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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $112 | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 15 | $240 | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 23 | $368 | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 30 | $480 | 0.00% | +20+200.0% | Added |
| Raffa Wealth Management, LLC | 37 | $592 | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 47 | $752 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $896 | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 85 | $1.00K | 0.00% | −1,328−94.0% | Reduced |
| Huntington National Bank | 81 | $1.29K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 117 | $1.81K | 0.00% | +117 | New |
| Oakworth Capital, Inc. | 130 | $2.08K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 122 | $2.13K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 161 | $2.57K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 161 | $2.58K | 0.00% | +130+419.4% | Added |
| GWM Advisors LLC | 300 | $4.80K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 377 | $6.03K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 378 | $6.04K | 0.00% | −2,619−87.4% | Reduced |
| CWM, LLC | 455 | $7.00K | 0.00% | +159+53.7% | Added |
| International Assets Investment Management, LLC | 522 | $8.34K | 0.00% | +522 | New |
| Principal Securities, Inc. | 563 | $9.00K | 0.00% | +245+77.0% | Added |
| Simplex Trading, LLC | 684 | $10.0K | 0.00% | −2,492−78.5% | Reduced |
| US Bancorp | 686 | $11.0K | 0.00% | +83+13.8% | Added |
| Signaturefd, LLC | 1,096 | $17.5K | 0.00% | −6,738−86.0% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,149 | $18.4K | 0.00% | +123+12.0% | Added |
| Pathway Financial Advisers, LLC | 1,285 | $20.5K | 0.01% | +551+75.1% | Added |
| Federated Hermes, Inc. | 1,319 | $21.1K | 0.00% | −431−24.6% | Reduced |
| Stone House Investment Management, LLC | 1,582 | $25.3K | 0.01% | 00.0% | Unchanged |
| Proequities, Inc. | 1,825 | $29.2K | 0.00% | +110+6.4% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,898 | $29.4K | 0.00% | −22,377−92.2% | Reduced |
| Amalgamated Bank | 2,043 | $33.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,428 | $38.8K | 0.00% | +230+10.5% | Added |
| Spire Wealth Management | 3,740 | $59.8K | 0.00% | −210−5.3% | Reduced |
| Ridgewood Investments LLC | 4,448 | $71.1K | 0.04% | +4,448 | New |
| New York State Teachers Retirement System | 5,579 | $89.0K | 0.00% | +5,579 | New |
| Quadrant Capital Group LLC | 5,644 | $90.2K | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 6,199 | $99.1K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 7,625 | $121.0K | 0.00% | −703−8.4% | Reduced |
| Point72 Asset Management, L.P. | 8,158 | $130.4K | 0.00% | −3,042−27.2% | Reduced |
| Advisor Group Holdings, Inc. | 8,692 | $139.0K | 0.00% | +102+1.2% | Added |
| Kovitz Investment Group Partners, LLC | 10,000 | $159.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 10,405 | $166.4K | 0.00% | +9,707+1,390.7% | Added |
| Quest Partners LLC | 10,552 | $168.7K | 0.02% | +8,141+337.7% | Added |
| Stockman Wealth Management, Inc. | 10,750 | $171.9K | 0.03% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 11,000 | $176.0K | 0.00% | +11,000 | New |
| Firestone Capital Management | 11,297 | $180.6K | 0.05% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,316 | $180.9K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 11,500 | $183.9K | 0.00% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 12,323 | $197.0K | 0.00% | +169+1.4% | Added |
| Susquehanna Fundamental Investments, LLC | 12,367 | $197.7K | 0.00% | −2,036−14.1% | Reduced |
| Quantbot Technologies LP | 12,625 | $201.9K | 0.01% | +12,625 | New |
| BFSG, LLC | 12,760 | $204.0K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 13,124 | $209.9K | 0.00% | −687−5.0% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,400 | $214.3K | 0.03% | 00.0% | Unchanged |
