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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 687 | $13.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 688 | $12.9K | 0.00% | +418+154.8% | Added |
| Rise Advisors, LLC | 669 | $12.5K | 0.01% | +669 | New |
| CWM, LLC | 664 | $12.0K | 0.00% | −249−27.3% | Reduced |
| Geneos Wealth Management Inc. | 416 | $7.78K | 0.00% | +169+68.4% | Added |
| WPG Advisers, LLC | 382 | $7.14K | 0.01% | +293+329.2% | Added |
| HHM Wealth Advisors, LLC | 377 | $7.05K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 335 | $6.26K | 0.00% | +165+97.1% | Added |
| First Horizon Advisors, Inc. | 320 | $5.98K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 323 | $5.64K | 0.00% | +323 | New |
| Hemington Wealth Management | 305 | $5.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 226 | $4.00K | 0.00% | +220+3,666.7% | Added |
| Marshall Investment Management, LLC | 172 | $3.22K | 0.00% | +172 | New |
| MAI Capital Management | 150 | $2.81K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 141 | $2.46K | 0.00% | +19+15.6% | Added |
| Bellwether Advisors, LLC | 128 | $2.39K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 125 | $2.34K | 0.00% | +20+19.0% | Added |
| Steward Partners Investment Advisory, LLC | 123 | $2.30K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 114 | $2.13K | 0.00% | −36−24.0% | Reduced |
| Costello Asset Management, INC | 103 | $1.93K | 0.00% | +103 | New |
| Salem Investment Counselors Inc | 100 | $1.87K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 81 | $1.51K | 0.00% | 00.0% | Unchanged |
| Sierra Ocean, LLC | 70 | $1.31K | 0.00% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 70 | $1.30K | 0.00% | +9+14.8% | Added |
| Smartleaf Asset Management LLC | 69 | $1.29K | 0.00% | −147−68.1% | Reduced |
| Private Wealth Management Group, LLC | 56 | $1.05K | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $692 | 0.00% | 00.0% | Unchanged |
| MPWM Advisory Solutions, LLC | 37 | $692 | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 30 | $561 | 0.00% | +30 | New |
| South State Corp. | 26 | $487 | 0.00% | +26 | New |
| Smallwood Wealth Investment Management, LLC | 26 | $486 | 0.00% | +26 | New |
| EverSource Wealth Advisors, LLC | 25 | $468 | 0.00% | −70−73.7% | Reduced |
| True Wealth Design, LLC | 23 | $431 | 0.00% | +23 | New |
| Ronald Blue Trust, Inc. | 22 | $411 | 0.00% | +22 | New |
| Stephens Consulting, LLC | 20 | $374 | 0.00% | +20 | New |
| The PNC Financial Services Group, Inc. | 11 | $206 | 0.00% | +3+37.5% | Added |
| Harbour Investments, Inc. | 7 | $131 | 0.00% | 00.0% | Unchanged |
| Dunhill Financial, LLC | 4 | $79 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 1 | $19 | 0.00% | −157−99.4% | Reduced |
| Covestor Ltd | 6 | $0 | 0.00% | 00.0% | Unchanged |
| 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 |