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, Q3 2023
Institutional positions in Umh Properties, Inc. as of Sep 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
- 189
- +10 vs. Q2 2023
- Shares held
- 48.7M
- +1.94M (+4.1%) vs. Q2 2023
- Total value
- $683.4M
- −$62.5M (−8.4%) vs. Q2 2023
- New holders
- 25
- 75 more added
- Sold out
- 15
- 53 more reduced
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 5,911,799 | $82.9M | 0.00% | −112,055−1.9% | Reduced |
| BlackRock Inc. | 4,413,315 | $61.9M | 0.00% | −346,013−7.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,783,908 | $39.0M | 0.03% | +805,645+40.7% | Added |
| FMR LLC | 2,727,137 | $38.2M | 0.00% | −30,746−1.1% | Reduced |
| American Century Companies Inc | 2,532,194 | $35.5M | 0.03% | +576,304+29.5% | Added |
| Copeland Capital Management, LLC | 2,415,205 | $33.9M | 0.73% | +1,290+0.1% | Added |
| William Blair Investment Management, LLC | 2,051,574 | $28.8M | 0.10% | −158,903−7.2% | Reduced |
| State Street Corp | 1,756,011 | $24.6M | 0.00% | +58,965+3.5% | Added |
| Jennison Associates LLC | 1,397,771 | $19.6M | 0.02% | −22,965−1.6% | Reduced |
| Geode Capital Management, LLC | 1,332,990 | $18.7M | 0.00% | +102,579+8.3% | Added |
| Bank of America Corp | 1,186,777 | $16.6M | 0.00% | −1,551−0.1% | Reduced |
| Private Management Group Inc | 1,036,353 | $14.5M | 0.60% | +890,355+609.8% | Added |
| GW&K Investment Management, LLC | 944,698 | $13.2M | 0.13% | −26,046−2.7% | Reduced |
| Dimensional Fund Advisors LP | 842,407 | $11.8M | 0.00% | +45,991+5.8% | Added |
| Nuveen Asset Management, LLC | 809,973 | $11.4M | 0.00% | +66,968+9.0% | Added |
| Northern Trust Corp | 765,557 | $10.7M | 0.00% | +55,288+7.8% | Added |
| Charles Schwab Investment Management Inc | 742,848 | $10.4M | 0.00% | +46,291+6.6% | Added |
| JPMorgan Chase & Co | 706,991 | $9.91M | 0.00% | −35,791−4.8% | Reduced |
| D.A. Davidson & Co. | 657,676 | $9.22M | 0.10% | +37,909+6.1% | Added |
| Invesco Ltd. | 625,464 | $8.77M | 0.00% | +110,276+21.4% | Added |
| Raymond James & Associates | 603,629 | $8.46M | 0.01% | +37,391+6.6% | Added |
| Heartland Advisors Inc | 592,750 | $8.31M | 0.47% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 561,006 | $7.87M | 0.03% | +8,490+1.5% | Added |
| Balyasny Asset Management LLC | 532,754 | $7.47M | 0.02% | +455,541+590.0% | Added |
| Morgan Stanley | 453,728 | $6.36M | 0.00% | −25,011−5.2% | Reduced |
| Envestnet Asset Management Inc | 374,805 | $5.25M | 0.00% | +123,248+49.0% | Added |
| SEI Investments Co | 344,123 | $4.82M | 0.01% | +82,360+31.5% | Added |
| Bank of New York Mellon Corp | 343,547 | $4.82M | 0.00% | +1,896+0.6% | Added |
| Ameriprise Financial Inc | 341,404 | $4.79M | 0.00% | −26,342−7.2% | Reduced |
| Robotti Robert | 303,920 | $4.26M | 0.63% | −3,650−1.2% | Reduced |
| Wells Fargo & Company | 295,832 | $4.15M | 0.00% | −11,036−3.6% | Reduced |
| Montag A & Associates Inc | 281,915 | $3.95M | 0.25% | −4,041−1.4% | Reduced |
| Neuberger Berman Group LLC | 280,652 | $3.93M | 0.00% | +2,245+0.8% | Added |
| Royal Bank of Canada | 271,845 | $3.81M | 0.00% | −2,276−0.8% | Reduced |
| NFJ Investment Group, LLC | 269,158 | $3.77M | 0.11% | +269,158 | New |
| Scout Investments, Inc. | 270,434 | $3.72M | 0.09% | −7,856−2.8% | Reduced |
| LDR Capital Management LLC | 251,039 | $3.52M | 2.14% | +32,094+14.7% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $3.50M | 0.33% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 217,700 | $3.05M | 0.01% | +217,700 | New |
| Russell Investments Group, Ltd. | 213,797 | $3.00M | 0.01% | −177,862−45.4% | Reduced |
| State of Wisconsin Investment Board | 211,766 | $2.97M | 0.01% | −15,816−6.9% | Reduced |
| Nordea Investment Management AB | 206,576 | $2.91M | 0.00% | −18,014−8.0% | Reduced |
| Eagle Asset Management Inc | 198,628 | $2.78M | 0.02% | −5,400−2.6% | Reduced |
| Kennedy Capital Management, Inc. | 195,344 | $2.74M | 0.07% | 00.0% | Unchanged |
| Penn Capital Management Co Inc | 183,003 | $2.57M | 0.26% | +11,898+7.0% | Added |
| Goldman Sachs Group Inc | 142,590 | $2.00M | 0.00% | −25,591−15.2% | Reduced |
| Two Sigma Advisers, LP | 139,000 | $1.95M | 0.00% | −32,600−19.0% | Reduced |
