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 |
|---|---|---|---|---|---|
| Ronald Blue Trust, Inc. | 22 | $0 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 11 | $0 | 0.00% | −1−8.3% | Reduced |
| Harbour Investments, Inc. | 7 | $104 | 0.00% | 00.0% | Unchanged |
| American National Bank | 13 | $192 | 0.00% | 00.0% | Unchanged |
| Bellwether Advisors, LLC | 21 | $310 | 0.00% | +21 | New |
| Allworth Financial LP | 29 | $429 | 0.00% | +29 | New |
| Lindbrook Capital, LLC | 31 | $458 | 0.00% | +21+210.0% | Added |
| Raffa Wealth Management, LLC | 37 | $547 | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 54 | $799 | 0.00% | +54 | New |
| Parallel Advisors, LLC | 66 | $976 | 0.00% | +66 | New |
| CWM, LLC | 35 | $1.00K | 0.00% | +33+1,650.0% | Added |
| SRS Capital Advisors, Inc. | 253 | $3.74K | 0.00% | −18−6.6% | Reduced |
| First Horizon Advisors, Inc. | 256 | $3.79K | 0.00% | −715−73.6% | Reduced |
| TCI Wealth Advisors, Inc. | 406 | $6.00K | 0.00% | +406 | New |
| Cary Street Partner Investment Advisory LLC | 412 | $6.09K | 0.00% | −150−26.7% | Reduced |
| Retirement Group, LLC | 500 | $7.00K | 0.00% | +100+25.0% | Added |
| International Assets Investment Management, LLC | 507 | $7.50K | 0.00% | +507 | New |
| HM Payson & Co | 600 | $8.87K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 871 | $12.9K | 0.00% | 00.0% | Unchanged |
| Highlander Capital Management, LLC | 950 | $14.0K | 0.01% | 00.0% | Unchanged |
| GWM Advisors LLC | 1,030 | $15.2K | 0.00% | +330+47.1% | Added |
| Ameritas Advisory Services, LLC | 1,149 | $17.1K | 0.00% | +1,149 | New |
| Spire Wealth Management | 1,195 | $17.7K | 0.00% | +1,195 | New |
| Quadrant Capital Group LLC | 1,277 | $18.9K | 0.00% | +1,186+1,303.3% | Added |
| Simplex Trading, LLC | 1,297 | $19.0K | 0.00% | +862+198.2% | Added |
| Earnest Partners LLC | 1,300 | $19.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,360 | $20.0K | 0.00% | −700−34.0% | Reduced |
| Tradition Wealth Management, LLC | 1,428 | $21.0K | 0.00% | +21+1.5% | Added |
| Citigroup Inc | 1,437 | $21.3K | 0.00% | −1,346−48.4% | Reduced |
| Proequities, Inc. | 2,237 | $33.1K | 0.00% | +384+20.7% | Added |
| US Bancorp | 3,250 | $48.1K | 0.00% | −256−7.3% | Reduced |
| Ameritas Investment Partners, Inc. | 3,714 | $54.9K | 0.00% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 3,942 | $58.3K | 0.00% | +482+13.9% | Added |
| Lazard Asset Management LLC | 4,374 | $64.0K | 0.00% | +1,674+62.0% | Added |
| Metropolitan Life Insurance Co | 4,487 | $66.4K | 0.00% | −122−2.6% | Reduced |
| Advisory Services Network, LLC | 4,654 | $68.8K | 0.00% | +316+7.3% | Added |
| Ridgewood Investments LLC | 4,882 | $72.2K | 0.04% | +4,882 | New |
| Quarry LP | 5,713 | $84.5K | 0.05% | +4,428+344.6% | Added |
| Amalgamated Bank | 6,876 | $102.0K | 0.00% | −774−10.1% | Reduced |
| Signaturefd, LLC | 7,246 | $107.2K | 0.00% | +96+1.3% | Added |
| CI Private Wealth, LLC | 10,242 | $151.5K | 0.00% | +10,242 | New |
| Virtu Financial LLC | 10,410 | $154.0K | 0.02% | +10,410 | New |
| Spirit of America Management Corp | 10,500 | $155.3K | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 10,561 | $156.2K | 0.00% | 00.0% | Unchanged |
| Kensington Investment Counsel, LLC | 11,000 | $162.7K | 0.12% | 00.0% | Unchanged |
| Firestone Capital Management | 11,297 | $167.1K | 0.06% | +11,297 | New |
| Connors Investor Services Inc | 12,300 | $182.0K | 0.02% | +2,300+23.0% | Added |
| Mariner, LLC | 12,353 | $183.0K | 0.00% | −295−2.3% | Reduced |
| Bailard, Inc. | 12,500 | $184.9K | 0.01% | +12,500 | New |
| Vestcor Inc | 12,588 | $186.0K | 0.01% | −2,100−14.3% | Reduced |
| Graham Capital Management, L.P. | 12,912 | $191.0K | 0.01% | +12,912 | New |
| AQR Capital Management LLC | 12,925 | $191.2K | 0.00% | +12,925 | New |
