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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 30,334 | $465.0K | 0.01% | +9,155+43.2% | Added |
| Price T Rowe Associates Inc | 30,419 | $467.0K | 0.00% | +2,149+7.6% | Added |
| AQR Capital Management LLC | 30,622 | $469.1K | 0.00% | +3,129+11.4% | Added |
| MetLife Investment Management | 31,404 | $481.1K | 0.00% | +2,253+7.7% | Added |
| Janus Henderson Group PLC | 32,114 | $491.8K | 0.00% | −38−0.1% | Reduced |
| Squarepoint Ops LLC | 33,376 | $511.3K | 0.00% | −8,170−19.7% | Reduced |
| BNP Paribas Arbitrage, SA | 33,426 | $512.1K | 0.00% | −6,931−17.2% | Reduced |
| Manufacturers Life Insurance Company, The | 34,498 | $528.5K | 0.00% | +1,385+4.2% | Added |
| LPL Financial LLC | 34,781 | $532.8K | 0.00% | +324+0.9% | Added |
| Boston Partners | 35,777 | $548.1K | 0.00% | −15,300−30.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,160 | $550.7K | 0.00% | +3,588+10.7% | Added |
| Penserra Capital Management LLC | 36,977 | $566.0K | 0.01% | +4,049+12.3% | Added |
| Hunter Perkins Capital Management, LLC | 37,350 | $572.0K | 0.12% | −92,960−71.3% | Reduced |
| Millennium Management LLC | 37,875 | $580.2K | 0.00% | −84,769−69.1% | Reduced |
| Clear Creek Financial Management, LLC | 39,623 | $607.0K | 0.10% | +15,245+62.5% | Added |
| Advisor Group Holdings, Inc. | 42,604 | $652.7K | 0.00% | −18,117−29.8% | Reduced |
| Credit Suisse AG | 45,152 | $691.7K | 0.00% | −3,570−7.3% | Reduced |
| Alliancebernstein L.P. | 45,339 | $694.6K | 0.00% | +75+0.2% | Added |
| Two Sigma Investments, LP | 46,002 | $704.8K | 0.00% | −32,829−41.6% | Reduced |
| Qube Research & Technologies Ltd | 49,364 | $756.3K | 0.00% | +49,364 | New |
| Bard Associates Inc | 49,835 | $763.5K | 0.29% | +1,060+2.2% | Added |
| Susquehanna International Group, LLP | 49,959 | $765.4K | 0.00% | +49,959 | New |
| Legal & General Group Plc | 53,999 | $827.3K | 0.00% | +173+0.3% | Added |
| Pensionfund DSM Netherlands | 54,900 | $841.0K | 0.51% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 62,694 | $960.0K | 0.00% | +17,995+40.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 64,211 | $983.7K | 0.02% | +64,211 | New |
| California State Teachers Retirement System | 65,025 | $996.2K | 0.00% | +1,697+2.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 67,894 | $1.04M | 0.00% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 71,100 | $1.09M | 0.00% | +7,800+12.3% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.12M | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 73,300 | $1.12M | 0.01% | −1,000−1.3% | Reduced |
| Great West Life Assurance Co | 73,822 | $1.13M | 0.00% | +6,473+9.6% | Added |
| Shufro Rose & Co LLC | 92,800 | $1.30M | 0.12% | +400+0.4% | Added |
| UBS Asset Management Americas Inc | 87,935 | $1.35M | 0.00% | +9,094+11.5% | Added |
| Public Employees Retirement System of Ohio | 89,629 | $1.37M | 0.01% | +4,562+5.4% | Added |
| Mutual of America Capital Management LLC | 89,880 | $1.38M | 0.02% | +89,880 | New |
| Caldwell Sutter Capital, Inc. | 93,021 | $1.43M | 0.72% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 94,317 | $1.47M | 0.01% | +4,068+4.5% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.48M | 0.10% | 00.0% | Unchanged |
| Rhumbline Advisers | 97,674 | $1.50M | 0.00% | +2,517+2.6% | Added |
| Citadel Advisors LLC | 102,657 | $1.57M | 0.00% | +58,320+131.5% | Added |
| McIlrath & Eck, LLC | 105,186 | $1.61M | 0.28% | −169−0.2% | Reduced |
| Cubist Systematic Strategies, LLC | 108,096 | $1.66M | 0.02% | +60,221+125.8% | Added |
| North Star Investment Management Corp. | 110,186 | $1.69M | 0.13% | +6,060+5.8% | Added |
| Silver Lake Advisory, LLC | 111,900 | $1.71M | 0.96% | +114+0.1% | Added |
| Gsa Capital Partners LLP | 113,608 | $1.74M | 0.15% | +15,166+15.4% | Added |
| Two Sigma Advisers, LP | 116,700 | $1.79M | 0.00% | −22,300−16.0% | Reduced |
| Panagora Asset Management Inc | 118,724 | $1.82M | 0.01% | +118,724 | New |
| UBS Group AG | 121,018 | $1.85M | 0.00% | +32,435+36.6% | Added |
| Swiss National Bank | 122,200 | $1.87M | 0.00% | −4,700−3.7% | Reduced |
