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 |
|---|---|---|---|---|---|
| Penserra Capital Management LLC | 35,064 | $662.0K | 0.01% | −5,415−13.4% | Reduced |
| Amundi | 35,830 | $653.9K | 0.00% | −346−1.0% | Reduced |
| State of Alaska, Department of Revenue | 34,614 | $652.0K | 0.01% | +3,310+10.6% | Added |
| Janus Henderson Group PLC | 31,802 | $600.3K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 31,532 | $595.3K | 0.02% | +2,108+7.2% | Added |
| Vert Asset Management LLC | 31,268 | $590.3K | 0.20% | +5,670+22.2% | Added |
| Concurrent Investment Advisors, LLC | 30,165 | $569.5K | 0.02% | −1,025−3.3% | Reduced |
| Oppenheimer & Co Inc | 30,164 | $569.5K | 0.01% | +30,164 | New |
| Carnegie Lake Advisors LLC | 29,946 | $565.0K | 0.23% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 29,091 | $545.6K | 0.00% | +2,419+9.1% | Added |
| Intech Investment Management LLC | 28,820 | $544.1K | 0.01% | +12,556+77.2% | Added |
| State of Wyoming | 28,146 | $531.4K | 0.07% | +19,880+240.5% | Added |
| Picton Mahoney Asset Management | 28,129 | $531.0K | 0.02% | +9,124+48.0% | Added |
| Pathstone Holdings, LLC | 27,803 | $524.8K | 0.00% | −283−1.0% | Reduced |
| Avantax Advisory Services, Inc. | 25,592 | $483.2K | 0.00% | −602−2.3% | Reduced |
| Pensionfund Sabic | 24,564 | $464.0K | 0.12% | 00.0% | Unchanged |
| Cornercap Investment Counsel Inc | 24,328 | $459.3K | 0.15% | 00.0% | Unchanged |
| Bessemer Group Inc | 24,296 | $459.0K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 24,240 | $458.0K | 0.00% | +1,467+6.4% | Added |
| Keybank National Association | 24,219 | $457.3K | 0.00% | +1,699+7.5% | Added |
| Cerity Partners LLC | 22,438 | $440.7K | 0.00% | −17,170−43.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,341 | $440.7K | 0.00% | +12,088+107.4% | Added |
| Pictet Asset Management Holding SA | 22,005 | $415.5K | 0.00% | +1,590+7.8% | Added |
| Arizona State Retirement System | 21,650 | $408.8K | 0.00% | +2,391+12.4% | Added |
| Engineers Gate Manager LP | 21,501 | $405.9K | 0.01% | +21,501 | New |
| CWM Advisors, LLC | 21,372 | $403.5K | 0.05% | +129+0.6% | Added |
| Nisa Investment Advisors, LLC | 21,315 | $402.4K | 0.00% | +82+0.4% | Added |
| New York State Common Retirement Fund | 20,814 | $393.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 20,361 | $384.4K | 0.00% | +8,113+66.2% | Added |
| Dark Forest Capital Management LP | 20,269 | $382.7K | 0.06% | +5,534+37.6% | Added |
| Voya Investment Management LLC | 20,094 | $379.4K | 0.00% | −1,443−6.7% | Reduced |
| BCO Wealth Management LLC | 19,954 | $376.7K | 0.31% | +19,954 | New |
| ClearAlpha Technologies LP | 19,793 | $373.7K | 0.32% | +19,793 | New |
| Macquarie Group Ltd | 19,531 | $368.7K | 0.00% | +6,620+51.3% | Added |
| EntryPoint Capital, LLC | 19,070 | $360.0K | 0.15% | +2,357+14.1% | Added |
| Meixler Investment Management, Ltd. | 18,893 | $356.7K | 0.26% | −5,525−22.6% | Reduced |
| Standard Life Aberdeen plc | 18,464 | $345.6K | 0.00% | +5,685+44.5% | Added |
| UniSuper Management Pty Ltd | 18,100 | $341.7K | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 17,923 | $338.4K | 0.00% | −7,251−28.8% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,656 | $333.3K | 0.00% | +6,340+56.0% | Added |
| Public Employees Retirement Association of Colorado | 17,636 | $333.0K | 0.00% | 00.0% | Unchanged |
| Diversified Trust Co | 17,436 | $329.2K | 0.01% | +1,957+12.6% | Added |
| Personal Cfo Solutions, LLC | 16,694 | $315.2K | 0.06% | −748−4.3% | Reduced |
| IFM Investors Pty Ltd | 16,644 | $314.2K | 0.00% | +1,691+11.3% | Added |
| Alps Advisors Inc | 15,938 | $300.9K | 0.00% | +20+0.1% | Added |
| Wealthcare Advisory Partners LLC | 15,929 | $300.7K | 0.01% | −6,428−28.8% | Reduced |
| State Board of Administration of Florida Retirement System | 15,909 | $300.4K | 0.00% | 00.0% | Unchanged |
