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 |
|---|---|---|---|---|---|
| RMB Capital Management, LLC | 40,869 | $573.0K | 0.02% | −4,778−10.5% | Reduced |
| Squarepoint Ops LLC | 41,546 | $582.5K | 0.00% | +6,821+19.6% | Added |
| Citadel Advisors LLC | 44,337 | $621.6K | 0.00% | −763−1.7% | Reduced |
| Commonwealth Equity Services, LLC | 44,699 | $627.0K | 0.00% | −19,382−30.2% | Reduced |
| Nebula Research & Development LLC | 45,138 | $632.8K | 0.33% | +45,138 | New |
| Alliancebernstein L.P. | 45,264 | $634.6K | 0.00% | +59+0.1% | Added |
| Cubist Systematic Strategies, LLC | 47,875 | $671.2K | 0.01% | +47,875 | New |
| Credit Suisse AG | 48,722 | $683.1K | 0.00% | −4,175−7.9% | Reduced |
| Bard Associates Inc | 48,775 | $683.8K | 0.28% | 00.0% | Unchanged |
| Boston Partners | 51,077 | $716.1K | 0.00% | −1,132−2.2% | Reduced |
| Legal & General Group Plc | 53,826 | $754.6K | 0.00% | +14,204+35.8% | Added |
| Pensionfund DSM Netherlands | 54,900 | $770.0K | 0.54% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 60,721 | $851.3K | 0.00% | +11,743+24.0% | Added |
| Storebrand Asset Management AS | 61,610 | $863.8K | 0.00% | −2,500−3.9% | Reduced |
| Nomura Asset Management Co Ltd | 63,300 | $887.5K | 0.00% | +3,000+5.0% | Added |
| California State Teachers Retirement System | 63,328 | $887.9K | 0.00% | −5,145−7.5% | Reduced |
| Great West Life Assurance Co | 67,349 | $943.0K | 0.00% | +10,692+18.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 67,894 | $951.9K | 0.00% | +8,652+14.6% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.02M | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 74,300 | $1.04M | 0.01% | 00.0% | Unchanged |
| Koshinski Asset Management, Inc. | 76,561 | $1.07M | 0.12% | −12,938−14.5% | Reduced |
| Two Sigma Investments, LP | 78,831 | $1.11M | 0.00% | −64,343−44.9% | Reduced |
| UBS Asset Management Americas Inc | 78,841 | $1.11M | 0.00% | +9,732+14.1% | Added |
| Barclays PLC | 82,572 | $1.16M | 0.00% | −72,943−46.9% | Reduced |
| Public Employees Retirement System of Ohio | 85,067 | $1.19M | 0.01% | +10,051+13.4% | Added |
| UBS Group AG | 88,583 | $1.24M | 0.00% | −451−0.5% | Reduced |
| Asset Management One Co.,Ltd. | 90,249 | $1.27M | 0.01% | −947−1.0% | Reduced |
| Shufro Rose & Co LLC | 92,400 | $1.30M | 0.12% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 93,021 | $1.30M | 0.72% | 00.0% | Unchanged |
| Rhumbline Advisers | 95,157 | $1.33M | 0.00% | −18,514−16.3% | Reduced |
| GW Henssler & Associates Ltd | 96,368 | $1.35M | 0.09% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 98,442 | $1.38M | 0.12% | +98,442 | New |
| North Star Investment Management Corp. | 104,126 | $1.46M | 0.12% | +53,275+104.8% | Added |
| McIlrath & Eck, LLC | 105,355 | $1.48M | 0.30% | −927−0.9% | Reduced |
| Silver Lake Advisory, LLC | 111,786 | $1.57M | 0.97% | +122+0.1% | Added |
| Knights of Columbus Asset Advisors LLC | 120,550 | $1.69M | 0.15% | +3,312+2.8% | Added |
| Stifel Financial Corp | 122,471 | $1.72M | 0.00% | +1,530+1.3% | Added |
| Millennium Management LLC | 122,644 | $1.72M | 0.00% | −377,095−75.5% | Reduced |
| Swiss National Bank | 126,900 | $1.78M | 0.00% | +2,800+2.3% | Added |
| Hunter Perkins Capital Management, LLC | 130,310 | $1.83M | 0.39% | −143,376−52.4% | Reduced |
| WealthTrust Axiom LLC | 133,314 | $1.87M | 0.67% | +1,850+1.4% | Added |
| Wedbush Securities Inc | 137,882 | $1.93M | 0.10% | +49,245+55.6% | Added |
| Two Sigma Advisers, LP | 139,000 | $1.95M | 0.00% | −32,600−19.0% | Reduced |
| Goldman Sachs Group Inc | 142,590 | $2.00M | 0.00% | −25,591−15.2% | Reduced |
| Penn Capital Management Co Inc | 183,003 | $2.57M | 0.26% | +11,898+7.0% | Added |
| Kennedy Capital Management, Inc. | 195,344 | $2.74M | 0.07% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 198,628 | $2.78M | 0.02% | −5,400−2.6% | Reduced |
| Nordea Investment Management AB | 206,576 | $2.91M | 0.00% | −18,014−8.0% | Reduced |
