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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 17,636 | $330.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,656 | $330.2K | 0.00% | 00.0% | Unchanged |
| Meixler Investment Management, Ltd. | 18,150 | $339.4K | 0.24% | −743−3.9% | Reduced |
| Centiva Capital, LP | 18,568 | $347.2K | 0.02% | −20,424−52.4% | Reduced |
| Voya Investment Management LLC | 19,006 | $355.4K | 0.00% | −1,088−5.4% | Reduced |
| Standard Life Aberdeen plc | 19,132 | $357.8K | 0.00% | +668+3.6% | Added |
| Quantinno Capital Management LP | 19,213 | $359.3K | 0.00% | +19,213 | New |
| BCO Wealth Management LLC | 19,954 | $373.1K | 0.29% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 20,548 | $384.0K | 0.01% | −7,581−27.0% | Reduced |
| UniSuper Management Pty Ltd | 20,700 | $387.1K | 0.00% | +2,600+14.4% | Added |
| New York State Common Retirement Fund | 20,814 | $389.2K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 21,501 | $402.1K | 0.00% | −149−0.7% | Reduced |
| XTX Topco Ltd | 21,782 | $407.3K | 0.02% | +21,782 | New |
| Toroso Investments, LLC | 22,050 | $412.3K | 0.00% | +4,127+23.0% | Added |
| CWM Advisors, LLC | 22,379 | $418.5K | 0.05% | +1,007+4.7% | Added |
| Nisa Investment Advisors, LLC | 22,380 | $418.5K | 0.00% | +1,065+5.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,341 | $436.5K | 0.00% | 00.0% | Unchanged |
| Keybank National Association | 24,219 | $452.9K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 24,306 | $455.0K | 0.00% | +100.0% | Added |
| Pensionfund Sabic | 24,564 | $459.0K | 0.14% | 00.0% | Unchanged |
| Verition Fund Management LLC | 24,959 | $466.7K | 0.00% | −25,111−50.2% | Reduced |
| Daiwa Securities Group Inc. | 25,146 | $470.0K | 0.00% | +906+3.7% | Added |
| Avantax Advisory Services, Inc. | 26,263 | $491.1K | 0.00% | +671+2.6% | Added |
| Pathstone Holdings, LLC | 27,680 | $517.5K | 0.00% | −123−0.4% | Reduced |
| Thrivent Financial for Lutherans | 28,517 | $533.0K | 0.00% | +28,517 | New |
| Concurrent Investment Advisors, LLC | 29,013 | $542.5K | 0.01% | −1,152−3.8% | Reduced |
| Macquarie Group Ltd | 29,400 | $549.8K | 0.00% | +9,869+50.5% | Added |
| Carnegie Lake Advisors LLC | 29,946 | $560.0K | 0.23% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 30,574 | $571.7K | 0.02% | −958−3.0% | Reduced |
| Advisor Resource Council | 32,164 | $577.5K | 0.05% | +32,164 | New |
| Penserra Capital Management LLC | 31,172 | $582.0K | 0.01% | −3,892−11.1% | Reduced |
| Janus Henderson Group PLC | 31,802 | $594.9K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 31,870 | $596.0K | 0.00% | +2,779+9.6% | Added |
| Quadrant Capital Group LLC | 34,405 | $643.4K | 0.02% | +28,770+510.6% | Added |
| State of Alaska, Department of Revenue | 34,696 | $648.0K | 0.01% | +82+0.2% | Added |
| Globeflex Capital L P | 35,200 | $658.2K | 0.06% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 35,420 | $662.4K | 0.00% | −526−1.5% | Reduced |
| Oppenheimer & Co Inc | 35,962 | $672.5K | 0.01% | +5,798+19.2% | Added |
| Cherry Creek Investment Advisors, Inc. | 36,083 | $674.8K | 0.35% | +36,083 | New |
| Vert Asset Management LLC | 37,318 | $697.8K | 0.24% | +6,050+19.3% | Added |
| Employees Retirement System of Texas | 37,861 | $708.0K | 0.01% | −98,139−72.2% | Reduced |
| Principal Financial Group Inc | 38,816 | $725.9K | 0.00% | +1,362+3.6% | Added |
| Boston Partners | 40,382 | $755.1K | 0.00% | +301+0.8% | Added |
| Amundi | 41,420 | $777.9K | 0.00% | +5,590+15.6% | Added |
| Allianz Asset Management GmbH | 42,121 | $787.7K | 0.00% | +42,121 | New |
| Mirae Asset Global ETFs Holdings Ltd. | 42,976 | $803.7K | 0.00% | +1,871+4.6% | Added |
| Clear Creek Financial Management, LLC | 43,041 | $804.9K | 0.08% | −1,474−3.3% | Reduced |
| Intech Investment Management LLC | 43,311 | $809.9K | 0.01% | +14,491+50.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 43,834 | $819.7K | 0.00% | −11,033−20.1% | Reduced |
| Pensionfund DSM Netherlands | 43,900 | $821.0K | 0.54% | −4,000−8.4% | Reduced |
