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 |
|---|---|---|---|---|---|
| Covestor Ltd | 7 | $0 | 0.00% | −1−12.5% | Reduced |
| Harbour Investments, Inc. | 7 | $98 | 0.00% | 00.0% | Unchanged |
| American National Bank | 13 | $182 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 36 | $505 | 0.00% | +36 | New |
| Raffa Wealth Management, LLC | 37 | $519 | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 70 | $981 | 0.00% | +20+40.0% | Added |
| Allworth Financial LP | 112 | $1.57K | 0.00% | +74+194.7% | Added |
| Huntington National Bank | 116 | $1.63K | 0.00% | +34+41.5% | Added |
| Lindbrook Capital, LLC | 173 | $2.42K | 0.00% | +115+198.3% | Added |
| Fifth Third Bancorp | 220 | $3.08K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 345 | $4.84K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 354 | $5.00K | 0.00% | −449−55.9% | Reduced |
| HHM Wealth Advisors, LLC | 377 | $5.29K | 0.00% | +377 | New |
| Cary Street Partner Investment Advisory LLC | 412 | $5.78K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 447 | $6.27K | 0.00% | +35+8.5% | Added |
| Parallel Advisors, LLC | 485 | $6.80K | 0.00% | +485 | New |
| HM Payson & Co | 600 | $8.41K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 700 | $9.81K | 0.00% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 1,170 | $16.4K | 0.00% | +107+10.1% | Added |
| Earnest Partners LLC | 1,300 | $18.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,316 | $18.4K | 0.00% | +407+44.8% | Added |
| Tradition Wealth Management, LLC | 1,466 | $21.0K | 0.00% | +20+1.4% | Added |
| RVW Wealth, LLC | 1,500 | $21.0K | 0.00% | +1,500 | New |
| Proequities, Inc. | 1,772 | $24.8K | 0.00% | −248−12.3% | Reduced |
| Federated Hermes, Inc. | 2,049 | $28.7K | 0.00% | −30−1.4% | Reduced |
| US Bancorp | 2,338 | $32.8K | 0.00% | −410−14.9% | Reduced |
| Point72 Asset Management, L.P. | 3,200 | $44.9K | 0.00% | +3,200 | New |
| Spire Wealth Management | 3,320 | $46.5K | 0.00% | +2,125+177.8% | Added |
| Quadrant Capital Group LLC | 3,523 | $49.4K | 0.00% | −2,871−44.9% | Reduced |
| Quarry LP | 3,958 | $55.5K | 0.04% | +1,932+95.4% | Added |
| Metropolitan Life Insurance Co | 4,911 | $68.9K | 0.00% | +357+7.8% | Added |
| Ameritas Investment Partners, Inc. | 5,470 | $76.7K | 0.00% | +924+20.3% | Added |
| Amalgamated Bank | 5,690 | $80.0K | 0.00% | 00.0% | Unchanged |
| Citigroup Inc | 6,338 | $88.9K | 0.00% | −11,702−64.9% | Reduced |
| Highlander Capital Management, LLC | 6,950 | $97.0K | 0.04% | +6,000+631.6% | Added |
| Signaturefd, LLC | 7,495 | $105.1K | 0.00% | −497−6.2% | Reduced |
| Lazard Asset Management LLC | 8,337 | $116.0K | 0.00% | +2,789+50.3% | Added |
| Point72 Middle East FZE | 9,338 | $130.9K | 0.01% | +9,338 | New |
| Kovitz Investment Group Partners, LLC | 10,000 | $140.2K | 0.00% | 00.0% | Unchanged |
| Advisor Partners II, LLC | 10,313 | $144.6K | 0.01% | +10,313 | New |
| Stockman Wealth Management, Inc. | 10,750 | $150.7K | 0.03% | −5,000−31.7% | Reduced |
| BFSG, LLC | 10,740 | $151.0K | 0.02% | +10,740 | New |
| Firestone Capital Management | 11,297 | $158.4K | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,316 | $158.7K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 11,358 | $159.2K | 0.03% | +11,358 | New |
| Wealthcare Advisory Partners LLC | 11,461 | $160.7K | 0.01% | +11,461 | New |
| STRS Ohio | 11,500 | $161.0K | 0.00% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 11,708 | $163.9K | 0.00% | +11,708 | New |
| Prudential Financial Inc | 12,220 | $171.3K | 0.00% | +641+5.5% | Added |
| Graham Capital Management, L.P. | 13,353 | $187.2K | 0.01% | +13,353 | New |
| NJ State Employees Deferred Compensation Plan | 13,400 | $187.9K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,596 | $190.6K | 0.00% | −295−2.1% | Reduced |
| Fox Run Management, L.L.C. | 14,852 | $208.2K | 0.06% | +14,852 | New |
