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, Q2 2025
Institutional positions in Umh Properties, Inc. as of Jun 30, 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
- 236
- −3 vs. Q1 2025
- Shares held
- 69.2M
- +3.17M (+4.8%) vs. Q1 2025
- Total value
- $1.16B
- −$72.7M (−5.9%) vs. Q1 2025
- New holders
- 18
- 98 more added
- Sold out
- 21
- 75 more reduced
1 institution that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,907,970 | $132.8M | 0.00% | +384,424+5.1% | Added |
| BlackRock, Inc. | 7,283,388 | $122.3M | 0.00% | +102,667+1.4% | Added |
| T. Rowe Price Investment Management, Inc. | 6,107,591 | $102.5M | 0.06% | +783,060+14.7% | Added |
| Capital Research Global Investors | 5,471,303 | $91.9M | 0.02% | +434,695+8.6% | Added |
| State Street Corp | 3,475,892 | $58.4M | 0.00% | +226,027+7.0% | Added |
| FMR LLC | 2,726,944 | $45.8M | 0.00% | +8180.0% | Added |
| Copeland Capital Management, LLC | 2,552,058 | $42.8M | 0.88% | −191,716−7.0% | Reduced |
| American Century Companies Inc | 2,389,308 | $40.1M | 0.02% | +283,700+13.5% | Added |
| Geode Capital Management, LLC | 1,999,240 | $33.6M | 0.00% | +103,446+5.5% | Added |
| William Blair Investment Management, LLC | 1,757,148 | $29.5M | 0.08% | −147,297−7.7% | Reduced |
| Jennison Associates LLC | 1,536,362 | $25.8M | 0.02% | +150,718+10.9% | Added |
| Private Management Group Inc | 1,218,717 | $20.5M | 0.66% | −9,384−0.8% | Reduced |
| Bank of America Corp | 1,189,252 | $20.0M | 0.00% | +91,202+8.3% | Added |
| Northern Trust Corp | 1,174,768 | $19.7M | 0.00% | −55,200−4.5% | Reduced |
| Charles Schwab Investment Management Inc | 1,126,243 | $18.9M | 0.00% | +104,717+10.3% | Added |
| Dimensional Fund Advisors LP | 1,115,275 | $18.7M | 0.00% | +14,456+1.3% | Added |
| D.A. Davidson & Co. | 1,083,734 | $18.2M | 0.13% | +98,622+10.0% | Added |
| Alliancebernstein L.P. | 1,058,160 | $17.8M | 0.01% | +161,977+18.1% | Added |
| Raymond James Financial Inc | 929,074 | $15.6M | 0.01% | −101,301−9.8% | Reduced |
| First Eagle Investment Management, LLC | 594,019 | $9.97M | 0.02% | +33,500+6.0% | Added |
| Goldman Sachs Group Inc | 587,345 | $9.86M | 0.00% | +316,281+116.7% | Added |
| Kennedy Capital Management, Inc. | 550,879 | $9.25M | 0.22% | −21,728−3.8% | Reduced |
| Nuveen, LLC | 541,930 | $9.10M | 0.00% | −485,300−47.2% | Reduced |
| UBS Asset Management Americas Inc | 536,004 | $9.00M | 0.00% | +459,948+604.7% | Added |
| APG Asset Management US Inc. | 483,116 | $8.19M | 0.06% | 00.0% | Unchanged |
| Morgan Stanley | 473,300 | $7.95M | 0.00% | −22,589−4.6% | Reduced |
| STRS Ohio | 470,800 | $7.90M | 0.03% | +457,200+3,361.8% | Added |
| Envestnet Asset Management Inc | 419,419 | $7.04M | 0.00% | −14,874−3.4% | Reduced |
| State of New Jersey Common Pension Fund D | 419,242 | $7.04M | 0.03% | +7,500+1.8% | Added |
| Cherokee Insurance Co | 379,138 | $6.37M | 2.78% | +5,160+1.4% | Added |
| Legal & General Group Plc | 374,511 | $6.29M | 0.00% | +17,337+4.9% | Added |
| State of Wisconsin Investment Board | 365,488 | $6.14M | 0.02% | −9,719−2.6% | Reduced |
| Bank of New York Mellon Corp | 360,975 | $6.06M | 0.00% | +19,430+5.7% | Added |
| Russell Investments Group, Ltd. | 336,602 | $5.65M | 0.01% | −30,208−8.2% | Reduced |
| UBS Group AG | 331,643 | $5.57M | 0.00% | +89,864+37.2% | Added |
| Citigroup Inc | 314,409 | $5.28M | 0.00% | +50,591+19.2% | Added |
| JPMorgan Chase & Co | 299,890 | $5.04M | 0.00% | −73,832−19.8% | Reduced |
| Wells Fargo & Company | 289,734 | $4.86M | 0.00% | −1,824−0.6% | Reduced |
| Neuberger Berman Group LLC | 283,771 | $4.76M | 0.00% | −8,987−3.1% | Reduced |
| Montag A & Associates Inc | 265,811 | $4.46M | 0.22% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 255,962 | $4.30M | 0.49% | −10,436−3.9% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $4.20M | 0.22% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 234,558 | $3.94M | 0.01% | −3,063−1.3% | Reduced |
| Panagora Asset Management Inc | 209,881 | $3.52M | 0.02% | −618−0.3% | Reduced |
| Invesco Ltd. | 203,827 | $3.42M | 0.00% | +23,108+12.8% | Added |
| Qube Research & Technologies Ltd | 196,458 | $3.30M | 0.00% | −67,687−25.6% | Reduced |
| Barclays PLC | 185,845 | $3.12M | 0.00% | +51,954+38.8% | Added |
