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 |
|---|---|---|---|---|---|
| North Star Investment Management Corp. | 50,851 | $812.6K | 0.07% | 00.0% | Unchanged |
| Boston Partners | 52,209 | $834.3K | 0.00% | −68,787−56.9% | Reduced |
| Credit Suisse AG | 52,897 | $845.3K | 0.00% | +12,903+32.3% | Added |
| Pensionfund DSM Netherlands | 54,900 | $877.0K | 0.57% | 00.0% | Unchanged |
| Great West Life Assurance Co | 56,657 | $906.0K | 0.00% | +3,035+5.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 59,242 | $946.7K | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 60,300 | $963.6K | 0.00% | +5,500+10.0% | Added |
| UBS Asset Management Americas Inc | 69,109 | $1.02M | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 64,081 | $1.02M | 0.00% | +64,081 | New |
| Storebrand Asset Management AS | 64,110 | $1.02M | 0.00% | −3,793−5.6% | Reduced |
| California State Teachers Retirement System | 68,473 | $1.09M | 0.00% | +2,341+3.5% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.17M | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 74,300 | $1.19M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 75,016 | $1.20M | 0.00% | +3,100+4.3% | Added |
| Balyasny Asset Management LLC | 77,213 | $1.23M | 0.00% | −335,977−81.3% | Reduced |
| Wedbush Securities Inc | 88,637 | $1.42M | 0.07% | +5,500+6.6% | Added |
| UBS Group AG | 89,034 | $1.42M | 0.00% | +17,594+24.6% | Added |
| Koshinski Asset Management, Inc. | 89,499 | $1.43M | 0.15% | +89,499 | New |
| Asset Management One Co.,Ltd. | 91,196 | $1.46M | 0.01% | +4,915+5.7% | Added |
| Shufro Rose & Co LLC | 92,400 | $1.48M | 0.14% | −800−0.9% | Reduced |
| Caldwell Sutter Capital, Inc. | 93,021 | $1.49M | 0.78% | 00.0% | Unchanged |
| GW Henssler & Associates Ltd | 96,368 | $1.54M | 0.10% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 106,282 | $1.70M | 0.36% | −2,410−2.2% | Reduced |
| Silver Lake Advisory, LLC | 111,664 | $1.78M | 0.95% | +505+0.5% | Added |
| Rhumbline Advisers | 113,671 | $1.82M | 0.00% | +32,295+39.7% | Added |
| Knights of Columbus Asset Advisors LLC | 117,238 | $1.87M | 0.17% | +261+0.2% | Added |
| Stifel Financial Corp | 120,941 | $1.93M | 0.00% | +10,931+9.9% | Added |
| Swiss National Bank | 124,100 | $1.98M | 0.00% | +9,800+8.6% | Added |
| WealthTrust Axiom LLC | 131,464 | $2.10M | 0.70% | +5,250+4.2% | Added |
| Hunter Perkins Capital Management, LLC | 273,686 | $2.24M | 0.48% | +140,210+105.0% | Added |
| Two Sigma Investments, LP | 143,174 | $2.29M | 0.01% | −39,581−21.7% | Reduced |
| Private Management Group Inc | 145,998 | $2.33M | 0.10% | −395−0.3% | Reduced |
| Barclays PLC | 155,515 | $2.49M | 0.00% | +13,415+9.4% | Added |
| Goldman Sachs Group Inc | 168,181 | $2.69M | 0.00% | +22,813+15.7% | Added |
| Penn Capital Management Co Inc | 171,105 | $2.73M | 0.27% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 171,600 | $2.74M | 0.01% | +48,700+39.6% | Added |
| Cerity Partners LLC | 191,338 | $3.06M | 0.01% | −2,370−1.2% | Reduced |
| Kennedy Capital Management, Inc. | 195,344 | $3.12M | 0.07% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 204,028 | $3.26M | 0.02% | −6,432−3.1% | Reduced |
| LDR Capital Management LLC | 218,945 | $3.50M | 2.18% | −4,556−2.0% | Reduced |
| Nordea Investment Management AB | 224,590 | $3.62M | 0.00% | +3,245+1.5% | Added |
| State of Wisconsin Investment Board | 227,582 | $3.64M | 0.01% | −2,568−1.1% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $4.00M | 0.36% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 251,557 | $4.02M | 0.00% | +15,217+6.4% | Added |
| SEI Investments Co | 261,763 | $4.18M | 0.01% | +4,774+1.9% | Added |
| Royal Bank of Canada | 274,121 | $4.38M | 0.00% | +16,451+6.4% | Added |
| Neuberger Berman Group LLC | 278,407 | $4.45M | 0.00% | +15,581+5.9% | Added |
| Scout Investments, Inc. | 278,290 | $4.51M | 0.09% | −8,222−2.9% | Reduced |
