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 |
|---|---|---|---|---|---|
| Vert Asset Management LLC | 37,318 | $697.8K | 0.24% | +6,050+19.3% | Added |
| Cherry Creek Investment Advisors, Inc. | 36,083 | $674.8K | 0.35% | +36,083 | New |
| Oppenheimer & Co Inc | 35,962 | $672.5K | 0.01% | +5,798+19.2% | Added |
| Corebridge Financial, Inc. | 35,420 | $662.4K | 0.00% | −526−1.5% | Reduced |
| Globeflex Capital L P | 35,200 | $658.2K | 0.06% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 34,696 | $648.0K | 0.01% | +82+0.2% | Added |
| Quadrant Capital Group LLC | 34,405 | $643.4K | 0.02% | +28,770+510.6% | Added |
| Resona Asset Management Co.,Ltd. | 31,870 | $596.0K | 0.00% | +2,779+9.6% | Added |
| Janus Henderson Group PLC | 31,802 | $594.9K | 0.00% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 31,172 | $582.0K | 0.01% | −3,892−11.1% | Reduced |
| Advisor Resource Council | 32,164 | $577.5K | 0.05% | +32,164 | New |
| Snowden Capital Advisors LLC | 30,574 | $571.7K | 0.02% | −958−3.0% | Reduced |
| Carnegie Lake Advisors LLC | 29,946 | $560.0K | 0.23% | 00.0% | Unchanged |
| Macquarie Group Ltd | 29,400 | $549.8K | 0.00% | +9,869+50.5% | Added |
| Concurrent Investment Advisors, LLC | 29,013 | $542.5K | 0.01% | −1,152−3.8% | Reduced |
| Thrivent Financial for Lutherans | 28,517 | $533.0K | 0.00% | +28,517 | New |
| Pathstone Holdings, LLC | 27,680 | $517.5K | 0.00% | −123−0.4% | Reduced |
| Avantax Advisory Services, Inc. | 26,263 | $491.1K | 0.00% | +671+2.6% | Added |
| Daiwa Securities Group Inc. | 25,146 | $470.0K | 0.00% | +906+3.7% | Added |
| Verition Fund Management LLC | 24,959 | $466.7K | 0.00% | −25,111−50.2% | Reduced |
| Pensionfund Sabic | 24,564 | $459.0K | 0.14% | 00.0% | Unchanged |
| Bessemer Group Inc | 24,306 | $455.0K | 0.00% | +100.0% | Added |
| Keybank National Association | 24,219 | $452.9K | 0.00% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 23,341 | $436.5K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 22,380 | $418.5K | 0.00% | +1,065+5.0% | Added |
| CWM Advisors, LLC | 22,379 | $418.5K | 0.05% | +1,007+4.7% | Added |
| Toroso Investments, LLC | 22,050 | $412.3K | 0.00% | +4,127+23.0% | Added |
| XTX Topco Ltd | 21,782 | $407.3K | 0.02% | +21,782 | New |
| Arizona State Retirement System | 21,501 | $402.1K | 0.00% | −149−0.7% | Reduced |
| New York State Common Retirement Fund | 20,814 | $389.2K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 20,700 | $387.1K | 0.00% | +2,600+14.4% | Added |
| Picton Mahoney Asset Management | 20,548 | $384.0K | 0.01% | −7,581−27.0% | Reduced |
| BCO Wealth Management LLC | 19,954 | $373.1K | 0.29% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 19,213 | $359.3K | 0.00% | +19,213 | New |
| Standard Life Aberdeen plc | 19,132 | $357.8K | 0.00% | +668+3.6% | Added |
| Voya Investment Management LLC | 19,006 | $355.4K | 0.00% | −1,088−5.4% | Reduced |
| Centiva Capital, LP | 18,568 | $347.2K | 0.02% | −20,424−52.4% | Reduced |
| Meixler Investment Management, Ltd. | 18,150 | $339.4K | 0.24% | −743−3.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,656 | $330.2K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 17,636 | $330.0K | 0.00% | 00.0% | Unchanged |
| Summit Global Investments | 17,255 | $323.0K | 0.02% | +3,578+26.2% | Added |
| Bailard, Inc. | 17,000 | $317.9K | 0.01% | +1,700+11.1% | Added |
| Wealthcare Advisory Partners LLC | 16,488 | $308.3K | 0.01% | +559+3.5% | Added |
| CIBC World Markets Corp | 16,043 | $300.0K | 0.00% | +16,043 | New |
| State Board of Administration of Florida Retirement System | 15,909 | $297.5K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 15,651 | $292.7K | 0.00% | −4,710−23.1% | Reduced |
| Personal Cfo Solutions, LLC | 15,637 | $292.4K | 0.06% | −1,057−6.3% | Reduced |
| State of Wyoming | 15,243 | $285.0K | 0.04% | −12,903−45.8% | Reduced |
| Orleans Capital Management Corp | 15,000 | $280.5K | 0.16% | 00.0% | Unchanged |
