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 |
|---|---|---|---|---|---|
| Police & Firemen's Retirement System of New Jersey | 19,245 | $323.1K | 0.00% | +4,919+34.3% | Added |
| BCO Wealth Management LLC | 19,954 | $335.0K | 0.24% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 20,700 | $347.6K | 0.00% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 21,626 | $363.1K | 0.00% | +2,494+13.0% | Added |
| Voya Investment Management LLC | 22,039 | $370.0K | 0.00% | +3,033+16.0% | Added |
| Toroso Investments, LLC | 22,088 | $370.9K | 0.00% | +38+0.2% | Added |
| New York State Common Retirement Fund | 22,214 | $373.0K | 0.00% | +1,400+6.7% | Added |
| Arizona State Retirement System | 22,888 | $384.3K | 0.00% | +1,387+6.5% | Added |
| LPL Financial LLC | 23,199 | $389.5K | 0.00% | −36,926−61.4% | Reduced |
| CWM Advisors, LLC | 23,546 | $395.3K | 0.04% | +1,167+5.2% | Added |
| Bessemer Group Inc | 23,919 | $401.0K | 0.00% | −387−1.6% | Reduced |
| Pensionfund Sabic | 24,564 | $412.0K | 0.12% | 00.0% | Unchanged |
| Keybank National Association | 24,981 | $419.4K | 0.00% | +762+3.1% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,027 | $420.2K | 0.00% | +1,686+7.2% | Added |
| Avantax Advisory Services, Inc. | 26,261 | $440.9K | 0.00% | −20.0% | Reduced |
| Daiwa Securities Group Inc. | 27,334 | $459.0K | 0.00% | +2,188+8.7% | Added |
| Pathstone Holdings, LLC | 27,402 | $460.1K | 0.00% | −278−1.0% | Reduced |
| Ulland Investment Advisors, LLC | 28,915 | $485.0K | 0.37% | +19,895+220.6% | Added |
| Penserra Capital Management LLC | 29,391 | $493.0K | 0.01% | −1,781−5.7% | Reduced |
| Concurrent Investment Advisors, LLC | 29,527 | $495.8K | 0.01% | +514+1.8% | Added |
| Cambria Investment Management, L.P. | 29,728 | $499.1K | 0.03% | +29,728 | New |
| Carnegie Lake Advisors LLC | 29,946 | $503.0K | 0.20% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 30,100 | $505.4K | 0.01% | −474−1.6% | Reduced |
| Resona Asset Management Co.,Ltd. | 31,174 | $521.7K | 0.00% | −696−2.2% | Reduced |
| Intech Investment Management LLC | 31,593 | $530.4K | 0.00% | −11,718−27.1% | Reduced |
| Janus Henderson Group PLC | 31,802 | $533.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 33,452 | $561.7K | 0.02% | −953−2.8% | Reduced |
| Macquarie Group Ltd | 34,103 | $572.6K | 0.00% | +4,703+16.0% | Added |
| Vert Asset Management LLC | 34,594 | $580.8K | 0.21% | −2,724−7.3% | Reduced |
| Globeflex Capital L P | 35,200 | $591.0K | 0.05% | 00.0% | Unchanged |
| Oppenheimer & Co Inc | 35,770 | $600.6K | 0.01% | −192−0.5% | Reduced |
| AQR Capital Management LLC | 36,166 | $607.2K | 0.00% | −11,877−24.7% | Reduced |
| Squarepoint Ops LLC | 36,187 | $607.6K | 0.00% | −22,893−38.7% | Reduced |
| Amundi | 36,493 | $625.9K | 0.00% | −4,927−11.9% | Reduced |
| Cherry Creek Investment Advisors, Inc. | 37,282 | $626.0K | 0.29% | +1,199+3.3% | Added |
| State of Alaska, Department of Revenue | 37,849 | $634.0K | 0.01% | +3,153+9.1% | Added |
| Boston Partners | 40,442 | $679.0K | 0.00% | +60+0.1% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 42,796 | $718.5K | 0.00% | −180−0.4% | Reduced |
| Clear Creek Financial Management, LLC | 43,189 | $725.1K | 0.07% | +148+0.3% | Added |
| Pensionfund DSM Netherlands | 43,900 | $737.0K | 0.50% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 44,462 | $746.5K | 0.00% | +2,341+5.6% | Added |
| Bailard, Inc. | 44,700 | $750.5K | 0.02% | +27,700+162.9% | Added |
| Jane Street Group, LLC | 46,141 | $774.7K | 0.00% | +46,141 | New |
| MetLife Investment Management | 48,954 | $821.9K | 0.00% | +4,088+9.1% | Added |
| Bard Associates Inc | 48,985 | $822.5K | 0.26% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 51,375 | $862.6K | 0.00% | +51,375 | New |
| Susquehanna Fundamental Investments, LLC | 51,854 | $870.6K | 0.02% | −1,828−3.4% | Reduced |
| Manufacturers Life Insurance Company, The | 53,468 | $897.7K | 0.00% | +5,003+10.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 54,125 | $908.8K | 0.00% | +5,457+11.2% | Added |
