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

Q4 2023 vs. Q3 2023

How the institutions holding Umh Properties, Inc. changed between Q3 2023 and Q4 2023.

All holders in Q4 2023 All holders in Q3 2023

13F holders of UMH: Q3 2023 compared with Q4 2023
Measure	Q3 2023	Of which not filed for Q4 2023	Q4 2023	Change
Holders	189	1	201	+13
Shares	48.7M	10.3K	51.3M	+2.56M (+5.2%)
Value	$683.4M	$144.6K	$785.7M	+$102.5M (+15.0%)

1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so the changes leave them out.

New holders (30)

Institutions that held Umh Properties, Inc. at the end of Q4 2023 but not at the end of Q3 2023.

Institutions new to UMH in Q4 2023
Institution	Shares	Value	% of portfolio
Cerity Partners LLC	191,234	$2.93M	0.01%
Panagora Asset Management Inc	118,724	$1.82M	0.01%
Mutual of America Capital Management LLC	89,880	$1.38M	0.02%
Susquehanna Portfolio Strategies, LLC	64,211	$983.7K	0.02%
Susquehanna International Group, LLP	49,959	$765.4K	0.00%
Qube Research & Technologies Ltd	49,364	$756.3K	0.00%
Jane Street Group, LLC	28,035	$429.5K	0.00%
Quadrature Capital Ltd	21,234	$325.2K	0.01%
Aigen Investment Management, LP	18,314	$280.6K	0.05%
Cipher Capital LP	17,275	$264.7K	0.09%
Diversified Trust Co	13,657	$209.2K	0.01%
Creative Planning	12,999	$199.1K	0.00%
Pathstone Holdings, LLC	12,785	$195.9K	0.00%
PEAK6 Investments LLC	10,377	$159.0K	0.01%
New York Life Investment Management LLC	10,197	$156.2K	0.00%
Simplex Trading, LLC	10,162	$155.0K	0.00%
AJOVista, LLC	951	$14.6K	0.02%
Advisory Services Network, LLC	857	$13.1K	0.00%
Principal Securities, Inc.	771	$11.8K	0.00%
Coppell Advisory Solutions LLC	570	$8.73K	0.00%
Pathway Financial Advisers, LLC	500	$7.66K	0.00%
EntryPoint Capital, LLC	214	$3.28K	0.00%
Group One Trading, L.P.	200	$3.06K	0.00%
Oakworth Capital, Inc.	130	$1.99K	0.00%
BOK Financial Private Wealth, Inc.	126	$1.93K	0.00%
Loomis Sayles & Co L P	85	$1.00K	0.00%
Private Wealth Management Group, LLC	56	$858	0.00%
Farther Finance Advisors, LLC	31	$475	0.00%
GAMMA Investing LLC	23	$348	0.00%
Assetmark, Inc	17	$260	0.00%

Sold out (17)

Institutions that held Umh Properties, Inc. at the end of Q3 2023 and filed for Q4 2023 without it.

Institutions that sold out of UMH in Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Eagle Asset Management Inc	198,628	$2.78M
RMB Capital Management, LLC	40,869	$573.0K
ExodusPoint Capital Management, LP	39,094	$548.0K
Lee Financial Co	30,882	$433.0K
Centersquare Investment Management LLC	28,200	$395.4K
Connor, Clark & Lunn Investment Management Ltd.	22,619	$317.1K
Jump Financial, LLC	19,972	$280.0K
Dynamic Technology Lab Private Ltd	17,586	$247.0K
Meiji Yasuda Asset Management Co Ltd.	15,442	$216.5K
Graham Capital Management, L.P.	13,353	$187.2K
RVW Wealth, LLC	1,500	$21.0K
Earnest Partners LLC	1,300	$18.2K
Allspring Global Investments Holdings, LLC	1,170	$16.4K
Parallel Advisors, LLC	485	$6.80K
Cary Street Partner Investment Advisory LLC	412	$5.78K
Fifth Third Bancorp	220	$3.08K
Massmutual Trust Co FSB	70	$981

Not filed for Q4 2023 yet (1)

Institutions that held Umh Properties, Inc. at the end of Q3 2023 and haven't filed a 13F for Q4 2023. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UMH in Q3 2023 that haven't filed for Q4 2023
Institution	Shares, Q3 2023	Value, Q3 2023
Advisor Partners II, LLC	10,313	$144.6K