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, Q2 2024
Institutional positions in Umh Properties, Inc. as of Jun 30, 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
- 198
- +4 vs. Q1 2024
- Shares held
- 54.2M
- +2.24M (+4.3%) vs. Q1 2024
- Total value
- $867.3M
- +$23.0M (+2.7%) vs. Q1 2024
- New holders
- 20
- 85 more added
- Sold out
- 16
- 53 more reduced
3 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,538,056 | $104.5M | 0.00% | +160,073+2.5% | Added |
| BlackRock Inc. | 5,238,276 | $83.8M | 0.00% | +359,532+7.4% | Added |
| T. Rowe Price Investment Management, Inc. | 4,972,192 | $79.5M | 0.05% | +1,091,562+28.1% | Added |
| American Century Companies Inc | 2,931,116 | $46.9M | 0.03% | +29,320+1.0% | Added |
| Copeland Capital Management, LLC | 2,752,170 | $44.0M | 0.82% | +330,263+13.6% | Added |
| FMR LLC | 2,729,369 | $43.6M | 0.00% | +4720.0% | Added |
| William Blair Investment Management, LLC | 2,003,749 | $32.0M | 0.08% | −4,115−0.2% | Reduced |
| State Street Corp | 1,939,515 | $31.0M | 0.00% | +58,264+3.1% | Added |
| Geode Capital Management, LLC | 1,644,089 | $26.3M | 0.00% | +120,635+7.9% | Added |
| Jennison Associates LLC | 1,327,049 | $21.2M | 0.01% | +21,431+1.6% | Added |
| Private Management Group Inc | 1,307,532 | $20.9M | 0.80% | −2,450−0.2% | Reduced |
| Bank of America Corp | 1,155,195 | $18.5M | 0.00% | +10,612+0.9% | Added |
| Dimensional Fund Advisors LP | 966,682 | $15.5M | 0.00% | +22,844+2.4% | Added |
| Nuveen Asset Management, LLC | 930,833 | $14.9M | 0.00% | +55,930+6.4% | Added |
| Charles Schwab Investment Management Inc | 884,130 | $14.1M | 0.00% | +66,010+8.1% | Added |
| D.A. Davidson & Co. | 871,668 | $13.9M | 0.12% | +47,256+5.7% | Added |
| Northern Trust Corp | 868,810 | $13.9M | 0.00% | +34,922+4.2% | Added |
| Raymond James & Associates | 868,525 | $13.9M | 0.01% | +43,154+5.2% | Added |
| Kennedy Capital Management, Inc. | 720,905 | $11.5M | 0.25% | +56,528+8.5% | Added |
| Morgan Stanley | 601,330 | $9.62M | 0.00% | −229,117−27.6% | Reduced |
| Goldman Sachs Group Inc | 569,479 | $9.11M | 0.00% | +205,393+56.4% | Added |
| Envestnet Asset Management Inc | 421,850 | $6.75M | 0.00% | +41,774+11.0% | Added |
| State of New Jersey Common Pension Fund D | 403,349 | $6.45M | 0.03% | −203,413−33.5% | Reduced |
| SEI Investments Co | 394,433 | $6.31M | 0.01% | +8,862+2.3% | Added |
| Qube Research & Technologies Ltd | 390,948 | $6.25M | 0.01% | +179,962+85.3% | Added |
| Bank of New York Mellon Corp | 388,861 | $6.22M | 0.00% | +34,249+9.7% | Added |
| Deutsche Bank AG | 357,905 | $5.72M | 0.00% | +318,402+806.0% | Added |
| JPMorgan Chase & Co | 342,276 | $5.47M | 0.00% | −199,578−36.8% | Reduced |
| State of Wisconsin Investment Board | 318,866 | $5.10M | 0.01% | −2,099−0.7% | Reduced |
| Heartland Advisors Inc | 300,000 | $4.80M | 0.27% | 00.0% | Unchanged |
| Robotti Robert | 294,610 | $4.71M | 0.74% | −9,212−3.0% | Reduced |
| Neuberger Berman Group LLC | 293,849 | $4.70M | 0.00% | +3,124+1.1% | Added |
| Wells Fargo & Company | 293,493 | $4.69M | 0.00% | +3,377+1.2% | Added |
| Ameriprise Financial Inc | 277,820 | $4.44M | 0.00% | −50,084−15.3% | Reduced |
| Storebrand Asset Management AS | 276,690 | $4.42M | 0.01% | −3,892−1.4% | Reduced |
| Montag A & Associates Inc | 270,911 | $4.33M | 0.22% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 259,114 | $4.14M | 0.02% | +32,627+14.4% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $4.00M | 0.31% | 00.0% | Unchanged |
| LDR Capital Management LLC | 236,461 | $3.78M | 3.44% | 00.0% | Unchanged |
| Scout Investments, Inc. | 228,457 | $3.65M | 0.10% | −21,877−8.7% | Reduced |
| Royal Bank of Canada | 220,146 | $3.52M | 0.00% | −69,814−24.1% | Reduced |
| Wedbush Securities Inc | 220,053 | $3.52M | 0.13% | +8,671+4.1% | Added |
| NFJ Investment Group, LLC | 216,486 | $3.46M | 0.11% | −16,250−7.0% | Reduced |
| Russell Investments Group, Ltd. | 203,865 | $3.26M | 0.01% | −8,424−4.0% | Reduced |
| Cerity Partners LLC | 193,191 | $3.09M | 0.01% | −249,595−56.4% | Reduced |
| Invesco Ltd. | 193,065 | $3.09M | 0.00% | +6,722+3.6% | Added |
| North Star Investment Management Corp. | 176,186 | $2.82M | 0.21% | 00.0% | Unchanged |
