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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | +1+20.0% | Added |
| Simplex Trading, LLC | 6 | $0 | 0.00% | +6 | New |
| Dunhill Financial, LLC | 4 | $80 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $132 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 8 | $151 | 0.00% | −45−84.9% | Reduced |
| Parallel Advisors, LLC | 17 | $321 | 0.00% | +17 | New |
| Raffa Wealth Management, LLC | 37 | $699 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 37 | $699 | 0.00% | +37 | New |
| Private Wealth Management Group, LLC | 56 | $1.06K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 61 | $1.15K | 0.00% | +61 | New |
| Cassady Schiller Wealth Management, LLC | 65 | $1.23K | 0.00% | +65 | New |
| Laurel Wealth Advisors LLC | 65 | $1.23K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 70 | $1.32K | 0.00% | +70 | New |
| Huntington National Bank | 81 | $1.53K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 89 | $1.68K | 0.00% | +89 | New |
| EverSource Wealth Advisors, LLC | 95 | $1.79K | 0.00% | +95 | New |
| Salem Investment Counselors Inc | 100 | $1.89K | 0.00% | +100 | New |
| Rothschild Investment LLC | 105 | $1.98K | 0.00% | +35+50.0% | Added |
| Allworth Financial LP | 122 | $2.19K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 123 | $2.32K | 0.00% | +123 | New |
| Bellwether Advisors, LLC | 128 | $2.42K | 0.00% | +128 | New |
| Lindbrook Capital, LLC | 150 | $2.83K | 0.00% | +9+6.4% | Added |
| MAI Capital Management | 150 | $2.83K | 0.00% | +150 | New |
| Larson Financial Group LLC | 158 | $2.98K | 0.00% | +158 | New |
| GAMMA Investing LLC | 170 | $3.21K | 0.00% | +76+80.9% | Added |
| Smartleaf Asset Management LLC | 216 | $4.04K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 247 | $4.66K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 305 | $5.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 270 | $5.10K | 0.00% | +270 | New |
| Aster Capital Management (DIFC) Ltd | 275 | $5.19K | 0.00% | −317−53.5% | Reduced |
| GWM Advisors LLC | 300 | $5.66K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 300 | $5.66K | 0.00% | +300 | New |
| First Horizon Advisors, Inc. | 320 | $6.04K | 0.00% | +140+77.8% | Added |
| HHM Wealth Advisors, LLC | 377 | $7.12K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 499 | $9.42K | 0.00% | +499 | New |
| Principal Securities, Inc. | 687 | $13.0K | 0.00% | +67+10.8% | Added |
| Retirement Wealth Solutions LLC | 941 | $16.5K | 0.01% | +941 | New |
| CWM, LLC | 913 | $17.0K | 0.00% | +311+51.7% | Added |
| Signaturefd, LLC | 1,179 | $22.3K | 0.00% | +83+7.6% | Added |
| Pathway Financial Advisers, LLC | 1,313 | $24.8K | 0.01% | +15+1.2% | Added |
| GF Fund Management Co. Ltd. | 1,356 | $25.6K | 0.00% | +1,356 | New |
| Farther Finance Advisors, LLC | 1,600 | $30.2K | 0.00% | +1,456+1,011.1% | Added |
| Proequities, Inc. | 1,738 | $31.2K | 0.00% | −67−3.7% | Reduced |
| Quarry LP | 1,701 | $32.1K | 0.01% | −2,096−55.2% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,706 | $32.2K | 0.00% | +476+38.7% | Added |
| Sterling Capital Management LLC | 1,951 | $36.8K | 0.00% | +1,748+861.1% | Added |
| Golden State Wealth Management, LLC | 2,000 | $37.8K | 0.01% | +2,000 | New |
| Lazard Asset Management LLC | 2,087 | $39.0K | 0.00% | −132−5.9% | Reduced |
| Amalgamated Bank | 2,043 | $39.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,082 | $39.0K | 0.00% | −514−19.8% | Reduced |
| Loomis Sayles & Co L P | 2,431 | $46.0K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 2,555 | $48.2K | 0.00% | +112+4.6% | Added |
| Tower Research Capital LLC (TRC) | 2,568 | $48.5K | 0.00% | +2,027+374.7% | Added |
