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