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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −1−16.7% | Reduced |
| Dunhill Financial, LLC | 4 | $83 | 0.00% | +4 | New |
| Harbour Investments, Inc. | 7 | $138 | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 19 | $365 | 0.00% | +19 | New |
| Raffa Wealth Management, LLC | 37 | $728 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 53 | $1.04K | 0.00% | +53 | New |
| Private Wealth Management Group, LLC | 56 | $1.10K | 0.00% | 00.0% | Unchanged |
| Laurel Wealth Advisors LLC | 65 | $1.28K | 0.00% | +65 | New |
| Rothschild Investment LLC | 70 | $1.38K | 0.00% | +40+133.3% | Added |
| Capital Performance Advisors LLP | 79 | $1.55K | 0.00% | +79 | New |
| Huntington National Bank | 81 | $1.59K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 94 | $1.85K | 0.00% | +71+308.7% | Added |
| Allworth Financial LP | 122 | $2.40K | 0.00% | 00.0% | Unchanged |
| Oakworth Capital, Inc. | 130 | $2.56K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 141 | $2.77K | 0.00% | +94+200.0% | Added |
| Farther Finance Advisors, LLC | 144 | $2.83K | 0.00% | −17−10.6% | Reduced |
| First Horizon Advisors, Inc. | 180 | $3.54K | 0.00% | +19+11.8% | Added |
| Sterling Capital Management LLC | 203 | $3.99K | 0.00% | +203 | New |
| Smartleaf Asset Management LLC | 216 | $4.17K | 0.00% | +99+84.6% | Added |
| Geneos Wealth Management Inc. | 247 | $4.86K | 0.00% | +247 | New |
| Hemington Wealth Management | 305 | $5.00K | 0.00% | +305 | New |
| GWM Advisors LLC | 300 | $5.90K | 0.00% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 350 | $6.88K | 0.00% | +350 | New |
| HHM Wealth Advisors, LLC | 377 | $7.42K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 541 | $10.6K | 0.00% | −9,864−94.8% | Reduced |
| Aster Capital Management (DIFC) Ltd | 592 | $11.6K | 0.00% | +592 | New |
| CWM, LLC | 602 | $12.0K | 0.00% | +147+32.3% | Added |
| Principal Securities, Inc. | 620 | $12.2K | 0.00% | +57+10.1% | Added |
| Ulland Investment Advisors, LLC | 1,000 | $20.0K | 0.01% | +1,000 | New |
| Signaturefd, LLC | 1,096 | $21.6K | 0.00% | 00.0% | Unchanged |
| USA Financial Portformulas Corp | 1,179 | $23.2K | 0.00% | +1,179 | New |
| CBIZ Investment Advisory Services, LLC | 1,230 | $24.2K | 0.00% | +81+7.0% | Added |
| Pathway Financial Advisers, LLC | 1,298 | $25.5K | 0.01% | +13+1.0% | Added |
| Maryland Capital Advisors Inc. | 1,320 | $26.0K | 0.01% | +1,320 | New |
| Proequities, Inc. | 1,805 | $35.5K | 0.00% | −20−1.1% | Reduced |
| Stone House Investment Management, LLC | 1,816 | $35.7K | 0.01% | +234+14.8% | Added |
| Amalgamated Bank | 2,043 | $40.0K | 0.00% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 2,219 | $43.0K | 0.00% | −5,406−70.9% | Reduced |
| Quest Partners LLC | 2,292 | $45.1K | 0.00% | −8,260−78.3% | Reduced |
| Loomis Sayles & Co L P | 2,431 | $48.0K | 0.00% | +2,346+2,760.0% | Added |
| SRS Capital Advisors, Inc. | 2,443 | $48.1K | 0.00% | +15+0.6% | Added |
| US Bancorp | 2,477 | $48.7K | 0.00% | +1,791+261.1% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,596 | $50.1K | 0.00% | +698+36.8% | Added |
| Point72 Asset Management, L.P. | 2,632 | $51.8K | 0.00% | −5,526−67.7% | Reduced |
| Spire Wealth Management | 3,740 | $73.6K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 3,797 | $74.7K | 0.02% | +3,419+904.5% | Added |
| Ridgewood Investments LLC | 4,459 | $87.7K | 0.04% | +11+0.2% | Added |
| Quadrant Capital Group LLC | 5,841 | $114.9K | 0.01% | +197+3.5% | Added |
| New York State Teachers Retirement System | 5,828 | $115.0K | 0.00% | +249+4.5% | Added |
| Ameritas Investment Partners, Inc. | 6,199 | $121.9K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 8,266 | $162.6K | 0.02% | +8,266 | New |
| Advisor Group Holdings, Inc. | 8,549 | $168.2K | 0.00% | −143−1.6% | Reduced |