| Quest Partners LLC | 2,727 | $51.5K | 0.01% | +435+19.0% | Added |
| US Bancorp | 2,943 | $55.6K | 0.00% | +466+18.8% | Added |
| Spire Wealth Management | 3,740 | $70.6K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 3,915 | $74.0K | 0.05% | +2,915+291.5% | Added |
| Ridgewood Investments LLC | 4,470 | $84.4K | 0.04% | +11+0.2% | Added |
| Creative Planning | 5,053 | $95.4K | 0.00% | −8,552−62.9% | Reduced |
| Quadrant Capital Group LLC | 5,635 | $106.4K | 0.01% | −206−3.5% | Reduced |
| Montag & Caldwell, LLC | 6,900 | $130.3K | 0.03% | +6,900 | New |
| Ameritas Investment Partners, Inc. | 7,564 | $142.8K | 0.00% | +1,365+22.0% | Added |
| BNP Paribas Arbitrage, SA | 8,094 | $152.8K | 0.00% | −6,333−43.9% | Reduced |
| Advisor Group Holdings, Inc. | 9,154 | $172.8K | 0.00% | +605+7.1% | Added |
| Cornerstone Investment Partners, LLC | 10,419 | $196.7K | 0.01% | +10,419 | New |
| Hohimer Wealth Management, LLC | 10,462 | $197.5K | 0.04% | +10,462 | New |
| Stockman Wealth Management, Inc. | 10,750 | $203.0K | 0.03% | 00.0% | Unchanged |
| Firestone Capital Management | 11,297 | $213.3K | 0.05% | 00.0% | Unchanged |
| Custom Index Systems, LLC | 11,364 | $214.6K | 0.12% | +11,364 | New |
| Yoffe Investment Management, LLC | 11,612 | $219.2K | 0.33% | +11,612 | New |
| Susquehanna Fundamental Investments, LLC | 11,730 | $221.5K | 0.00% | +11,730 | New |
| BFSG, LLC | 11,815 | $223.1K | 0.03% | −900−7.1% | Reduced |
| Vident Advisory, LLC | 11,905 | $224.8K | 0.00% | −8,608−42.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 12,592 | $237.7K | 0.00% | +138+1.1% | Added |
| NJ State Employees Deferred Compensation Plan | 13,400 | $253.0K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,596 | $256.7K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 13,600 | $256.8K | 0.00% | +1,500+12.4% | Added |
| Summit Global Investments | 13,677 | $258.0K | 0.02% | +13,677 | New |
| Van Eck Associates Corp | 13,694 | $259.0K | 0.00% | +2,554+22.9% | Added |
| Versor Investments LP | 14,200 | $268.1K | 0.05% | +14,200 | New |
| Police & Firemen's Retirement System of New Jersey | 14,326 | $270.5K | 0.00% | +14,326 | New |
| Orleans Capital Management Corp | 15,000 | $273.1K | 0.15% | −2,000−11.8% | Reduced |
| KLP Kapitalforvaltning AS | 14,600 | $275.6K | 0.00% | +14,600 | New |
| Los Angeles Capital Management LLC | 14,985 | $282.9K | 0.00% | −9,190−38.0% | Reduced |
| Bailard, Inc. | 15,300 | $288.9K | 0.01% | −3,600−19.0% | Reduced |
| State Board of Administration of Florida Retirement System | 15,909 | $300.4K | 0.00% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 15,929 | $300.7K | 0.01% | −6,428−28.8% | Reduced |
| Alps Advisors Inc | 15,938 | $300.9K | 0.00% | +20+0.1% | Added |
| IFM Investors Pty Ltd | 16,644 | $314.2K | 0.00% | +1,691+11.3% | Added |
| Personal Cfo Solutions, LLC | 16,694 | $315.2K | 0.06% | −748−4.3% | Reduced |
| Diversified Trust Co | 17,436 | $329.2K | 0.01% | +1,957+12.6% | Added |
| Public Employees Retirement Association of Colorado | 17,636 | $333.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,656 | $333.3K | 0.00% | +6,340+56.0% | Added |
| Toroso Investments, LLC | 17,923 | $338.4K | 0.00% | −7,251−28.8% | Reduced |
| UniSuper Management Pty Ltd | 18,100 | $341.7K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 18,464 | $345.6K | 0.00% | +5,685+44.5% | Added |
| Meixler Investment Management, Ltd. | 18,893 | $356.7K | 0.26% | −5,525−22.6% | Reduced |
| EntryPoint Capital, LLC | 19,070 | $360.0K | 0.15% | +2,357+14.1% | Added |
| Macquarie Group Ltd | 19,531 | $368.7K | 0.00% | +6,620+51.3% | Added |
| ClearAlpha Technologies LP | 19,793 | $373.7K | 0.32% | +19,793 | New |