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 |
|---|---|---|---|---|---|
| BCO Wealth Management LLC | 19,954 | $376.7K | 0.31% | +19,954 | New |
| Voya Investment Management LLC | 20,094 | $379.4K | 0.00% | −1,443−6.7% | Reduced |
| Dark Forest Capital Management LP | 20,269 | $382.7K | 0.06% | +5,534+37.6% | Added |
| ProShare Advisors LLC | 20,361 | $384.4K | 0.00% | +8,113+66.2% | Added |
| New York State Common Retirement Fund | 20,814 | $393.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 21,315 | $402.4K | 0.00% | +82+0.4% | Added |
| CWM Advisors, LLC | 21,372 | $403.5K | 0.05% | +129+0.6% | Added |
| Engineers Gate Manager LP | 21,501 | $405.9K | 0.01% | +21,501 | New |
| Arizona State Retirement System | 21,650 | $408.8K | 0.00% | +2,391+12.4% | Added |
| Pictet Asset Management Holding SA | 22,005 | $415.5K | 0.00% | +1,590+7.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,341 | $440.7K | 0.00% | +12,088+107.4% | Added |
| Cerity Partners LLC | 22,438 | $440.7K | 0.00% | −17,170−43.3% | Reduced |
| Keybank National Association | 24,219 | $457.3K | 0.00% | +1,699+7.5% | Added |
| Daiwa Securities Group Inc. | 24,240 | $458.0K | 0.00% | +1,467+6.4% | Added |
| Bessemer Group Inc | 24,296 | $459.0K | 0.00% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 24,328 | $459.3K | 0.15% | 00.0% | Unchanged |
| Pensionfund Sabic | 24,564 | $464.0K | 0.12% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 25,592 | $483.2K | 0.00% | −602−2.3% | Reduced |
| Pathstone Holdings, LLC | 27,803 | $524.8K | 0.00% | −283−1.0% | Reduced |
| Picton Mahoney Asset Management | 28,129 | $531.0K | 0.02% | +9,124+48.0% | Added |
| State of Wyoming | 28,146 | $531.4K | 0.07% | +19,880+240.5% | Added |
| Intech Investment Management LLC | 28,820 | $544.1K | 0.01% | +12,556+77.2% | Added |
| Resona Asset Management Co.,Ltd. | 29,091 | $545.6K | 0.00% | +2,419+9.1% | Added |
| Carnegie Lake Advisors LLC | 29,946 | $565.0K | 0.23% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 30,164 | $569.5K | 0.01% | +30,164 | New |
| Concurrent Investment Advisors, LLC | 30,165 | $569.5K | 0.02% | −1,025−3.3% | Reduced |
| Vert Asset Management LLC | 31,268 | $590.3K | 0.20% | +5,670+22.2% | Added |
| Snowden Capital Advisors LLC | 31,532 | $595.3K | 0.02% | +2,108+7.2% | Added |
| Janus Henderson Group PLC | 31,802 | $600.3K | 0.00% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 34,614 | $652.0K | 0.01% | +3,310+10.6% | Added |
| Amundi | 35,830 | $653.9K | 0.00% | −346−1.0% | Reduced |
| Penserra Capital Management LLC | 35,064 | $662.0K | 0.01% | −5,415−13.4% | Reduced |
| Globeflex Capital L P | 35,200 | $664.6K | 0.06% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 35,946 | $678.7K | 0.00% | +1,286+3.7% | Added |
| SG Americas Securities, LLC | 36,228 | $684.0K | 0.00% | +10,984+43.5% | Added |
| Principal Financial Group Inc | 37,454 | $707.1K | 0.00% | +3,140+9.2% | Added |
| Squarepoint Ops LLC | 37,594 | $709.8K | 0.00% | −8,077−17.7% | Reduced |
| Centiva Capital, LP | 38,992 | $736.2K | 0.03% | +7,564+24.1% | Added |
| Boston Partners | 40,081 | $756.7K | 0.00% | −32,251−44.6% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 41,105 | $776.1K | 0.00% | +6,053+17.3% | Added |
| Price T Rowe Associates Inc | 43,422 | $820.0K | 0.00% | +6,488+17.6% | Added |
| Clear Creek Financial Management, LLC | 44,515 | $840.4K | 0.09% | −864−1.9% | Reduced |
| MetLife Investment Management | 45,584 | $860.6K | 0.00% | +6,610+17.0% | Added |
| Manufacturers Life Insurance Company, The | 46,783 | $883.3K | 0.00% | +918+2.0% | Added |
| Pensionfund DSM Netherlands | 47,900 | $904.0K | 0.56% | −10,000−17.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48,668 | $924.7K | 0.00% | +6,970+16.7% | Added |
| Bard Associates Inc | 48,985 | $924.8K | 0.31% | −250−0.5% | Reduced |
| Verition Fund Management LLC | 50,070 | $945.3K | 0.00% | +30,547+156.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 54,867 | $1.04M | 0.00% | +21,561+64.7% | Added |
