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