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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.

Institutional holdersQ2 2023: 179 institutions
Q1 2021: 142 institutionsQ2 2021: 160 institutionsQ3 2021: 166 institutionsQ4 2021: 178 institutionsQ1 2022: 193 institutionsQ2 2022: 182 institutionsQ3 2022: 178 institutionsQ4 2022: 174 institutionsQ1 2023: 186 institutionsQ2 2023: 179 institutionsQ3 2023: 189 institutionsQ4 2023: 201 institutionsQ1 2024: 197 institutionsQ2 2024: 198 institutionsQ3 2024: 223 institutionsQ4 2024: 232 institutionsQ1 2025: 240 institutionsQ2 2025: 236 institutionsQ3 2025: 265 institutionsQ4 2025: 255 institutionsQ1 2026: 269 institutionsQ2 2026: 259 institutions
Value heldQ2 2023: $745.9M
Q1 2021: $516.3MQ2 2021: $681.5MQ3 2021: $722.3MQ4 2021: $944.2MQ1 2022: $890.7MQ2 2022: $689.8MQ3 2022: $641.7MQ4 2022: $672.8MQ1 2023: $639.3MQ2 2023: $745.9MQ3 2023: $683.4MQ4 2023: $785.7MQ1 2024: $846.4MQ2 2024: $867.3MQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $1.24BQ2 2025: $1.16BQ3 2025: $993.1MQ4 2025: $1.11BQ1 2026: $968.2MQ2 2026: $977.9M
Institutions holding UMH and their total value by quarter
QuarterHoldersValue
Q2 2026259$977.9M
Q1 2026269$968.2M
Q4 2025255$1.11B
Q3 2025265$993.1M
Q2 2025236$1.16B
Q1 2025240$1.24B
Q4 2024232$1.24B
Q3 2024223$1.18B
Q2 2024198$867.3M
Q1 2024197$846.4M
Q4 2023201$785.7M
Q3 2023189$683.4M
Q2 2023179$745.9M
Q1 2023186$639.3M
Q4 2022174$672.8M
Q3 2022178$641.7M
Q2 2022182$689.8M
Q1 2022193$890.7M
Q4 2021178$944.2M
Q3 2021166$722.3M
Q2 2021160$681.5M
Q1 2021142$516.3M

Institutions, Q2 2023

Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q1 2023.

Institutions holding UMH in Q2 2023
InstitutionSharesValue% of portfolioChange in sharesAction
Ameritas Advisory Services, LLC0$00.00%−1,149−100.0%Sold out
Crewe Advisors LLC0$00.00%−871−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−507−100.0%Sold out
TCI Wealth Advisors, Inc.0$00.00%−406−100.0%Sold out
Parallel Advisors, LLC0$00.00%−66−100.0%Sold out
Manchester Capital Management LLC0$00.00%−54−100.0%Sold out
Bellwether Advisors, LLC0$00.00%−21−100.0%Sold out
Ronald Blue Trust, Inc.0$00.00%−22−100.0%Sold out