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, Q1 2025
Institutional positions in Umh Properties, Inc. as of Mar 31, 2025. 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
- 240
- +10 vs. Q4 2024
- Shares held
- 66.1M
- +1.74M (+2.7%) vs. Q4 2024
- Total value
- $1.24B
- +$20.8M (+1.7%) vs. Q4 2024
- New holders
- 31
- 78 more added
- Sold out
- 21
- 80 more reduced
2 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,523,546 | $140.7M | 0.00% | +17,084+0.2% | Added |
| BlackRock, Inc. | 7,180,721 | $134.3M | 0.00% | −52,592−0.7% | Reduced |
| T. Rowe Price Investment Management, Inc. | 5,324,531 | $99.6M | 0.07% | +73,196+1.4% | Added |
| Capital Research Global Investors | 5,036,608 | $94.2M | 0.02% | +1,004,759+24.9% | Added |
| State Street Corp | 3,249,865 | $60.8M | 0.00% | +67,517+2.1% | Added |
| Copeland Capital Management, LLC | 2,743,774 | $51.3M | 1.03% | −84,695−3.0% | Reduced |
| FMR LLC | 2,726,126 | $51.0M | 0.00% | +1,3000.0% | Added |
| American Century Companies Inc | 2,105,608 | $39.4M | 0.02% | +10,602+0.5% | Added |
| William Blair Investment Management, LLC | 1,904,445 | $35.6M | 0.10% | −87,975−4.4% | Reduced |
| Geode Capital Management, LLC | 1,895,794 | $35.5M | 0.00% | +57,239+3.1% | Added |
| Jennison Associates LLC | 1,385,644 | $25.9M | 0.02% | −76,941−5.3% | Reduced |
| Northern Trust Corp | 1,229,968 | $23.0M | 0.00% | +49,040+4.2% | Added |
| Private Management Group Inc | 1,228,101 | $23.0M | 0.82% | −5,469−0.4% | Reduced |
| Dimensional Fund Advisors LP | 1,100,819 | $20.6M | 0.01% | +36,229+3.4% | Added |
| Bank of America Corp | 1,098,050 | $20.5M | 0.00% | −46,027−4.0% | Reduced |
| Raymond James Financial Inc | 1,030,375 | $19.3M | 0.01% | −208,808−16.9% | Reduced |
| Nuveen, LLC | 1,027,230 | $19.2M | 0.01% | +1,027,230 | New |
| Charles Schwab Investment Management Inc | 1,021,526 | $19.1M | 0.00% | −6,857−0.7% | Reduced |
| D.A. Davidson & Co. | 985,112 | $18.4M | 0.15% | +70,695+7.7% | Added |
| Alliancebernstein L.P. | 896,183 | $16.8M | 0.01% | +820,934+1,091.0% | Added |
| Kennedy Capital Management, Inc. | 572,607 | $10.7M | 0.26% | −54,676−8.7% | Reduced |
| First Eagle Investment Management, LLC | 560,519 | $10.5M | 0.02% | +184,600+49.1% | Added |
| Morgan Stanley | 495,889 | $9.27M | 0.00% | −73,191−12.9% | Reduced |
| APG Asset Management US Inc. | 483,116 | $9.03M | 0.07% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 434,293 | $8.12M | 0.00% | +1,047+0.2% | Added |
| SEI Investments Co | 420,658 | $7.87M | 0.01% | +65,461+18.4% | Added |
| State of New Jersey Common Pension Fund D | 411,742 | $7.70M | 0.03% | +22,000+5.6% | Added |
| State of Wisconsin Investment Board | 375,207 | $7.02M | 0.02% | +29,244+8.5% | Added |
| Cherokee Insurance Co | 373,978 | $6.99M | 3.09% | +4,587+1.2% | Added |
| JPMorgan Chase & Co | 373,722 | $6.99M | 0.00% | −86,684−18.8% | Reduced |
| Russell Investments Group, Ltd. | 366,810 | $6.86M | 0.01% | +153,470+71.9% | Added |
| Legal & General Group Plc | 357,174 | $6.68M | 0.00% | +3,725+1.1% | Added |
| Bank of New York Mellon Corp | 341,545 | $6.39M | 0.00% | −4,788−1.4% | Reduced |
| Neuberger Berman Group LLC | 292,758 | $5.47M | 0.00% | −9,096−3.0% | Reduced |
| Wells Fargo & Company | 291,558 | $5.45M | 0.00% | −5,922−2.0% | Reduced |
| Goldman Sachs Group Inc | 271,064 | $5.07M | 0.00% | −206,818−43.3% | Reduced |
| McIlrath & Eck, LLC | 266,398 | $4.98M | 0.61% | +164,465+161.3% | Added |
| Montag A & Associates Inc | 265,811 | $4.97M | 0.25% | −1,600−0.6% | Reduced |
| Marshall Wace, LLP | 265,238 | $4.96M | 0.01% | −230,662−46.5% | Reduced |
| Qube Research & Technologies Ltd | 264,145 | $4.94M | 0.01% | −70,781−21.1% | Reduced |
| Citigroup Inc | 263,818 | $4.93M | 0.00% | −49,180−15.7% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $4.67M | 0.32% | 00.0% | Unchanged |
| UBS Group AG | 241,779 | $4.52M | 0.00% | +27,473+12.8% | Added |
| Storebrand Asset Management AS | 237,621 | $4.44M | 0.01% | −25,300−9.6% | Reduced |
| Panagora Asset Management Inc | 210,499 | $3.94M | 0.02% | −95,971−31.3% | Reduced |
| Deprince Race & Zollo Inc | 196,827 | $3.68M | 0.08% | +196,827 | New |
| Royal Bank of Canada | 191,545 | $3.58M | 0.00% | +5,409+2.9% | Added |