| Wedbush Securities Inc | 137,882 | $1.93M | 0.10% | +49,245+55.6% | Added |
| WealthTrust Axiom LLC | 133,314 | $1.87M | 0.67% | +1,850+1.4% | Added |
| Hunter Perkins Capital Management, LLC | 130,310 | $1.83M | 0.39% | −143,376−52.4% | Reduced |
| Swiss National Bank | 126,900 | $1.78M | 0.00% | +2,800+2.3% | Added |
| Millennium Management LLC | 122,644 | $1.72M | 0.00% | −377,095−75.5% | Reduced |
| Stifel Financial Corp | 122,471 | $1.72M | 0.00% | +1,530+1.3% | Added |
| Knights of Columbus Asset Advisors LLC | 120,550 | $1.69M | 0.15% | +3,312+2.8% | Added |
| Silver Lake Advisory, LLC | 111,786 | $1.57M | 0.97% | +122+0.1% | Added |
| McIlrath & Eck, LLC | 105,355 | $1.48M | 0.30% | −927−0.9% | Reduced |
| North Star Investment Management Corp. | 104,126 | $1.46M | 0.12% | +53,275+104.8% | Added |
| Gsa Capital Partners LLP | 98,442 | $1.38M | 0.12% | +98,442 | New |
| GW Henssler & Associates Ltd | 96,368 | $1.35M | 0.09% | 00.0% | Unchanged |
| Rhumbline Advisers | 95,157 | $1.33M | 0.00% | −18,514−16.3% | Reduced |
| Caldwell Sutter Capital, Inc. | 93,021 | $1.30M | 0.72% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 92,400 | $1.30M | 0.12% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 90,249 | $1.27M | 0.01% | −947−1.0% | Reduced |
| UBS Group AG | 88,583 | $1.24M | 0.00% | −451−0.5% | Reduced |
| Public Employees Retirement System of Ohio | 85,067 | $1.19M | 0.01% | +10,051+13.4% | Added |
| Barclays PLC | 82,572 | $1.16M | 0.00% | −72,943−46.9% | Reduced |
| UBS Asset Management Americas Inc | 78,841 | $1.11M | 0.00% | +9,732+14.1% | Added |
| Two Sigma Investments, LP | 78,831 | $1.11M | 0.00% | −64,343−44.9% | Reduced |
| Koshinski Asset Management, Inc. | 76,561 | $1.07M | 0.12% | −12,938−14.5% | Reduced |
| Gamco Investors, Inc. Et Al | 74,300 | $1.04M | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 72,951 | $1.02M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 67,894 | $951.9K | 0.00% | +8,652+14.6% | Added |
| Great West Life Assurance Co | 67,349 | $943.0K | 0.00% | +10,692+18.9% | Added |
| California State Teachers Retirement System | 63,328 | $887.9K | 0.00% | −5,145−7.5% | Reduced |
| Nomura Asset Management Co Ltd | 63,300 | $887.5K | 0.00% | +3,000+5.0% | Added |
| Storebrand Asset Management AS | 61,610 | $863.8K | 0.00% | −2,500−3.9% | Reduced |
| Advisor Group Holdings, Inc. | 60,721 | $851.3K | 0.00% | +11,743+24.0% | Added |
| Pensionfund DSM Netherlands | 54,900 | $770.0K | 0.54% | 00.0% | Unchanged |
| Legal & General Group Plc | 53,826 | $754.6K | 0.00% | +14,204+35.8% | Added |
| Boston Partners | 51,077 | $716.1K | 0.00% | −1,132−2.2% | Reduced |
| Bard Associates Inc | 48,775 | $683.8K | 0.28% | 00.0% | Unchanged |
| Credit Suisse AG | 48,722 | $683.1K | 0.00% | −4,175−7.9% | Reduced |
| Cubist Systematic Strategies, LLC | 47,875 | $671.2K | 0.01% | +47,875 | New |
| Alliancebernstein L.P. | 45,264 | $634.6K | 0.00% | +59+0.1% | Added |
| Nebula Research & Development LLC | 45,138 | $632.8K | 0.33% | +45,138 | New |
| Commonwealth Equity Services, LLC | 44,699 | $627.0K | 0.00% | −19,382−30.2% | Reduced |
| Citadel Advisors LLC | 44,337 | $621.6K | 0.00% | −763−1.7% | Reduced |
| Squarepoint Ops LLC | 41,546 | $582.5K | 0.00% | +6,821+19.6% | Added |
| RMB Capital Management, LLC | 40,869 | $573.0K | 0.02% | −4,778−10.5% | Reduced |
| BNP Paribas Arbitrage, SA | 40,357 | $565.8K | 0.00% | +17,885+79.6% | Added |
| ExodusPoint Capital Management, LP | 39,094 | $548.0K | 0.01% | +27,835+247.2% | Added |
| LPL Financial LLC | 34,457 | $483.1K | 0.00% | +4,961+16.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 33,572 | $470.7K | 0.00% | +612+1.9% | Added |
| Manufacturers Life Insurance Company, The | 33,113 | $464.2K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 32,928 | $461.0K | 0.01% | +302+0.9% | Added |
| Janus Henderson Group PLC | 32,152 | $450.6K | 0.00% | +27+0.1% | Added |
| Lee Financial Co | 30,882 | $433.0K | 0.08% | −2,280−6.9% | Reduced |
| MetLife Investment Management | 29,151 | $408.7K | 0.00% | 00.0% | Unchanged |
| Lokken Investment Group LLC | 29,122 | $408.3K | 0.27% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 28,270 | $397.0K | 0.00% | +2,089+8.0% | Added |