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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 38,974 | $766.6K | 0.00% | +56+0.1% | Added |
| Jane Street Group, LLC | 37,091 | $729.6K | 0.00% | −75,755−67.1% | Reduced |
| Price T Rowe Associates Inc | 36,934 | $727.0K | 0.00% | +1,245+3.5% | Added |
| Globeflex Capital L P | 35,200 | $692.4K | 0.07% | 00.0% | Unchanged |
| Mirae Asset Global ETFs Holdings Ltd. | 35,052 | $689.5K | 0.00% | +4,139+13.4% | Added |
| Corebridge Financial, Inc. | 34,660 | $681.8K | 0.00% | +305+0.9% | Added |
| Principal Financial Group Inc | 34,314 | $675.0K | 0.00% | +34,314 | New |
| Amundi | 36,176 | $674.3K | 0.00% | +36,176 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 33,306 | $655.1K | 0.00% | +14,187+74.2% | Added |
| Janus Henderson Group PLC | 31,802 | $625.4K | 0.00% | 00.0% | Unchanged |
| Centiva Capital, LP | 31,428 | $618.2K | 0.03% | +1,195+4.0% | Added |
| State of Alaska, Department of Revenue | 31,304 | $614.0K | 0.01% | +663+2.2% | Added |
| Concurrent Investment Advisors, LLC | 31,190 | $613.5K | 0.02% | +31,190 | New |
| Carnegie Lake Advisors LLC | 29,946 | $589.0K | 0.23% | +29,946 | New |
| Snowden Capital Advisors LLC | 29,424 | $578.8K | 0.02% | +3,720+14.5% | Added |
| Pathstone Holdings, LLC | 28,086 | $552.5K | 0.00% | −4,452−13.7% | Reduced |
| Resona Asset Management Co.,Ltd. | 26,672 | $516.1K | 0.00% | −312−1.2% | Reduced |
| Avantax Advisory Services, Inc. | 26,194 | $515.2K | 0.00% | +925+3.7% | Added |
| Vert Asset Management LLC | 25,598 | $503.5K | 0.17% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 25,244 | $497.0K | 0.00% | +25,244 | New |
| Toroso Investments, LLC | 25,174 | $495.2K | 0.01% | +25,174 | New |
| Pensionfund Sabic | 24,564 | $483.0K | 0.15% | −5,000−16.9% | Reduced |
| Meixler Investment Management, Ltd. | 24,418 | $480.3K | 0.35% | −4,700−16.1% | Reduced |
| Cornercap Investment Counsel Inc | 24,328 | $478.5K | 0.14% | −23,718−49.4% | Reduced |
| Bessemer Group Inc | 24,296 | $478.0K | 0.00% | +200+0.8% | Added |
| Los Angeles Capital Management LLC | 24,175 | $475.5K | 0.00% | +24,175 | New |
| Knights of Columbus Asset Advisors LLC | 23,195 | $456.2K | 0.03% | −41,494−64.1% | Reduced |
| Daiwa Securities Group Inc. | 22,773 | $448.0K | 0.00% | +2,207+10.7% | Added |
| Keybank National Association | 22,520 | $443.0K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 22,357 | $439.8K | 0.01% | +3,742+20.1% | Added |
| Voya Investment Management LLC | 21,537 | $423.6K | 0.00% | −839−3.7% | Reduced |
| CWM Advisors, LLC | 21,243 | $417.9K | 0.04% | −1,102−4.9% | Reduced |
| Nisa Investment Advisors, LLC | 21,233 | $417.7K | 0.00% | −168−0.8% | Reduced |
| New York State Common Retirement Fund | 20,814 | $409.4K | 0.00% | −5,800−21.8% | Reduced |
| Vident Advisory, LLC | 20,513 | $403.5K | 0.01% | −736−3.5% | Reduced |
| Pictet Asset Management Holding SA | 20,415 | $401.6K | 0.00% | +20,415 | New |
| Verition Fund Management LLC | 19,523 | $384.0K | 0.00% | +19,523 | New |
| Arizona State Retirement System | 19,259 | $378.8K | 0.00% | +814+4.4% | Added |
| Picton Mahoney Asset Management | 19,005 | $373.0K | 0.01% | +19,005 | New |
| Bailard, Inc. | 18,900 | $371.8K | 0.01% | +5,400+40.0% | Added |
| UniSuper Management Pty Ltd | 18,100 | $356.0K | 0.00% | +18,100 | New |
| Fox Run Management, L.L.C. | 18,057 | $355.2K | 0.08% | +2,721+17.7% | Added |
| Public Employees Retirement Association of Colorado | 17,636 | $347.0K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 17,442 | $343.1K | 0.05% | +2,464+16.5% | Added |
| Corton Capital Inc. | 17,433 | $342.9K | 0.17% | −517−2.9% | Reduced |
| Orleans Capital Management Corp | 17,000 | $334.4K | 0.19% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 16,713 | $328.7K | 0.19% | −2,520−13.1% | Reduced |
| Intech Investment Management LLC | 16,264 | $319.9K | 0.00% | +16,264 | New |
