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 |
|---|---|---|---|---|---|
| Covestor Ltd | 8 | $0 | 0.00% | −3−27.3% | Reduced |
| Harbour Investments, Inc. | 7 | $112 | 0.00% | 00.0% | Unchanged |
| American National Bank | 13 | $208 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $591 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 38 | $608 | 0.00% | +9+31.0% | Added |
| Massmutual Trust Co FSB | 50 | $799 | 0.00% | +50 | New |
| Lindbrook Capital, LLC | 58 | $927 | 0.00% | +27+87.1% | Added |
| Huntington National Bank | 82 | $1.31K | 0.00% | +82 | New |
| Fifth Third Bancorp | 220 | $3.52K | 0.00% | +220 | New |
| Cornerstone Planning Group LLC | 264 | $4.22K | 0.00% | +264 | New |
| First Horizon Advisors, Inc. | 345 | $5.51K | 0.00% | +89+34.8% | Added |
| Cary Street Partner Investment Advisory LLC | 412 | $6.58K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 412 | $6.59K | 0.00% | +159+62.8% | Added |
| Retirement Group, LLC | 500 | $7.99K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 507 | $8.10K | 0.00% | +507 | New |
| Coppell Advisory Solutions LLC | 570 | $9.15K | 0.00% | +570 | New |
| HM Payson & Co | 600 | $9.59K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 700 | $11.2K | 0.00% | −330−32.0% | Reduced |
| CWM, LLC | 803 | $13.0K | 0.00% | +768+2,194.3% | Added |
| Tower Research Capital LLC (TRC) | 909 | $14.5K | 0.00% | −451−33.2% | Reduced |
| Highlander Capital Management, LLC | 950 | $15.0K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,063 | $17.0K | 0.00% | +1,063 | New |
| Spire Wealth Management | 1,195 | $19.1K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 1,300 | $20.8K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 1,446 | $23.0K | 0.00% | +18+1.3% | Added |
| Proequities, Inc. | 2,020 | $32.3K | 0.00% | −217−9.7% | Reduced |
| Quarry LP | 2,026 | $32.4K | 0.02% | −3,687−64.5% | Reduced |
| Federated Hermes, Inc. | 2,079 | $33.2K | 0.00% | −1,863−47.3% | Reduced |
| US Bancorp | 2,748 | $43.9K | 0.00% | −502−15.4% | Reduced |
| Ameritas Investment Partners, Inc. | 4,546 | $72.6K | 0.00% | +832+22.4% | Added |
| Metropolitan Life Insurance Co | 4,554 | $72.8K | 0.00% | +67+1.5% | Added |
| Ridgewood Investments LLC | 4,894 | $78.2K | 0.04% | +12+0.2% | Added |
| Lazard Asset Management LLC | 5,548 | $88.0K | 0.00% | +1,174+26.8% | Added |
| Amalgamated Bank | 5,690 | $91.0K | 0.00% | −1,186−17.2% | Reduced |
| Quadrant Capital Group LLC | 6,394 | $102.2K | 0.01% | +5,117+400.7% | Added |
| Signaturefd, LLC | 7,992 | $127.7K | 0.00% | +746+10.3% | Added |
| Kovitz Investment Group Partners, LLC | 10,000 | $159.8K | 0.00% | +10,000 | New |
| HSBC Holdings PLC | 10,746 | $170.9K | 0.00% | +10,746 | New |
| Vident Investment Advisory, LLC | 10,764 | $172.0K | 0.01% | +10,764 | New |
| Schonfeld Strategic Advisors LLC | 10,800 | $172.6K | 0.00% | +10,800 | New |
| ExodusPoint Capital Management, LP | 11,259 | $180.0K | 0.00% | −7,352−39.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,316 | $180.8K | 0.00% | +11,316 | New |
| STRS Ohio | 11,500 | $183.0K | 0.00% | −26,406−69.7% | Reduced |
| Firestone Capital Management | 11,297 | $183.9K | 0.06% | 00.0% | Unchanged |
| Prudential Financial Inc | 11,579 | $185.0K | 0.00% | −78,310−87.1% | Reduced |
| DuPont Capital Management Corp | 11,946 | $190.9K | 0.01% | +11,946 | New |
| Connors Investor Services Inc | 12,300 | $197.0K | 0.02% | 00.0% | Unchanged |
| Bailard, Inc. | 12,500 | $199.8K | 0.01% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 12,763 | $204.0K | 0.00% | −600−4.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 13,121 | $209.7K | 0.00% | +2,560+24.2% | Added |
| NJ State Employees Deferred Compensation Plan | 13,400 | $214.1K | 0.03% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 13,423 | $214.5K | 0.03% | −11,380−45.9% | Reduced |