| Stifel Financial Corp | 123,239 | $1.89M | 0.00% | +768+0.6% | Added |
| Koshinski Asset Management, Inc. | 133,790 | $2.05M | 0.31% | +57,229+74.7% | Added |
| WealthTrust Axiom LLC | 134,814 | $2.07M | 0.69% | +1,500+1.1% | Added |
| Barclays PLC | 155,103 | $2.38M | 0.00% | +72,531+87.8% | Added |
| Wedbush Securities Inc | 175,661 | $2.69M | 0.12% | +37,779+27.4% | Added |
| Cerity Partners LLC | 191,234 | $2.93M | 0.01% | +191,234 | New |
| Kennedy Capital Management, Inc. | 192,070 | $2.94M | 0.06% | −3,274−1.7% | Reduced |
| Penn Capital Management Co Inc | 194,646 | $2.98M | 0.27% | +11,643+6.4% | Added |
| Royal Bank of Canada | 221,570 | $3.39M | 0.00% | −50,275−18.5% | Reduced |
| Russell Investments Group, Ltd. | 228,307 | $3.50M | 0.01% | +14,510+6.8% | Added |
| Knights of Columbus Asset Advisors LLC | 244,569 | $3.75M | 0.24% | +124,019+102.9% | Added |
| Invesco Ltd. | 246,181 | $3.77M | 0.00% | −379,283−60.6% | Reduced |
| NFJ Investment Group, LLC | 246,881 | $3.78M | 0.10% | −22,277−8.3% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $3.83M | 0.33% | 00.0% | Unchanged |
| LDR Capital Management LLC | 251,039 | $3.85M | 2.15% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 252,915 | $3.87M | 0.00% | −27,737−9.9% | Reduced |
| Goldman Sachs Group Inc | 265,950 | $4.07M | 0.00% | +123,360+86.5% | Added |
| Scout Investments, Inc. | 266,256 | $4.08M | 0.10% | −4,178−1.5% | Reduced |
| Renaissance Technologies LLC | 273,300 | $4.19M | 0.01% | +55,600+25.5% | Added |
| Montag A & Associates Inc | 279,415 | $4.28M | 0.24% | −2,500−0.9% | Reduced |
| Wells Fargo & Company | 297,799 | $4.56M | 0.00% | +1,967+0.7% | Added |
| Robotti Robert | 301,092 | $4.61M | 0.66% | −2,828−0.9% | Reduced |
| Ameriprise Financial Inc | 341,485 | $5.23M | 0.00% | +810.0% | Added |
| Storebrand Asset Management AS | 347,503 | $5.32M | 0.02% | +285,893+464.0% | Added |
| Envestnet Asset Management Inc | 355,124 | $5.44M | 0.00% | −19,681−5.3% | Reduced |
| State of Wisconsin Investment Board | 359,746 | $5.51M | 0.02% | +147,980+69.9% | Added |
| Bank of New York Mellon Corp | 363,799 | $5.57M | 0.00% | +20,252+5.9% | Added |
| SEI Investments Co | 370,018 | $5.67M | 0.01% | +25,895+7.5% | Added |
| JPMorgan Chase & Co | 510,889 | $7.83M | 0.00% | −196,102−27.7% | Reduced |
| Morgan Stanley | 535,674 | $8.21M | 0.00% | +81,946+18.1% | Added |
| State of New Jersey Common Pension Fund D | 571,357 | $8.75M | 0.03% | +10,351+1.8% | Added |
| Heartland Advisors Inc | 598,400 | $9.17M | 0.48% | +5,650+1.0% | Added |
| Balyasny Asset Management LLC | 615,511 | $9.43M | 0.03% | +82,757+15.5% | Added |
| D.A. Davidson & Co. | 659,062 | $10.1M | 0.10% | +1,386+0.2% | Added |
| Raymond James & Associates | 664,868 | $10.2M | 0.01% | +61,239+10.1% | Added |
| Northern Trust Corp | 799,367 | $12.2M | 0.00% | +33,810+4.4% | Added |
| Charles Schwab Investment Management Inc | 800,569 | $12.3M | 0.00% | +57,721+7.8% | Added |
| Nuveen Asset Management, LLC | 832,120 | $12.7M | 0.00% | +22,147+2.7% | Added |
| Dimensional Fund Advisors LP | 886,603 | $13.6M | 0.00% | +44,196+5.2% | Added |
| Bank of America Corp | 1,175,552 | $18.0M | 0.00% | −11,225−0.9% | Reduced |
| Jennison Associates LLC | 1,300,603 | $19.9M | 0.01% | −97,168−7.0% | Reduced |
| Private Management Group Inc | 1,316,789 | $20.2M | 0.77% | +280,436+27.1% | Added |
| Geode Capital Management, LLC | 1,477,710 | $22.6M | 0.00% | +144,720+10.9% | Added |
| State Street Corp | 1,901,625 | $29.1M | 0.00% | +145,614+8.3% | Added |
| William Blair Investment Management, LLC | 2,007,854 | $30.8M | 0.09% | −43,720−2.1% | Reduced |
| Copeland Capital Management, LLC | 2,335,429 | $35.8M | 0.72% | −79,776−3.3% | Reduced |
| FMR LLC | 2,728,816 | $41.8M | 0.00% | +1,679+0.1% | Added |
| American Century Companies Inc | 2,852,688 | $43.7M | 0.03% | +320,494+12.7% | Added |
| T. Rowe Price Investment Management, Inc. | 3,712,602 | $56.9M | 0.04% | +928,694+33.4% | Added |
| BlackRock Inc. | 4,922,580 | $75.4M | 0.00% | +509,265+11.5% | Added |