1K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 28,059 | $415.0K | 0.02% | +4,628+19.8% | Added |
| Penserra Capital Management LLC | 27,518 | $406.0K | 0.01% | −443−1.6% | Reduced |