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 |
|---|---|---|---|---|---|
| Meixler Investment Management, Ltd. | 24,418 | $480.3K | 0.35% | −4,700−16.1% | Reduced |
| Pensionfund Sabic | 24,564 | $483.0K | 0.15% | −5,000−16.9% | Reduced |
| Toroso Investments, LLC | 25,174 | $495.2K | 0.01% | +25,174 | New |
| SG Americas Securities, LLC | 25,244 | $497.0K | 0.00% | +25,244 | New |
| Vert Asset Management LLC | 25,598 | $503.5K | 0.17% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 26,194 | $515.2K | 0.00% | +925+3.7% | Added |
| Resona Asset Management Co.,Ltd. | 26,672 | $516.1K | 0.00% | −312−1.2% | Reduced |
| Pathstone Holdings, LLC | 28,086 | $552.5K | 0.00% | −4,452−13.7% | Reduced |
| Snowden Capital Advisors LLC | 29,424 | $578.8K | 0.02% | +3,720+14.5% | Added |
| Carnegie Lake Advisors LLC | 29,946 | $589.0K | 0.23% | +29,946 | New |
| Concurrent Investment Advisors, LLC | 31,190 | $613.5K | 0.02% | +31,190 | New |
| State of Alaska, Department of Revenue | 31,304 | $614.0K | 0.01% | +663+2.2% | Added |
| Centiva Capital, LP | 31,428 | $618.2K | 0.03% | +1,195+4.0% | Added |
| Janus Henderson Group PLC | 31,802 | $625.4K | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,306 | $655.1K | 0.00% | +14,187+74.2% | Added |
| Amundi | 36,176 | $674.3K | 0.00% | +36,176 | New |
| Principal Financial Group Inc | 34,314 | $675.0K | 0.00% | +34,314 | New |
| Corebridge Financial, Inc. | 34,660 | $681.8K | 0.00% | +305+0.9% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 35,052 | $689.5K | 0.00% | +4,139+13.4% | Added |
| Globeflex Capital L P | 35,200 | $692.4K | 0.07% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 36,934 | $727.0K | 0.00% | +1,245+3.5% | Added |
| Jane Street Group, LLC | 37,091 | $729.6K | 0.00% | −75,755−67.1% | Reduced |
| MetLife Investment Management | 38,974 | $766.6K | 0.00% | +56+0.1% | Added |
| Lokken Investment Group LLC | 39,122 | $769.5K | 0.32% | 00.0% | Unchanged |
| Cerity Partners LLC | 39,608 | $779.1K | 0.00% | −153,583−79.5% | Reduced |
| Penserra Capital Management LLC | 40,479 | $796.0K | 0.02% | −1,065−2.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 41,698 | $820.2K | 0.00% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 45,379 | $892.6K | 0.10% | +4,720+11.6% | Added |
| Squarepoint Ops LLC | 45,671 | $898.3K | 0.00% | +21,886+92.0% | Added |
| Manufacturers Life Insurance Company, The | 45,865 | $902.2K | 0.00% | −64−0.1% | Reduced |
| HSBC Holdings PLC | 48,072 | $943.4K | 0.00% | +48,072 | New |
| Citigroup Inc | 48,897 | $961.8K | 0.00% | +31,689+184.2% | Added |
| Bard Associates Inc | 49,235 | $968.5K | 0.33% | 00.0% | Unchanged |
| Quantbot Technologies LP | 50,183 | $987.1K | 0.04% | +37,558+297.5% | Added |
| LPL Financial LLC | 56,004 | $1.10M | 0.00% | +35,446+172.4% | Added |
| Vestcor Inc | 56,873 | $1.12M | 0.04% | +56,873 | New |
| Pensionfund DSM Netherlands | 57,900 | $1.14M | 0.52% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 60,168 | $1.18M | 0.08% | −700−1.2% | Reduced |
| California State Teachers Retirement System | 63,122 | $1.24M | 0.00% | −1,061−1.7% | Reduced |
| International Assets Investment Management, LLC | 24,511 | $1.25M | 0.01% | +23,989+4,595.6% | Added |
| Deutsche Bank AG | 63,548 | $1.25M | 0.00% | −294,357−82.2% | Reduced |
| Cubist Systematic Strategies, LLC | 67,480 | $1.33M | 0.02% | +45,190+202.7% | Added |
| Boston Partners | 72,332 | $1.42M | 0.00% | +1,096+1.5% | Added |
| First Trust Advisors LP | 72,589 | $1.43M | 0.00% | +4,329+6.3% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.44M | 0.02% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 90,250 | $1.44M | 0.12% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 73,724 | $1.45M | 0.01% | +62,724+570.2% | Added |
| Gamco Investors, Inc. Et Al | 74,300 | $1.46M | 0.01% | −5,500−6.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 75,287 | $1.48M | 0.00% | +2,254+3.1% | Added |
| Alliancebernstein L.P. | 75,510 | $1.49M | 0.00% | +9,743+14.8% | Added |