| Bailard, Inc. | 15,300 | $288.9K | 0.01% | −3,600−19.0% | Reduced |
| Los Angeles Capital Management LLC | 14,985 | $282.9K | 0.00% | −9,190−38.0% | Reduced |
| KLP Kapitalforvaltning AS | 14,600 | $275.6K | 0.00% | +14,600 | New |
| Orleans Capital Management Corp | 15,000 | $273.1K | 0.15% | −2,000−11.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,326 | $270.5K | 0.00% | +14,326 | New |
| Versor Investments LP | 14,200 | $268.1K | 0.05% | +14,200 | New |
| Van Eck Associates Corp | 13,694 | $259.0K | 0.00% | +2,554+22.9% | Added |
| Summit Global Investments | 13,677 | $258.0K | 0.02% | +13,677 | New |
| STRS Ohio | 13,600 | $256.8K | 0.00% | +1,500+12.4% | Added |
| Crestwood Advisors Group LLC | 13,596 | $256.7K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,400 | $253.0K | 0.03% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 12,592 | $237.7K | 0.00% | +138+1.1% | Added |
| Vident Advisory, LLC | 11,905 | $224.8K | 0.00% | −8,608−42.0% | Reduced |
| BFSG, LLC | 11,815 | $223.1K | 0.03% | −900−7.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 11,730 | $221.5K | 0.00% | +11,730 | New |
| Yoffe Investment Management, LLC | 11,612 | $219.2K | 0.33% | +11,612 | New |
| Custom Index Systems, LLC | 11,364 | $214.6K | 0.12% | +11,364 | New |
| Firestone Capital Management | 11,297 | $213.3K | 0.05% | 00.0% | Unchanged |
| Stockman Wealth Management, Inc. | 10,750 | $203.0K | 0.03% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 10,462 | $197.5K | 0.04% | +10,462 | New |
| Cornerstone Investment Partners, LLC | 10,419 | $196.7K | 0.01% | +10,419 | New |
| Advisor Group Holdings, Inc. | 9,154 | $172.8K | 0.00% | +605+7.1% | Added |
| BNP Paribas Arbitrage, SA | 8,094 | $152.8K | 0.00% | −6,333−43.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,564 | $142.8K | 0.00% | +1,365+22.0% | Added |
| Montag & Caldwell, LLC | 6,900 | $130.3K | 0.03% | +6,900 | New |
| Quadrant Capital Group LLC | 5,635 | $106.4K | 0.01% | −206−3.5% | Reduced |
| Creative Planning | 5,053 | $95.4K | 0.00% | −8,552−62.9% | Reduced |
| Ridgewood Investments LLC | 4,470 | $84.4K | 0.04% | +11+0.2% | Added |
| Ulland Investment Advisors, LLC | 3,915 | $74.0K | 0.05% | +2,915+291.5% | Added |
| Spire Wealth Management | 3,740 | $70.6K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,943 | $55.6K | 0.00% | +466+18.8% | Added |
| Quest Partners LLC | 2,727 | $51.5K | 0.01% | +435+19.0% | Added |
| Tower Research Capital LLC (TRC) | 2,568 | $48.5K | 0.00% | +2,027+374.7% | Added |
| SRS Capital Advisors, Inc. | 2,555 | $48.2K | 0.00% | +112+4.6% | Added |
| Loomis Sayles & Co L P | 2,431 | $46.0K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,082 | $39.0K | 0.00% | −514−19.8% | Reduced |
| 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 |
| Golden State Wealth Management, LLC | 2,000 | $37.8K | 0.01% | +2,000 | New |
| Sterling Capital Management LLC | 1,951 | $36.8K | 0.00% | +1,748+861.1% | Added |
| CBIZ Investment Advisory Services, LLC | 1,706 | $32.2K | 0.00% | +476+38.7% | Added |
| Quarry LP | 1,701 | $32.1K | 0.01% | −2,096−55.2% | Reduced |
| Proequities, Inc. | 1,738 | $31.2K | 0.00% | −67−3.7% | Reduced |
| Farther Finance Advisors, LLC | 1,600 | $30.2K | 0.00% | +1,456+1,011.1% | Added |
| GF Fund Management Co. Ltd. | 1,356 | $25.6K | 0.00% | +1,356 | New |
| Pathway Financial Advisers, LLC | 1,313 | $24.8K | 0.01% | +15+1.2% | Added |
| Signaturefd, LLC | 1,179 | $22.3K | 0.00% | +83+7.6% | Added |
| CWM, LLC | 913 | $17.0K | 0.00% | +311+51.7% | Added |
| Retirement Wealth Solutions LLC | 941 | $16.5K | 0.01% | +941 | New |
| Principal Securities, Inc. | 687 | $13.0K | 0.00% | +67+10.8% | Added |
| Northwestern Mutual Wealth Management Co | 499 | $9.42K | 0.00% | +499 | New |
| HHM Wealth Advisors, LLC | 377 | $7.12K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 320 | $6.04K | 0.00% | +140+77.8% | Added |