| Bailard, Inc. | 13,500 | $215.9K | 0.01% | −9,200−40.5% | Reduced |
| Crestwood Advisors Group LLC | 13,596 | $217.4K | 0.00% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 14,052 | $224.7K | 0.01% | −222−1.6% | Reduced |
| Custom Index Systems, LLC | 14,402 | $230.3K | 0.13% | +14,402 | New |
| New York Life Investment Management LLC | 14,584 | $233.2K | 0.00% | +14,584 | New |
| BNP Paribas Arbitrage, SA | 14,693 | $234.9K | 0.00% | −15,611−51.5% | Reduced |
| Personal Cfo Solutions, LLC | 14,978 | $239.5K | 0.04% | −279−1.8% | Reduced |
| Diversified Trust Co | 15,212 | $243.2K | 0.01% | +1,024+7.2% | Added |
| Connors Investor Services Inc | 15,300 | $244.6K | 0.03% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 15,336 | $245.2K | 0.05% | −11,088−42.0% | Reduced |
| State Board of Administration of Florida Retirement System | 15,909 | $254.4K | 0.00% | −11,350−41.6% | Reduced |
| ProShare Advisors LLC | 16,320 | $261.0K | 0.00% | +5,376+49.1% | Added |
| Alps Advisors Inc | 16,757 | $267.9K | 0.00% | +675+4.2% | Added |
| Orleans Capital Management Corp | 17,000 | $271.8K | 0.17% | −1,000−5.6% | Reduced |
| Citigroup Inc | 17,208 | $275.2K | 0.00% | +3,835+28.7% | Added |
| Public Employees Retirement Association of Colorado | 17,636 | $282.0K | 0.00% | −1,505−7.9% | Reduced |
| Magnetar Financial LLC | 17,683 | $282.8K | 0.01% | +17,683 | New |
| Corton Capital Inc. | 17,950 | $287.0K | 0.15% | +17,950 | New |
| Hohimer Wealth Management, LLC | 18,157 | $290.3K | 0.07% | −323−1.7% | Reduced |
| Arizona State Retirement System | 18,445 | $294.9K | 0.00% | +1,111+6.4% | Added |
| Wealthcare Advisory Partners LLC | 18,615 | $297.7K | 0.01% | +3,000+19.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 19,119 | $305.7K | 0.00% | +2,102+12.4% | Added |
| Commonwealth Equity Services, LLC | 19,113 | $306.0K | 0.00% | −38,708−66.9% | Reduced |
| EntryPoint Capital, LLC | 19,233 | $307.5K | 0.14% | +17,213+852.1% | Added |
| ExodusPoint Capital Management, LP | 20,340 | $325.0K | 0.00% | +20,340 | New |
| LPL Financial LLC | 20,558 | $328.7K | 0.00% | +1,821+9.7% | Added |
| Daiwa Securities Group Inc. | 20,566 | $329.0K | 0.00% | +352+1.7% | Added |
| Prudential Financial Inc | 21,087 | $337.2K | 0.00% | +2,047+10.8% | Added |
| Vident Advisory, LLC | 21,249 | $339.8K | 0.01% | −4,390−17.1% | Reduced |
| Nisa Investment Advisors, LLC | 21,401 | $342.2K | 0.00% | −3,483−14.0% | Reduced |
| Cubist Systematic Strategies, LLC | 22,290 | $356.4K | 0.01% | +22,290 | New |
| CWM Advisors, LLC | 22,345 | $357.3K | 0.04% | +104+0.5% | Added |
| Voya Investment Management LLC | 22,376 | $357.8K | 0.00% | +2,403+12.0% | Added |
| Keybank National Association | 22,520 | $360.1K | 0.00% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 23,785 | $380.3K | 0.00% | −8,425−26.2% | Reduced |
| Bessemer Group Inc | 24,096 | $385.0K | 0.00% | +1,750+7.8% | Added |
| Avantax Advisory Services, Inc. | 25,269 | $404.1K | 0.00% | +25,269 | New |
| Two Sigma Advisers, LP | 25,500 | $407.7K | 0.00% | −15,400−37.7% | Reduced |
| Vert Asset Management LLC | 25,598 | $409.3K | 0.16% | +1,284+5.3% | Added |
| Snowden Capital Advisors LLC | 25,704 | $411.0K | 0.01% | +2,484+10.7% | Added |
| Resona Asset Management Co.,Ltd. | 26,984 | $419.1K | 0.00% | +1,884+7.5% | Added |
| New York State Common Retirement Fund | 26,614 | $425.6K | 0.00% | +4,112+18.3% | Added |
| Meixler Investment Management, Ltd. | 29,118 | $465.6K | 0.36% | −525−1.8% | Reduced |
| Pensionfund Sabic | 29,564 | $473.0K | 0.14% | 00.0% | Unchanged |
| Centiva Capital, LP | 30,233 | $483.4K | 0.02% | −3,223−9.6% | Reduced |
| State of Alaska, Department of Revenue | 30,641 | $489.0K | 0.01% | +1,843+6.4% | Added |