| Crestwood Advisors Group LLC | 13,891 | $222.0K | 0.01% | +295+2.2% | Added |
| Personal Cfo Solutions, LLC | 14,784 | $236.2K | 0.05% | +314+2.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,442 | $247.0K | 0.01% | +577+3.9% | Added |
| State Board of Administration of Florida Retirement System | 15,629 | $249.8K | 0.00% | −11,630−42.7% | Reduced |
| Stockman Wealth Management, Inc. | 15,750 | $251.7K | 0.05% | −1,000−6.0% | Reduced |
| Arizona State Retirement System | 16,011 | $255.9K | 0.00% | +669+4.4% | Added |
| Daiwa Securities Group Inc. | 17,372 | $278.0K | 0.00% | +988+6.0% | Added |
| Clear Creek Financial Management, LLC | 17,926 | $286.5K | 0.05% | +17,926 | New |
| Orleans Capital Management Corp | 18,000 | $287.6K | 0.20% | 00.0% | Unchanged |
| Citigroup Inc | 18,040 | $288.3K | 0.00% | +16,603+1,155.4% | Added |
| Susquehanna International Group, LLP | 18,370 | $293.6K | 0.00% | −12,346−40.2% | Reduced |
| Meixler Investment Management, Ltd. | 19,318 | $308.7K | 0.29% | +19,318 | New |
| Public Employees Retirement Association of Colorado | 20,359 | $325.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 20,644 | $329.9K | 0.00% | −5,113−19.9% | Reduced |
| Teacher Retirement System of Texas | 21,980 | $351.0K | 0.00% | −526−2.3% | Reduced |
| Voya Investment Management LLC | 22,225 | $355.2K | 0.00% | +3,191+16.8% | Added |
| Creative Planning | 22,252 | $355.6K | 0.00% | +22,252 | New |
| New York State Common Retirement Fund | 22,425 | $358.4K | 0.00% | −9,019−28.7% | Reduced |
| BNP Paribas Arbitrage, SA | 22,472 | $359.1K | 0.00% | −12,302−35.4% | Reduced |
| Keybank National Association | 22,492 | $359.4K | 0.00% | 00.0% | Unchanged |
| Vert Asset Management LLC | 23,900 | $381.9K | 0.20% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24,026 | $383.9K | 0.00% | −38−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 24,326 | $388.7K | 0.00% | −280−1.1% | Reduced |
| Bessemer Group Inc | 25,078 | $401.0K | 0.00% | +25,078 | New |
| Deutsche Bank AG | 25,576 | $408.7K | 0.00% | −14,371−36.0% | Reduced |
| State of Alaska, Department of Revenue | 25,758 | $411.0K | 0.00% | −1,563−5.7% | Reduced |
| Snowden Capital Advisors LLC | 26,203 | $418.7K | 0.01% | −1,856−6.6% | Reduced |
| Price T Rowe Associates Inc | 26,181 | $419.0K | 0.00% | +800+3.2% | Added |
| American International Group, Inc. | 26,498 | $423.4K | 0.00% | +1,032+4.1% | Added |
| Pensionfund Sabic | 26,564 | $424.0K | 0.14% | 00.0% | Unchanged |
| Centersquare Investment Management LLC | 28,200 | $450.6K | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 28,283 | $452.0K | 0.03% | +6,574+30.3% | Added |
| Lokken Investment Group LLC | 29,122 | $465.4K | 0.30% | 00.0% | Unchanged |
| MetLife Investment Management | 29,151 | $465.8K | 0.00% | +3,008+11.5% | Added |
| LPL Financial LLC | 29,496 | $471.3K | 0.00% | +29,496 | New |
| Jump Financial, LLC | 31,281 | $499.9K | 0.02% | +31,281 | New |
| Janus Henderson Group PLC | 32,125 | $513.2K | 0.00% | −150.0% | Reduced |
| Penserra Capital Management LLC | 32,626 | $520.0K | 0.01% | +5,108+18.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 32,960 | $526.7K | 0.00% | +4,517+15.9% | Added |
| Manufacturers Life Insurance Company, The | 33,113 | $529.1K | 0.00% | +2,328+7.6% | Added |
| Lee Financial Co | 33,162 | $529.9K | 0.09% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 34,725 | $554.9K | 0.00% | +34,725 | New |
| Legal & General Group Plc | 39,622 | $633.2K | 0.00% | +15,034+61.1% | Added |
| Citadel Advisors LLC | 45,100 | $720.7K | 0.00% | −67,942−60.1% | Reduced |
| Alliancebernstein L.P. | 45,205 | $722.4K | 0.00% | +63+0.1% | Added |
| RMB Capital Management, LLC | 45,647 | $729.4K | 0.02% | 00.0% | Unchanged |
| Bard Associates Inc | 48,775 | $779.4K | 0.30% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 48,978 | $782.7K | 0.00% | −1,217−2.4% | Reduced |