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 |
| American International Group, Inc. | 29,765 | $456.0K | 0.00% | +1,936+7.0% | Added |
| Meixler Investment Management, Ltd. | 29,393 | $450.3K | 0.38% | +1,700+6.1% | Added |
| Lokken Investment Group LLC | 29,122 | $446.1K | 0.25% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 28,700 | $439.7K | 0.00% | +7,800+37.3% | Added |
| State of Alaska, Department of Revenue | 28,130 | $430.0K | 0.01% | +1,769+6.7% | Added |
| Jane Street Group, LLC | 28,035 | $429.5K | 0.00% | +28,035 | New |
| Deutsche Bank AG | 27,288 | $418.1K | 0.00% | −66−0.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 26,635 | $408.0K | 0.00% | +2,780+11.7% | Added |
| Pensionfund Sabic | 26,564 | $407.0K | 0.13% | 00.0% | Unchanged |
| Nordea Investment Management AB | 25,602 | $395.3K | 0.00% | −180,974−87.6% | Reduced |
| CWM Advisors, LLC | 25,093 | $384.4K | 0.04% | +3,076+14.0% | Added |
| Bessemer Group Inc | 25,078 | $384.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 24,808 | $380.1K | 0.00% | −768−3.0% | Reduced |
| Vert Asset Management LLC | 23,900 | $366.1K | 0.16% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 23,449 | $359.2K | 0.01% | −599−2.5% | Reduced |
| Engineers Gate Manager LP | 23,417 | $358.7K | 0.01% | +7,637+48.4% | Added |
| Quantbot Technologies LP | 23,004 | $352.4K | 0.02% | +966+4.4% | Added |
| Voya Investment Management LLC | 22,953 | $351.6K | 0.00% | +277+1.2% | Added |
| Keybank National Association | 22,520 | $345.0K | 0.00% | +28+0.1% | Added |
| New York State Common Retirement Fund | 22,484 | $344.5K | 0.00% | +28+0.1% | Added |
| Quadrature Capital Ltd | 21,234 | $325.2K | 0.01% | +21,234 | New |
| Public Employees Retirement Association of Colorado | 20,359 | $312.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 18,334 | $281.0K | 0.00% | −563−3.0% | Reduced |
| Aigen Investment Management, LP | 18,314 | $280.6K | 0.05% | +18,314 | New |
| Vident Advisory, LLC | 18,287 | $280.2K | 0.01% | −311−1.7% | Reduced |
| Orleans Capital Management Corp | 18,000 | $275.8K | 0.19% | 00.0% | Unchanged |
| Alps Advisors Inc | 17,727 | $271.6K | 0.00% | +125+0.7% | Added |
| Arizona State Retirement System | 17,334 | $265.6K | 0.00% | +894+5.4% | Added |
| Cipher Capital LP | 17,275 | $264.7K | 0.09% | +17,275 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,017 | $260.7K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,909 | $243.7K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 15,307 | $234.5K | 0.04% | +231+1.5% | Added |
| Connors Investor Services Inc | 15,300 | $234.0K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 14,525 | $222.5K | 0.01% | +3,064+26.7% | Added |
| Fox Run Management, L.L.C. | 13,723 | $210.2K | 0.05% | −1,129−7.6% | Reduced |
| Diversified Trust Co | 13,657 | $209.2K | 0.01% | +13,657 | New |
| Crestwood Advisors Group LLC | 13,596 | $208.3K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,400 | $205.3K | 0.03% | 00.0% | Unchanged |
| Prudential Financial Inc | 13,375 | $204.9K | 0.00% | +1,155+9.5% | Added |
| Creative Planning | 12,999 | $199.1K | 0.00% | +12,999 | New |
| Pathstone Holdings, LLC | 12,785 | $195.9K | 0.00% | +12,785 | New |
| BFSG, LLC | 12,760 | $195.5K | 0.03% | +2,020+18.8% | Added |
| STRS Ohio | 12,200 | $186.0K | 0.00% | +700+6.1% | Added |
| Nebula Research & Development LLC | 11,679 | $178.9K | 0.05% | −33,459−74.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,316 | $173.4K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 11,297 | $173.1K | 0.05% | 00.0% | Unchanged |
| Citigroup Inc | 11,221 | $171.9K | 0.00% | +4,883+77.0% | Added |
