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 |
|---|---|---|---|---|---|
| Mirae Asset Global ETFs Holdings Ltd. | 30,913 | $494.3K | 0.00% | +30,913 | New |
| Koshinski Asset Management, Inc. | 30,531 | $498.0K | 0.05% | +2,421+8.6% | Added |
| Janus Henderson Group PLC | 31,802 | $508.4K | 0.00% | −319−1.0% | Reduced |
| Pathstone Holdings, LLC | 32,538 | $520.3K | 0.00% | −7,385−18.5% | Reduced |
| Corebridge Financial, Inc. | 34,355 | $549.3K | 0.00% | +34,355 | New |
| Globeflex Capital L P | 35,200 | $562.8K | 0.06% | +35,200 | New |
| Price T Rowe Associates Inc | 35,689 | $571.0K | 0.00% | +3,112+9.6% | Added |
| MetLife Investment Management | 38,918 | $622.3K | 0.00% | +7,514+23.9% | Added |
| Lokken Investment Group LLC | 39,122 | $625.6K | 0.29% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 40,659 | $650.1K | 0.08% | +2,225+5.8% | Added |
| Penserra Capital Management LLC | 41,544 | $664.0K | 0.01% | +4,659+12.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41,698 | $666.8K | 0.00% | +4,538+12.2% | Added |
| Manufacturers Life Insurance Company, The | 45,929 | $734.4K | 0.00% | +1,737+3.9% | Added |
| Cornercap Investment Counsel Inc | 48,046 | $768.3K | 0.13% | +1,124+2.4% | Added |
| Bard Associates Inc | 49,235 | $787.3K | 0.30% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 51,391 | $821.7K | 0.00% | +51,391 | New |
| Susquehanna International Group, LLP | 56,202 | $898.7K | 0.00% | −23,385−29.4% | Reduced |
| Legal & General Group Plc | 56,833 | $908.8K | 0.00% | +663+1.2% | Added |
| Pensionfund DSM Netherlands | 57,900 | $926.0K | 0.49% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 58,284 | $932.0K | 0.00% | −29,651−33.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 60,868 | $973.3K | 0.04% | 00.0% | Unchanged |
| California State Teachers Retirement System | 64,183 | $1.03M | 0.00% | +1,333+2.1% | Added |
| Knights of Columbus Asset Advisors LLC | 64,689 | $1.03M | 0.07% | −60,604−48.4% | Reduced |
| Alliancebernstein L.P. | 65,767 | $1.05M | 0.00% | +3,316+5.3% | Added |
| Citadel Advisors LLC | 67,999 | $1.09M | 0.00% | +27,672+68.6% | Added |
| First Trust Advisors LP | 68,260 | $1.09M | 0.00% | +68,260 | New |
| Boston Partners | 71,236 | $1.14M | 0.00% | +37,852+113.4% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.17M | 0.02% | 00.0% | Unchanged |
| Sumitomo Mitsui Trust Holdings, Inc. | 73,033 | $1.17M | 0.00% | +3,081+4.4% | Added |
| UBS Group AG | 74,488 | $1.19M | 0.00% | −44,541−37.4% | Reduced |
| Nomura Asset Management Co Ltd | 79,000 | $1.26M | 0.00% | +7,900+11.1% | Added |
| Barclays PLC | 79,746 | $1.28M | 0.00% | −29,678−27.1% | Reduced |
| Gamco Investors, Inc. Et Al | 79,800 | $1.28M | 0.01% | 00.0% | Unchanged |
| Hunter Perkins Capital Management, LLC | 84,295 | $1.35M | 0.28% | +25,720+43.9% | Added |
| Shufro Rose & Co LLC | 90,250 | $1.44M | 0.12% | −500−0.6% | Reduced |
| Caldwell Sutter Capital, Inc. | 91,494 | $1.46M | 0.72% | −527−0.6% | Reduced |
| Great West Life Assurance Co | 91,683 | $1.47M | 0.00% | +8,246+9.9% | Added |
| Public Employees Retirement System of Ohio | 93,699 | $1.50M | 0.01% | +4,581+5.1% | Added |
| Asset Management One Co.,Ltd. | 94,043 | $1.50M | 0.01% | +2,292+2.5% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.54M | 0.09% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 102,099 | $1.63M | 0.24% | −3,404−3.2% | Reduced |
| Jane Street Group, LLC | 112,846 | $1.80M | 0.00% | +100,435+809.2% | Added |
| Rhumbline Advisers | 112,860 | $1.80M | 0.00% | +12,470+12.4% | Added |
| Silver Lake Advisory, LLC | 115,741 | $1.85M | 0.83% | +4,667+4.2% | Added |
| AQR Capital Management LLC | 127,087 | $2.03M | 0.00% | +92,625+268.8% | Added |
| WealthTrust Axiom LLC | 129,065 | $2.06M | 0.68% | −500−0.4% | Reduced |
| Swiss National Bank | 129,600 | $2.07M | 0.00% | +5,100+4.1% | Added |
| UBS Oconnor LLC | 131,800 | $2.11M | 0.06% | +131,800 | New |
| Marshall Wace, LLP | 143,829 | $2.30M | 0.00% | +143,829 | New |
| Millennium Management LLC | 144,013 | $2.30M | 0.00% | −430,331−74.9% | Reduced |