| Stifel Financial Corp | 160,243 | $2.56M | 0.00% | +24,722+18.2% | Added |
| Millennium Management LLC | 144,013 | $2.30M | 0.00% | −430,331−74.9% | Reduced |
| Marshall Wace, LLP | 143,829 | $2.30M | 0.00% | +143,829 | New |
| UBS Oconnor LLC | 131,800 | $2.11M | 0.06% | +131,800 | New |
| Swiss National Bank | 129,600 | $2.07M | 0.00% | +5,100+4.1% | Added |
| WealthTrust Axiom LLC | 129,065 | $2.06M | 0.68% | −500−0.4% | Reduced |
| AQR Capital Management LLC | 127,087 | $2.03M | 0.00% | +92,625+268.8% | Added |
| Silver Lake Advisory, LLC | 115,741 | $1.85M | 0.83% | +4,667+4.2% | Added |
| Rhumbline Advisers | 112,860 | $1.80M | 0.00% | +12,470+12.4% | Added |
| Jane Street Group, LLC | 112,846 | $1.80M | 0.00% | +100,435+809.2% | Added |
| McIlrath & Eck, LLC | 102,099 | $1.63M | 0.24% | −3,404−3.2% | Reduced |
| GW Henssler & Associates Ltd | 96,368 | $1.54M | 0.09% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 94,043 | $1.50M | 0.01% | +2,292+2.5% | Added |
| Public Employees Retirement System of Ohio | 93,699 | $1.50M | 0.01% | +4,581+5.1% | Added |
| Great West Life Assurance Co | 91,683 | $1.47M | 0.00% | +8,246+9.9% | Added |
| Caldwell Sutter Capital, Inc. | 91,494 | $1.46M | 0.72% | −527−0.6% | Reduced |
| Shufro Rose & Co LLC | 90,250 | $1.44M | 0.12% | −500−0.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 84,295 | $1.35M | 0.28% | +25,720+43.9% | Added |
| Gamco Investors, Inc. Et Al | 79,800 | $1.28M | 0.01% | 00.0% | Unchanged |
| Barclays PLC | 79,746 | $1.28M | 0.00% | −29,678−27.1% | Reduced |
| Nomura Asset Management Co Ltd | 79,000 | $1.26M | 0.00% | +7,900+11.1% | Added |
| UBS Group AG | 74,488 | $1.19M | 0.00% | −44,541−37.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 73,033 | $1.17M | 0.00% | +3,081+4.4% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.17M | 0.02% | 00.0% | Unchanged |
| Boston Partners | 71,236 | $1.14M | 0.00% | +37,852+113.4% | Added |
| First Trust Advisors LP | 68,260 | $1.09M | 0.00% | +68,260 | New |
| Citadel Advisors LLC | 67,999 | $1.09M | 0.00% | +27,672+68.6% | Added |
| Alliancebernstein L.P. | 65,767 | $1.05M | 0.00% | +3,316+5.3% | Added |
| Knights of Columbus Asset Advisors LLC | 64,689 | $1.03M | 0.07% | −60,604−48.4% | Reduced |
| California State Teachers Retirement System | 64,183 | $1.03M | 0.00% | +1,333+2.1% | Added |
| Susquehanna Portfolio Strategies, LLC | 60,868 | $973.3K | 0.04% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 58,284 | $932.0K | 0.00% | −29,651−33.7% | Reduced |
| Pensionfund DSM Netherlands | 57,900 | $926.0K | 0.49% | 00.0% | Unchanged |
| Legal & General Group Plc | 56,833 | $908.8K | 0.00% | +663+1.2% | Added |
| Susquehanna International Group, LLP | 56,202 | $898.7K | 0.00% | −23,385−29.4% | Reduced |
| Two Sigma Investments, LP | 51,391 | $821.7K | 0.00% | +51,391 | New |
| Bard Associates Inc | 49,235 | $787.3K | 0.30% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 48,046 | $768.3K | 0.13% | +1,124+2.4% | Added |
| Manufacturers Life Insurance Company, The | 45,929 | $734.4K | 0.00% | +1,737+3.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41,698 | $666.8K | 0.00% | +4,538+12.2% | Added |
| Penserra Capital Management LLC | 41,544 | $664.0K | 0.01% | +4,659+12.6% | Added |
| Clear Creek Financial Management, LLC | 40,659 | $650.1K | 0.08% | +2,225+5.8% | Added |
| Lokken Investment Group LLC | 39,122 | $625.6K | 0.29% | 00.0% | Unchanged |
| MetLife Investment Management | 38,918 | $622.3K | 0.00% | +7,514+23.9% | Added |
| Price T Rowe Associates Inc | 35,689 | $571.0K | 0.00% | +3,112+9.6% | Added |
| Globeflex Capital L P | 35,200 | $562.8K | 0.06% | +35,200 | New |
| Corebridge Financial, Inc. | 34,355 | $549.3K | 0.00% | +34,355 | New |
| Pathstone Holdings, LLC | 32,538 | $520.3K | 0.00% | −7,385−18.5% | Reduced |
| Janus Henderson Group PLC | 31,802 | $508.4K | 0.00% | −319−1.0% | Reduced |
| Koshinski Asset Management, Inc. | 30,531 | $498.0K | 0.05% | +2,421+8.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 30,913 | $494.3K | 0.00% | +30,913 | New |
| State of Alaska, Department of Revenue | 30,641 | $489.0K | 0.01% | +1,843+6.4% | Added |
| Centiva Capital, LP | 30,233 | $483.4K | 0.02% | −3,223−9.6% | Reduced |