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, Q1 2024
Institutional positions in Umh Properties, Inc. as of Mar 31, 2024. 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
- 197
- −2 vs. Q4 2023
- Shares held
- 52.1M
- +845.7K (+1.6%) vs. Q4 2023
- Total value
- $846.4M
- +$60.9M (+7.7%) vs. Q4 2023
- New holders
- 21
- 78 more added
- Sold out
- 23
- 65 more reduced
2 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,377,983 | $103.6M | 0.00% | −163,243−2.5% | Reduced |
| BlackRock Inc. | 4,878,744 | $79.2M | 0.00% | −43,836−0.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 3,880,630 | $63.0M | 0.04% | +168,028+4.5% | Added |
| American Century Companies Inc | 2,901,796 | $47.1M | 0.03% | +49,108+1.7% | Added |
| FMR LLC | 2,728,897 | $44.3M | 0.00% | +810.0% | Added |
| Copeland Capital Management, LLC | 2,421,907 | $39.3M | 0.71% | +86,478+3.7% | Added |
| William Blair Investment Management, LLC | 2,007,864 | $32.6M | 0.08% | +100.0% | Added |
| State Street Corp | 1,881,251 | $30.6M | 0.00% | −20,374−1.1% | Reduced |
| Geode Capital Management, LLC | 1,523,454 | $24.7M | 0.00% | +45,744+3.1% | Added |
| Private Management Group Inc | 1,309,982 | $21.3M | 0.81% | −6,807−0.5% | Reduced |
| Jennison Associates LLC | 1,305,618 | $21.2M | 0.01% | +5,015+0.4% | Added |
| Bank of America Corp | 1,144,583 | $18.6M | 0.00% | −30,969−2.6% | Reduced |
| Dimensional Fund Advisors LP | 943,838 | $15.3M | 0.00% | +57,235+6.5% | Added |
| Nuveen Asset Management, LLC | 874,903 | $14.2M | 0.00% | +42,783+5.1% | Added |
| Northern Trust Corp | 833,888 | $13.5M | 0.00% | +34,521+4.3% | Added |
| Morgan Stanley | 830,447 | $13.5M | 0.00% | +294,773+55.0% | Added |
| Raymond James & Associates | 825,371 | $13.4M | 0.01% | +160,503+24.1% | Added |
| D.A. Davidson & Co. | 824,412 | $13.4M | 0.12% | +165,350+25.1% | Added |
| Charles Schwab Investment Management Inc | 818,120 | $13.3M | 0.00% | +17,551+2.2% | Added |
| Kennedy Capital Management, Inc. | 664,377 | $10.8M | 0.22% | +472,307+245.9% | Added |
| State of New Jersey Common Pension Fund D | 606,762 | $9.85M | 0.03% | +35,405+6.2% | Added |
| Millennium Management LLC | 574,344 | $9.33M | 0.01% | +536,469+1,416.4% | Added |
| JPMorgan Chase & Co | 541,854 | $8.80M | 0.00% | +30,965+6.1% | Added |
| Cerity Partners LLC | 442,786 | $7.19M | 0.02% | +251,552+131.5% | Added |
| SEI Investments Co | 385,571 | $6.26M | 0.01% | +15,553+4.2% | Added |
| Envestnet Asset Management Inc | 380,076 | $6.17M | 0.00% | +24,952+7.0% | Added |
| Goldman Sachs Group Inc | 364,086 | $5.91M | 0.00% | +98,136+36.9% | Added |
| Bank of New York Mellon Corp | 354,612 | $5.76M | 0.00% | −9,187−2.5% | Reduced |
| Ameriprise Financial Inc | 327,904 | $5.33M | 0.00% | −13,581−4.0% | Reduced |
| State of Wisconsin Investment Board | 320,965 | $5.21M | 0.01% | −38,781−10.8% | Reduced |
| Robotti Robert | 303,822 | $4.93M | 0.67% | +2,730+0.9% | Added |
| Heartland Advisors Inc | 300,000 | $4.87M | 0.26% | −298,400−49.9% | Reduced |
| Neuberger Berman Group LLC | 290,725 | $4.72M | 0.00% | +37,810+14.9% | Added |
| Wells Fargo & Company | 290,116 | $4.71M | 0.00% | −7,683−2.6% | Reduced |
| Royal Bank of Canada | 289,960 | $4.71M | 0.00% | +68,390+30.9% | Added |
| Storebrand Asset Management AS | 280,582 | $4.56M | 0.02% | −66,921−19.3% | Reduced |
| Montag A & Associates Inc | 270,911 | $4.40M | 0.22% | −8,504−3.0% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $4.06M | 0.33% | 00.0% | Unchanged |
| Scout Investments, Inc. | 250,334 | $3.99M | 0.10% | −15,922−6.0% | Reduced |
| LDR Capital Management LLC | 236,461 | $3.84M | 2.58% | −14,578−5.8% | Reduced |
| NFJ Investment Group, LLC | 232,736 | $3.78M | 0.10% | −14,145−5.7% | Reduced |
| Panagora Asset Management Inc | 226,487 | $3.68M | 0.02% | +107,763+90.8% | Added |
| Russell Investments Group, Ltd. | 212,289 | $3.45M | 0.01% | −16,018−7.0% | Reduced |
| Wedbush Securities Inc | 211,382 | $3.43M | 0.13% | +35,721+20.3% | Added |
| Qube Research & Technologies Ltd | 210,986 | $3.43M | 0.01% | +161,622+327.4% | Added |
| Invesco Ltd. | 186,343 | $3.03M | 0.00% | −59,838−24.3% | Reduced |
| North Star Investment Management Corp. | 176,186 | $2.86M | 0.20% | +66,000+59.9% | Added |