| HSBC Holdings PLC | 59,266 | $1.12M | 0.00% | +11,194+23.3% | Added |
| LPL Financial LLC | 62,624 | $1.18M | 0.00% | +6,620+11.8% | Added |
| Vestcor Inc | 67,977 | $1.28M | 0.04% | +11,104+19.5% | Added |
| California State Teachers Retirement System | 69,547 | $1.31M | 0.00% | +6,425+10.2% | Added |
| Gamco Investors, Inc. Et Al | 70,300 | $1.33M | 0.01% | −4,000−5.4% | Reduced |
| Peapack Gladstone Financial Corp | 72,951 | $1.38M | 0.02% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 73,585 | $1.39M | 0.00% | −262,289−78.1% | Reduced |
| Alliancebernstein L.P. | 75,249 | $1.42M | 0.00% | −261−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 79,674 | $1.50M | 0.00% | +4,387+5.8% | Added |
| Deutsche Bank AG | 81,923 | $1.55M | 0.00% | +18,375+28.9% | Added |
| AQR Capital Management LLC | 83,428 | $1.58M | 0.00% | −13,086−13.6% | Reduced |
| Shufro Rose & Co LLC | 86,850 | $1.64M | 0.13% | −3,400−3.8% | Reduced |
| Hunter Perkins Capital Management, LLC | 87,620 | $1.65M | 0.35% | +3,325+3.9% | Added |
| Great West Life Assurance Co | 92,142 | $1.74M | 0.00% | +10,552+12.9% | Added |
| Caldwell Sutter Capital, Inc. | 92,194 | $1.74M | 0.81% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 97,200 | $1.84M | 0.01% | +15,000+18.2% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.90M | 0.11% | 00.0% | Unchanged |
| Asset Management One Co.,Ltd. | 101,168 | $1.90M | 0.01% | +4,000+4.1% | Added |
| McIlrath & Eck, LLC | 101,933 | $1.92M | 0.25% | −389−0.4% | Reduced |
| Public Employees Retirement System of Ohio | 103,884 | $1.96M | 0.01% | +6,260+6.4% | Added |
| Silver Lake Advisory, LLC | 111,379 | $2.10M | 0.92% | −852−0.8% | Reduced |
| Susquehanna International Group, LLP | 117,685 | $2.22M | 0.00% | +30,887+35.6% | Added |
| Rhumbline Advisers | 121,417 | $2.29M | 0.00% | +11,471+10.4% | Added |
| Connors Investor Services Inc | 123,117 | $2.32M | 0.22% | +109,917+832.7% | Added |
| WealthTrust Axiom LLC | 128,465 | $2.43M | 0.72% | +400+0.3% | Added |
| LDR Capital Management LLC | 131,466 | $2.48M | 3.36% | −35,625−21.3% | Reduced |
| Employees Retirement System of Texas | 136,000 | $2.57M | 0.02% | +136,000 | New |
| First Trust Advisors LP | 136,365 | $2.57M | 0.00% | +63,776+87.9% | Added |
| Ameriprise Financial Inc | 136,690 | $2.58M | 0.00% | −103,385−43.1% | Reduced |
| Swiss National Bank | 146,800 | $2.77M | 0.00% | +16,200+12.4% | Added |
| NFJ Investment Group, LLC | 162,532 | $3.07M | 0.10% | −1,984−1.2% | Reduced |
| Stifel Financial Corp | 173,584 | $3.28M | 0.00% | +5,795+3.5% | Added |
| North Star Investment Management Corp. | 174,981 | $3.30M | 0.23% | −1,205−0.7% | Reduced |
| Barclays PLC | 178,124 | $3.36M | 0.00% | +17,718+11.0% | Added |
| Royal Bank of Canada | 186,136 | $3.51M | 0.00% | +2,496+1.4% | Added |
| Wedbush Securities Inc | 186,551 | $3.52M | 0.13% | −337−0.2% | Reduced |
| Franklin Resources Inc | 189,877 | $3.58M | 0.00% | −46,148−19.6% | Reduced |
| Teacher Retirement System of Texas | 198,760 | $3.75M | 0.01% | +125,036+169.6% | Added |
| Russell Investments Group, Ltd. | 213,340 | $4.03M | 0.01% | −3,109−1.4% | Reduced |
| UBS Group AG | 214,306 | $4.05M | 0.00% | +117,681+121.8% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $4.72M | 0.33% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 262,921 | $4.96M | 0.02% | −10,933−4.0% | Reduced |
| Montag A & Associates Inc | 267,411 | $5.05M | 0.24% | −3,500−1.3% | Reduced |
| Invesco Ltd. | 278,981 | $5.27M | 0.00% | +54,247+24.1% | Added |
| Wells Fargo & Company | 297,480 | $5.62M | 0.00% | +6,414+2.2% | Added |
| Neuberger Berman Group LLC | 301,854 | $5.70M | 0.00% | −1,049−0.3% | Reduced |
| Panagora Asset Management Inc | 306,470 | $5.79M | 0.03% | −8,844−2.8% | Reduced |
| Citigroup Inc | 312,998 | $5.91M | 0.01% | +264,101+540.1% | Added |
| Qube Research & Technologies Ltd | 334,926 | $6.32M | 0.01% | +46,945+16.3% | Added |
| State of Wisconsin Investment Board | 345,963 | $6.53M | 0.02% | +27,097+8.5% | Added |
| Bank of New York Mellon Corp | 346,333 | $6.54M | 0.00% | +27,983+8.8% | Added |