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