| Stifel Financial Corp | 160,243 | $2.56M | 0.00% | +24,722+18.2% | Added |
| North Star Investment Management Corp. | 176,186 | $2.82M | 0.21% | 00.0% | Unchanged |
| Invesco Ltd. | 193,065 | $3.09M | 0.00% | +6,722+3.6% | Added |
| Cerity Partners LLC | 193,191 | $3.09M | 0.01% | −249,595−56.4% | Reduced |
| Russell Investments Group, Ltd. | 203,865 | $3.26M | 0.01% | −8,424−4.0% | Reduced |
| NFJ Investment Group, LLC | 216,486 | $3.46M | 0.11% | −16,250−7.0% | Reduced |
| Wedbush Securities Inc | 220,053 | $3.52M | 0.13% | +8,671+4.1% | Added |
| Royal Bank of Canada | 220,146 | $3.52M | 0.00% | −69,814−24.1% | Reduced |
| Scout Investments, Inc. | 228,457 | $3.65M | 0.10% | −21,877−8.7% | Reduced |
| LDR Capital Management LLC | 236,461 | $3.78M | 3.44% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 250,000 | $4.00M | 0.31% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 259,114 | $4.14M | 0.02% | +32,627+14.4% | Added |
| Montag A & Associates Inc | 270,911 | $4.33M | 0.22% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 276,690 | $4.42M | 0.01% | −3,892−1.4% | Reduced |
| Ameriprise Financial Inc | 277,820 | $4.44M | 0.00% | −50,084−15.3% | Reduced |
| Wells Fargo & Company | 293,493 | $4.69M | 0.00% | +3,377+1.2% | Added |
| Neuberger Berman Group LLC | 293,849 | $4.70M | 0.00% | +3,124+1.1% | Added |
| Robotti Robert | 294,610 | $4.71M | 0.74% | −9,212−3.0% | Reduced |
| Heartland Advisors Inc | 300,000 | $4.80M | 0.27% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 318,866 | $5.10M | 0.01% | −2,099−0.7% | Reduced |
| JPMorgan Chase & Co | 342,276 | $5.47M | 0.00% | −199,578−36.8% | Reduced |
| Deutsche Bank AG | 357,905 | $5.72M | 0.00% | +318,402+806.0% | Added |
| Bank of New York Mellon Corp | 388,861 | $6.22M | 0.00% | +34,249+9.7% | Added |
| Qube Research & Technologies Ltd | 390,948 | $6.25M | 0.01% | +179,962+85.3% | Added |
| SEI Investments Co | 394,433 | $6.31M | 0.01% | +8,862+2.3% | Added |
| State of New Jersey Common Pension Fund D | 403,349 | $6.45M | 0.03% | −203,413−33.5% | Reduced |
| Envestnet Asset Management Inc | 421,850 | $6.75M | 0.00% | +41,774+11.0% | Added |
| Goldman Sachs Group Inc | 569,479 | $9.11M | 0.00% | +205,393+56.4% | Added |
| Morgan Stanley | 601,330 | $9.62M | 0.00% | −229,117−27.6% | Reduced |
| Kennedy Capital Management, Inc. | 720,905 | $11.5M | 0.25% | +56,528+8.5% | Added |
| Raymond James & Associates | 868,525 | $13.9M | 0.01% | +43,154+5.2% | Added |
| Northern Trust Corp | 868,810 | $13.9M | 0.00% | +34,922+4.2% | Added |
| D.A. Davidson & Co. | 871,668 | $13.9M | 0.12% | +47,256+5.7% | Added |
| Charles Schwab Investment Management Inc | 884,130 | $14.1M | 0.00% | +66,010+8.1% | Added |
| Nuveen Asset Management, LLC | 930,833 | $14.9M | 0.00% | +55,930+6.4% | Added |
| Dimensional Fund Advisors LP | 966,682 | $15.5M | 0.00% | +22,844+2.4% | Added |
| Bank of America Corp | 1,155,195 | $18.5M | 0.00% | +10,612+0.9% | Added |
| Private Management Group Inc | 1,307,532 | $20.9M | 0.80% | −2,450−0.2% | Reduced |
| Jennison Associates LLC | 1,327,049 | $21.2M | 0.01% | +21,431+1.6% | Added |
| Geode Capital Management, LLC | 1,644,089 | $26.3M | 0.00% | +120,635+7.9% | Added |
| State Street Corp | 1,939,515 | $31.0M | 0.00% | +58,264+3.1% | Added |
| William Blair Investment Management, LLC | 2,003,749 | $32.0M | 0.08% | −4,115−0.2% | Reduced |
| FMR LLC | 2,729,369 | $43.6M | 0.00% | +4720.0% | Added |
| Copeland Capital Management, LLC | 2,752,170 | $44.0M | 0.82% | +330,263+13.6% | Added |
| American Century Companies Inc | 2,931,116 | $46.9M | 0.03% | +29,320+1.0% | Added |
| T. Rowe Price Investment Management, Inc. | 4,972,192 | $79.5M | 0.05% | +1,091,562+28.1% | Added |
| BlackRock Inc. | 5,238,276 | $83.8M | 0.00% | +359,532+7.4% | Added |
| Vanguard Group Inc | 6,538,056 | $104.5M | 0.00% | +160,073+2.5% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −105,000−100.0% | Sold out |
| Mutual of America Capital Management LLC | 0 | $0 | 0.00% | −83,128−100.0% | Sold out |