| Personal Cfo Solutions, LLC | 15,076 | $211.4K | 0.04% | +292+2.0% | Added |
| Connors Investor Services Inc | 15,300 | $215.0K | 0.03% | +3,000+24.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 15,442 | $216.5K | 0.01% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 15,780 | $221.2K | 0.01% | +15,780 | New |
| State Board of Administration of Florida Retirement System | 15,909 | $223.0K | 0.00% | +280+1.8% | Added |
| Arizona State Retirement System | 16,440 | $230.5K | 0.00% | +429+2.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,017 | $238.6K | 0.00% | +3,896+29.7% | Added |
| Alps Advisors Inc | 17,602 | $246.8K | 0.00% | −3,042−14.7% | Reduced |
| Dynamic Technology Lab Private Ltd | 17,586 | $247.0K | 0.02% | +17,586 | New |
| Orleans Capital Management Corp | 18,000 | $252.4K | 0.19% | 00.0% | Unchanged |
| Vident Advisory, LLC | 18,598 | $260.7K | 0.01% | +18,598 | New |
| Daiwa Securities Group Inc. | 18,897 | $265.0K | 0.00% | +1,525+8.8% | Added |
| Jump Financial, LLC | 19,972 | $280.0K | 0.01% | −11,309−36.2% | Reduced |
| Public Employees Retirement Association of Colorado | 20,359 | $285.0K | 0.00% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 20,900 | $293.0K | 0.00% | +10,100+93.5% | Added |
| SG Americas Securities, LLC | 21,179 | $297.0K | 0.00% | +21,179 | New |
| CWM Advisors, LLC | 22,017 | $308.7K | 0.04% | +22,017 | New |
| Quantbot Technologies LP | 22,038 | $309.0K | 0.02% | −6,245−22.1% | Reduced |
| Teacher Retirement System of Texas | 22,252 | $312.0K | 0.00% | +272+1.2% | Added |
| New York State Common Retirement Fund | 22,456 | $314.8K | 0.00% | +31+0.1% | Added |
| Keybank National Association | 22,492 | $315.3K | 0.00% | 00.0% | Unchanged |
| Connor, Clark & Lunn Investment Management Ltd. | 22,619 | $317.1K | 0.00% | +22,619 | New |
| Voya Investment Management LLC | 22,676 | $317.9K | 0.00% | +451+2.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 23,855 | $334.4K | 0.00% | −471−1.9% | Reduced |
| Vert Asset Management LLC | 23,900 | $335.1K | 0.17% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 24,048 | $337.2K | 0.01% | −2,155−8.2% | Reduced |
| Clear Creek Financial Management, LLC | 24,378 | $341.8K | 0.06% | +6,452+36.0% | Added |
| Bessemer Group Inc | 25,078 | $352.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 25,576 | $358.6K | 0.00% | +1,550+6.5% | Added |
| State of Alaska, Department of Revenue | 26,361 | $369.0K | 0.00% | +603+2.3% | Added |
| Pensionfund Sabic | 26,564 | $372.0K | 0.13% | 00.0% | Unchanged |
| Deutsche Bank AG | 27,354 | $383.5K | 0.00% | +1,778+7.0% | Added |
| AQR Capital Management LLC | 27,493 | $385.5K | 0.00% | +27,493 | New |
| Meixler Investment Management, Ltd. | 27,693 | $388.3K | 0.35% | +8,375+43.4% | Added |
| American International Group, Inc. | 27,829 | $390.2K | 0.00% | +1,331+5.0% | Added |
| Centersquare Investment Management LLC | 28,200 | $395.4K | 0.00% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 28,270 | $397.0K | 0.00% | +2,089+8.0% | Added |
| Lokken Investment Group LLC | 29,122 | $408.3K | 0.27% | 00.0% | Unchanged |
| MetLife Investment Management | 29,151 | $408.7K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 30,882 | $433.0K | 0.08% | −2,280−6.9% | Reduced |
| Janus Henderson Group PLC | 32,152 | $450.6K | 0.00% | +27+0.1% | Added |
| Penserra Capital Management LLC | 32,928 | $461.0K | 0.01% | +302+0.9% | Added |
| Manufacturers Life Insurance Company, The | 33,113 | $464.2K | 0.00% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 33,572 | $470.7K | 0.00% | +612+1.9% | Added |
| LPL Financial LLC | 34,457 | $483.1K | 0.00% | +4,961+16.8% | Added |
| ExodusPoint Capital Management, LP | 39,094 | $548.0K | 0.01% | +27,835+247.2% | Added |
| BNP Paribas Arbitrage, SA | 40,357 | $565.8K | 0.00% | +17,885+79.6% | Added |