| Stifel Financial Corp | 135,521 | $2.20M | 0.00% | +12,282+10.0% | Added |
| WealthTrust Axiom LLC | 129,565 | $2.10M | 0.68% | −5,249−3.9% | Reduced |
| Knights of Columbus Asset Advisors LLC | 125,293 | $2.03M | 0.15% | −119,276−48.8% | Reduced |
| Swiss National Bank | 124,500 | $2.02M | 0.00% | +2,300+1.9% | Added |
| UBS Group AG | 119,029 | $1.93M | 0.00% | −1,989−1.6% | Reduced |
| Silver Lake Advisory, LLC | 111,074 | $1.80M | 0.80% | −826−0.7% | Reduced |
| Barclays PLC | 109,424 | $1.78M | 0.00% | −45,679−29.5% | Reduced |
| McIlrath & Eck, LLC | 105,503 | $1.71M | 0.27% | +317+0.3% | Added |
| Renaissance Technologies LLC | 105,000 | $1.71M | 0.00% | −168,300−61.6% | Reduced |
| Rhumbline Advisers | 100,390 | $1.63M | 0.00% | +2,716+2.8% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.57M | 0.09% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 92,021 | $1.49M | 0.72% | −1,000−1.1% | Reduced |
| Asset Management One Co.,Ltd. | 91,751 | $1.49M | 0.01% | −2,566−2.7% | Reduced |
| Shufro Rose & Co LLC | 90,750 | $1.47M | 0.12% | −2,050−2.2% | Reduced |
| Public Employees Retirement System of Ohio | 89,118 | $1.45M | 0.01% | −511−0.6% | Reduced |
| UBS Asset Management Americas Inc | 87,935 | $1.43M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 83,437 | $1.35M | 0.00% | +9,615+13.0% | Added |
| Mutual of America Capital Management LLC | 83,128 | $1.35M | 0.01% | −6,752−7.5% | Reduced |
| Gamco Investors, Inc. Et Al | 79,800 | $1.30M | 0.01% | +6,500+8.9% | Added |
| Susquehanna International Group, LLP | 79,587 | $1.29M | 0.00% | +29,628+59.3% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.19M | 0.02% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 71,100 | $1.15M | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,952 | $1.14M | 0.00% | +2,058+3.0% | Added |
| California State Teachers Retirement System | 62,850 | $1.02M | 0.00% | −2,175−3.3% | Reduced |
| Alliancebernstein L.P. | 62,451 | $1.01M | 0.00% | +17,112+37.7% | Added |
| Susquehanna Portfolio Strategies, LLC | 60,868 | $988.5K | 0.02% | −3,343−5.2% | Reduced |
| Credit Suisse AG | 59,250 | $962.2K | 0.00% | +14,098+31.2% | Added |
| Gsa Capital Partners LLP | 58,757 | $954.0K | 0.08% | −54,851−48.3% | Reduced |
| Hunter Perkins Capital Management, LLC | 58,575 | $951.0K | 0.19% | +21,225+56.8% | Added |
| Pensionfund DSM Netherlands | 57,900 | $940.0K | 0.50% | +3,000+5.5% | Added |
| Commonwealth Equity Services, LLC | 57,821 | $939.0K | 0.00% | −4,873−7.8% | Reduced |
| Legal & General Group Plc | 56,170 | $912.2K | 0.00% | +2,171+4.0% | Added |
| Bard Associates Inc | 49,235 | $799.6K | 0.29% | −600−1.2% | Reduced |
| Cornercap Investment Counsel Inc | 46,922 | $762.0K | 0.12% | +46,922 | New |
| Manufacturers Life Insurance Company, The | 44,192 | $717.7K | 0.00% | +9,694+28.1% | Added |
| Two Sigma Advisers, LP | 40,900 | $664.2K | 0.00% | −75,800−65.0% | Reduced |
| Citadel Advisors LLC | 40,327 | $654.9K | 0.00% | −62,330−60.7% | Reduced |
| Pathstone Holdings, LLC | 39,923 | $648.3K | 0.00% | +27,138+212.3% | Added |
| Deutsche Bank AG | 39,503 | $641.5K | 0.00% | +12,215+44.8% | Added |
| Lokken Investment Group LLC | 39,122 | $635.3K | 0.32% | +10,000+34.3% | Added |
| Cipher Capital LP | 38,910 | $631.9K | 0.29% | +21,635+125.2% | Added |
| Clear Creek Financial Management, LLC | 38,434 | $624.2K | 0.08% | −1,189−3.0% | Reduced |
| HRT Financial LP | 37,714 | $612.0K | 0.00% | +37,714 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,160 | $603.5K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 36,885 | $599.0K | 0.01% | −92−0.2% | Reduced |
| AQR Capital Management LLC | 34,462 | $559.7K | 0.00% | +3,840+12.5% | Added |
| Centiva Capital, LP | 33,456 | $543.3K | 0.03% | +33,456 | New |
| Boston Partners | 33,384 | $542.2K | 0.00% | −2,393−6.7% | Reduced |
| Price T Rowe Associates Inc | 32,577 | $530.0K | 0.00% | +2,158+7.1% | Added |
| Squarepoint Ops LLC | 32,210 | $523.1K | 0.00% | −1,166−3.5% | Reduced |
| Janus Henderson Group PLC | 32,121 | $521.5K | 0.00% | +70.0% | Added |
| MetLife Investment Management | 31,404 | $510.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 30,304 | $492.1K | 0.00% | −3,122−9.3% | Reduced |