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, Q3 2024
Institutional positions in Umh Properties, Inc. as of Sep 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
- 223
- +27 vs. Q2 2024
- Shares held
- 59.9M
- +10.9M (+22.2%) vs. Q2 2024
- Total value
- $1.18B
- +$394.0M (+50.3%) vs. Q2 2024
- New holders
- 44
- 81 more added
- Sold out
- 17
- 62 more reduced
2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 6,706,664 | $131.9M | 0.00% | +168,608+2.6% | Added |
| BlackRock, Inc. | 6,664,756 | $131.1M | 0.00% | +6,664,756 | New |
| T. Rowe Price Investment Management, Inc. | 5,193,788 | $102.2M | 0.06% | +221,596+4.5% | Added |
| State Street Corp | 2,802,604 | $55.1M | 0.00% | +863,089+44.5% | Added |
| Copeland Capital Management, LLC | 2,761,116 | $54.3M | 0.94% | +8,946+0.3% | Added |
| FMR LLC | 2,729,895 | $53.7M | 0.00% | +5260.0% | Added |
| American Century Companies Inc | 2,330,987 | $45.9M | 0.03% | −600,129−20.5% | Reduced |
| William Blair Investment Management, LLC | 1,943,940 | $38.2M | 0.09% | −59,809−3.0% | Reduced |
| Capital Research Global Investors | 1,795,769 | $35.3M | 0.01% | +1,795,769 | New |
| Geode Capital Management, LLC | 1,703,794 | $33.5M | 0.00% | +59,705+3.6% | Added |
| Jennison Associates LLC | 1,317,275 | $25.9M | 0.02% | −9,774−0.7% | Reduced |
| Private Management Group Inc | 1,249,903 | $24.6M | 0.86% | −57,629−4.4% | Reduced |
| Nuveen Asset Management, LLC | 1,231,868 | $24.2M | 0.01% | +301,035+32.3% | Added |
| Bank of America Corp | 1,136,246 | $22.3M | 0.00% | −18,949−1.6% | Reduced |
| Dimensional Fund Advisors LP | 1,012,312 | $19.9M | 0.00% | +45,630+4.7% | Added |
| Charles Schwab Investment Management Inc | 940,792 | $18.5M | 0.00% | +56,662+6.4% | Added |
| Northern Trust Corp | 929,419 | $18.3M | 0.00% | +60,609+7.0% | Added |
| D.A. Davidson & Co. | 872,734 | $17.2M | 0.14% | +1,066+0.1% | Added |
| Raymond James & Associates | 846,409 | $16.6M | 0.01% | −22,116−2.5% | Reduced |
| Kennedy Capital Management, Inc. | 645,548 | $12.7M | 0.28% | −75,357−10.5% | Reduced |
| Marshall Wace, LLP | 639,427 | $12.6M | 0.02% | +495,598+344.6% | Added |
| Morgan Stanley | 548,942 | $10.8M | 0.00% | −52,388−8.7% | Reduced |
| Balyasny Asset Management LLC | 534,344 | $10.5M | 0.03% | +534,344 | New |
| Envestnet Asset Management Inc | 433,410 | $8.53M | 0.00% | +11,560+2.7% | Added |
| JPMorgan Chase & Co | 410,856 | $8.08M | 0.00% | +68,580+20.0% | Added |
| State of New Jersey Common Pension Fund D | 383,616 | $7.55M | 0.03% | −19,733−4.9% | Reduced |
| SEI Investments Co | 345,443 | $6.79M | 0.01% | −48,990−12.4% | Reduced |
| UBS Asset Management Americas Inc | 335,874 | $6.61M | 0.00% | +277,590+476.3% | Added |
| Legal & General Group Plc | 335,295 | $6.60M | 0.00% | +278,462+490.0% | Added |
| State of Wisconsin Investment Board | 318,866 | $6.27M | 0.02% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 318,350 | $6.26M | 0.00% | −70,511−18.1% | Reduced |
| Panagora Asset Management Inc | 315,314 | $6.20M | 0.03% | +56,200+21.7% | Added |
| Goldman Sachs Group Inc | 312,803 | $6.15M | 0.00% | −256,676−45.1% | Reduced |
| Neuberger Berman Group LLC | 302,903 | $5.96M | 0.00% | +9,054+3.1% | Added |
| Wells Fargo & Company | 291,066 | $5.73M | 0.00% | −2,427−0.8% | Reduced |
| Qube Research & Technologies Ltd | 287,981 | $5.66M | 0.01% | −102,967−26.3% | Reduced |
| Storebrand Asset Management AS | 273,854 | $5.39M | 0.02% | −2,836−1.0% | Reduced |
| Montag A & Associates Inc | 270,911 | $5.33M | 0.25% | 00.0% | Unchanged |
| Pacific Heights Asset Management LLC | 250,000 | $4.92M | 0.37% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 240,075 | $4.72M | 0.00% | −37,745−13.6% | Reduced |
| Franklin Resources Inc | 236,025 | $4.42M | 0.00% | +236,025 | New |
| Invesco Ltd. | 224,734 | $4.42M | 0.00% | +31,669+16.4% | Added |
| Brookfield Asset Management Inc. | 220,163 | $4.33M | 0.02% | +220,163 | New |
| Russell Investments Group, Ltd. | 216,449 | $4.26M | 0.01% | +12,584+6.2% | Added |
| Millennium Management LLC | 199,095 | $3.92M | 0.00% | +55,082+38.2% | Added |
| First Eagle Investment Management, LLC | 197,493 | $3.88M | 0.01% | +197,493 | New |
| Scout Investments, Inc. | 196,646 | $3.69M | 0.10% | −31,811−13.9% | Reduced |