| Teacher Retirement System of Texas | 11,045 | $169.0K | 0.00% | −11,207−50.4% | Reduced |
| Point72 Middle East FZE | 11,015 | $168.7K | 0.01% | +1,677+18.0% | Added |
| Stockman Wealth Management, Inc. | 10,750 | $164.7K | 0.03% | 00.0% | Unchanged |
| M&G Investment Management Ltd | 10,895 | $163.4K | 0.00% | −813−6.9% | Reduced |
| PEAK6 Investments LLC | 10,377 | $159.0K | 0.01% | +10,377 | New |
| New York Life Investment Management LLC | 10,197 | $156.2K | 0.00% | +10,197 | New |
| Simplex Trading, LLC | 10,162 | $155.0K | 0.00% | +10,162 | New |
| Kovitz Investment Group Partners, LLC | 10,000 | $153.2K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 8,922 | $136.7K | 0.00% | +7,606+578.0% | Added |
| Point72 Asset Management, L.P. | 8,900 | $136.3K | 0.00% | +5,700+178.1% | Added |
| Lazard Asset Management LLC | 8,835 | $135.0K | 0.00% | +498+6.0% | Added |
| Signaturefd, LLC | 7,770 | $119.0K | 0.00% | +275+3.7% | Added |
| Highlander Capital Management, LLC | 6,950 | $106.5K | 0.04% | 00.0% | Unchanged |
| GW&K Investment Management, LLC | 6,752 | $103.0K | 0.00% | −937,946−99.3% | Reduced |
| Ameritas Investment Partners, Inc. | 6,199 | $95.0K | 0.00% | +729+13.3% | Added |
| Amalgamated Bank | 5,503 | $84.0K | 0.00% | −187−3.3% | Reduced |
| State of Wyoming | 5,435 | $83.3K | 0.02% | −5,923−52.1% | Reduced |
| Quadrant Capital Group LLC | 5,379 | $82.4K | 0.01% | +1,856+52.7% | Added |
| Metropolitan Life Insurance Co | 5,316 | $81.4K | 0.00% | +405+8.2% | Added |
| Spire Wealth Management | 3,950 | $61.8K | 0.00% | +630+19.0% | Added |
| Quarry LP | 3,079 | $47.2K | 0.02% | −879−22.2% | Reduced |
| SRS Capital Advisors, Inc. | 2,158 | $33.1K | 0.00% | +1,711+382.8% | Added |
| Federated Hermes, Inc. | 1,740 | $26.7K | 0.00% | −309−15.1% | Reduced |
| Proequities, Inc. | 1,704 | $26.1K | 0.00% | −68−3.8% | Reduced |
| Tradition Wealth Management, LLC | 1,486 | $23.0K | 0.00% | +20+1.4% | Added |
| US Bancorp | 1,032 | $15.8K | 0.00% | −1,306−55.9% | Reduced |
| AJOVista, LLC | 951 | $14.6K | 0.02% | +951 | New |
| Advisory Services Network, LLC | 857 | $13.1K | 0.00% | +857 | New |
| Principal Securities, Inc. | 771 | $11.8K | 0.00% | +771 | New |
| HM Payson & Co | 600 | $9.19K | 0.00% | 00.0% | Unchanged |
| Coppell Advisory Solutions LLC | 570 | $8.73K | 0.00% | +570 | New |
| Pathway Financial Advisers, LLC | 500 | $7.66K | 0.00% | +500 | New |
| GWM Advisors LLC | 429 | $6.57K | 0.00% | −271−38.7% | Reduced |
| HHM Wealth Advisors, LLC | 377 | $5.78K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 354 | $5.00K | 0.00% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 214 | $3.28K | 0.00% | +214 | New |
| Group One Trading, L.P. | 200 | $3.06K | 0.00% | +200 | New |
| First Horizon Advisors, Inc. | 161 | $2.47K | 0.00% | −184−53.3% | Reduced |
| 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 |
| BOK Financial Private Wealth, Inc. | 126 | $1.93K | 0.00% | +126 | New |
| Allworth Financial LP | 122 | $1.87K | 0.00% | +10+8.9% | Added |
| Huntington National Bank | 81 | $1.24K | 0.00% | −35−30.2% | Reduced |
| Loomis Sayles & Co L P | 85 | $1.00K | 0.00% | +85 | New |
| Private Wealth Management Group, LLC | 56 | $858 | 0.00% | +56 | New |
| Lindbrook Capital, LLC | 47 | $720 | 0.00% | −126−72.8% | Reduced |
| Raffa Wealth Management, LLC | 37 | $567 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $475 | 0.00% | +31 | New |
| GAMMA Investing LLC | 23 | $348 | 0.00% | +23 | New |
| Assetmark, Inc | 17 | $260 | 0.00% | +17 | New |
| American National Bank | 13 | $199 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $107 | 0.00% | 00.0% | Unchanged |