Umh Properties, Inc.

UMH

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0000752642

SEC filings (opens in a new tab)

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

Q3 2024 vs. Q2 2024

How the institutions holding Umh Properties, Inc. changed between Q2 2024 and Q3 2024.

All holders in Q3 2024 All holders in Q2 2024

13F holders of UMH: Q2 2024 compared with Q3 2024
Measure	Q2 2024	Of which not filed for Q3 2024	Q3 2024	Change
Holders	198	2	223	+27
Shares	54.2M	5.25M	59.9M	+10.9M (+22.2%)
Value	$867.3M	$84.0M	$1.18B	+$394.0M (+50.3%)

2 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (44)

Institutions that held Umh Properties, Inc. at the end of Q3 2024 but not at the end of Q2 2024.

Institutions new to UMH in Q3 2024
Institution	Shares	Value	% of portfolio
BlackRock, Inc.	6,664,756	$131.1M	0.00%
Capital Research Global Investors	1,795,769	$35.3M	0.01%
Balyasny Asset Management LLC	534,344	$10.5M	0.03%
Franklin Resources Inc	236,025	$4.42M	0.00%
Brookfield Asset Management Inc.	220,163	$4.33M	0.02%
First Eagle Investment Management, LLC	197,493	$3.88M	0.01%
Eagle Asset Management Inc	181,657	$3.51M	0.02%
Arrowstreet Capital, Limited Partnership	128,573	$2.53M	0.00%
Vestcor Inc	56,873	$1.12M	0.04%
HSBC Holdings PLC	48,072	$943.4K	0.00%
Principal Financial Group Inc	34,314	$675.0K	0.00%
Amundi	36,176	$674.3K	0.00%
Concurrent Investment Advisors, LLC	31,190	$613.5K	0.02%
Carnegie Lake Advisors LLC	29,946	$589.0K	0.23%
SG Americas Securities, LLC	25,244	$497.0K	0.00%
Toroso Investments, LLC	25,174	$495.2K	0.01%
Los Angeles Capital Management LLC	24,175	$475.5K	0.00%
Pictet Asset Management Holding SA	20,415	$401.6K	0.00%
Verition Fund Management LLC	19,523	$384.0K	0.00%
Picton Mahoney Asset Management	19,005	$373.0K	0.01%
UniSuper Management Pty Ltd	18,100	$356.0K	0.00%
Intech Investment Management LLC	16,264	$319.9K	0.00%
IFM Investors Pty Ltd	14,953	$294.1K	0.00%
Dark Forest Capital Management LP	14,735	$289.8K	0.04%
Virtus Investment Advisers, Inc.	14,600	$287.2K	0.23%
Graham Capital Management, L.P.	13,086	$257.4K	0.01%
Macquarie Group Ltd	12,911	$254.0K	0.00%
Standard Life Aberdeen plc	12,779	$251.4K	0.00%
Commonwealth of Pennsylvania Public School Empls Retrmt Sys	11,253	$221.3K	0.00%
Van Eck Associates Corp	11,140	$214.0K	0.00%
State of Wyoming	8,266	$162.6K	0.02%
Maryland Capital Advisors Inc.	1,320	$26.0K	0.01%
USA Financial Portformulas Corp	1,179	$23.2K	0.00%
Ulland Investment Advisors, LLC	1,000	$20.0K	0.01%
Aster Capital Management (DIFC) Ltd	592	$11.6K	0.00%
Hillsdale Investment Management Inc.	350	$6.88K	0.00%
Hemington Wealth Management	305	$5.00K	0.00%
Geneos Wealth Management Inc.	247	$4.86K	0.00%
Sterling Capital Management LLC	203	$3.99K	0.00%
Capital Performance Advisors LLP	79	$1.55K	0.00%
Laurel Wealth Advisors LLC	65	$1.28K	0.00%
The PNC Financial Services Group, Inc.	53	$1.04K	0.00%
Bokf, NA	19	$365	0.00%
Dunhill Financial, LLC	4	$83	0.00%

Sold out (17)

Institutions that held Umh Properties, Inc. at the end of Q2 2024 and filed for Q3 2024 without it.

Institutions that sold out of UMH in Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
Robotti Robert	294,610	$4.71M
Citadel Advisors LLC	67,999	$1.09M
Two Sigma Investments, LP	51,391	$821.7K
Koshinski Asset Management, Inc.	30,531	$498.0K
Two Sigma Advisers, LP	25,500	$407.7K
Prudential Financial Inc	21,087	$337.2K
ExodusPoint Capital Management, LP	20,340	$325.0K
Commonwealth Equity Services, LLC	19,113	$306.0K
Hohimer Wealth Management, LLC	18,157	$290.3K
Magnetar Financial LLC	17,683	$282.8K
New York Life Investment Management LLC	14,584	$233.2K
Custom Index Systems, LLC	14,402	$230.3K
Engineers Gate Manager LP	14,052	$224.7K
Kovitz Investment Group Partners, LLC	10,000	$159.9K
Federated Hermes, Inc.	1,319	$21.1K
Simplex Trading, LLC	684	$10.0K
Sound Income Strategies, LLC	15	$240

Not filed for Q3 2024 yet (2)

Institutions that held Umh Properties, Inc. at the end of Q2 2024 and haven't filed a 13F for Q3 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UMH in Q2 2024 that haven't filed for Q3 2024
Institution	Shares, Q2 2024	Value, Q2 2024
BlackRock Inc.	5,238,276	$83.8M
Susquehanna Fundamental Investments, LLC	12,367	$197.7K