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 |
|---|---|---|---|---|---|
| Deutsche Bank AG | 39,947 | $590.8K | 0.00% | +10,331+34.9% | Added |
| Credit Suisse AG | 39,994 | $591.5K | 0.00% | +140.0% | Added |
| Alliancebernstein L.P. | 45,142 | $667.6K | 0.00% | +57+0.1% | Added |
| RMB Capital Management, LLC | 45,647 | $675.1K | 0.02% | 00.0% | Unchanged |
| Bard Associates Inc | 48,775 | $721.4K | 0.30% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 50,195 | $744.1K | 0.00% | +8,020+19.0% | Added |
| North Star Investment Management Corp. | 50,851 | $752.1K | 0.06% | +85+0.2% | Added |
| Great West Life Assurance Co | 53,622 | $792.0K | 0.00% | +4,091+8.3% | Added |
| Nomura Asset Management Co Ltd | 54,800 | $810.5K | 0.00% | +3,500+6.8% | Added |
| Pensionfund DSM Netherlands | 54,900 | $812.0K | 0.55% | −8,000−12.7% | Reduced |
| HST Ventures, LLC | 57,546 | $851.1K | 0.43% | −23,048−28.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 59,242 | $876.2K | 0.00% | +841+1.4% | Added |
| California State Teachers Retirement System | 66,132 | $978.1K | 0.00% | +367+0.6% | Added |
| Storebrand Asset Management AS | 67,903 | $1.00M | 0.01% | −6,266−8.4% | Reduced |
| UBS Asset Management Americas Inc | 69,109 | $1.02M | 0.00% | +14,556+26.7% | Added |
| UBS Group AG | 71,440 | $1.06M | 0.00% | +11,991+20.2% | Added |
| Public Employees Retirement System of Ohio | 71,916 | $1.06M | 0.00% | +11,468+19.0% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.08M | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 74,300 | $1.10M | 0.01% | −600−0.8% | Reduced |
| Rhumbline Advisers | 81,376 | $1.20M | 0.00% | +4,796+6.3% | Added |
| Wedbush Securities Inc | 83,137 | $1.23M | 0.06% | +29,763+55.8% | Added |
| Asset Management One Co.,Ltd. | 86,281 | $1.28M | 0.01% | +3,986+4.8% | Added |
| Prudential Financial Inc | 89,889 | $1.33M | 0.00% | +89,889 | New |
| Caldwell Sutter Capital, Inc. | 93,021 | $1.38M | 1.00% | +7,527+8.8% | Added |
| Shufro Rose & Co LLC | 93,200 | $1.38M | 0.13% | +2,200+2.4% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.43M | 0.09% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 108,692 | $1.61M | 0.38% | +2,112+2.0% | Added |
| Stifel Financial Corp | 110,010 | $1.63M | 0.00% | +30,370+38.1% | Added |
| Silver Lake Advisory, LLC | 111,159 | $1.64M | 0.91% | +7,329+7.1% | Added |
| Citadel Advisors LLC | 113,042 | $1.67M | 0.00% | +113,042 | New |
| Swiss National Bank | 114,300 | $1.69M | 0.00% | −12,100−9.6% | Reduced |
| Knights of Columbus Asset Advisors LLC | 116,977 | $1.73M | 0.17% | −114,006−49.4% | Reduced |
| Boston Partners | 120,996 | $1.79M | 0.00% | −3,056−2.5% | Reduced |
| Two Sigma Advisers, LP | 122,900 | $1.82M | 0.00% | +64,500+110.4% | Added |
| WealthTrust Axiom LLC | 126,214 | $1.87M | 0.64% | +400+0.3% | Added |
| Hunter Perkins Capital Management, LLC | 133,476 | $1.97M | 0.47% | +58,966+79.1% | Added |
| Barclays PLC | 142,100 | $2.10M | 0.00% | −4,665−3.2% | Reduced |
| Goldman Sachs Group Inc | 145,368 | $2.15M | 0.00% | −310,612−68.1% | Reduced |
| Private Management Group Inc | 146,393 | $2.17M | 0.10% | +146,393 | New |
| Penn Capital Management Co Inc | 171,105 | $2.53M | 0.25% | +12,668+8.0% | Added |
| Two Sigma Investments, LP | 182,755 | $2.70M | 0.01% | +163,222+835.6% | Added |
| Cerity Partners LLC | 193,708 | $2.86M | 0.01% | +181,700+1,513.2% | Added |
| Kennedy Capital Management, Inc. | 195,344 | $2.89M | 0.08% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 210,460 | $3.11M | 0.02% | +13,701+7.0% | Added |
| Nordea Investment Management AB | 221,345 | $3.23M | 0.00% | −23,591−9.6% | Reduced |
| Bank of America Corp | 222,978 | $3.30M | 0.00% | +117,309+111.0% | Added |
| LDR Capital Management LLC | 223,501 | $3.31M | 2.18% | +10,458+4.9% | Added |
| State of Wisconsin Investment Board | 230,150 | $3.40M | 0.01% | −28,172−10.9% | Reduced |
