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, Q4 2023
Institutional positions in Umh Properties, Inc. as of Dec 31, 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
- 201
- +13 vs. Q3 2023
- Shares held
- 51.3M
- +2.56M (+5.2%) vs. Q3 2023
- Total value
- $785.7M
- +$102.5M (+15.0%) vs. Q3 2023
- New holders
- 30
- 93 more added
- Sold out
- 17
- 49 more reduced
1 institution that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | −1−14.3% | Reduced |
| Harbour Investments, Inc. | 7 | $107 | 0.00% | 00.0% | Unchanged |
| American National Bank | 13 | $199 | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 17 | $260 | 0.00% | +17 | New |
| GAMMA Investing LLC | 23 | $348 | 0.00% | +23 | New |
| Farther Finance Advisors, LLC | 31 | $475 | 0.00% | +31 | New |
| Raffa Wealth Management, LLC | 37 | $567 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 47 | $720 | 0.00% | −126−72.8% | Reduced |
| Private Wealth Management Group, LLC | 56 | $858 | 0.00% | +56 | New |
| Loomis Sayles & Co L P | 85 | $1.00K | 0.00% | +85 | New |
| Huntington National Bank | 81 | $1.24K | 0.00% | −35−30.2% | Reduced |
| Allworth Financial LP | 122 | $1.87K | 0.00% | +10+8.9% | Added |
| BOK Financial Private Wealth, Inc. | 126 | $1.93K | 0.00% | +126 | New |
| The PNC Financial Services Group, Inc. | 130 | $1.99K | 0.00% | +94+261.1% | Added |
| Oakworth Capital, Inc. | 130 | $1.99K | 0.00% | +130 | New |
| First Horizon Advisors, Inc. | 161 | $2.47K | 0.00% | −184−53.3% | Reduced |
| Group One Trading, L.P. | 200 | $3.06K | 0.00% | +200 | New |
| EntryPoint Capital, LLC | 214 | $3.28K | 0.00% | +214 | New |
| CWM, LLC | 354 | $5.00K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 377 | $5.78K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 429 | $6.57K | 0.00% | −271−38.7% | Reduced |
| Pathway Financial Advisers, LLC | 500 | $7.66K | 0.00% | +500 | New |
| Coppell Advisory Solutions LLC | 570 | $8.73K | 0.00% | +570 | New |
| HM Payson & Co | 600 | $9.19K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 771 | $11.8K | 0.00% | +771 | New |
| Advisory Services Network, LLC | 857 | $13.1K | 0.00% | +857 | New |
| AJOVista, LLC | 951 | $14.6K | 0.02% | +951 | New |
| US Bancorp | 1,032 | $15.8K | 0.00% | −1,306−55.9% | Reduced |
| Tradition Wealth Management, LLC | 1,486 | $23.0K | 0.00% | +20+1.4% | Added |
| Proequities, Inc. | 1,704 | $26.1K | 0.00% | −68−3.8% | Reduced |
| Federated Hermes, Inc. | 1,740 | $26.7K | 0.00% | −309−15.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,158 | $33.1K | 0.00% | +1,711+382.8% | Added |
| Quarry LP | 3,079 | $47.2K | 0.02% | −879−22.2% | Reduced |
| Spire Wealth Management | 3,950 | $61.8K | 0.00% | +630+19.0% | Added |
| Metropolitan Life Insurance Co | 5,316 | $81.4K | 0.00% | +405+8.2% | Added |
| Quadrant Capital Group LLC | 5,379 | $82.4K | 0.01% | +1,856+52.7% | Added |
| State of Wyoming | 5,435 | $83.3K | 0.02% | −5,923−52.1% | Reduced |
| Amalgamated Bank | 5,503 | $84.0K | 0.00% | −187−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,199 | $95.0K | 0.00% | +729+13.3% | Added |
| GW&K Investment Management, LLC | 6,752 | $103.0K | 0.00% | −937,946−99.3% | Reduced |
| Highlander Capital Management, LLC | 6,950 | $106.5K | 0.04% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,770 | $119.0K | 0.00% | +275+3.7% | Added |
| Lazard Asset Management LLC | 8,835 | $135.0K | 0.00% | +498+6.0% | Added |
| Point72 Asset Management, L.P. | 8,900 | $136.3K | 0.00% | +5,700+178.1% | Added |
| Tower Research Capital LLC (TRC) | 8,922 | $136.7K | 0.00% | +7,606+578.0% | Added |
| Kovitz Investment Group Partners, LLC | 10,000 | $153.2K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 10,162 | $155.0K | 0.00% | +10,162 | New |
| New York Life Investment Management LLC | 10,197 | $156.2K | 0.00% | +10,197 | New |
| PEAK6 Investments LLC | 10,377 | $159.0K | 0.01% | +10,377 | New |
| M&G Investment Management Ltd | 10,895 | $163.4K | 0.00% | −813−6.9% | Reduced |