| MetLife Investment Management | 44,866 | $839.0K | 0.00% | −718−1.6% | Reduced |
| AQR Capital Management LLC | 48,043 | $898.4K | 0.00% | −35,385−42.4% | Reduced |
| Manufacturers Life Insurance Company, The | 48,465 | $906.3K | 0.00% | +1,682+3.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 48,668 | $910.1K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 48,985 | $916.0K | 0.34% | 00.0% | Unchanged |
| Susquehanna Fundamental Investments, LLC | 53,682 | $1.00M | 0.02% | +41,952+357.6% | Added |
| Squarepoint Ops LLC | 59,080 | $1.10M | 0.00% | +21,486+57.2% | Added |
| LPL Financial LLC | 60,125 | $1.12M | 0.00% | −2,499−4.0% | Reduced |
| HSBC Holdings PLC | 64,392 | $1.20M | 0.00% | +5,126+8.6% | Added |
| Man Group plc | 65,452 | $1.22M | 0.00% | +65,452 | New |
| California State Teachers Retirement System | 69,547 | $1.30M | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 70,300 | $1.31M | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 72,951 | $1.36M | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 73,534 | $1.38M | 0.00% | +30,112+69.3% | Added |
| First Trust Advisors LP | 75,316 | $1.41M | 0.00% | −61,049−44.8% | Reduced |
| UBS Asset Management Americas Inc | 76,056 | $1.42M | 0.00% | +2,471+3.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 79,491 | $1.49M | 0.00% | −183−0.2% | Reduced |
| Deutsche Bank AG | 82,605 | $1.54M | 0.00% | +682+0.8% | Added |
| Shufro Rose & Co LLC | 86,050 | $1.61M | 0.13% | −800−0.9% | Reduced |
| Hunter Perkins Capital Management, LLC | 87,620 | $1.64M | 0.38% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 88,840 | $1.66M | 0.08% | +68,571+338.3% | Added |
| Caldwell Sutter Capital, Inc. | 90,194 | $1.69M | 0.80% | −2,000−2.2% | Reduced |
| GW Henssler & Associates Ltd | 96,368 | $1.80M | 0.10% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 98,300 | $1.84M | 0.01% | +1,100+1.1% | Added |
| Teacher Retirement System of Texas | 98,560 | $1.84M | 0.01% | −100,200−50.4% | Reduced |
| Public Employees Retirement System of Ohio | 103,134 | $1.93M | 0.01% | −750−0.7% | Reduced |
| Great West Life Assurance Co | 104,284 | $1.95M | 0.00% | +12,142+13.2% | Added |
| Asset Management One Co.,Ltd. | 108,318 | $2.03M | 0.01% | +7,150+7.1% | Added |
| Silver Lake Advisory, LLC | 109,000 | $2.04M | 0.89% | −2,379−2.1% | Reduced |
| Rhumbline Advisers | 119,392 | $2.23M | 0.00% | −2,025−1.7% | Reduced |
| Connors Investor Services Inc | 122,433 | $2.29M | 0.23% | −684−0.6% | Reduced |
| WealthTrust Axiom LLC | 123,280 | $2.31M | 0.70% | −5,185−4.0% | Reduced |
| Susquehanna International Group, LLP | 123,470 | $2.31M | 0.00% | +5,785+4.9% | Added |
| Barclays PLC | 133,891 | $2.50M | 0.00% | −44,233−24.8% | Reduced |
| Ameriprise Financial Inc | 136,331 | $2.55M | 0.00% | −359−0.3% | Reduced |
| LDR Capital Management LLC | 136,477 | $2.55M | 3.08% | +5,011+3.8% | Added |
| Swiss National Bank | 145,300 | $2.72M | 0.00% | −1,500−1.0% | Reduced |
| NFJ Investment Group, LLC | 162,532 | $3.04M | 0.10% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 174,981 | $3.27M | 0.24% | 00.0% | Unchanged |
| Stifel Financial Corp | 178,957 | $3.35M | 0.00% | +5,373+3.1% | Added |
| Invesco Ltd. | 180,719 | $3.38M | 0.00% | −98,262−35.2% | Reduced |
| Franklin Resources Inc | 182,877 | $3.42M | 0.00% | −7,000−3.7% | Reduced |
| Wedbush Securities Inc | 183,337 | $3.43M | 0.13% | −3,214−1.7% | Reduced |
| Royal Bank of Canada | 191,545 | $3.58M | 0.00% | +5,409+2.9% | Added |
| Deprince Race & Zollo Inc | 196,827 | $3.68M | 0.08% | +196,827 | New |
| Panagora Asset Management Inc | 210,499 | $3.94M | 0.02% | −95,971−31.3% | Reduced |
| Storebrand Asset Management AS | 237,621 | $4.44M | 0.01% | −25,300−9.6% | Reduced |
| UBS Group AG | 241,779 | $4.52M | 0.00% | +27,473+12.8% | Added |
| Pacific Heights Asset Management LLC | 250,000 | $4.67M | 0.32% | 00.0% | Unchanged |
| Citigroup Inc | 263,818 | $4.93M | 0.00% | −49,180−15.7% | Reduced |