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