| Wedbush Securities Inc | 186,888 | $3.68M | 0.14% | −33,165−15.1% | Reduced |
| Royal Bank of Canada | 183,640 | $3.61M | 0.00% | −36,506−16.6% | Reduced |
| Eagle Asset Management Inc | 181,657 | $3.51M | 0.02% | +181,657 | New |
| North Star Investment Management Corp. | 176,186 | $3.47M | 0.24% | 00.0% | Unchanged |
| Stifel Financial Corp | 167,789 | $3.30M | 0.00% | +7,546+4.7% | Added |
| LDR Capital Management LLC | 167,091 | $3.29M | 3.66% | −69,370−29.3% | Reduced |
| NFJ Investment Group, LLC | 164,516 | $3.24M | 0.09% | −51,970−24.0% | Reduced |
| Barclays PLC | 160,406 | $3.16M | 0.00% | +80,660+101.1% | Added |
| Heartland Advisors Inc | 150,000 | $2.95M | 0.15% | −150,000−50.0% | Reduced |
| Swiss National Bank | 130,600 | $2.57M | 0.00% | +1,000+0.8% | Added |
| Arrowstreet Capital, Limited Partnership | 128,573 | $2.53M | 0.00% | +128,573 | New |
| WealthTrust Axiom LLC | 128,065 | $2.52M | 0.75% | −1,000−0.8% | Reduced |
| Silver Lake Advisory, LLC | 112,231 | $2.21M | 0.90% | −3,510−3.0% | Reduced |
| Rhumbline Advisers | 109,946 | $2.16M | 0.00% | −2,914−2.6% | Reduced |
| McIlrath & Eck, LLC | 102,322 | $2.01M | 0.26% | +223+0.2% | Added |
| Public Employees Retirement System of Ohio | 97,624 | $1.92M | 0.01% | +3,925+4.2% | Added |
| Asset Management One Co.,Ltd. | 97,168 | $1.91M | 0.01% | +3,125+3.3% | Added |
| UBS Group AG | 96,625 | $1.90M | 0.00% | +22,137+29.7% | Added |
| AQR Capital Management LLC | 96,514 | $1.90M | 0.00% | −30,573−24.1% | Reduced |
| GW Henssler & Associates Ltd | 96,368 | $1.90M | 0.11% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 92,194 | $1.81M | 0.85% | +700+0.8% | Added |
| Susquehanna International Group, LLP | 86,798 | $1.71M | 0.00% | +30,596+54.4% | Added |
| Hunter Perkins Capital Management, LLC | 84,295 | $1.66M | 0.34% | 00.0% | Unchanged |
| UBS Oconnor LLC | 84,076 | $1.65M | 0.04% | −47,724−36.2% | Reduced |
| Nomura Asset Management Co Ltd | 82,200 | $1.62M | 0.00% | +3,200+4.1% | Added |
| Great West Life Assurance Co | 81,590 | $1.61M | 0.00% | −10,093−11.0% | Reduced |
| Alliancebernstein L.P. | 75,510 | $1.49M | 0.00% | +9,743+14.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 75,287 | $1.48M | 0.00% | +2,254+3.1% | Added |
| Gamco Investors, Inc. Et Al | 74,300 | $1.46M | 0.01% | −5,500−6.9% | Reduced |
| Teacher Retirement System of Texas | 73,724 | $1.45M | 0.01% | +62,724+570.2% | Added |
| Shufro Rose & Co LLC | 90,250 | $1.44M | 0.12% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 72,951 | $1.44M | 0.02% | 00.0% | Unchanged |
| First Trust Advisors LP | 72,589 | $1.43M | 0.00% | +4,329+6.3% | Added |
| Boston Partners | 72,332 | $1.42M | 0.00% | +1,096+1.5% | Added |
| Cubist Systematic Strategies, LLC | 67,480 | $1.33M | 0.02% | +45,190+202.7% | Added |
| Deutsche Bank AG | 63,548 | $1.25M | 0.00% | −294,357−82.2% | Reduced |
| International Assets Investment Management, LLC | 24,511 | $1.25M | 0.01% | +23,989+4,595.6% | Added |
| California State Teachers Retirement System | 63,122 | $1.24M | 0.00% | −1,061−1.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 60,168 | $1.18M | 0.08% | −700−1.2% | Reduced |
| Pensionfund DSM Netherlands | 57,900 | $1.14M | 0.52% | 00.0% | Unchanged |
| Vestcor Inc | 56,873 | $1.12M | 0.04% | +56,873 | New |
| LPL Financial LLC | 56,004 | $1.10M | 0.00% | +35,446+172.4% | Added |
| Quantbot Technologies LP | 50,183 | $987.1K | 0.04% | +37,558+297.5% | Added |
| Bard Associates Inc | 49,235 | $968.5K | 0.33% | 00.0% | Unchanged |
| Citigroup Inc | 48,897 | $961.8K | 0.00% | +31,689+184.2% | Added |
| HSBC Holdings PLC | 48,072 | $943.4K | 0.00% | +48,072 | New |
| Manufacturers Life Insurance Company, The | 45,865 | $902.2K | 0.00% | −64−0.1% | Reduced |
| Squarepoint Ops LLC | 45,671 | $898.3K | 0.00% | +21,886+92.0% | Added |
| Clear Creek Financial Management, LLC | 45,379 | $892.6K | 0.10% | +4,720+11.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41,698 | $820.2K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 40,479 | $796.0K | 0.02% | −1,065−2.6% | Reduced |
| Cerity Partners LLC | 39,608 | $779.1K | 0.00% | −153,583−79.5% | Reduced |
| Lokken Investment Group LLC | 39,122 | $769.5K | 0.32% | 00.0% | Unchanged |