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, Q4 2024
Institutional positions in Umh Properties, Inc. as of Dec 31, 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
- 232
- +12 vs. Q3 2024
- Shares held
- 65.5M
- +6.87M (+11.7%) vs. Q3 2024
- Total value
- $1.24B
- +$83.3M (+7.2%) vs. Q3 2024
- New holders
- 37
- 107 more added
- Sold out
- 25
- 55 more reduced
3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,506,462 | $141.7M | 0.00% | +799,798+11.9% | Added |
| BlackRock, Inc. | 7,233,313 | $136.6M | 0.00% | +568,557+8.5% | Added |
| T. Rowe Price Investment Management, Inc. | 5,251,335 | $99.1M | 0.06% | +57,547+1.1% | Added |
| Capital Research Global Investors | 4,031,849 | $76.1M | 0.02% | +2,236,080+124.5% | Added |
| State Street Corp | 3,182,348 | $60.1M | 0.00% | +379,744+13.5% | Added |
| Copeland Capital Management, LLC | 2,828,469 | $53.4M | 0.99% | +67,353+2.4% | Added |
| FMR LLC | 2,724,826 | $51.4M | 0.00% | −5,069−0.2% | Reduced |
| American Century Companies Inc | 2,095,006 | $39.6M | 0.02% | −235,981−10.1% | Reduced |
| William Blair Investment Management, LLC | 1,992,420 | $37.6M | 0.09% | +48,480+2.5% | Added |
| Geode Capital Management, LLC | 1,838,555 | $34.7M | 0.00% | +134,761+7.9% | Added |
| Jennison Associates LLC | 1,462,585 | $27.6M | 0.02% | +145,310+11.0% | Added |
| Raymond James Financial Inc | 1,239,183 | $23.4M | 0.01% | +1,239,183 | New |
| Private Management Group Inc | 1,233,570 | $23.3M | 0.84% | −16,333−1.3% | Reduced |
| Northern Trust Corp | 1,180,928 | $22.3M | 0.00% | +251,509+27.1% | Added |
| Nuveen Asset Management, LLC | 1,163,880 | $22.0M | 0.01% | −67,988−5.5% | Reduced |
| Bank of America Corp | 1,144,077 | $21.6M | 0.00% | +7,831+0.7% | Added |
| Dimensional Fund Advisors LP | 1,064,590 | $20.1M | 0.00% | +52,278+5.2% | Added |
| Charles Schwab Investment Management Inc | 1,028,383 | $19.4M | 0.00% | +87,591+9.3% | Added |
| D.A. Davidson & Co. | 914,417 | $17.3M | 0.14% | +41,683+4.8% | Added |
| Brookfield Asset Management Inc. | 666,534 | $12.6M | 0.08% | +446,371+202.7% | Added |
| Kennedy Capital Management, Inc. | 627,283 | $11.8M | 0.26% | −18,265−2.8% | Reduced |
| Morgan Stanley | 569,080 | $10.7M | 0.00% | +20,138+3.7% | Added |
| Marshall Wace, LLP | 495,900 | $9.36M | 0.01% | −143,527−22.4% | Reduced |
| APG Asset Management US Inc. | 483,116 | $9.12M | 0.07% | +483,116 | New |
| Goldman Sachs Group Inc | 477,882 | $9.02M | 0.00% | +165,079+52.8% | Added |
| JPMorgan Chase & Co | 460,406 | $8.69M | 0.00% | +49,550+12.1% | Added |
| Envestnet Asset Management Inc | 433,246 | $8.18M | 0.00% | −1640.0% | Reduced |
| State of New Jersey Common Pension Fund D | 389,742 | $7.36M | 0.03% | +6,126+1.6% | Added |
| First Eagle Investment Management, LLC | 375,919 | $7.10M | 0.02% | +178,426+90.3% | Added |
| Cherokee Insurance Co | 369,391 | $6.97M | 3.16% | +369,391 | New |
| SEI Investments Co | 355,197 | $6.71M | 0.01% | +9,754+2.8% | Added |
| Legal & General Group Plc | 353,449 | $6.67M | 0.00% | +18,154+5.4% | Added |
| Bank of New York Mellon Corp | 346,333 | $6.54M | 0.00% | +27,983+8.8% | Added |
| State of Wisconsin Investment Board | 345,963 | $6.53M | 0.02% | +27,097+8.5% | Added |
| Qube Research & Technologies Ltd | 334,926 | $6.32M | 0.01% | +46,945+16.3% | Added |
| Citigroup Inc | 312,998 | $5.91M | 0.01% | +264,101+540.1% | Added |
| Panagora Asset Management Inc | 306,470 | $5.79M | 0.03% | −8,844−2.8% | Reduced |
| Neuberger Berman Group LLC | 301,854 | $5.70M | 0.00% | −1,049−0.3% | Reduced |
| Wells Fargo & Company | 297,480 | $5.62M | 0.00% | +6,414+2.2% | Added |
| Invesco Ltd. | 278,981 | $5.27M | 0.00% | +54,247+24.1% | Added |
| Montag A & Associates Inc | 267,411 | $5.05M | 0.24% | −3,500−1.3% | Reduced |
| Storebrand Asset Management AS | 262,921 | $4.96M | 0.02% | −10,933−4.0% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $4.72M | 0.33% | 00.0% | Unchanged |
| UBS Group AG | 214,306 | $4.05M | 0.00% | +117,681+121.8% | Added |
| Russell Investments Group, Ltd. | 213,340 | $4.03M | 0.01% | −3,109−1.4% | Reduced |
| Teacher Retirement System of Texas | 198,760 | $3.75M | 0.01% | +125,036+169.6% | Added |
| Franklin Resources Inc | 189,877 | $3.58M | 0.00% | −46,148−19.6% | Reduced |
