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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

Q4 2024 vs. Q3 2024

How the institutions holding Umh Properties, Inc. changed between Q3 2024 and Q4 2024.

All holders in Q4 2024All holders in Q3 2024

13F holders of UMH: Q3 2024 compared with Q4 2024
MeasureQ3 2024Of which not filed for Q4 2024Q4 2024Change
Holders2233232+12
Shares59.9M1.22M65.5M+6.87M (+11.7%)
Value$1.18B$23.9M$1.24B+$83.3M (+7.2%)

3 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so the changes leave them out.

New holders (37)

Institutions that held Umh Properties, Inc. at the end of Q4 2024 but not at the end of Q3 2024.

Institutions new to UMH in Q4 2024
InstitutionSharesValue% of portfolio
Raymond James Financial Inc1,239,183$23.4M0.01%
APG Asset Management US Inc.483,116$9.12M0.07%
Cherokee Insurance Co369,391$6.97M3.16%
Employees Retirement System of Texas136,000$2.57M0.02%
Oppenheimer & Co Inc30,164$569.5K0.01%
Engineers Gate Manager LP21,501$405.9K0.01%
BCO Wealth Management LLC19,954$376.7K0.31%
ClearAlpha Technologies LP19,793$373.7K0.32%
KLP Kapitalforvaltning AS14,600$275.6K0.00%
Police & Firemen's Retirement System of New Jersey14,326$270.5K0.00%
Versor Investments LP14,200$268.1K0.05%
Summit Global Investments13,677$258.0K0.02%
Susquehanna Fundamental Investments, LLC11,730$221.5K0.00%
Yoffe Investment Management, LLC11,612$219.2K0.33%
Custom Index Systems, LLC11,364$214.6K0.12%
Hohimer Wealth Management, LLC10,462$197.5K0.04%
Cornerstone Investment Partners, LLC10,419$196.7K0.01%
Montag & Caldwell, LLC6,900$130.3K0.03%
Golden State Wealth Management, LLC2,000$37.8K0.01%
GF Fund Management Co. Ltd.1,356$25.6K0.00%
Retirement Wealth Solutions LLC941$16.5K0.01%
Northwestern Mutual Wealth Management Co499$9.42K0.00%
Group One Trading, L.P.300$5.66K0.00%
Versant Capital Management, Inc270$5.10K0.00%
Larson Financial Group LLC158$2.98K0.00%
MAI Capital Management150$2.83K0.00%
Bellwether Advisors, LLC128$2.42K0.00%
Steward Partners Investment Advisory, LLC123$2.32K0.00%
Salem Investment Counselors Inc100$1.89K0.00%
EverSource Wealth Advisors, LLC95$1.79K0.00%
WPG Advisers, LLC89$1.68K0.00%
Sierra Ocean, LLC70$1.32K0.00%
Cassady Schiller Wealth Management, LLC65$1.23K0.00%
Skopos Labs, Inc.61$1.15K0.00%
MPWM Advisory Solutions, LLC37$6990.00%
Parallel Advisors, LLC17$3210.00%
Simplex Trading, LLC6$00.00%

Sold out (25)

Institutions that held Umh Properties, Inc. at the end of Q3 2024 and filed for Q4 2024 without it.

Not filed for Q4 2024 yet (3)

Institutions that held Umh Properties, Inc. at the end of Q3 2024 and haven't filed a 13F for Q4 2024. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UMH in Q3 2024 that haven't filed for Q4 2024
InstitutionShares, Q3 2024Value, Q3 2024
Raymond James & Associates846,409$16.6M
Scout Investments, Inc.196,646$3.69M
Eagle Asset Management Inc181,657$3.51M