| Montag A & Associates Inc | 285,956 | $4.57M | 0.28% | −355−0.1% | Reduced |
| Wells Fargo & Company | 306,868 | $4.90M | 0.00% | +2,834+0.9% | Added |
| Robotti Robert | 307,570 | $4.91M | 0.79% | −3,095−1.0% | Reduced |
| Bank of New York Mellon Corp | 341,651 | $5.46M | 0.00% | +24,362+7.7% | Added |
| Ameriprise Financial Inc | 367,746 | $5.88M | 0.00% | +8,706+2.4% | Added |
| Russell Investments Group, Ltd. | 391,659 | $6.26M | 0.01% | +11,443+3.0% | Added |
| Morgan Stanley | 478,739 | $7.65M | 0.00% | +70,292+17.2% | Added |
| Millennium Management LLC | 499,739 | $7.99M | 0.01% | +184,068+58.3% | Added |
| Invesco Ltd. | 515,188 | $8.23M | 0.00% | −61,709−10.7% | Reduced |
| State of New Jersey Common Pension Fund D | 552,516 | $8.83M | 0.03% | +85,080+18.2% | Added |
| Raymond James & Associates | 566,238 | $9.05M | 0.01% | +70,698+14.3% | Added |
| Heartland Advisors Inc | 592,750 | $9.47M | 0.54% | +500+0.1% | Added |
| D.A. Davidson & Co. | 619,767 | $9.90M | 0.10% | +90,056+17.0% | Added |
| B&I Capital AG | 659,135 | $10.5M | 3.51% | −229,500−25.8% | Reduced |
| Charles Schwab Investment Management Inc | 696,557 | $11.1M | 0.00% | +40,369+6.2% | Added |
| Northern Trust Corp | 710,269 | $11.4M | 0.00% | +39,189+5.8% | Added |
| JPMorgan Chase & Co | 742,782 | $11.9M | 0.00% | −253,361−25.4% | Reduced |
| Nuveen Asset Management, LLC | 743,005 | $11.9M | 0.00% | +280,557+60.7% | Added |
| Dimensional Fund Advisors LP | 796,416 | $12.7M | 0.00% | +37,953+5.0% | Added |
| GW&K Investment Management, LLC | 970,744 | $15.5M | 0.15% | −9,812−1.0% | Reduced |
| Bank of America Corp | 1,188,328 | $19.0M | 0.00% | +965,350+432.9% | Added |
| Geode Capital Management, LLC | 1,230,411 | $19.7M | 0.00% | +95,711+8.4% | Added |
| Jennison Associates LLC | 1,420,736 | $22.7M | 0.02% | −9,587−0.7% | Reduced |
| State Street Corp | 1,697,046 | $27.1M | 0.00% | +82,823+5.1% | Added |
| American Century Companies Inc | 1,955,890 | $31.3M | 0.02% | −97,921−4.8% | Reduced |
| T. Rowe Price Investment Management, Inc. | 1,978,263 | $31.6M | 0.02% | +1,031,437+108.9% | Added |
| William Blair Investment Management, LLC | 2,210,477 | $35.3M | 0.11% | +39,895+1.8% | Added |
| Copeland Capital Management, LLC | 2,413,915 | $38.6M | 0.80% | +15,314+0.6% | Added |
| FMR LLC | 2,757,883 | $44.1M | 0.00% | +2,277+0.1% | Added |
| BlackRock Inc. | 4,759,328 | $76.1M | 0.00% | +886,892+22.9% | Added |
| Vanguard Group Inc | 6,023,854 | $96.3M | 0.00% | +646,849+12.0% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −230,200−100.0% | Sold out |
| HST Ventures, LLC | 0 | $0 | 0.00% | −57,546−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −34,645−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −29,900−100.0% | Sold out |
| AE Wealth Management LLC | 0 | $0 | 0.00% | −21,955−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −21,400−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −20,935−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −18,256−100.0% | Sold out |
| CM Wealth Advisors LLC | 0 | $0 | 0.00% | −18,499−100.0% | Sold out |
| Bank of Montreal | 0 | $0 | 0.00% | −15,957−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −13,429−100.0% | Sold out |
| AQR Capital Management LLC | 0 | $0 | 0.00% | −12,925−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −12,912−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −12,588−100.0% | Sold out |
| Mariner, LLC | 0 | $0 | 0.00% | −12,353−100.0% | Sold out |
| Kensington Investment Counsel, LLC | 0 | $0 | 0.00% | −11,000−100.0% | Sold out |
| Spirit of America Management Corp | 0 | $0 | 0.00% | −10,500−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −10,410−100.0% | Sold out |
| CI Private Wealth, LLC | 0 | $0 | 0.00% | −10,242−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,654−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,297−100.0% | Sold out |