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, Q2 2023
Institutional positions in Umh Properties, Inc. as of Jun 30, 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
- 179
- −7 vs. Q1 2023
- Shares held
- 46.8M
- +3.58M (+8.3%) vs. Q1 2023
- Total value
- $745.9M
- +$106.6M (+16.7%) vs. Q1 2023
- New holders
- 22
- 75 more added
- Sold out
- 29
- 48 more reduced
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,023,854 | $96.3M | 0.00% | +646,849+12.0% | Added |
| BlackRock Inc. | 4,759,328 | $76.1M | 0.00% | +886,892+22.9% | Added |
| FMR LLC | 2,757,883 | $44.1M | 0.00% | +2,277+0.1% | Added |
| Copeland Capital Management, LLC | 2,413,915 | $38.6M | 0.80% | +15,314+0.6% | Added |
| William Blair Investment Management, LLC | 2,210,477 | $35.3M | 0.11% | +39,895+1.8% | Added |
| T. Rowe Price Investment Management, Inc. | 1,978,263 | $31.6M | 0.02% | +1,031,437+108.9% | Added |
| American Century Companies Inc | 1,955,890 | $31.3M | 0.02% | −97,921−4.8% | Reduced |
| State Street Corp | 1,697,046 | $27.1M | 0.00% | +82,823+5.1% | Added |
| Jennison Associates LLC | 1,420,736 | $22.7M | 0.02% | −9,587−0.7% | Reduced |
| Geode Capital Management, LLC | 1,230,411 | $19.7M | 0.00% | +95,711+8.4% | Added |
| Bank of America Corp | 1,188,328 | $19.0M | 0.00% | +965,350+432.9% | Added |
| GW&K Investment Management, LLC | 970,744 | $15.5M | 0.15% | −9,812−1.0% | Reduced |
| Dimensional Fund Advisors LP | 796,416 | $12.7M | 0.00% | +37,953+5.0% | Added |
| Nuveen Asset Management, LLC | 743,005 | $11.9M | 0.00% | +280,557+60.7% | Added |
| JPMorgan Chase & Co | 742,782 | $11.9M | 0.00% | −253,361−25.4% | Reduced |
| Northern Trust Corp | 710,269 | $11.4M | 0.00% | +39,189+5.8% | Added |
| Charles Schwab Investment Management Inc | 696,557 | $11.1M | 0.00% | +40,369+6.2% | Added |
| B&I Capital AG | 659,135 | $10.5M | 3.51% | −229,500−25.8% | Reduced |
| D.A. Davidson & Co. | 619,767 | $9.90M | 0.10% | +90,056+17.0% | Added |
| Heartland Advisors Inc | 592,750 | $9.47M | 0.54% | +500+0.1% | Added |
| Raymond James & Associates | 566,238 | $9.05M | 0.01% | +70,698+14.3% | Added |
| State of New Jersey Common Pension Fund D | 552,516 | $8.83M | 0.03% | +85,080+18.2% | Added |
| Invesco Ltd. | 515,188 | $8.23M | 0.00% | −61,709−10.7% | Reduced |
| Millennium Management LLC | 499,739 | $7.99M | 0.01% | +184,068+58.3% | Added |
| Morgan Stanley | 478,739 | $7.65M | 0.00% | +70,292+17.2% | Added |
| Russell Investments Group, Ltd. | 391,659 | $6.26M | 0.01% | +11,443+3.0% | Added |
| Ameriprise Financial Inc | 367,746 | $5.88M | 0.00% | +8,706+2.4% | Added |
| Bank of New York Mellon Corp | 341,651 | $5.46M | 0.00% | +24,362+7.7% | Added |
| Robotti Robert | 307,570 | $4.91M | 0.79% | −3,095−1.0% | Reduced |
| Wells Fargo & Company | 306,868 | $4.90M | 0.00% | +2,834+0.9% | Added |
| Montag A & Associates Inc | 285,956 | $4.57M | 0.28% | −355−0.1% | Reduced |
| Scout Investments, Inc. | 278,290 | $4.51M | 0.09% | −8,222−2.9% | Reduced |
| Neuberger Berman Group LLC | 278,407 | $4.45M | 0.00% | +15,581+5.9% | Added |
| Royal Bank of Canada | 274,121 | $4.38M | 0.00% | +16,451+6.4% | Added |
| SEI Investments Co | 261,763 | $4.18M | 0.01% | +4,774+1.9% | Added |
| Envestnet Asset Management Inc | 251,557 | $4.02M | 0.00% | +15,217+6.4% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $4.00M | 0.36% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 227,582 | $3.64M | 0.01% | −2,568−1.1% | Reduced |
| Nordea Investment Management AB | 224,590 | $3.62M | 0.00% | +3,245+1.5% | Added |
| LDR Capital Management LLC | 218,945 | $3.50M | 2.18% | −4,556−2.0% | Reduced |
| Eagle Asset Management Inc | 204,028 | $3.26M | 0.02% | −6,432−3.1% | Reduced |
| Kennedy Capital Management, Inc. | 195,344 | $3.12M | 0.07% | 00.0% | Unchanged |
| Cerity Partners LLC | 191,338 | $3.06M | 0.01% | −2,370−1.2% | Reduced |
| Two Sigma Advisers, LP | 171,600 | $2.74M | 0.01% | +48,700+39.6% | Added |
| Penn Capital Management Co Inc | 171,105 | $2.73M | 0.27% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 168,181 | $2.69M | 0.00% | +22,813+15.7% | Added |
| Barclays PLC | 155,515 | $2.49M | 0.00% | +13,415+9.4% | Added |