| Wedbush Securities Inc | 180,389 | $3.03M | 0.11% | −2,948−1.6% | Reduced |
| Renaissance Technologies LLC | 180,400 | $3.03M | 0.00% | +180,400 | New |
| Franklin Resources Inc | 177,992 | $2.99M | 0.00% | −4,885−2.7% | Reduced |
| Royal Bank of Canada | 175,937 | $2.95M | 0.00% | −15,608−8.1% | Reduced |
| North Star Investment Management Corp. | 174,981 | $2.94M | 0.20% | 00.0% | Unchanged |
| Deprince Race & Zollo Inc | 170,378 | $2.86M | 0.06% | −26,449−13.4% | Reduced |
| Stifel Financial Corp | 169,933 | $2.85M | 0.00% | −9,024−5.0% | Reduced |
| Marshall Wace, LLP | 161,689 | $2.71M | 0.00% | −103,549−39.0% | Reduced |
| NFJ Investment Group, LLC | 161,532 | $2.71M | 0.09% | −1,000−0.6% | Reduced |
| SEI Investments Co | 157,605 | $2.65M | 0.00% | −263,053−62.5% | Reduced |
| Connors Investor Services Inc | 155,395 | $2.61M | 0.23% | +32,962+26.9% | Added |
| Swiss National Bank | 149,800 | $2.52M | 0.00% | +4,500+3.1% | Added |
| LDR Capital Management LLC | 138,168 | $2.32M | 3.00% | +1,691+1.2% | Added |
| Ameriprise Financial Inc | 133,082 | $2.23M | 0.00% | −3,249−2.4% | Reduced |
| Rhumbline Advisers | 132,774 | $2.23M | 0.00% | +13,382+11.2% | Added |
| Susquehanna International Group, LLP | 122,475 | $2.06M | 0.00% | −995−0.8% | Reduced |
| Great West Life Assurance Co | 118,627 | $1.99M | 0.00% | +14,343+13.8% | Added |
| Asset Management One Co.,Ltd. | 116,815 | $1.96M | 0.01% | +8,497+7.8% | Added |
| WealthTrust Axiom LLC | 114,730 | $1.93M | 0.57% | −8,550−6.9% | Reduced |
| Nomura Asset Management Co Ltd | 112,200 | $1.88M | 0.01% | +13,900+14.1% | Added |
| Public Employees Retirement System of Ohio | 111,394 | $1.87M | 0.01% | +8,260+8.0% | Added |
| Silver Lake Advisory, LLC | 110,280 | $1.85M | 0.79% | +1,280+1.2% | Added |
| Dark Forest Capital Management LP | 108,017 | $1.81M | 0.07% | +19,177+21.6% | Added |
| First Trust Advisors LP | 99,133 | $1.66M | 0.00% | +23,817+31.6% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.62M | 0.09% | 00.0% | Unchanged |
| Shufro Rose & Co LLC | 84,850 | $1.59M | 0.13% | −1,200−1.4% | Reduced |
| Caldwell Sutter Capital, Inc. | 89,473 | $1.50M | 0.69% | −721−0.8% | Reduced |
| Deutsche Bank AG | 88,747 | $1.49M | 0.00% | +6,142+7.4% | Added |
| Hunter Perkins Capital Management, LLC | 87,620 | $1.47M | 0.35% | 00.0% | Unchanged |
| HSBC Holdings PLC | 85,711 | $1.43M | 0.00% | +21,319+33.1% | Added |
| Teacher Retirement System of Texas | 80,989 | $1.36M | 0.01% | −17,571−17.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 80,606 | $1.35M | 0.00% | +1,115+1.4% | Added |
| Price T Rowe Associates Inc | 80,188 | $1.35M | 0.00% | +6,654+9.0% | Added |
| Peapack Gladstone Financial Corp | 72,951 | $1.23M | 0.02% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 70,300 | $1.18M | 0.01% | 00.0% | Unchanged |
| California State Teachers Retirement System | 69,547 | $1.17M | 0.00% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,204 | $1.09M | 0.00% | +21,370+48.8% | Added |
| Vestcor Inc | 59,830 | $1.00M | 0.03% | +59,830 | New |
| Susquehanna Portfolio Strategies, LLC | 57,728 | $969.3K | 0.02% | +57,728 | New |
| Man Group plc | 57,204 | $960.5K | 0.00% | −8,248−12.6% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54,125 | $908.8K | 0.00% | +5,457+11.2% | Added |
| Manufacturers Life Insurance Company, The | 53,468 | $897.7K | 0.00% | +5,003+10.3% | Added |
| Susquehanna Fundamental Investments, LLC | 51,854 | $870.6K | 0.02% | −1,828−3.4% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 51,375 | $862.6K | 0.00% | +51,375 | New |
| Bard Associates Inc | 48,985 | $822.5K | 0.26% | 00.0% | Unchanged |
| MetLife Investment Management | 48,954 | $821.9K | 0.00% | +4,088+9.1% | Added |
| Jane Street Group, LLC | 46,141 | $774.7K | 0.00% | +46,141 | New |
| Bailard, Inc. | 44,700 | $750.5K | 0.02% | +27,700+162.9% | Added |
| Allianz Asset Management GmbH | 44,462 | $746.5K | 0.00% | +2,341+5.6% | Added |
| Pensionfund DSM Netherlands | 43,900 | $737.0K | 0.50% | 00.0% | Unchanged |
| Clear Creek Financial Management, LLC | 43,189 | $725.1K | 0.07% | +148+0.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 42,796 | $718.5K | 0.00% | −180−0.4% | Reduced |
| Boston Partners | 40,442 | $679.0K | 0.00% | +60+0.1% | Added |