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 |
|---|---|---|---|---|---|
| Balyasny Asset Management LLC | 534,344 | $10.5M | 0.03% | +534,344 | New |
| Morgan Stanley | 548,942 | $10.8M | 0.00% | −52,388−8.7% | Reduced |
| Marshall Wace, LLP | 639,427 | $12.6M | 0.02% | +495,598+344.6% | Added |
| Kennedy Capital Management, Inc. | 645,548 | $12.7M | 0.28% | −75,357−10.5% | Reduced |
| Raymond James & Associates | 846,409 | $16.6M | 0.01% | −22,116−2.5% | Reduced |
| D.A. Davidson & Co. | 872,734 | $17.2M | 0.14% | +1,066+0.1% | Added |
| Northern Trust Corp | 929,419 | $18.3M | 0.00% | +60,609+7.0% | Added |
| Charles Schwab Investment Management Inc | 940,792 | $18.5M | 0.00% | +56,662+6.4% | Added |
| Dimensional Fund Advisors LP | 1,012,312 | $19.9M | 0.00% | +45,630+4.7% | Added |
| Bank of America Corp | 1,136,246 | $22.3M | 0.00% | −18,949−1.6% | Reduced |
| Nuveen Asset Management, LLC | 1,231,868 | $24.2M | 0.01% | +301,035+32.3% | Added |
| Private Management Group Inc | 1,249,903 | $24.6M | 0.86% | −57,629−4.4% | Reduced |
| Jennison Associates LLC | 1,317,275 | $25.9M | 0.02% | −9,774−0.7% | Reduced |
| Geode Capital Management, LLC | 1,703,794 | $33.5M | 0.00% | +59,705+3.6% | Added |
| Capital Research Global Investors | 1,795,769 | $35.3M | 0.01% | +1,795,769 | New |
| William Blair Investment Management, LLC | 1,943,940 | $38.2M | 0.09% | −59,809−3.0% | Reduced |
| American Century Companies Inc | 2,330,987 | $45.9M | 0.03% | −600,129−20.5% | Reduced |
| FMR LLC | 2,729,895 | $53.7M | 0.00% | +5260.0% | Added |
| Copeland Capital Management, LLC | 2,761,116 | $54.3M | 0.94% | +8,946+0.3% | Added |
| State Street Corp | 2,802,604 | $55.1M | 0.00% | +863,089+44.5% | Added |
| T. Rowe Price Investment Management, Inc. | 5,193,788 | $102.2M | 0.06% | +221,596+4.5% | Added |
| BlackRock, Inc. | 6,664,756 | $131.1M | 0.00% | +6,664,756 | New |
| Vanguard Group Inc | 6,706,664 | $131.9M | 0.00% | +168,608+2.6% | Added |
| Robotti Robert | 0 | $0 | 0.00% | −294,610−100.0% | Sold out |
| Citadel Advisors LLC | 0 | $0 | 0.00% | −67,999−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −51,391−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −30,531−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −25,500−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −21,087−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −20,340−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −19,113−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −18,157−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −17,683−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −14,584−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −14,402−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −14,052−100.0% | Sold out |
| Kovitz Investment Group Partners, LLC | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Federated Hermes, Inc. | 0 | $0 | 0.00% | −1,319−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −684−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −15−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Susquehanna Fundamental Investments, LLC | – | – | – | – | Not filed |