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 |
|---|---|---|---|---|---|
| Qube Research & Technologies Ltd | 264,145 | $4.94M | 0.01% | −70,781−21.1% | Reduced |
| Marshall Wace, LLP | 265,238 | $4.96M | 0.01% | −230,662−46.5% | Reduced |
| Montag A & Associates Inc | 265,811 | $4.97M | 0.25% | −1,600−0.6% | Reduced |
| McIlrath & Eck, LLC | 266,398 | $4.98M | 0.61% | +164,465+161.3% | Added |
| Goldman Sachs Group Inc | 271,064 | $5.07M | 0.00% | −206,818−43.3% | Reduced |
| Wells Fargo & Company | 291,558 | $5.45M | 0.00% | −5,922−2.0% | Reduced |
| Neuberger Berman Group LLC | 292,758 | $5.47M | 0.00% | −9,096−3.0% | Reduced |
| Bank of New York Mellon Corp | 341,545 | $6.39M | 0.00% | −4,788−1.4% | Reduced |
| Legal & General Group Plc | 357,174 | $6.68M | 0.00% | +3,725+1.1% | Added |
| Russell Investments Group, Ltd. | 366,810 | $6.86M | 0.01% | +153,470+71.9% | Added |
| JPMorgan Chase & Co | 373,722 | $6.99M | 0.00% | −86,684−18.8% | Reduced |
| Cherokee Insurance Co | 373,978 | $6.99M | 3.09% | +4,587+1.2% | Added |
| State of Wisconsin Investment Board | 375,207 | $7.02M | 0.02% | +29,244+8.5% | Added |
| State of New Jersey Common Pension Fund D | 411,742 | $7.70M | 0.03% | +22,000+5.6% | Added |
| SEI Investments Co | 420,658 | $7.87M | 0.01% | +65,461+18.4% | Added |
| Envestnet Asset Management Inc | 434,293 | $8.12M | 0.00% | +1,047+0.2% | Added |
| APG Asset Management US Inc. | 483,116 | $9.03M | 0.07% | 00.0% | Unchanged |
| Morgan Stanley | 495,889 | $9.27M | 0.00% | −73,191−12.9% | Reduced |
| First Eagle Investment Management, LLC | 560,519 | $10.5M | 0.02% | +184,600+49.1% | Added |
| Kennedy Capital Management, Inc. | 572,607 | $10.7M | 0.26% | −54,676−8.7% | Reduced |
| Alliancebernstein L.P. | 896,183 | $16.8M | 0.01% | +820,934+1,091.0% | Added |
| D.A. Davidson & Co. | 985,112 | $18.4M | 0.15% | +70,695+7.7% | Added |
| Charles Schwab Investment Management Inc | 1,021,526 | $19.1M | 0.00% | −6,857−0.7% | Reduced |
| Nuveen, LLC | 1,027,230 | $19.2M | 0.01% | +1,027,230 | New |
| Raymond James Financial Inc | 1,030,375 | $19.3M | 0.01% | −208,808−16.9% | Reduced |
| Bank of America Corp | 1,098,050 | $20.5M | 0.00% | −46,027−4.0% | Reduced |
| Dimensional Fund Advisors LP | 1,100,819 | $20.6M | 0.01% | +36,229+3.4% | Added |
| Private Management Group Inc | 1,228,101 | $23.0M | 0.82% | −5,469−0.4% | Reduced |
| Northern Trust Corp | 1,229,968 | $23.0M | 0.00% | +49,040+4.2% | Added |
| Jennison Associates LLC | 1,385,644 | $25.9M | 0.02% | −76,941−5.3% | Reduced |
| Geode Capital Management, LLC | 1,895,794 | $35.5M | 0.00% | +57,239+3.1% | Added |
| William Blair Investment Management, LLC | 1,904,445 | $35.6M | 0.10% | −87,975−4.4% | Reduced |
| American Century Companies Inc | 2,105,608 | $39.4M | 0.02% | +10,602+0.5% | Added |
| FMR LLC | 2,726,126 | $51.0M | 0.00% | +1,3000.0% | Added |
| Copeland Capital Management, LLC | 2,743,774 | $51.3M | 1.03% | −84,695−3.0% | Reduced |
| State Street Corp | 3,249,865 | $60.8M | 0.00% | +67,517+2.1% | Added |
| Capital Research Global Investors | 5,036,608 | $94.2M | 0.02% | +1,004,759+24.9% | Added |
| T. Rowe Price Investment Management, Inc. | 5,324,531 | $99.6M | 0.07% | +73,196+1.4% | Added |
| BlackRock, Inc. | 7,180,721 | $134.3M | 0.00% | −52,592−0.7% | Reduced |
| Vanguard Group Inc | 7,523,546 | $140.7M | 0.00% | +17,084+0.2% | Added |
| Proequities, Inc. | 0 | $0 | 0.00% | −1,738−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −666,534−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −67,977−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −36,228−100.0% | Sold out |
| Cornercap Investment Counsel Inc | 0 | $0 | 0.00% | −24,328−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −21,501−100.0% | Sold out |
| ClearAlpha Technologies LP | 0 | $0 | 0.00% | −19,793−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −14,985−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −14,200−100.0% | Sold out |
| Vident Advisory, LLC | 0 | $0 | 0.00% | −11,905−100.0% | Sold out |
| Custom Index Systems, LLC | 0 | $0 | 0.00% | −11,364−100.0% | Sold out |
| Cornerstone Investment Partners, LLC | 0 | $0 | 0.00% | −10,419−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −5,053−100.0% | Sold out |
| Lazard Asset Management LLC | 0 | $0 | 0.00% | −2,087−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −1,701−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −1,313−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| GWM Advisors LLC | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −275−100.0% | Sold out |
| Laurel Wealth Advisors LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Parallel Advisors, LLC | 0 | $0 | 0.00% | −17−100.0% | Sold out |
| Nuveen Asset Management, LLC | – | – | – | – | Not filed |
| Cassady Schiller Wealth Management, LLC | – | – | – | – | Not filed |