| Alps Advisors Inc | 14,894 | $278.5K | 0.00% | −1,044−6.6% | Reduced |
| KLP Kapitalforvaltning AS | 14,600 | $273.0K | 0.00% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 14,517 | $271.5K | 0.00% | −2,127−12.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 14,326 | $267.9K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 14,265 | $267.0K | 0.00% | +571+4.2% | Added |
| Pictet Asset Management Holding SA | 14,082 | $263.3K | 0.00% | −7,923−36.0% | Reduced |
| STRS Ohio | 13,600 | $254.3K | 0.00% | 00.0% | Unchanged |
| Crestwood Advisors Group LLC | 13,596 | $254.2K | 0.00% | 00.0% | Unchanged |
| NJ State Employees Deferred Compensation Plan | 13,400 | $250.6K | 0.03% | 00.0% | Unchanged |
| Cerity Partners LLC | 12,852 | $240.3K | 0.00% | −9,586−42.7% | Reduced |
| Mesirow Financial Investment Management, Inc. | 12,743 | $238.3K | 0.00% | +151+1.2% | Added |
| Advisor Group Holdings, Inc. | 12,235 | $228.8K | 0.00% | +3,081+33.7% | Added |
| BFSG, LLC | 11,815 | $220.9K | 0.03% | 00.0% | Unchanged |
| Two Sigma Advisers, LP | 11,800 | $220.7K | 0.00% | +11,800 | New |
| Diversified Trust Co | 11,738 | $219.5K | 0.01% | −5,698−32.7% | Reduced |
| Yoffe Investment Management, LLC | 11,611 | $217.1K | 0.32% | −10.0% | Reduced |
| EntryPoint Capital, LLC | 11,456 | $214.2K | 0.10% | −7,614−39.9% | Reduced |
| Firestone Capital Management | 11,297 | $211.3K | 0.06% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 11,003 | $205.8K | 0.04% | +541+5.2% | Added |
| Stockman Wealth Management, Inc. | 10,750 | $201.0K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 10,381 | $194.1K | 0.08% | +10,381 | New |
| EP Wealth Advisors, LLC | 10,196 | $190.7K | 0.00% | +10,196 | New |
| M&G Plc | 9,979 | $189.6K | 0.00% | +9,979 | New |
| Jump Financial, LLC | 10,042 | $187.8K | 0.00% | +10,042 | New |
| Ulland Investment Advisors, LLC | 9,020 | $169.0K | 0.14% | +5,105+130.4% | Added |
| Ameritas Investment Partners, Inc. | 7,564 | $141.4K | 0.00% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 6,900 | $129.0K | 0.03% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,459 | $102.1K | 0.00% | +5,459 | New |
| Ridgewood Investments LLC | 4,482 | $83.8K | 0.04% | +12+0.3% | Added |
| BNP Paribas Arbitrage, SA | 4,036 | $75.5K | 0.00% | −4,058−50.1% | Reduced |
| Spire Wealth Management | 3,740 | $69.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,718 | $50.8K | 0.00% | −225−7.6% | Reduced |
| Tower Research Capital LLC (TRC) | 2,530 | $47.3K | 0.00% | −38−1.5% | Reduced |
| Amalgamated Bank | 2,504 | $47.0K | 0.00% | +461+22.6% | Added |
| Quest Partners LLC | 2,431 | $45.5K | 0.00% | −296−10.9% | Reduced |
| SRS Capital Advisors, Inc. | 2,139 | $40.0K | 0.00% | −416−16.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 2,025 | $37.9K | 0.00% | −57−2.7% | Reduced |
| Golden State Wealth Management, LLC | 2,000 | $37.4K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 2,000 | $37.4K | 0.00% | +400+25.0% | Added |
| Cloud Capital Management, LLC | 2,000 | $37.0K | 0.03% | +2,000 | New |
| Clear Street Markets LLC | 1,876 | $35.1K | 0.02% | +1,876 | New |
| Stone House Investment Management, LLC | 1,816 | $34.0K | 0.01% | +1,816 | New |
| KBC Group NV | 1,727 | $32.0K | 0.00% | +1,727 | New |
| CBIZ Investment Advisory Services, LLC | 1,679 | $31.4K | 0.00% | −27−1.6% | Reduced |
| Loomis Sayles & Co L P | 1,560 | $29.0K | 0.00% | −871−35.8% | Reduced |
| GF Fund Management Co. Ltd. | 1,420 | $26.6K | 0.00% | +64+4.7% | Added |
| Signaturefd, LLC | 1,135 | $21.2K | 0.00% | −44−3.7% | Reduced |
| Sterling Capital Management LLC | 1,073 | $20.1K | 0.00% | −878−45.0% | Reduced |
| Binnacle Investments Inc | 983 | $18.4K | 0.01% | +983 | New |
| Retirement Wealth Solutions LLC | 943 | $17.6K | 0.01% | +2+0.2% | Added |
| Northwestern Mutual Wealth Management Co | 824 | $15.4K | 0.00% | +325+65.1% | Added |