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