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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $114 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 10 | $162 | 0.00% | +10 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 12 | $194 | 0.00% | +12 | New |
| Sound Income Strategies, LLC | 15 | $244 | 0.00% | +15 | New |
| GAMMA Investing LLC | 23 | $374 | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 31 | $494 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $601 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 47 | $763 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $910 | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 81 | $1.31K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 89 | $1.45K | 0.00% | +89 | New |
| Allworth Financial LP | 122 | $1.98K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 130 | $2.11K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 144 | $2.29K | 0.00% | +144 | New |
| First Horizon Advisors, Inc. | 161 | $2.62K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 300 | $4.87K | 0.00% | −129−30.1% | Reduced |
| CWM, LLC | 296 | $5.00K | 0.00% | −58−16.4% | Reduced |
| Principal Securities, Inc. | 318 | $5.16K | 0.00% | −453−58.8% | Reduced |
| HHM Wealth Advisors, LLC | 377 | $6.12K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 407 | $6.61K | 0.00% | +407 | New |
| Group One Trading, L.P. | 500 | $8.12K | 0.00% | +300+150.0% | Added |
| The PNC Financial Services Group, Inc. | 600 | $9.74K | 0.00% | +470+361.5% | Added |
| US Bancorp | 603 | $9.79K | 0.00% | −429−41.6% | Reduced |
| Tower Research Capital LLC (TRC) | 698 | $11.3K | 0.00% | −8,224−92.2% | Reduced |
| Pathway Financial Advisers, LLC | 734 | $11.9K | 0.00% | +234+46.8% | Added |
| GW&K Investment Management, LLC | 851 | $14.0K | 0.00% | −5,901−87.4% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,026 | $16.7K | 0.00% | +1,026 | New |
| Loomis Sayles & Co L P | 1,413 | $23.0K | 0.00% | +1,328+1,562.4% | Added |
| Stone House Investment Management, LLC | 1,582 | $25.7K | 0.01% | +1,582 | New |
| Proequities, Inc. | 1,715 | $27.9K | 0.00% | +11+0.6% | Added |
| Federated Hermes, Inc. | 1,750 | $28.4K | 0.00% | +10+0.6% | Added |
| EntryPoint Capital, LLC | 2,020 | $32.8K | 0.03% | +1,806+843.9% | Added |
| Amalgamated Bank | 2,043 | $33.0K | 0.00% | −3,460−62.9% | Reduced |
| SRS Capital Advisors, Inc. | 2,198 | $35.7K | 0.00% | +40+1.9% | Added |
| Quest Partners LLC | 2,411 | $39.2K | 0.01% | +2,411 | New |
| Quarry LP | 2,997 | $48.7K | 0.02% | −82−2.7% | Reduced |
| Simplex Trading, LLC | 3,176 | $51.0K | 0.00% | −6,986−68.7% | Reduced |
| Spire Wealth Management | 3,950 | $64.1K | 0.00% | 00.0% | Unchanged |
| Metropolitan Life Insurance Co | 5,201 | $84.5K | 0.00% | −115−2.2% | Reduced |
| Quadrant Capital Group LLC | 5,644 | $91.7K | 0.01% | +265+4.9% | Added |
| Ameritas Investment Partners, Inc. | 6,199 | $100.7K | 0.00% | 00.0% | Unchanged |
| Signaturefd, LLC | 7,834 | $127.2K | 0.00% | +64+0.8% | Added |
| Lazard Asset Management LLC | 8,328 | $135.0K | 0.00% | −507−5.7% | Reduced |
| Advisor Group Holdings, Inc. | 8,590 | $139.5K | 0.00% | −34,014−79.8% | Reduced |
| Kovitz Investment Group Partners, LLC | 10,000 | $162.4K | 0.00% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 10,750 | $174.6K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 10,944 | $177.7K | 0.00% | +10,944 | New |
| Point72 Asset Management, L.P. | 11,200 | $181.9K | 0.00% | +2,300+25.8% | Added |
| Jump Financial, LLC | 11,200 | $181.9K | 0.00% | +11,200 | New |
| Firestone Capital Management | 11,297 | $183.5K | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,316 | $183.8K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 11,500 | $186.0K | 0.00% | −700−5.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 12,154 | $197.4K | 0.00% | +12,154 | New |
