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 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,541,226 | $100.2M | 0.00% | +629,427+10.6% | Added |
| Eagle Asset Management Inc | 0 | $0 | 0.00% | −198,628−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −40,869−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −39,094−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −30,882−100.0% | Sold out |
| Centersquare Investment Management LLC | 0 | $0 | 0.00% | −28,200−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −22,619−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −19,972−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −17,586−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −15,442−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,353−100.0% | Sold out |
| RVW Wealth, LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| Allspring Global Investments Holdings, LLC | 0 | $0 | 0.00% | −1,170−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −412−100.0% | Sold out |
| Fifth Third Bancorp | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| Massmutual Trust Co FSB | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Advisor Partners II, LLC | – | – | – | – | Not filed |