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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

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.

Institutional holdersQ4 2024: 232 institutions
Q1 2021: 142 institutionsQ2 2021: 160 institutionsQ3 2021: 166 institutionsQ4 2021: 178 institutionsQ1 2022: 193 institutionsQ2 2022: 182 institutionsQ3 2022: 178 institutionsQ4 2022: 174 institutionsQ1 2023: 186 institutionsQ2 2023: 179 institutionsQ3 2023: 189 institutionsQ4 2023: 201 institutionsQ1 2024: 197 institutionsQ2 2024: 198 institutionsQ3 2024: 223 institutionsQ4 2024: 232 institutionsQ1 2025: 240 institutionsQ2 2025: 236 institutionsQ3 2025: 265 institutionsQ4 2025: 255 institutionsQ1 2026: 269 institutionsQ2 2026: 259 institutions
Value heldQ4 2024: $1.24B
Q1 2021: $516.3MQ2 2021: $681.5MQ3 2021: $722.3MQ4 2021: $944.2MQ1 2022: $890.7MQ2 2022: $689.8MQ3 2022: $641.7MQ4 2022: $672.8MQ1 2023: $639.3MQ2 2023: $745.9MQ3 2023: $683.4MQ4 2023: $785.7MQ1 2024: $846.4MQ2 2024: $867.3MQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $1.24BQ2 2025: $1.16BQ3 2025: $993.1MQ4 2025: $1.11BQ1 2026: $968.2MQ2 2026: $977.9M
Institutions holding UMH and their total value by quarter
QuarterHoldersValue
Q2 2026259$977.9M
Q1 2026269$968.2M
Q4 2025255$1.11B
Q3 2025265$993.1M
Q2 2025236$1.16B
Q1 2025240$1.24B
Q4 2024232$1.24B
Q3 2024223$1.18B
Q2 2024198$867.3M
Q1 2024197$846.4M
Q4 2023201$785.7M
Q3 2023189$683.4M
Q2 2023179$745.9M
Q1 2023186$639.3M
Q4 2022174$672.8M
Q3 2022178$641.7M
Q2 2022182$689.8M
Q1 2022193$890.7M
Q4 2021178$944.2M
Q3 2021166$722.3M
Q2 2021160$681.5M
Q1 2021142$516.3M

Institutions, Q4 2024

Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q3 2024.

Institutions holding UMH in Q4 2024
InstitutionSharesValue% of portfolioChange in sharesAction
GWM Advisors LLC300$5.66K0.00%00.0%Unchanged
Group One Trading, L.P.300$5.66K0.00%+300New
Aster Capital Management (DIFC) Ltd275$5.19K0.00%−317−53.5%Reduced
Versant Capital Management, Inc270$5.10K0.00%+270New
Hemington Wealth Management305$5.00K0.00%00.0%Unchanged
Geneos Wealth Management Inc.247$4.66K0.00%00.0%Unchanged
Smartleaf Asset Management LLC216$4.04K0.00%00.0%Unchanged
GAMMA Investing LLC170$3.21K0.00%+76+80.9%Added
Larson Financial Group LLC158$2.98K0.00%+158New
Lindbrook Capital, LLC150$2.83K0.00%+9+6.4%Added
MAI Capital Management150$2.83K0.00%+150New
Bellwether Advisors, LLC128$2.42K0.00%+128New
Steward Partners Investment Advisory, LLC123$2.32K0.00%+123New
Allworth Financial LP122$2.19K0.00%00.0%Unchanged
Rothschild Investment LLC105$1.98K0.00%+35+50.0%Added
Salem Investment Counselors Inc100$1.89K0.00%+100New
EverSource Wealth Advisors, LLC95$1.79K0.00%+95New
WPG Advisers, LLC89$1.68K0.00%+89New
Huntington National Bank81$1.53K0.00%00.0%Unchanged
Sierra Ocean, LLC70$1.32K0.00%+70New
Laurel Wealth Advisors LLC65$1.23K0.00%00.0%Unchanged
Cassady Schiller Wealth Management, LLC65$1.23K0.00%+65New
Skopos Labs, Inc.61$1.15K0.00%+61New
Private Wealth Management Group, LLC56$1.06K0.00%00.0%Unchanged
Raffa Wealth Management, LLC37$6990.00%00.0%Unchanged
MPWM Advisory Solutions, LLC37$6990.00%+37New
Parallel Advisors, LLC17$3210.00%+17New
The PNC Financial Services Group, Inc.8$1510.00%−45−84.9%Reduced
Harbour Investments, Inc.7$1320.00%00.0%Unchanged
Dunhill Financial, LLC4$800.00%00.0%Unchanged
Covestor Ltd6$00.00%+1+20.0%Added
Simplex Trading, LLC6$00.00%+6New
Balyasny Asset Management LLC0$00.00%−534,344−100.0%Sold out
Millennium Management LLC0$00.00%−199,095−100.0%Sold out
Heartland Advisors Inc0$00.00%−150,000−100.0%Sold out
Arrowstreet Capital, Limited Partnership0$00.00%−128,573−100.0%Sold out
UBS Oconnor LLC0$00.00%−84,076−100.0%Sold out
Cubist Systematic Strategies, LLC0$00.00%−67,480−100.0%Sold out
International Assets Investment Management, LLC0$00.00%−24,511−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−60,168−100.0%Sold out
Quantbot Technologies LP0$00.00%−50,183−100.0%Sold out
Lokken Investment Group LLC0$00.00%−39,122−100.0%Sold out
Jane Street Group, LLC0$00.00%−37,091−100.0%Sold out
Knights of Columbus Asset Advisors LLC0$00.00%−23,195−100.0%Sold out
Fox Run Management, L.L.C.0$00.00%−18,057−100.0%Sold out
Corton Capital Inc.0$00.00%−17,433−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−14,600−100.0%Sold out
Graham Capital Management, L.P.0$00.00%−13,086−100.0%Sold out
New York State Teachers Retirement System0$00.00%−5,828−100.0%Sold out
Point72 Asset Management, L.P.0$00.00%−2,632−100.0%Sold out
Stone House Investment Management, LLC0$00.00%−1,816−100.0%Sold out
Maryland Capital Advisors Inc.0$00.00%−1,320−100.0%Sold out
USA Financial Portformulas Corp0$00.00%−1,179−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−350−100.0%Sold out
Oakworth Capital, Inc.0$00.00%−130−100.0%Sold out
Capital Performance Advisors LLP0$00.00%−79−100.0%Sold out
Bokf, NA0$00.00%−19−100.0%Sold out
Raymond James & Associates––––Not filed
Scout Investments, Inc.––––Not filed
Eagle Asset Management Inc––––Not filed