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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 353,449 | $6.67M | 0.00% | +18,154+5.4% | Added |
| SEI Investments Co | 355,197 | $6.71M | 0.01% | +9,754+2.8% | Added |
| Cherokee Insurance Co | 369,391 | $6.97M | 3.16% | +369,391 | New |
| First Eagle Investment Management, LLC | 375,919 | $7.10M | 0.02% | +178,426+90.3% | Added |
| State of New Jersey Common Pension Fund D | 389,742 | $7.36M | 0.03% | +6,126+1.6% | Added |
| Envestnet Asset Management Inc | 433,246 | $8.18M | 0.00% | −1640.0% | Reduced |
| JPMorgan Chase & Co | 460,406 | $8.69M | 0.00% | +49,550+12.1% | Added |
| Goldman Sachs Group Inc | 477,882 | $9.02M | 0.00% | +165,079+52.8% | Added |
| APG Asset Management US Inc. | 483,116 | $9.12M | 0.07% | +483,116 | New |
| Marshall Wace, LLP | 495,900 | $9.36M | 0.01% | −143,527−22.4% | Reduced |
| Morgan Stanley | 569,080 | $10.7M | 0.00% | +20,138+3.7% | Added |
| Kennedy Capital Management, Inc. | 627,283 | $11.8M | 0.26% | −18,265−2.8% | Reduced |
| Brookfield Asset Management Inc. | 666,534 | $12.6M | 0.08% | +446,371+202.7% | Added |
| D.A. Davidson & Co. | 914,417 | $17.3M | 0.14% | +41,683+4.8% | Added |
| Charles Schwab Investment Management Inc | 1,028,383 | $19.4M | 0.00% | +87,591+9.3% | Added |
| Dimensional Fund Advisors LP | 1,064,590 | $20.1M | 0.00% | +52,278+5.2% | Added |
| Bank of America Corp | 1,144,077 | $21.6M | 0.00% | +7,831+0.7% | Added |
| Nuveen Asset Management, LLC | 1,163,880 | $22.0M | 0.01% | −67,988−5.5% | Reduced |
| Northern Trust Corp | 1,180,928 | $22.3M | 0.00% | +251,509+27.1% | Added |
| Private Management Group Inc | 1,233,570 | $23.3M | 0.84% | −16,333−1.3% | Reduced |
| Raymond James Financial Inc | 1,239,183 | $23.4M | 0.01% | +1,239,183 | New |
| Jennison Associates LLC | 1,462,585 | $27.6M | 0.02% | +145,310+11.0% | Added |
| Geode Capital Management, LLC | 1,838,555 | $34.7M | 0.00% | +134,761+7.9% | Added |
| William Blair Investment Management, LLC | 1,992,420 | $37.6M | 0.09% | +48,480+2.5% | Added |
| American Century Companies Inc | 2,095,006 | $39.6M | 0.02% | −235,981−10.1% | Reduced |
| FMR LLC | 2,724,826 | $51.4M | 0.00% | −5,069−0.2% | Reduced |
| Copeland Capital Management, LLC | 2,828,469 | $53.4M | 0.99% | +67,353+2.4% | Added |
| State Street Corp | 3,182,348 | $60.1M | 0.00% | +379,744+13.5% | Added |
| Capital Research Global Investors | 4,031,849 | $76.1M | 0.02% | +2,236,080+124.5% | Added |
| T. Rowe Price Investment Management, Inc. | 5,251,335 | $99.1M | 0.06% | +57,547+1.1% | Added |
| BlackRock, Inc. | 7,233,313 | $136.6M | 0.00% | +568,557+8.5% | Added |
| Vanguard Group Inc | 7,506,462 | $141.7M | 0.00% | +799,798+11.9% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −534,344−100.0% | Sold out |
| Millennium Management LLC | 0 | $0 | 0.00% | −199,095−100.0% | Sold out |
| Heartland Advisors Inc | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −128,573−100.0% | Sold out |
| UBS Oconnor LLC | 0 | $0 | 0.00% | −84,076−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −67,480−100.0% | Sold out |
| International Assets Investment Management, LLC | 0 | $0 | 0.00% | −24,511−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −60,168−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −50,183−100.0% | Sold out |
| Lokken Investment Group LLC | 0 | $0 | 0.00% | −39,122−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −37,091−100.0% | Sold out |
| Knights of Columbus Asset Advisors LLC | 0 | $0 | 0.00% | −23,195−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −18,057−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −17,433−100.0% | Sold out |
| Virtus Investment Advisers, Inc. | 0 | $0 | 0.00% | −14,600−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −13,086−100.0% | Sold out |
| New York State Teachers Retirement System | 0 | $0 | 0.00% | −5,828−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −2,632−100.0% | Sold out |
| Stone House Investment Management, LLC | 0 | $0 | 0.00% | −1,816−100.0% | Sold out |
| Maryland Capital Advisors Inc. | 0 | $0 | 0.00% | −1,320−100.0% | Sold out |
| USA Financial Portformulas Corp | 0 | $0 | 0.00% | −1,179−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −350−100.0% | Sold out |
| Oakworth Capital, Inc. | 0 | $0 | 0.00% | −130−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −79−100.0% | Sold out |
| Bokf, NA | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Scout Investments, Inc. | – | – | – | – | Not filed |
| Eagle Asset Management Inc | – | – | – | – | Not filed |