| Private Management Group Inc | 145,998 | $2.33M | 0.10% | −395−0.3% | Reduced |
| Two Sigma Investments, LP | 143,174 | $2.29M | 0.01% | −39,581−21.7% | Reduced |
| Hunter Perkins Capital Management, LLC | 273,686 | $2.24M | 0.48% | +140,210+105.0% | Added |
| WealthTrust Axiom LLC | 131,464 | $2.10M | 0.70% | +5,250+4.2% | Added |
| Swiss National Bank | 124,100 | $1.98M | 0.00% | +9,800+8.6% | Added |
| Stifel Financial Corp | 120,941 | $1.93M | 0.00% | +10,931+9.9% | Added |
| Knights of Columbus Asset Advisors LLC | 117,238 | $1.87M | 0.17% | +261+0.2% | Added |
| Rhumbline Advisers | 113,671 | $1.82M | 0.00% | +32,295+39.7% | Added |
| Silver Lake Advisory, LLC | 111,664 | $1.78M | 0.95% | +505+0.5% | Added |
| McIlrath & Eck, LLC | 106,282 | $1.70M | 0.36% | −2,410−2.2% | Reduced |
| GW Henssler & Associates Ltd | 96,368 | $1.54M | 0.10% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 93,021 | $1.49M | 0.78% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 92,400 | $1.48M | 0.14% | −800−0.9% | Reduced |
| Asset Management One Co.,Ltd. | 91,196 | $1.46M | 0.01% | +4,915+5.7% | Added |
| Koshinski Asset Management, Inc. | 89,499 | $1.43M | 0.15% | +89,499 | New |
| UBS Group AG | 89,034 | $1.42M | 0.00% | +17,594+24.6% | Added |
| Wedbush Securities Inc | 88,637 | $1.42M | 0.07% | +5,500+6.6% | Added |
| Balyasny Asset Management LLC | 77,213 | $1.23M | 0.00% | −335,977−81.3% | Reduced |
| Public Employees Retirement System of Ohio | 75,016 | $1.20M | 0.00% | +3,100+4.3% | Added |
| Gamco Investors, Inc. Et Al | 74,300 | $1.19M | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 72,951 | $1.17M | 0.02% | 00.0% | Unchanged |
| California State Teachers Retirement System | 68,473 | $1.09M | 0.00% | +2,341+3.5% | Added |
| Storebrand Asset Management AS | 64,110 | $1.02M | 0.00% | −3,793−5.6% | Reduced |
| Commonwealth Equity Services, LLC | 64,081 | $1.02M | 0.00% | +64,081 | New |
| UBS Asset Management Americas Inc | 69,109 | $1.02M | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 60,300 | $963.6K | 0.00% | +5,500+10.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 59,242 | $946.7K | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 56,657 | $906.0K | 0.00% | +3,035+5.7% | Added |
| Pensionfund DSM Netherlands | 54,900 | $877.0K | 0.57% | 00.0% | Unchanged |
| Credit Suisse AG | 52,897 | $845.3K | 0.00% | +12,903+32.3% | Added |
| Boston Partners | 52,209 | $834.3K | 0.00% | −68,787−56.9% | Reduced |
| North Star Investment Management Corp. | 50,851 | $812.6K | 0.07% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 48,978 | $782.7K | 0.00% | −1,217−2.4% | Reduced |
| Bard Associates Inc | 48,775 | $779.4K | 0.30% | 00.0% | Unchanged |
| RMB Capital Management, LLC | 45,647 | $729.4K | 0.02% | 00.0% | Unchanged |
| Alliancebernstein L.P. | 45,205 | $722.4K | 0.00% | +63+0.1% | Added |
| Citadel Advisors LLC | 45,100 | $720.7K | 0.00% | −67,942−60.1% | Reduced |
| Legal & General Group Plc | 39,622 | $633.2K | 0.00% | +15,034+61.1% | Added |
| Squarepoint Ops LLC | 34,725 | $554.9K | 0.00% | +34,725 | New |
| Lee Financial Co | 33,162 | $529.9K | 0.09% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 33,113 | $529.1K | 0.00% | +2,328+7.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,960 | $526.7K | 0.00% | +4,517+15.9% | Added |
| Penserra Capital Management LLC | 32,626 | $520.0K | 0.01% | +5,108+18.6% | Added |
| Janus Henderson Group PLC | 32,125 | $513.2K | 0.00% | −150.0% | Reduced |
| Jump Financial, LLC | 31,281 | $499.9K | 0.02% | +31,281 | New |
| LPL Financial LLC | 29,496 | $471.3K | 0.00% | +29,496 | New |
| MetLife Investment Management | 29,151 | $465.8K | 0.00% | +3,008+11.5% | Added |
| Lokken Investment Group LLC | 29,122 | $465.4K | 0.30% | 00.0% | Unchanged |
| Quantbot Technologies LP | 28,283 | $452.0K | 0.03% | +6,574+30.3% | Added |
| Centersquare Investment Management LLC | 28,200 | $450.6K | 0.01% | 00.0% | Unchanged |
| Pensionfund Sabic | 26,564 | $424.0K | 0.14% | 00.0% | Unchanged |
| American International Group, Inc. | 26,498 | $423.4K | 0.00% | +1,032+4.1% | Added |
| Price T Rowe Associates Inc | 26,181 | $419.0K | 0.00% | +800+3.2% | Added |