| Wedbush Securities Inc | 186,551 | $3.52M | 0.13% | −337−0.2% | Reduced |
| Royal Bank of Canada | 186,136 | $3.51M | 0.00% | +2,496+1.4% | Added |
| Barclays PLC | 178,124 | $3.36M | 0.00% | +17,718+11.0% | Added |
| North Star Investment Management Corp. | 174,981 | $3.30M | 0.23% | −1,205−0.7% | Reduced |
| Stifel Financial Corp | 173,584 | $3.28M | 0.00% | +5,795+3.5% | Added |
| NFJ Investment Group, LLC | 162,532 | $3.07M | 0.10% | −1,984−1.2% | Reduced |
| Swiss National Bank | 146,800 | $2.77M | 0.00% | +16,200+12.4% | Added |
| Ameriprise Financial Inc | 136,690 | $2.58M | 0.00% | −103,385−43.1% | Reduced |
| First Trust Advisors LP | 136,365 | $2.57M | 0.00% | +63,776+87.9% | Added |
| Employees Retirement System of Texas | 136,000 | $2.57M | 0.02% | +136,000 | New |
| LDR Capital Management LLC | 131,466 | $2.48M | 3.36% | −35,625−21.3% | Reduced |
| WealthTrust Axiom LLC | 128,465 | $2.43M | 0.72% | +400+0.3% | Added |
| Connors Investor Services Inc | 123,117 | $2.32M | 0.22% | +109,917+832.7% | Added |
| Rhumbline Advisers | 121,417 | $2.29M | 0.00% | +11,471+10.4% | Added |
| Susquehanna International Group, LLP | 117,685 | $2.22M | 0.00% | +30,887+35.6% | Added |
| Silver Lake Advisory, LLC | 111,379 | $2.10M | 0.92% | −852−0.8% | Reduced |
| Public Employees Retirement System of Ohio | 103,884 | $1.96M | 0.01% | +6,260+6.4% | Added |
| McIlrath & Eck, LLC | 101,933 | $1.92M | 0.25% | −389−0.4% | Reduced |
| Asset Management One Co.,Ltd. | 101,168 | $1.90M | 0.01% | +4,000+4.1% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.90M | 0.11% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 97,200 | $1.84M | 0.01% | +15,000+18.2% | Added |
| Caldwell Sutter Capital, Inc. | 92,194 | $1.74M | 0.81% | 00.0% | Unchanged |
| Great West Life Assurance Co | 92,142 | $1.74M | 0.00% | +10,552+12.9% | Added |
| Hunter Perkins Capital Management, LLC | 87,620 | $1.65M | 0.35% | +3,325+3.9% | Added |
| Shufro Rose & Co LLC | 86,850 | $1.64M | 0.13% | −3,400−3.8% | Reduced |
| AQR Capital Management LLC | 83,428 | $1.58M | 0.00% | −13,086−13.6% | Reduced |
| Deutsche Bank AG | 81,923 | $1.55M | 0.00% | +18,375+28.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 79,674 | $1.50M | 0.00% | +4,387+5.8% | Added |
| Alliancebernstein L.P. | 75,249 | $1.42M | 0.00% | −261−0.3% | Reduced |
| UBS Asset Management Americas Inc | 73,585 | $1.39M | 0.00% | −262,289−78.1% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.38M | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 70,300 | $1.33M | 0.01% | −4,000−5.4% | Reduced |
| California State Teachers Retirement System | 69,547 | $1.31M | 0.00% | +6,425+10.2% | Added |
| Vestcor Inc | 67,977 | $1.28M | 0.04% | +11,104+19.5% | Added |
| LPL Financial LLC | 62,624 | $1.18M | 0.00% | +6,620+11.8% | Added |
| HSBC Holdings PLC | 59,266 | $1.12M | 0.00% | +11,194+23.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,867 | $1.04M | 0.00% | +21,561+64.7% | Added |
| Verition Fund Management LLC | 50,070 | $945.3K | 0.00% | +30,547+156.5% | Added |
| Bard Associates Inc | 48,985 | $924.8K | 0.31% | −250−0.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48,668 | $924.7K | 0.00% | +6,970+16.7% | Added |
| Pensionfund DSM Netherlands | 47,900 | $904.0K | 0.56% | −10,000−17.3% | Reduced |
| Manufacturers Life Insurance Company, The | 46,783 | $883.3K | 0.00% | +918+2.0% | Added |
| MetLife Investment Management | 45,584 | $860.6K | 0.00% | +6,610+17.0% | Added |
| Clear Creek Financial Management, LLC | 44,515 | $840.4K | 0.09% | −864−1.9% | Reduced |
| Price T Rowe Associates Inc | 43,422 | $820.0K | 0.00% | +6,488+17.6% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 41,105 | $776.1K | 0.00% | +6,053+17.3% | Added |
| Boston Partners | 40,081 | $756.7K | 0.00% | −32,251−44.6% | Reduced |
| Centiva Capital, LP | 38,992 | $736.2K | 0.03% | +7,564+24.1% | Added |
| Squarepoint Ops LLC | 37,594 | $709.8K | 0.00% | −8,077−17.7% | Reduced |
| Principal Financial Group Inc | 37,454 | $707.1K | 0.00% | +3,140+9.2% | Added |
| SG Americas Securities, LLC | 36,228 | $684.0K | 0.00% | +10,984+43.5% | Added |
| Corebridge Financial, Inc. | 35,946 | $678.7K | 0.00% | +1,286+3.7% | Added |
| Globeflex Capital L P | 35,200 | $664.6K | 0.06% | 00.0% | Unchanged |