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 |
|---|---|---|---|---|---|
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $19 | 0.00% | −157−99.4% | Reduced |
| Dunhill Financial, LLC | 4 | $79 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 7 | $131 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 11 | $206 | 0.00% | +3+37.5% | Added |
| Stephens Consulting, LLC | 20 | $374 | 0.00% | +20 | New |
| Ronald Blue Trust, Inc. | 22 | $411 | 0.00% | +22 | New |
| True Wealth Design, LLC | 23 | $431 | 0.00% | +23 | New |
| EverSource Wealth Advisors, LLC | 25 | $468 | 0.00% | −70−73.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 26 | $486 | 0.00% | +26 | New |
| South State Corp. | 26 | $487 | 0.00% | +26 | New |
| Parkside Financial Bank & Trust | 30 | $561 | 0.00% | +30 | New |
| Raffa Wealth Management, LLC | 37 | $692 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 37 | $692 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $1.05K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 69 | $1.29K | 0.00% | −147−68.1% | Reduced |
| Skopos Labs, Inc. | 70 | $1.30K | 0.00% | +9+14.8% | Added |
| Sierra Ocean, LLC | 70 | $1.31K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 81 | $1.51K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Costello Asset Management, INC | 103 | $1.93K | 0.00% | +103 | New |
| Lindbrook Capital, LLC | 114 | $2.13K | 0.00% | −36−24.0% | Reduced |
| Steward Partners Investment Advisory, LLC | 123 | $2.30K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 125 | $2.34K | 0.00% | +20+19.0% | Added |
| Bellwether Advisors, LLC | 128 | $2.39K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 141 | $2.46K | 0.00% | +19+15.6% | Added |
| MAI Capital Management | 150 | $2.81K | 0.00% | 00.0% | Unchanged |
| Marshall Investment Management, LLC | 172 | $3.22K | 0.00% | +172 | New |
| Simplex Trading, LLC | 226 | $4.00K | 0.00% | +220+3,666.7% | Added |
| Hemington Wealth Management | 305 | $5.00K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 323 | $5.64K | 0.00% | +323 | New |
| First Horizon Advisors, Inc. | 320 | $5.98K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 335 | $6.26K | 0.00% | +165+97.1% | Added |
| HHM Wealth Advisors, LLC | 377 | $7.05K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 382 | $7.14K | 0.01% | +293+329.2% | Added |
| Geneos Wealth Management Inc. | 416 | $7.78K | 0.00% | +169+68.4% | Added |
| CWM, LLC | 664 | $12.0K | 0.00% | −249−27.3% | Reduced |
| Rise Advisors, LLC | 669 | $12.5K | 0.01% | +669 | New |
| Versant Capital Management, Inc | 688 | $12.9K | 0.00% | +418+154.8% | Added |
| Principal Securities, Inc. | 687 | $13.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 824 | $15.4K | 0.00% | +325+65.1% | Added |
| Retirement Wealth Solutions LLC | 943 | $17.6K | 0.01% | +2+0.2% | Added |
| Binnacle Investments Inc | 983 | $18.4K | 0.01% | +983 | New |
| Sterling Capital Management LLC | 1,073 | $20.1K | 0.00% | −878−45.0% | Reduced |
| Signaturefd, LLC | 1,135 | $21.2K | 0.00% | −44−3.7% | Reduced |
| GF Fund Management Co. Ltd. | 1,420 | $26.6K | 0.00% | +64+4.7% | Added |
| Loomis Sayles & Co L P | 1,560 | $29.0K | 0.00% | −871−35.8% | Reduced |
| CBIZ Investment Advisory Services, LLC | 1,679 | $31.4K | 0.00% | −27−1.6% | Reduced |
| KBC Group NV | 1,727 | $32.0K | 0.00% | +1,727 | New |
| Stone House Investment Management, LLC | 1,816 | $34.0K | 0.01% | +1,816 | New |
| Clear Street Markets LLC | 1,876 | $35.1K | 0.02% | +1,876 | New |
| Cloud Capital Management, LLC | 2,000 | $37.0K | 0.03% | +2,000 | New |
| Farther Finance Advisors, LLC | 2,000 | $37.4K | 0.00% | +400+25.0% | Added |
