Umh Properties, Inc.

UMH

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0000752642

SEC filings (opens in a new tab)

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

Q3 2023 vs. Q2 2023

How the institutions holding Umh Properties, Inc. changed between Q2 2023 and Q3 2023.

All holders in Q3 2023 All holders in Q2 2023

13F holders of UMH: Q2 2023 compared with Q3 2023
Measure	Q2 2023	Q3 2023	Change
Holders	179	189	+10
Shares	46.8M	48.7M	+1.94M (+4.1%)
Value	$745.9M	$683.4M	−$62.5M (−8.4%)

New holders (25)

Institutions that held Umh Properties, Inc. at the end of Q3 2023 but not at the end of Q2 2023.

Institutions new to UMH in Q3 2023
Institution	Shares	Value	% of portfolio
NFJ Investment Group, LLC	269,158	$3.77M	0.11%
Renaissance Technologies LLC	217,700	$3.05M	0.01%
Gsa Capital Partners LLP	98,442	$1.38M	0.12%
Cubist Systematic Strategies, LLC	47,875	$671.2K	0.01%
Nebula Research & Development LLC	45,138	$632.8K	0.33%
AQR Capital Management LLC	27,493	$385.5K	0.00%
Connor, Clark & Lunn Investment Management Ltd.	22,619	$317.1K	0.00%
CWM Advisors, LLC	22,017	$308.7K	0.04%
SG Americas Securities, LLC	21,179	$297.0K	0.00%
Vident Advisory, LLC	18,598	$260.7K	0.01%
Dynamic Technology Lab Private Ltd	17,586	$247.0K	0.02%
Engineers Gate Manager LP	15,780	$221.2K	0.01%
Fox Run Management, L.L.C.	14,852	$208.2K	0.06%
Graham Capital Management, L.P.	13,353	$187.2K	0.01%
M&G Investment Management Ltd	11,708	$163.9K	0.00%
Wealthcare Advisory Partners LLC	11,461	$160.7K	0.01%
State of Wyoming	11,358	$159.2K	0.03%
BFSG, LLC	10,740	$151.0K	0.02%
Advisor Partners II, LLC	10,313	$144.6K	0.01%
Point72 Middle East FZE	9,338	$130.9K	0.01%
Point72 Asset Management, L.P.	3,200	$44.9K	0.00%
RVW Wealth, LLC	1,500	$21.0K	0.00%
Parallel Advisors, LLC	485	$6.80K	0.00%
HHM Wealth Advisors, LLC	377	$5.29K	0.00%
The PNC Financial Services Group, Inc.	36	$505	0.00%

Sold out (15)

Institutions that held Umh Properties, Inc. at the end of Q2 2023 and filed for Q3 2023 without it.

Institutions that sold out of UMH in Q3 2023
Institution	Shares, Q2 2023	Value, Q2 2023
B&I Capital AG	659,135	$10.5M
Cerity Partners LLC	191,338	$3.06M
Creative Planning	22,252	$355.6K
Susquehanna International Group, LLP	18,370	$293.6K
Aigen Investment Management, LP	13,423	$214.5K
Oppenheimer & Co Inc	12,763	$204.0K
Bailard, Inc.	12,500	$199.8K
DuPont Capital Management Corp	11,946	$190.9K
Vident Investment Advisory, LLC	10,764	$172.0K
HSBC Holdings PLC	10,746	$170.9K
Ridgewood Investments LLC	4,894	$78.2K
Coppell Advisory Solutions LLC	570	$9.15K
Group One Trading, L.P.	507	$8.10K
Retirement Group, LLC	500	$7.99K
Cornerstone Planning Group LLC	264	$4.22K