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 |
|---|---|---|---|---|---|
| Citigroup Inc | 314,409 | $5.28M | 0.00% | +50,591+19.2% | Added |
| UBS Group AG | 331,643 | $5.57M | 0.00% | +89,864+37.2% | Added |
| Russell Investments Group, Ltd. | 336,602 | $5.65M | 0.01% | −30,208−8.2% | Reduced |
| Bank of New York Mellon Corp | 360,975 | $6.06M | 0.00% | +19,430+5.7% | Added |
| State of Wisconsin Investment Board | 365,488 | $6.14M | 0.02% | −9,719−2.6% | Reduced |
| Legal & General Group Plc | 374,511 | $6.29M | 0.00% | +17,337+4.9% | Added |
| Cherokee Insurance Co | 379,138 | $6.37M | 2.78% | +5,160+1.4% | Added |
| State of New Jersey Common Pension Fund D | 419,242 | $7.04M | 0.03% | +7,500+1.8% | Added |
| Envestnet Asset Management Inc | 419,419 | $7.04M | 0.00% | −14,874−3.4% | Reduced |
| STRS Ohio | 470,800 | $7.90M | 0.03% | +457,200+3,361.8% | Added |
| Morgan Stanley | 473,300 | $7.95M | 0.00% | −22,589−4.6% | Reduced |
| APG Asset Management US Inc. | 483,116 | $8.19M | 0.06% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 536,004 | $9.00M | 0.00% | +459,948+604.7% | Added |
| Nuveen, LLC | 541,930 | $9.10M | 0.00% | −485,300−47.2% | Reduced |
| Kennedy Capital Management, Inc. | 550,879 | $9.25M | 0.22% | −21,728−3.8% | Reduced |
| Goldman Sachs Group Inc | 587,345 | $9.86M | 0.00% | +316,281+116.7% | Added |
| First Eagle Investment Management, LLC | 594,019 | $9.97M | 0.02% | +33,500+6.0% | Added |
| Raymond James Financial Inc | 929,074 | $15.6M | 0.01% | −101,301−9.8% | Reduced |
| Alliancebernstein L.P. | 1,058,160 | $17.8M | 0.01% | +161,977+18.1% | Added |
| D.A. Davidson & Co. | 1,083,734 | $18.2M | 0.13% | +98,622+10.0% | Added |
| Dimensional Fund Advisors LP | 1,115,275 | $18.7M | 0.00% | +14,456+1.3% | Added |
| Charles Schwab Investment Management Inc | 1,126,243 | $18.9M | 0.00% | +104,717+10.3% | Added |
| Northern Trust Corp | 1,174,768 | $19.7M | 0.00% | −55,200−4.5% | Reduced |
| Bank of America Corp | 1,189,252 | $20.0M | 0.00% | +91,202+8.3% | Added |
| Private Management Group Inc | 1,218,717 | $20.5M | 0.66% | −9,384−0.8% | Reduced |
| Jennison Associates LLC | 1,536,362 | $25.8M | 0.02% | +150,718+10.9% | Added |
| William Blair Investment Management, LLC | 1,757,148 | $29.5M | 0.08% | −147,297−7.7% | Reduced |
| Geode Capital Management, LLC | 1,999,240 | $33.6M | 0.00% | +103,446+5.5% | Added |
| American Century Companies Inc | 2,389,308 | $40.1M | 0.02% | +283,700+13.5% | Added |
| Copeland Capital Management, LLC | 2,552,058 | $42.8M | 0.88% | −191,716−7.0% | Reduced |
| FMR LLC | 2,726,944 | $45.8M | 0.00% | +8180.0% | Added |
| State Street Corp | 3,475,892 | $58.4M | 0.00% | +226,027+7.0% | Added |
| Capital Research Global Investors | 5,471,303 | $91.9M | 0.02% | +434,695+8.6% | Added |
| T. Rowe Price Investment Management, Inc. | 6,107,591 | $102.5M | 0.06% | +783,060+14.7% | Added |
| BlackRock, Inc. | 7,283,388 | $122.3M | 0.00% | +102,667+1.4% | Added |
| Vanguard Group Inc | 7,907,970 | $132.8M | 0.00% | +384,424+5.1% | Added |
| Principal Financial Group Inc | 0 | $0 | 0.00% | −38,816−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −37,861−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −35,420−100.0% | Sold out |
| Advisor Resource Council | 0 | $0 | 0.00% | −32,164−100.0% | Sold out |
| Thrivent Financial for Lutherans | 0 | $0 | 0.00% | −28,517−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −24,959−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −21,782−100.0% | Sold out |
| CIBC World Markets Corp | 0 | $0 | 0.00% | −16,043−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −15,243−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −10,042−100.0% | Sold out |
| Coldstream Capital Management Inc | 0 | $0 | 0.00% | −5,459−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −1,876−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −824−100.0% | Sold out |
| Marshall Investment Management, LLC | 0 | $0 | 0.00% | −172−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| MPWM Advisory Solutions, LLC | 0 | $0 | 0.00% | −37−100.0% | Sold out |
| Stephens Consulting, LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Harbour Investments, Inc. | 0 | $0 | 0.00% | −7−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |