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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 32,210 | $523.1K | 0.00% | −1,166−3.5% | Reduced |
| Price T Rowe Associates Inc | 32,577 | $530.0K | 0.00% | +2,158+7.1% | Added |
| Boston Partners | 33,384 | $542.2K | 0.00% | −2,393−6.7% | Reduced |
| Centiva Capital, LP | 33,456 | $543.3K | 0.03% | +33,456 | New |
| AQR Capital Management LLC | 34,462 | $559.7K | 0.00% | +3,840+12.5% | Added |
| Penserra Capital Management LLC | 36,885 | $599.0K | 0.01% | −92−0.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 37,160 | $603.5K | 0.00% | 00.0% | Unchanged |
| HRT Financial LP | 37,714 | $612.0K | 0.00% | +37,714 | New |
| Clear Creek Financial Management, LLC | 38,434 | $624.2K | 0.08% | −1,189−3.0% | Reduced |
| Cipher Capital LP | 38,910 | $631.9K | 0.29% | +21,635+125.2% | Added |
| Lokken Investment Group LLC | 39,122 | $635.3K | 0.32% | +10,000+34.3% | Added |
| Deutsche Bank AG | 39,503 | $641.5K | 0.00% | +12,215+44.8% | Added |
| Pathstone Holdings, LLC | 39,923 | $648.3K | 0.00% | +27,138+212.3% | Added |
| Citadel Advisors LLC | 40,327 | $654.9K | 0.00% | −62,330−60.7% | Reduced |
| Two Sigma Advisers, LP | 40,900 | $664.2K | 0.00% | −75,800−65.0% | Reduced |
| Manufacturers Life Insurance Company, The | 44,192 | $717.7K | 0.00% | +9,694+28.1% | Added |
| Cornercap Investment Counsel Inc | 46,922 | $762.0K | 0.12% | +46,922 | New |
| Bard Associates Inc | 49,235 | $799.6K | 0.29% | −600−1.2% | Reduced |
| Legal & General Group Plc | 56,170 | $912.2K | 0.00% | +2,171+4.0% | Added |
| Commonwealth Equity Services, LLC | 57,821 | $939.0K | 0.00% | −4,873−7.8% | Reduced |
| Pensionfund DSM Netherlands | 57,900 | $940.0K | 0.50% | +3,000+5.5% | Added |
| Hunter Perkins Capital Management, LLC | 58,575 | $951.0K | 0.19% | +21,225+56.8% | Added |
| Gsa Capital Partners LLP | 58,757 | $954.0K | 0.08% | −54,851−48.3% | Reduced |
| Credit Suisse AG | 59,250 | $962.2K | 0.00% | +14,098+31.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 60,868 | $988.5K | 0.02% | −3,343−5.2% | Reduced |
| Alliancebernstein L.P. | 62,451 | $1.01M | 0.00% | +17,112+37.7% | Added |
| California State Teachers Retirement System | 62,850 | $1.02M | 0.00% | −2,175−3.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 69,952 | $1.14M | 0.00% | +2,058+3.0% | Added |
| Nomura Asset Management Co Ltd | 71,100 | $1.15M | 0.00% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 72,951 | $1.19M | 0.02% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 79,587 | $1.29M | 0.00% | +29,628+59.3% | Added |
| Gamco Investors, Inc. Et Al | 79,800 | $1.30M | 0.01% | +6,500+8.9% | Added |
| Mutual of America Capital Management LLC | 83,128 | $1.35M | 0.01% | −6,752−7.5% | Reduced |
| Great West Life Assurance Co | 83,437 | $1.35M | 0.00% | +9,615+13.0% | Added |
| UBS Asset Management Americas Inc | 87,935 | $1.43M | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 89,118 | $1.45M | 0.01% | −511−0.6% | Reduced |
| Shufro Rose & Co LLC | 90,750 | $1.47M | 0.12% | −2,050−2.2% | Reduced |
| Asset Management One Co.,Ltd. | 91,751 | $1.49M | 0.01% | −2,566−2.7% | Reduced |
| Caldwell Sutter Capital, Inc. | 92,021 | $1.49M | 0.72% | −1,000−1.1% | Reduced |
| GW Henssler & Associates Ltd | 96,368 | $1.57M | 0.09% | 00.0% | Unchanged |
| Rhumbline Advisers | 100,390 | $1.63M | 0.00% | +2,716+2.8% | Added |
| Renaissance Technologies LLC | 105,000 | $1.71M | 0.00% | −168,300−61.6% | Reduced |
| McIlrath & Eck, LLC | 105,503 | $1.71M | 0.27% | +317+0.3% | Added |
| Barclays PLC | 109,424 | $1.78M | 0.00% | −45,679−29.5% | Reduced |
| Silver Lake Advisory, LLC | 111,074 | $1.80M | 0.80% | −826−0.7% | Reduced |
| UBS Group AG | 119,029 | $1.93M | 0.00% | −1,989−1.6% | Reduced |
| Swiss National Bank | 124,500 | $2.02M | 0.00% | +2,300+1.9% | Added |
| Knights of Columbus Asset Advisors LLC | 125,293 | $2.03M | 0.15% | −119,276−48.8% | Reduced |
| WealthTrust Axiom LLC | 129,565 | $2.10M | 0.68% | −5,249−3.9% | Reduced |
| Stifel Financial Corp | 135,521 | $2.20M | 0.00% | +12,282+10.0% | Added |
| North Star Investment Management Corp. | 176,186 | $2.86M | 0.20% | +66,000+59.9% | Added |
| Invesco Ltd. | 186,343 | $3.03M | 0.00% | −59,838−24.3% | Reduced |
| Qube Research & Technologies Ltd | 210,986 | $3.43M | 0.01% | +161,622+327.4% | Added |
| Wedbush Securities Inc | 211,382 | $3.43M | 0.13% | +35,721+20.3% | Added |
| Russell Investments Group, Ltd. | 212,289 | $3.45M | 0.01% | −16,018−7.0% | Reduced |
| Panagora Asset Management Inc | 226,487 | $3.68M | 0.02% | +107,763+90.8% | Added |
| NFJ Investment Group, LLC | 232,736 | $3.78M | 0.10% | −14,145−5.7% | Reduced |
| LDR Capital Management LLC | 236,461 | $3.84M | 2.58% | −14,578−5.8% | Reduced |
| Scout Investments, Inc. | 250,334 | $3.99M | 0.10% | −15,922−6.0% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $4.06M | 0.33% | 00.0% | Unchanged |
| Montag A & Associates Inc | 270,911 | $4.40M | 0.22% | −8,504−3.0% | Reduced |
| Storebrand Asset Management AS | 280,582 | $4.56M | 0.02% | −66,921−19.3% | Reduced |
| Royal Bank of Canada | 289,960 | $4.71M | 0.00% | +68,390+30.9% | Added |
| Wells Fargo & Company | 290,116 | $4.71M | 0.00% | −7,683−2.6% | Reduced |
| Neuberger Berman Group LLC | 290,725 | $4.72M | 0.00% | +37,810+14.9% | Added |
| Heartland Advisors Inc | 300,000 | $4.87M | 0.26% | −298,400−49.9% | Reduced |
| Robotti Robert | 303,822 | $4.93M | 0.67% | +2,730+0.9% | Added |
| State of Wisconsin Investment Board | 320,965 | $5.21M | 0.01% | −38,781−10.8% | Reduced |
| Ameriprise Financial Inc | 327,904 | $5.33M | 0.00% | −13,581−4.0% | Reduced |
| Bank of New York Mellon Corp | 354,612 | $5.76M | 0.00% | −9,187−2.5% | Reduced |
| Goldman Sachs Group Inc | 364,086 | $5.91M | 0.00% | +98,136+36.9% | Added |
| Envestnet Asset Management Inc | 380,076 | $6.17M | 0.00% | +24,952+7.0% | Added |
| SEI Investments Co | 385,571 | $6.26M | 0.01% | +15,553+4.2% | Added |
| Cerity Partners LLC | 442,786 | $7.19M | 0.02% | +251,552+131.5% | Added |
| JPMorgan Chase & Co | 541,854 | $8.80M | 0.00% | +30,965+6.1% | Added |
| Millennium Management LLC | 574,344 | $9.33M | 0.01% | +536,469+1,416.4% | Added |
| State of New Jersey Common Pension Fund D | 606,762 | $9.85M | 0.03% | +35,405+6.2% | Added |
| Kennedy Capital Management, Inc. | 664,377 | $10.8M | 0.22% | +472,307+245.9% | Added |
| Charles Schwab Investment Management Inc | 818,120 | $13.3M | 0.00% | +17,551+2.2% | Added |
| D.A. Davidson & Co. | 824,412 | $13.4M | 0.12% | +165,350+25.1% | Added |
| Raymond James & Associates | 825,371 | $13.4M | 0.01% | +160,503+24.1% | Added |
| Morgan Stanley | 830,447 | $13.5M | 0.00% | +294,773+55.0% | Added |
| Northern Trust Corp | 833,888 | $13.5M | 0.00% | +34,521+4.3% | Added |
| Nuveen Asset Management, LLC | 874,903 | $14.2M | 0.00% | +42,783+5.1% | Added |
| Dimensional Fund Advisors LP | 943,838 | $15.3M | 0.00% | +57,235+6.5% | Added |
| Bank of America Corp | 1,144,583 | $18.6M | 0.00% | −30,969−2.6% | Reduced |
| Jennison Associates LLC | 1,305,618 | $21.2M | 0.01% | +5,015+0.4% | Added |
| Private Management Group Inc | 1,309,982 | $21.3M | 0.81% | −6,807−0.5% | Reduced |
| Geode Capital Management, LLC | 1,523,454 | $24.7M | 0.00% | +45,744+3.1% | Added |
| State Street Corp | 1,881,251 | $30.6M | 0.00% | −20,374−1.1% | Reduced |
| William Blair Investment Management, LLC | 2,007,864 | $32.6M | 0.08% | +100.0% | Added |
| Copeland Capital Management, LLC | 2,421,907 | $39.3M | 0.71% | +86,478+3.7% | Added |
| FMR LLC | 2,728,897 | $44.3M | 0.00% | +810.0% | Added |
| American Century Companies Inc | 2,901,796 | $47.1M | 0.03% | +49,108+1.7% | Added |
| T. Rowe Price Investment Management, Inc. | 3,880,630 | $63.0M | 0.04% | +168,028+4.5% | Added |
| BlackRock Inc. | 4,878,744 | $79.2M | 0.00% | −43,836−0.9% | Reduced |
| Vanguard Group Inc | 6,377,983 | $103.6M | 0.00% | −163,243−2.5% | Reduced |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −615,511−100.0% | Sold out |
| Penn Capital Management Co Inc | 0 | $0 | 0.00% | −194,646−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −108,096−100.0% | Sold out |