| Renaissance Technologies LLC | 230,200 | $3.40M | 0.00% | +88,000+61.9% | Added |
| Envestnet Asset Management Inc | 236,340 | $3.50M | 0.00% | +53,291+29.1% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $3.70M | 0.35% | 00.0% | Unchanged |
| SEI Investments Co | 256,989 | $3.80M | 0.01% | +119,311+86.7% | Added |
| Royal Bank of Canada | 257,670 | $3.81M | 0.00% | −26,198−9.2% | Reduced |
| Neuberger Berman Group LLC | 262,826 | $3.89M | 0.00% | −6,446−2.4% | Reduced |
| Montag A & Associates Inc | 286,311 | $4.23M | 0.28% | 00.0% | Unchanged |
| Scout Investments, Inc. | 286,512 | $4.24M | 0.09% | −3,262−1.1% | Reduced |
| Wells Fargo & Company | 304,034 | $4.50M | 0.00% | +4,301+1.4% | Added |
| Robotti Robert | 310,665 | $4.59M | 0.81% | −5,275−1.7% | Reduced |
| Millennium Management LLC | 315,671 | $4.67M | 0.01% | +199,452+171.6% | Added |
| Bank of New York Mellon Corp | 317,289 | $4.69M | 0.00% | −903−0.3% | Reduced |
| Ameriprise Financial Inc | 359,040 | $5.31M | 0.00% | +21,311+6.3% | Added |
| Russell Investments Group, Ltd. | 380,216 | $5.62M | 0.01% | +1,160+0.3% | Added |
| Morgan Stanley | 408,447 | $6.04M | 0.00% | +96,284+30.8% | Added |
| Balyasny Asset Management LLC | 413,190 | $6.11M | 0.02% | +370,726+873.0% | Added |
| Nuveen Asset Management, LLC | 462,448 | $6.84M | 0.00% | +267,145+136.8% | Added |
| State of New Jersey Common Pension Fund D | 467,436 | $6.91M | 0.02% | 00.0% | Unchanged |
| Raymond James & Associates | 495,540 | $7.33M | 0.01% | +123,732+33.3% | Added |
| D.A. Davidson & Co. | 529,711 | $7.83M | 0.09% | +105,739+24.9% | Added |
| Invesco Ltd. | 576,897 | $8.53M | 0.00% | +65,737+12.9% | Added |
| Heartland Advisors Inc | 592,250 | $8.76M | 0.54% | +48,150+8.8% | Added |
| Charles Schwab Investment Management Inc | 656,188 | $9.71M | 0.00% | +29,192+4.7% | Added |
| Northern Trust Corp | 671,080 | $9.93M | 0.00% | +70,704+11.8% | Added |
| Dimensional Fund Advisors LP | 758,463 | $11.2M | 0.00% | +67,731+9.8% | Added |
| B&I Capital AG | 888,635 | $13.1M | 4.35% | +105,250+13.4% | Added |
| T. Rowe Price Investment Management, Inc. | 946,826 | $14.0M | 0.01% | +109,291+13.0% | Added |
| GW&K Investment Management, LLC | 980,556 | $14.5M | 0.14% | +103,061+11.7% | Added |
| JPMorgan Chase & Co | 996,143 | $14.7M | 0.00% | +72,200+7.8% | Added |
| Geode Capital Management, LLC | 1,134,700 | $16.8M | 0.00% | +67,646+6.3% | Added |
| Jennison Associates LLC | 1,430,323 | $21.2M | 0.02% | −762,923−34.8% | Reduced |
| State Street Corp | 1,614,223 | $23.9M | 0.00% | +85,267+5.6% | Added |
| American Century Companies Inc | 2,053,811 | $30.4M | 0.02% | +1,066,260+108.0% | Added |
| William Blair Investment Management, LLC | 2,170,582 | $32.1M | 0.11% | +290,576+15.5% | Added |
| Copeland Capital Management, LLC | 2,398,601 | $35.5M | 0.83% | +726,254+43.4% | Added |
| FMR LLC | 2,755,606 | $40.8M | 0.00% | −30,224−1.1% | Reduced |
| BlackRock Inc. | 3,872,436 | $57.3M | 0.00% | +154,819+4.2% | Added |
| Vanguard Group Inc | 5,377,005 | $79.5M | 0.00% | +99,104+1.9% | Added |
| Westfield Capital Management Co LP | 0 | $0 | 0.00% | −1,239,075−100.0% | Sold out |
| Aptus Capital Advisors, LLC | 0 | $0 | 0.00% | −101,316−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −67,130−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −37,859−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −26,382−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −21,000−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −16,345−100.0% | Sold out |
| The PNC Financial Services Group, Inc. | 0 | $0 | 0.00% | −13,259−100.0% | Sold out |
| LPL Financial LLC | 0 | $0 | 0.00% | −12,524−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −2,121−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −1,693−100.0% | Sold out |
| IFP Advisors, Inc | 0 | $0 | 0.00% | −282−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −104−100.0% | Sold out |