| Great West Life Assurance Co | 81,590 | $1.61M | 0.00% | −10,093−11.0% | Reduced |
| Nomura Asset Management Co Ltd | 82,200 | $1.62M | 0.00% | +3,200+4.1% | Added |
| UBS Oconnor LLC | 84,076 | $1.65M | 0.04% | −47,724−36.2% | Reduced |
| Hunter Perkins Capital Management, LLC | 84,295 | $1.66M | 0.34% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 86,798 | $1.71M | 0.00% | +30,596+54.4% | Added |
| Caldwell Sutter Capital, Inc. | 92,194 | $1.81M | 0.85% | +700+0.8% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.90M | 0.11% | 00.0% | Unchanged |
| AQR Capital Management LLC | 96,514 | $1.90M | 0.00% | −30,573−24.1% | Reduced |
| UBS Group AG | 96,625 | $1.90M | 0.00% | +22,137+29.7% | Added |
| Asset Management One Co.,Ltd. | 97,168 | $1.91M | 0.01% | +3,125+3.3% | Added |
| Public Employees Retirement System of Ohio | 97,624 | $1.92M | 0.01% | +3,925+4.2% | Added |
| McIlrath & Eck, LLC | 102,322 | $2.01M | 0.26% | +223+0.2% | Added |
| Rhumbline Advisers | 109,946 | $2.16M | 0.00% | −2,914−2.6% | Reduced |
| Silver Lake Advisory, LLC | 112,231 | $2.21M | 0.90% | −3,510−3.0% | Reduced |
| WealthTrust Axiom LLC | 128,065 | $2.52M | 0.75% | −1,000−0.8% | Reduced |
| Arrowstreet Capital, Limited Partnership | 128,573 | $2.53M | 0.00% | +128,573 | New |
| Swiss National Bank | 130,600 | $2.57M | 0.00% | +1,000+0.8% | Added |
| Heartland Advisors Inc | 150,000 | $2.95M | 0.15% | −150,000−50.0% | Reduced |
| Barclays PLC | 160,406 | $3.16M | 0.00% | +80,660+101.1% | Added |
| NFJ Investment Group, LLC | 164,516 | $3.24M | 0.09% | −51,970−24.0% | Reduced |
| LDR Capital Management LLC | 167,091 | $3.29M | 3.66% | −69,370−29.3% | Reduced |
| Stifel Financial Corp | 167,789 | $3.30M | 0.00% | +7,546+4.7% | Added |
| North Star Investment Management Corp. | 176,186 | $3.47M | 0.24% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 181,657 | $3.51M | 0.02% | +181,657 | New |
| Royal Bank of Canada | 183,640 | $3.61M | 0.00% | −36,506−16.6% | Reduced |
| Wedbush Securities Inc | 186,888 | $3.68M | 0.14% | −33,165−15.1% | Reduced |
| Scout Investments, Inc. | 196,646 | $3.69M | 0.10% | −31,811−13.9% | Reduced |
| First Eagle Investment Management, LLC | 197,493 | $3.88M | 0.01% | +197,493 | New |
| Millennium Management LLC | 199,095 | $3.92M | 0.00% | +55,082+38.2% | Added |
| Russell Investments Group, Ltd. | 216,449 | $4.26M | 0.01% | +12,584+6.2% | Added |
| Brookfield Asset Management Inc. | 220,163 | $4.33M | 0.02% | +220,163 | New |
| Invesco Ltd. | 224,734 | $4.42M | 0.00% | +31,669+16.4% | Added |
| Franklin Resources Inc | 236,025 | $4.42M | 0.00% | +236,025 | New |
| Ameriprise Financial Inc | 240,075 | $4.72M | 0.00% | −37,745−13.6% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $4.92M | 0.37% | 00.0% | Unchanged |
| Montag A & Associates Inc | 270,911 | $5.33M | 0.25% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 273,854 | $5.39M | 0.02% | −2,836−1.0% | Reduced |
| Qube Research & Technologies Ltd | 287,981 | $5.66M | 0.01% | −102,967−26.3% | Reduced |
| Wells Fargo & Company | 291,066 | $5.73M | 0.00% | −2,427−0.8% | Reduced |
| Neuberger Berman Group LLC | 302,903 | $5.96M | 0.00% | +9,054+3.1% | Added |
| Goldman Sachs Group Inc | 312,803 | $6.15M | 0.00% | −256,676−45.1% | Reduced |
| Panagora Asset Management Inc | 315,314 | $6.20M | 0.03% | +56,200+21.7% | Added |
| Bank of New York Mellon Corp | 318,350 | $6.26M | 0.00% | −70,511−18.1% | Reduced |
| State of Wisconsin Investment Board | 318,866 | $6.27M | 0.02% | 00.0% | Unchanged |
| Legal & General Group Plc | 335,295 | $6.60M | 0.00% | +278,462+490.0% | Added |
| UBS Asset Management Americas Inc | 335,874 | $6.61M | 0.00% | +277,590+476.3% | Added |
| SEI Investments Co | 345,443 | $6.79M | 0.01% | −48,990−12.4% | Reduced |
| State of New Jersey Common Pension Fund D | 383,616 | $7.55M | 0.03% | −19,733−4.9% | Reduced |
| JPMorgan Chase & Co | 410,856 | $8.08M | 0.00% | +68,580+20.0% | Added |
| Envestnet Asset Management Inc | 433,410 | $8.53M | 0.00% | +11,560+2.7% | Added |