| Wedbush Securities Inc | 183,337 | $3.43M | 0.13% | −3,214−1.7% | Reduced |
| Franklin Resources Inc | 182,877 | $3.42M | 0.00% | −7,000−3.7% | Reduced |
| Invesco Ltd. | 180,719 | $3.38M | 0.00% | −98,262−35.2% | Reduced |
| Stifel Financial Corp | 178,957 | $3.35M | 0.00% | +5,373+3.1% | Added |
| North Star Investment Management Corp. | 174,981 | $3.27M | 0.24% | 00.0% | Unchanged |
| NFJ Investment Group, LLC | 162,532 | $3.04M | 0.10% | 00.0% | Unchanged |
| Swiss National Bank | 145,300 | $2.72M | 0.00% | −1,500−1.0% | Reduced |
| LDR Capital Management LLC | 136,477 | $2.55M | 3.08% | +5,011+3.8% | Added |
| Ameriprise Financial Inc | 136,331 | $2.55M | 0.00% | −359−0.3% | Reduced |
| Barclays PLC | 133,891 | $2.50M | 0.00% | −44,233−24.8% | Reduced |
| Susquehanna International Group, LLP | 123,470 | $2.31M | 0.00% | +5,785+4.9% | Added |
| WealthTrust Axiom LLC | 123,280 | $2.31M | 0.70% | −5,185−4.0% | Reduced |
| Connors Investor Services Inc | 122,433 | $2.29M | 0.23% | −684−0.6% | Reduced |
| Rhumbline Advisers | 119,392 | $2.23M | 0.00% | −2,025−1.7% | Reduced |
| Silver Lake Advisory, LLC | 109,000 | $2.04M | 0.89% | −2,379−2.1% | Reduced |
| Asset Management One Co.,Ltd. | 108,318 | $2.03M | 0.01% | +7,150+7.1% | Added |
| Great West Life Assurance Co | 104,284 | $1.95M | 0.00% | +12,142+13.2% | Added |
| Public Employees Retirement System of Ohio | 103,134 | $1.93M | 0.01% | −750−0.7% | Reduced |
| Teacher Retirement System of Texas | 98,560 | $1.84M | 0.01% | −100,200−50.4% | Reduced |
| Nomura Asset Management Co Ltd | 98,300 | $1.84M | 0.01% | +1,100+1.1% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.80M | 0.10% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 90,194 | $1.69M | 0.80% | −2,000−2.2% | Reduced |
| Dark Forest Capital Management LP | 88,840 | $1.66M | 0.08% | +68,571+338.3% | Added |
| Hunter Perkins Capital Management, LLC | 87,620 | $1.64M | 0.38% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 86,050 | $1.61M | 0.13% | −800−0.9% | Reduced |
| Deutsche Bank AG | 82,605 | $1.54M | 0.00% | +682+0.8% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 79,491 | $1.49M | 0.00% | −183−0.2% | Reduced |
| UBS Asset Management Americas Inc | 76,056 | $1.42M | 0.00% | +2,471+3.4% | Added |
| First Trust Advisors LP | 75,316 | $1.41M | 0.00% | −61,049−44.8% | Reduced |
| Price T Rowe Associates Inc | 73,534 | $1.38M | 0.00% | +30,112+69.3% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.36M | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 70,300 | $1.31M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 69,547 | $1.30M | 0.00% | 00.0% | Unchanged |
| Man Group plc | 65,452 | $1.22M | 0.00% | +65,452 | New |
| HSBC Holdings PLC | 64,392 | $1.20M | 0.00% | +5,126+8.6% | Added |
| LPL Financial LLC | 60,125 | $1.12M | 0.00% | −2,499−4.0% | Reduced |
| Squarepoint Ops LLC | 59,080 | $1.10M | 0.00% | +21,486+57.2% | Added |
| Susquehanna Fundamental Investments, LLC | 53,682 | $1.00M | 0.02% | +41,952+357.6% | Added |
| Bard Associates Inc | 48,985 | $916.0K | 0.34% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48,668 | $910.1K | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 48,465 | $906.3K | 0.00% | +1,682+3.6% | Added |
| AQR Capital Management LLC | 48,043 | $898.4K | 0.00% | −35,385−42.4% | Reduced |
| MetLife Investment Management | 44,866 | $839.0K | 0.00% | −718−1.6% | Reduced |
| Pensionfund DSM Netherlands | 43,900 | $821.0K | 0.54% | −4,000−8.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,834 | $819.7K | 0.00% | −11,033−20.1% | Reduced |
| Intech Investment Management LLC | 43,311 | $809.9K | 0.01% | +14,491+50.3% | Added |
| Clear Creek Financial Management, LLC | 43,041 | $804.9K | 0.08% | −1,474−3.3% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 42,976 | $803.7K | 0.00% | +1,871+4.6% | Added |
| Allianz Asset Management GmbH | 42,121 | $787.7K | 0.00% | +42,121 | New |
| Amundi | 41,420 | $777.9K | 0.00% | +5,590+15.6% | Added |
| Boston Partners | 40,382 | $755.1K | 0.00% | +301+0.8% | Added |
| Principal Financial Group Inc | 38,816 | $725.9K | 0.00% | +1,362+3.6% | Added |
| Employees Retirement System of Texas | 37,861 | $708.0K | 0.01% | −98,139−72.2% | Reduced |