| Alps Advisors Inc | 15,918 | $313.1K | 0.00% | −839−5.0% | Reduced |
| State Board of Administration of Florida Retirement System | 15,909 | $312.9K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 15,479 | $304.5K | 0.01% | +267+1.8% | Added |
| IFM Investors Pty Ltd | 14,953 | $294.1K | 0.00% | +14,953 | New |
| Dark Forest Capital Management LP | 14,735 | $289.8K | 0.04% | +14,735 | New |
| Virtus Investment Advisers, Inc. | 14,600 | $287.2K | 0.23% | +14,600 | New |
| BNP Paribas Arbitrage, SA | 14,427 | $283.8K | 0.00% | −266−1.8% | Reduced |
| Creative Planning | 13,605 | $267.6K | 0.00% | +481+3.7% | Added |
| Crestwood Advisors Group LLC | 13,596 | $267.4K | 0.01% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,400 | $263.6K | 0.03% | 00.0% | Unchanged |
| Connors Investor Services Inc | 13,200 | $259.6K | 0.03% | −2,100−13.7% | Reduced |
| Graham Capital Management, L.P. | 13,086 | $257.4K | 0.01% | +13,086 | New |
| Macquarie Group Ltd | 12,911 | $254.0K | 0.00% | +12,911 | New |
| Standard Life Aberdeen plc | 12,779 | $251.4K | 0.00% | +12,779 | New |
| BFSG, LLC | 12,715 | $250.1K | 0.03% | −45−0.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 12,454 | $245.0K | 0.00% | +131+1.1% | Added |
| ProShare Advisors LLC | 12,248 | $240.9K | 0.00% | −4,072−25.0% | Reduced |
| STRS Ohio | 12,100 | $238.0K | 0.00% | +600+5.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 11,316 | $222.6K | 0.00% | 00.0% | Unchanged |
| Firestone Capital Management | 11,297 | $222.2K | 0.06% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 11,253 | $221.3K | 0.00% | +11,253 | New |
| Van Eck Associates Corp | 11,140 | $214.0K | 0.00% | +11,140 | New |
| Stockman Wealth Management, Inc. | 10,750 | $211.5K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 8,549 | $168.2K | 0.00% | −143−1.6% | Reduced |
| State of Wyoming | 8,266 | $162.6K | 0.02% | +8,266 | New |
| Ameritas Investment Partners, Inc. | 6,199 | $121.9K | 0.00% | 00.0% | Unchanged |
| New York State Teachers Retirement System | 5,828 | $115.0K | 0.00% | +249+4.5% | Added |
| Quadrant Capital Group LLC | 5,841 | $114.9K | 0.01% | +197+3.5% | Added |
| Ridgewood Investments LLC | 4,459 | $87.7K | 0.04% | +11+0.2% | Added |
| Quarry LP | 3,797 | $74.7K | 0.02% | +3,419+904.5% | Added |
| Spire Wealth Management | 3,740 | $73.6K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 2,632 | $51.8K | 0.00% | −5,526−67.7% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,596 | $50.1K | 0.00% | +698+36.8% | Added |
| US Bancorp | 2,477 | $48.7K | 0.00% | +1,791+261.1% | Added |
| SRS Capital Advisors, Inc. | 2,443 | $48.1K | 0.00% | +15+0.6% | Added |
| Loomis Sayles & Co L P | 2,431 | $48.0K | 0.00% | +2,346+2,760.0% | Added |
| Quest Partners LLC | 2,292 | $45.1K | 0.00% | −8,260−78.3% | Reduced |
| Lazard Asset Management LLC | 2,219 | $43.0K | 0.00% | −5,406−70.9% | Reduced |
| Amalgamated Bank | 2,043 | $40.0K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,816 | $35.7K | 0.01% | +234+14.8% | Added |
| Proequities, Inc. | 1,805 | $35.5K | 0.00% | −20−1.1% | Reduced |
| Maryland Capital Advisors Inc. | 1,320 | $26.0K | 0.01% | +1,320 | New |
| Pathway Financial Advisers, LLC | 1,298 | $25.5K | 0.01% | +13+1.0% | Added |
| CBIZ Investment Advisory Services, LLC | 1,230 | $24.2K | 0.00% | +81+7.0% | Added |
| USA Financial Portformulas Corp | 1,179 | $23.2K | 0.00% | +1,179 | New |
| Signaturefd, LLC | 1,096 | $21.6K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 1,000 | $20.0K | 0.01% | +1,000 | New |
| Principal Securities, Inc. | 620 | $12.2K | 0.00% | +57+10.1% | Added |
| CWM, LLC | 602 | $12.0K | 0.00% | +147+32.3% | Added |
| Aster Capital Management (DIFC) Ltd | 592 | $11.6K | 0.00% | +592 | New |
| Tower Research Capital LLC (TRC) | 541 | $10.6K | 0.00% | −9,864−94.8% | Reduced |
| HHM Wealth Advisors, LLC | 377 | $7.42K | 0.00% | 00.0% | Unchanged |