| Stockman Wealth Management, Inc. | 10,750 | $211.5K | 0.03% | 00.0% | Unchanged |
| Van Eck Associates Corp | 11,140 | $214.0K | 0.00% | +11,140 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,253 | $221.3K | 0.00% | +11,253 | New |
| Firestone Capital Management | 11,297 | $222.2K | 0.06% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,316 | $222.6K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 12,100 | $238.0K | 0.00% | +600+5.2% | Added |
| ProShare Advisors LLC | 12,248 | $240.9K | 0.00% | −4,072−25.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 12,454 | $245.0K | 0.00% | +131+1.1% | Added |
| BFSG, LLC | 12,715 | $250.1K | 0.03% | −45−0.4% | Reduced |
| Standard Life Aberdeen plc | 12,779 | $251.4K | 0.00% | +12,779 | New |
| Macquarie Group Ltd | 12,911 | $254.0K | 0.00% | +12,911 | New |
| Graham Capital Management, L.P. | 13,086 | $257.4K | 0.01% | +13,086 | New |
| Connors Investor Services Inc | 13,200 | $259.6K | 0.03% | −2,100−13.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,400 | $263.6K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,596 | $267.4K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 13,605 | $267.6K | 0.00% | +481+3.7% | Added |
| BNP Paribas Arbitrage, SA | 14,427 | $283.8K | 0.00% | −266−1.8% | Reduced |
| Virtus Investment Advisers, Inc. | 14,600 | $287.2K | 0.23% | +14,600 | New |
| Dark Forest Capital Management LP | 14,735 | $289.8K | 0.04% | +14,735 | New |
| IFM Investors Pty Ltd | 14,953 | $294.1K | 0.00% | +14,953 | New |
| Diversified Trust Co | 15,479 | $304.5K | 0.01% | +267+1.8% | Added |
| State Board of Administration of Florida Retirement System | 15,909 | $312.9K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 15,918 | $313.1K | 0.00% | −839−5.0% | Reduced |
| Intech Investment Management LLC | 16,264 | $319.9K | 0.00% | +16,264 | New |
| EntryPoint Capital, LLC | 16,713 | $328.7K | 0.19% | −2,520−13.1% | Reduced |
| Orleans Capital Management Corp | 17,000 | $334.4K | 0.19% | 00.0% | Unchanged |
| Corton Capital Inc. | 17,433 | $342.9K | 0.17% | −517−2.9% | Reduced |
| Personal Cfo Solutions, LLC | 17,442 | $343.1K | 0.05% | +2,464+16.5% | Added |
| Public Employees Retirement Association of Colorado | 17,636 | $347.0K | 0.00% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 18,057 | $355.2K | 0.08% | +2,721+17.7% | Added |
| UniSuper Management Pty Ltd | 18,100 | $356.0K | 0.00% | +18,100 | New |
| Bailard, Inc. | 18,900 | $371.8K | 0.01% | +5,400+40.0% | Added |
| Picton Mahoney Asset Management | 19,005 | $373.0K | 0.01% | +19,005 | New |
| Arizona State Retirement System | 19,259 | $378.8K | 0.00% | +814+4.4% | Added |
| Verition Fund Management LLC | 19,523 | $384.0K | 0.00% | +19,523 | New |
| Pictet Asset Management Holding SA | 20,415 | $401.6K | 0.00% | +20,415 | New |
| Vident Advisory, LLC | 20,513 | $403.5K | 0.01% | −736−3.5% | Reduced |
| New York State Common Retirement Fund | 20,814 | $409.4K | 0.00% | −5,800−21.8% | Reduced |
| Nisa Investment Advisors, LLC | 21,233 | $417.7K | 0.00% | −168−0.8% | Reduced |
| CWM Advisors, LLC | 21,243 | $417.9K | 0.04% | −1,102−4.9% | Reduced |
| Voya Investment Management LLC | 21,537 | $423.6K | 0.00% | −839−3.7% | Reduced |
| Wealthcare Advisory Partners LLC | 22,357 | $439.8K | 0.01% | +3,742+20.1% | Added |
| Keybank National Association | 22,520 | $443.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 22,773 | $448.0K | 0.00% | +2,207+10.7% | Added |
| Knights of Columbus Asset Advisors LLC | 23,195 | $456.2K | 0.03% | −41,494−64.1% | Reduced |
| Los Angeles Capital Management LLC | 24,175 | $475.5K | 0.00% | +24,175 | New |
| Bessemer Group Inc | 24,296 | $478.0K | 0.00% | +200+0.8% | Added |
| Cornercap Investment Counsel Inc | 24,328 | $478.5K | 0.14% | −23,718−49.4% | Reduced |