| Golden State Wealth Management, LLC | 2,000 | $37.4K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,025 | $37.9K | 0.00% | −57−2.7% | Reduced |
| SRS Capital Advisors, Inc. | 2,139 | $40.0K | 0.00% | −416−16.3% | Reduced |
| Quest Partners LLC | 2,431 | $45.5K | 0.00% | −296−10.9% | Reduced |
| Amalgamated Bank | 2,504 | $47.0K | 0.00% | +461+22.6% | Added |
| Tower Research Capital LLC (TRC) | 2,530 | $47.3K | 0.00% | −38−1.5% | Reduced |
| US Bancorp | 2,718 | $50.8K | 0.00% | −225−7.6% | Reduced |
| Spire Wealth Management | 3,740 | $69.9K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 4,036 | $75.5K | 0.00% | −4,058−50.1% | Reduced |
| Ridgewood Investments LLC | 4,482 | $83.8K | 0.04% | +12+0.3% | Added |
| Coldstream Capital Management Inc | 5,459 | $102.1K | 0.00% | +5,459 | New |
| Montag & Caldwell, LLC | 6,900 | $129.0K | 0.03% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 7,564 | $141.4K | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 9,020 | $169.0K | 0.14% | +5,105+130.4% | Added |
| Jump Financial, LLC | 10,042 | $187.8K | 0.00% | +10,042 | New |
| M&G Plc | 9,979 | $189.6K | 0.00% | +9,979 | New |
| EP Wealth Advisors, LLC | 10,196 | $190.7K | 0.00% | +10,196 | New |
| Samalin Investment Counsel, LLC | 10,381 | $194.1K | 0.08% | +10,381 | New |
| Stockman Wealth Management, Inc. | 10,750 | $201.0K | 0.03% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 11,003 | $205.8K | 0.04% | +541+5.2% | Added |
| Firestone Capital Management | 11,297 | $211.3K | 0.06% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 11,456 | $214.2K | 0.10% | −7,614−39.9% | Reduced |
| Yoffe Investment Management, LLC | 11,611 | $217.1K | 0.32% | −10.0% | Reduced |
| Diversified Trust Co | 11,738 | $219.5K | 0.01% | −5,698−32.7% | Reduced |
| Two Sigma Advisers, LP | 11,800 | $220.7K | 0.00% | +11,800 | New |
| BFSG, LLC | 11,815 | $220.9K | 0.03% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 12,235 | $228.8K | 0.00% | +3,081+33.7% | Added |
| Mesirow Financial Investment Management, Inc. | 12,743 | $238.3K | 0.00% | +151+1.2% | Added |
| Cerity Partners LLC | 12,852 | $240.3K | 0.00% | −9,586−42.7% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,400 | $250.6K | 0.03% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,596 | $254.2K | 0.00% | 00.0% | Unchanged |
| STRS Ohio | 13,600 | $254.3K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 14,082 | $263.3K | 0.00% | −7,923−36.0% | Reduced |
| Van Eck Associates Corp | 14,265 | $267.0K | 0.00% | +571+4.2% | Added |
| Police & Firemen's Retirement System of New Jersey | 14,326 | $267.9K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 14,517 | $271.5K | 0.00% | −2,127−12.8% | Reduced |
| KLP Kapitalforvaltning AS | 14,600 | $273.0K | 0.00% | 00.0% | Unchanged |
| Alps Advisors Inc | 14,894 | $278.5K | 0.00% | −1,044−6.6% | Reduced |
| Orleans Capital Management Corp | 15,000 | $280.5K | 0.16% | 00.0% | Unchanged |
| State of Wyoming | 15,243 | $285.0K | 0.04% | −12,903−45.8% | Reduced |
| Personal Cfo Solutions, LLC | 15,637 | $292.4K | 0.06% | −1,057−6.3% | Reduced |
| ProShare Advisors LLC | 15,651 | $292.7K | 0.00% | −4,710−23.1% | Reduced |
| State Board of Administration of Florida Retirement System | 15,909 | $297.5K | 0.00% | 00.0% | Unchanged |
| CIBC World Markets Corp | 16,043 | $300.0K | 0.00% | +16,043 | New |
| Wealthcare Advisory Partners LLC | 16,488 | $308.3K | 0.01% | +559+3.5% | Added |
| Bailard, Inc. | 17,000 | $317.9K | 0.01% | +1,700+11.1% | Added |
| Summit Global Investments | 17,255 | $323.0K | 0.02% | +3,578+26.2% | Added |