| Jane Street Group, LLC | 12,411 | $201.6K | 0.00% | −15,624−55.7% | Reduced |
| BFSG, LLC | 12,760 | $207.2K | 0.03% | 00.0% | Unchanged |
| Citigroup Inc | 13,373 | $217.2K | 0.00% | +2,152+19.2% | Added |
| NJ State Employees Deferred Compensation Plan | 13,400 | $217.6K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,596 | $220.8K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 13,811 | $224.3K | 0.00% | +812+6.2% | Added |
| Diversified Trust Co | 14,188 | $230.4K | 0.01% | +531+3.9% | Added |
| Engineers Gate Manager LP | 14,274 | $231.8K | 0.01% | −9,143−39.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 14,403 | $233.9K | 0.01% | +14,403 | New |
| Personal Cfo Solutions, LLC | 15,257 | $247.8K | 0.04% | −50−0.3% | Reduced |
| Connors Investor Services Inc | 15,300 | $248.5K | 0.03% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 15,615 | $253.6K | 0.01% | +1,090+7.5% | Added |
| Alps Advisors Inc | 16,082 | $261.2K | 0.00% | −1,645−9.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 17,017 | $276.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 17,334 | $281.5K | 0.00% | 00.0% | Unchanged |
| Orleans Capital Management Corp | 18,000 | $292.3K | 0.19% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 18,480 | $300.1K | 0.07% | +18,480 | New |
| LPL Financial LLC | 18,737 | $304.3K | 0.00% | −16,044−46.1% | Reduced |
| Graham Capital Management, L.P. | 19,032 | $309.1K | 0.01% | +19,032 | New |
| Prudential Financial Inc | 19,040 | $309.2K | 0.00% | +5,665+42.4% | Added |
| Public Employees Retirement Association of Colorado | 19,141 | $311.0K | 0.00% | −1,218−6.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 19,358 | $314.0K | 0.00% | +19,358 | New |
| Voya Investment Management LLC | 19,973 | $324.4K | 0.00% | −2,980−13.0% | Reduced |
| Daiwa Securities Group Inc. | 20,214 | $328.0K | 0.00% | +1,880+10.3% | Added |
| Mirae Asset Global Investments Co., Ltd. | 24,275 | $350.2K | 0.00% | −2,360−8.9% | Reduced |
| CWM Advisors, LLC | 22,241 | $361.2K | 0.04% | −2,852−11.4% | Reduced |
| Bessemer Group Inc | 22,346 | $363.0K | 0.00% | −2,732−10.9% | Reduced |
| New York State Common Retirement Fund | 22,502 | $365.4K | 0.00% | +18+0.1% | Added |
| Keybank National Association | 22,520 | $365.7K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 22,700 | $368.6K | 0.01% | +22,700 | New |
| Snowden Capital Advisors LLC | 23,220 | $377.1K | 0.01% | −229−1.0% | Reduced |
| Vert Asset Management LLC | 24,314 | $394.9K | 0.17% | +414+1.7% | Added |
| State Board of Administration of Florida Retirement System | 27,259 | $403.2K | 0.00% | +11,350+71.3% | Added |
| Nisa Investment Advisors, LLC | 24,884 | $404.1K | 0.00% | +76+0.3% | Added |
| Resona Asset Management Co.,Ltd. | 25,100 | $407.6K | 0.00% | +25,100 | New |
| Vident Advisory, LLC | 25,639 | $416.4K | 0.01% | +7,352+40.2% | Added |
| Fox Run Management, L.L.C. | 26,424 | $429.1K | 0.09% | +12,701+92.6% | Added |
| Koshinski Asset Management, Inc. | 28,110 | $456.5K | 0.05% | −105,680−79.0% | Reduced |
| State of Alaska, Department of Revenue | 28,798 | $467.0K | 0.01% | +668+2.4% | Added |
| Pensionfund Sabic | 29,564 | $480.0K | 0.14% | +3,000+11.3% | Added |
| Meixler Investment Management, Ltd. | 29,643 | $481.4K | 0.36% | +250+0.9% | Added |
| Highlander Capital Management, LLC | 29,950 | $486.4K | 0.17% | +23,000+330.9% | Added |
| American International Group, Inc. | 30,022 | $487.6K | 0.00% | +257+0.9% | Added |
| BNP Paribas Arbitrage, SA | 30,304 | $492.1K | 0.00% | −3,122−9.3% | Reduced |
| MetLife Investment Management | 31,404 | $510.0K | 0.00% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 32,121 | $521.5K | 0.00% | +70.0% | Added |