| Stockman Wealth Management, Inc. | 10,750 | $164.7K | 0.03% | 00.0% | Unchanged |
| Point72 Middle East FZE | 11,015 | $168.7K | 0.01% | +1,677+18.0% | Added |
| Teacher Retirement System of Texas | 11,045 | $169.0K | 0.00% | −11,207−50.4% | Reduced |
| Citigroup Inc | 11,221 | $171.9K | 0.00% | +4,883+77.0% | Added |
| Firestone Capital Management | 11,297 | $173.1K | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,316 | $173.4K | 0.00% | 00.0% | Unchanged |
| Nebula Research & Development LLC | 11,679 | $178.9K | 0.05% | −33,459−74.1% | Reduced |
| STRS Ohio | 12,200 | $186.0K | 0.00% | +700+6.1% | Added |
| BFSG, LLC | 12,760 | $195.5K | 0.03% | +2,020+18.8% | Added |
| Pathstone Holdings, LLC | 12,785 | $195.9K | 0.00% | +12,785 | New |
| Creative Planning | 12,999 | $199.1K | 0.00% | +12,999 | New |
| Prudential Financial Inc | 13,375 | $204.9K | 0.00% | +1,155+9.5% | Added |
| NJ State Employees Deferred Compensation Plan | 13,400 | $205.3K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,596 | $208.3K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 13,657 | $209.2K | 0.01% | +13,657 | New |
| Fox Run Management, L.L.C. | 13,723 | $210.2K | 0.05% | −1,129−7.6% | Reduced |
| Wealthcare Advisory Partners LLC | 14,525 | $222.5K | 0.01% | +3,064+26.7% | Added |
| Connors Investor Services Inc | 15,300 | $234.0K | 0.03% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 15,307 | $234.5K | 0.04% | +231+1.5% | Added |
| State Board of Administration of Florida Retirement System | 15,909 | $243.7K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,017 | $260.7K | 0.00% | 00.0% | Unchanged |
| Cipher Capital LP | 17,275 | $264.7K | 0.09% | +17,275 | New |
| Arizona State Retirement System | 17,334 | $265.6K | 0.00% | +894+5.4% | Added |
| Alps Advisors Inc | 17,727 | $271.6K | 0.00% | +125+0.7% | Added |
| Orleans Capital Management Corp | 18,000 | $275.8K | 0.19% | 00.0% | Unchanged |
| Vident Advisory, LLC | 18,287 | $280.2K | 0.01% | −311−1.7% | Reduced |
| Aigen Investment Management, LP | 18,314 | $280.6K | 0.05% | +18,314 | New |
| Daiwa Securities Group Inc. | 18,334 | $281.0K | 0.00% | −563−3.0% | Reduced |
| Public Employees Retirement Association of Colorado | 20,359 | $312.0K | 0.00% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 21,234 | $325.2K | 0.01% | +21,234 | New |
| New York State Common Retirement Fund | 22,484 | $344.5K | 0.00% | +28+0.1% | Added |
| Keybank National Association | 22,520 | $345.0K | 0.00% | +28+0.1% | Added |
| Voya Investment Management LLC | 22,953 | $351.6K | 0.00% | +277+1.2% | Added |
| Quantbot Technologies LP | 23,004 | $352.4K | 0.02% | +966+4.4% | Added |
| Engineers Gate Manager LP | 23,417 | $358.7K | 0.01% | +7,637+48.4% | Added |
| Snowden Capital Advisors LLC | 23,449 | $359.2K | 0.01% | −599−2.5% | Reduced |
| Vert Asset Management LLC | 23,900 | $366.1K | 0.16% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24,808 | $380.1K | 0.00% | −768−3.0% | Reduced |
| Bessemer Group Inc | 25,078 | $384.0K | 0.00% | 00.0% | Unchanged |
| CWM Advisors, LLC | 25,093 | $384.4K | 0.04% | +3,076+14.0% | Added |
| Nordea Investment Management AB | 25,602 | $395.3K | 0.00% | −180,974−87.6% | Reduced |
| Pensionfund Sabic | 26,564 | $407.0K | 0.13% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 26,635 | $408.0K | 0.00% | +2,780+11.7% | Added |
| Deutsche Bank AG | 27,288 | $418.1K | 0.00% | −66−0.2% | Reduced |
| Jane Street Group, LLC | 28,035 | $429.5K | 0.00% | +28,035 | New |
| State of Alaska, Department of Revenue | 28,130 | $430.0K | 0.01% | +1,769+6.7% | Added |
| Schonfeld Strategic Advisors LLC | 28,700 | $439.7K | 0.00% | +7,800+37.3% | Added |
| Lokken Investment Group LLC | 29,122 | $446.1K | 0.25% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 29,393 | $450.3K | 0.38% | +1,700+6.1% | Added |
| American International Group, Inc. | 29,765 | $456.0K | 0.00% | +1,936+7.0% | Added |