| Man Group plc | 57,204 | $960.5K | 0.00% | −8,248−12.6% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 57,728 | $969.3K | 0.02% | +57,728 | New |
| Vestcor Inc | 59,830 | $1.00M | 0.03% | +59,830 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 65,204 | $1.09M | 0.00% | +21,370+48.8% | Added |
| California State Teachers Retirement System | 69,547 | $1.17M | 0.00% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 70,300 | $1.18M | 0.01% | 00.0% | Unchanged |
| Peapack Gladstone Financial Corp | 72,951 | $1.23M | 0.02% | 00.0% | Unchanged |
| Price T Rowe Associates Inc | 80,188 | $1.35M | 0.00% | +6,654+9.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 80,606 | $1.35M | 0.00% | +1,115+1.4% | Added |
| Teacher Retirement System of Texas | 80,989 | $1.36M | 0.01% | −17,571−17.8% | Reduced |
| HSBC Holdings PLC | 85,711 | $1.43M | 0.00% | +21,319+33.1% | Added |
| Hunter Perkins Capital Management, LLC | 87,620 | $1.47M | 0.35% | 00.0% | Unchanged |
| Deutsche Bank AG | 88,747 | $1.49M | 0.00% | +6,142+7.4% | Added |
| Caldwell Sutter Capital, Inc. | 89,473 | $1.50M | 0.69% | −721−0.8% | Reduced |
| Shufro Rose & Co LLC | 84,850 | $1.59M | 0.13% | −1,200−1.4% | Reduced |
| GW Henssler & Associates Ltd | 96,368 | $1.62M | 0.09% | 00.0% | Unchanged |
| First Trust Advisors LP | 99,133 | $1.66M | 0.00% | +23,817+31.6% | Added |
| Dark Forest Capital Management LP | 108,017 | $1.81M | 0.07% | +19,177+21.6% | Added |
| Silver Lake Advisory, LLC | 110,280 | $1.85M | 0.79% | +1,280+1.2% | Added |
| Public Employees Retirement System of Ohio | 111,394 | $1.87M | 0.01% | +8,260+8.0% | Added |
| Nomura Asset Management Co Ltd | 112,200 | $1.88M | 0.01% | +13,900+14.1% | Added |
| WealthTrust Axiom LLC | 114,730 | $1.93M | 0.57% | −8,550−6.9% | Reduced |
| Asset Management One Co.,Ltd. | 116,815 | $1.96M | 0.01% | +8,497+7.8% | Added |
| Great West Life Assurance Co | 118,627 | $1.99M | 0.00% | +14,343+13.8% | Added |
| Susquehanna International Group, LLP | 122,475 | $2.06M | 0.00% | −995−0.8% | Reduced |
| Rhumbline Advisers | 132,774 | $2.23M | 0.00% | +13,382+11.2% | Added |
| Ameriprise Financial Inc | 133,082 | $2.23M | 0.00% | −3,249−2.4% | Reduced |
| LDR Capital Management LLC | 138,168 | $2.32M | 3.00% | +1,691+1.2% | Added |
| Swiss National Bank | 149,800 | $2.52M | 0.00% | +4,500+3.1% | Added |
| Connors Investor Services Inc | 155,395 | $2.61M | 0.23% | +32,962+26.9% | Added |
| SEI Investments Co | 157,605 | $2.65M | 0.00% | −263,053−62.5% | Reduced |
| NFJ Investment Group, LLC | 161,532 | $2.71M | 0.09% | −1,000−0.6% | Reduced |
| Marshall Wace, LLP | 161,689 | $2.71M | 0.00% | −103,549−39.0% | Reduced |
| Stifel Financial Corp | 169,933 | $2.85M | 0.00% | −9,024−5.0% | Reduced |
| Deprince Race & Zollo Inc | 170,378 | $2.86M | 0.06% | −26,449−13.4% | Reduced |
| North Star Investment Management Corp. | 174,981 | $2.94M | 0.20% | 00.0% | Unchanged |
| Royal Bank of Canada | 175,937 | $2.95M | 0.00% | −15,608−8.1% | Reduced |
| Franklin Resources Inc | 177,992 | $2.99M | 0.00% | −4,885−2.7% | Reduced |
| Renaissance Technologies LLC | 180,400 | $3.03M | 0.00% | +180,400 | New |
| Wedbush Securities Inc | 180,389 | $3.03M | 0.11% | −2,948−1.6% | Reduced |
| Barclays PLC | 185,845 | $3.12M | 0.00% | +51,954+38.8% | Added |
| Qube Research & Technologies Ltd | 196,458 | $3.30M | 0.00% | −67,687−25.6% | Reduced |
| Invesco Ltd. | 203,827 | $3.42M | 0.00% | +23,108+12.8% | Added |
| Panagora Asset Management Inc | 209,881 | $3.52M | 0.02% | −618−0.3% | Reduced |
| Storebrand Asset Management AS | 234,558 | $3.94M | 0.01% | −3,063−1.3% | Reduced |
| Pacific Heights Asset Management LLC | 250,000 | $4.20M | 0.22% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 255,962 | $4.30M | 0.49% | −10,436−3.9% | Reduced |
| Montag A & Associates Inc | 265,811 | $4.46M | 0.22% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 283,771 | $4.76M | 0.00% | −8,987−3.1% | Reduced |
| Wells Fargo & Company | 289,734 | $4.86M | 0.00% | −1,824−0.6% | Reduced |
| JPMorgan Chase & Co | 299,890 | $5.04M | 0.00% | −73,832−19.8% | Reduced |