| State of Wisconsin Investment Board | 211,766 | $2.97M | 0.01% | −15,816−6.9% | Reduced |
| Russell Investments Group, Ltd. | 213,797 | $3.00M | 0.01% | −177,862−45.4% | Reduced |
| Renaissance Technologies LLC | 217,700 | $3.05M | 0.01% | +217,700 | New |
| Pacific Heights Asset Management LLC | 250,000 | $3.50M | 0.33% | 00.0% | Unchanged |
| LDR Capital Management LLC | 251,039 | $3.52M | 2.14% | +32,094+14.7% | Added |
| Scout Investments, Inc. | 270,434 | $3.72M | 0.09% | −7,856−2.8% | Reduced |
| NFJ Investment Group, LLC | 269,158 | $3.77M | 0.11% | +269,158 | New |
| Royal Bank of Canada | 271,845 | $3.81M | 0.00% | −2,276−0.8% | Reduced |
| Neuberger Berman Group LLC | 280,652 | $3.93M | 0.00% | +2,245+0.8% | Added |
| Montag A & Associates Inc | 281,915 | $3.95M | 0.25% | −4,041−1.4% | Reduced |
| Wells Fargo & Company | 295,832 | $4.15M | 0.00% | −11,036−3.6% | Reduced |
| Robotti Robert | 303,920 | $4.26M | 0.63% | −3,650−1.2% | Reduced |
| Ameriprise Financial Inc | 341,404 | $4.79M | 0.00% | −26,342−7.2% | Reduced |
| Bank of New York Mellon Corp | 343,547 | $4.82M | 0.00% | +1,896+0.6% | Added |
| SEI Investments Co | 344,123 | $4.82M | 0.01% | +82,360+31.5% | Added |
| Envestnet Asset Management Inc | 374,805 | $5.25M | 0.00% | +123,248+49.0% | Added |
| Morgan Stanley | 453,728 | $6.36M | 0.00% | −25,011−5.2% | Reduced |
| Balyasny Asset Management LLC | 532,754 | $7.47M | 0.02% | +455,541+590.0% | Added |
| State of New Jersey Common Pension Fund D | 561,006 | $7.87M | 0.03% | +8,490+1.5% | Added |
| Heartland Advisors Inc | 592,750 | $8.31M | 0.47% | 00.0% | Unchanged |
| Raymond James & Associates | 603,629 | $8.46M | 0.01% | +37,391+6.6% | Added |
| Invesco Ltd. | 625,464 | $8.77M | 0.00% | +110,276+21.4% | Added |
| D.A. Davidson & Co. | 657,676 | $9.22M | 0.10% | +37,909+6.1% | Added |
| JPMorgan Chase & Co | 706,991 | $9.91M | 0.00% | −35,791−4.8% | Reduced |
| Charles Schwab Investment Management Inc | 742,848 | $10.4M | 0.00% | +46,291+6.6% | Added |
| Northern Trust Corp | 765,557 | $10.7M | 0.00% | +55,288+7.8% | Added |
| Nuveen Asset Management, LLC | 809,973 | $11.4M | 0.00% | +66,968+9.0% | Added |
| Dimensional Fund Advisors LP | 842,407 | $11.8M | 0.00% | +45,991+5.8% | Added |
| GW&K Investment Management, LLC | 944,698 | $13.2M | 0.13% | −26,046−2.7% | Reduced |
| Private Management Group Inc | 1,036,353 | $14.5M | 0.60% | +890,355+609.8% | Added |
| Bank of America Corp | 1,186,777 | $16.6M | 0.00% | −1,551−0.1% | Reduced |
| Geode Capital Management, LLC | 1,332,990 | $18.7M | 0.00% | +102,579+8.3% | Added |
| Jennison Associates LLC | 1,397,771 | $19.6M | 0.02% | −22,965−1.6% | Reduced |
| State Street Corp | 1,756,011 | $24.6M | 0.00% | +58,965+3.5% | Added |
| William Blair Investment Management, LLC | 2,051,574 | $28.8M | 0.10% | −158,903−7.2% | Reduced |
| Copeland Capital Management, LLC | 2,415,205 | $33.9M | 0.73% | +1,290+0.1% | Added |
| American Century Companies Inc | 2,532,194 | $35.5M | 0.03% | +576,304+29.5% | Added |
| FMR LLC | 2,727,137 | $38.2M | 0.00% | −30,746−1.1% | Reduced |
| T. Rowe Price Investment Management, Inc. | 2,783,908 | $39.0M | 0.03% | +805,645+40.7% | Added |
| BlackRock Inc. | 4,413,315 | $61.9M | 0.00% | −346,013−7.3% | Reduced |
| Vanguard Group Inc | 5,911,799 | $82.9M | 0.00% | −112,055−1.9% | Reduced |
| B&I Capital AG | 0 | $0 | 0.00% | −659,135−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −191,338−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −22,252−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −18,370−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −13,423−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −12,763−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −12,500−100.0% | Sold out |
| DuPont Capital Management Corp | 0 | $0 | 0.00% | −11,946−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −10,764−100.0% | Sold out |
| HSBC Holdings PLC | 0 | $0 | 0.00% | −10,746−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −4,894−100.0% | Sold out |