| Oppenheimer & Co Inc | 13,363 | $197.6K | 0.00% | +190+1.4% | Added |
| NJ State Employees Deferred Compensation Plan | 13,400 | $198.2K | 0.03% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 13,429 | $198.6K | 0.00% | −11,840−46.9% | Reduced |
| Crestwood Advisors Group LLC | 13,596 | $201.1K | 0.01% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 14,470 | $214.0K | 0.04% | +2,811+24.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 14,865 | $220.0K | 0.01% | +546+3.8% | Added |
| Arizona State Retirement System | 15,342 | $226.9K | 0.00% | +581+3.9% | Added |
| Bank of Montreal | 15,957 | $236.2K | 0.00% | +15,957 | New |
| Daiwa Securities Group Inc. | 16,384 | $242.0K | 0.00% | +2,648+19.3% | Added |
| Stockman Wealth Management, Inc. | 16,750 | $247.7K | 0.06% | +16,750 | New |
| Orleans Capital Management Corp | 18,000 | $266.2K | 0.20% | 00.0% | Unchanged |
| CM Wealth Advisors LLC | 18,499 | $269.0K | 0.05% | +18,499 | New |
| Boothbay Fund Management, LLC | 18,256 | $270.0K | 0.01% | +18,256 | New |
| ExodusPoint Capital Management, LP | 18,611 | $275.0K | 0.00% | +18,611 | New |
| Voya Investment Management LLC | 19,034 | $281.5K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 20,359 | $301.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 20,935 | $310.0K | 0.00% | +20,935 | New |
| AXA S.A. | 21,400 | $316.5K | 0.00% | −35,700−62.5% | Reduced |
| Quantbot Technologies LP | 21,709 | $321.1K | 0.02% | +20,737+2,133.4% | Added |
| AE Wealth Management LLC | 21,955 | $324.7K | 0.00% | +21,955 | New |
| Keybank National Association | 22,492 | $332.7K | 0.00% | −30.0% | Reduced |
| Teacher Retirement System of Texas | 22,506 | $333.0K | 0.00% | +11,203+99.1% | Added |
| Vert Asset Management LLC | 23,900 | $353.5K | 0.21% | +11,353+90.5% | Added |
| Nisa Investment Advisors, LLC | 24,064 | $356.0K | 0.00% | −460−1.9% | Reduced |
| Legal & General Group Plc | 24,588 | $363.7K | 0.00% | +1,415+6.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,606 | $363.9K | 0.00% | +1,659+7.2% | Added |
| Aigen Investment Management, LP | 24,803 | $366.8K | 0.05% | +24,803 | New |
| Price T Rowe Associates Inc | 25,381 | $376.0K | 0.00% | +1,067+4.4% | Added |
| American International Group, Inc. | 25,466 | $376.6K | 0.00% | +1,395+5.8% | Added |
| Alps Advisors Inc | 25,757 | $380.9K | 0.00% | −803−3.0% | Reduced |
| MetLife Investment Management | 26,143 | $386.7K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 26,564 | $393.0K | 0.14% | −4,000−13.1% | Reduced |
| State of Alaska, Department of Revenue | 27,321 | $403.0K | 0.00% | +1,738+6.8% | Added |
| State Board of Administration of Florida Retirement System | 27,259 | $403.2K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 27,518 | $406.0K | 0.01% | −443−1.6% | Reduced |
| Snowden Capital Advisors LLC | 28,059 | $415.0K | 0.02% | +4,628+19.8% | Added |
| Centersquare Investment Management LLC | 28,200 | $417.1K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 28,443 | $420.7K | 0.00% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 29,122 | $430.7K | 0.33% | +4,000+15.9% | Added |
| Summit Global Investments | 29,900 | $442.0K | 0.03% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 30,716 | $454.3K | 0.00% | +30,716 | New |
| Manufacturers Life Insurance Company, The | 30,785 | $455.3K | 0.00% | 00.0% | Unchanged |
| New York State Common Retirement Fund | 31,444 | $465.1K | 0.00% | −5,478−14.8% | Reduced |
| Janus Henderson Group PLC | 32,140 | $475.0K | 0.00% | −1,691,033−98.1% | Reduced |
| Lee Financial Co | 33,162 | $490.5K | 0.08% | −5,150−13.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 34,645 | $512.0K | 0.05% | +19,261+125.2% | Added |
| BNP Paribas Arbitrage, SA | 34,774 | $514.3K | 0.00% | +22,242+177.5% | Added |
| STRS Ohio | 37,906 | $560.0K | 0.00% | −12,390−24.6% | Reduced |