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 |
|---|---|---|---|---|---|
| State of Alaska, Department of Revenue | 37,849 | $634.0K | 0.01% | +3,153+9.1% | Added |
| Cherry Creek Investment Advisors, Inc. | 37,282 | $626.0K | 0.29% | +1,199+3.3% | Added |
| Amundi | 36,493 | $625.9K | 0.00% | −4,927−11.9% | Reduced |
| Squarepoint Ops LLC | 36,187 | $607.6K | 0.00% | −22,893−38.7% | Reduced |
| AQR Capital Management LLC | 36,166 | $607.2K | 0.00% | −11,877−24.7% | Reduced |
| Oppenheimer & Co Inc | 35,770 | $600.6K | 0.01% | −192−0.5% | Reduced |
| Globeflex Capital L P | 35,200 | $591.0K | 0.05% | 00.0% | Unchanged |
| Vert Asset Management LLC | 34,594 | $580.8K | 0.21% | −2,724−7.3% | Reduced |
| Macquarie Group Ltd | 34,103 | $572.6K | 0.00% | +4,703+16.0% | Added |
| Quadrant Capital Group LLC | 33,452 | $561.7K | 0.02% | −953−2.8% | Reduced |
| Janus Henderson Group PLC | 31,802 | $533.6K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 31,593 | $530.4K | 0.00% | −11,718−27.1% | Reduced |
| Resona Asset Management Co.,Ltd. | 31,174 | $521.7K | 0.00% | −696−2.2% | Reduced |
| Snowden Capital Advisors LLC | 30,100 | $505.4K | 0.01% | −474−1.6% | Reduced |
| Carnegie Lake Advisors LLC | 29,946 | $503.0K | 0.20% | 00.0% | Unchanged |
| Cambria Investment Management, L.P. | 29,728 | $499.1K | 0.03% | +29,728 | New |
| Concurrent Investment Advisors, LLC | 29,527 | $495.8K | 0.01% | +514+1.8% | Added |
| Penserra Capital Management LLC | 29,391 | $493.0K | 0.01% | −1,781−5.7% | Reduced |
| Ulland Investment Advisors, LLC | 28,915 | $485.0K | 0.37% | +19,895+220.6% | Added |
| Pathstone Holdings, LLC | 27,402 | $460.1K | 0.00% | −278−1.0% | Reduced |
| Daiwa Securities Group Inc. | 27,334 | $459.0K | 0.00% | +2,188+8.7% | Added |
| Avantax Advisory Services, Inc. | 26,261 | $440.9K | 0.00% | −20.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,027 | $420.2K | 0.00% | +1,686+7.2% | Added |
| Keybank National Association | 24,981 | $419.4K | 0.00% | +762+3.1% | Added |
| Pensionfund Sabic | 24,564 | $412.0K | 0.12% | 00.0% | Unchanged |
| Bessemer Group Inc | 23,919 | $401.0K | 0.00% | −387−1.6% | Reduced |
| CWM Advisors, LLC | 23,546 | $395.3K | 0.04% | +1,167+5.2% | Added |
| LPL Financial LLC | 23,199 | $389.5K | 0.00% | −36,926−61.4% | Reduced |
| Arizona State Retirement System | 22,888 | $384.3K | 0.00% | +1,387+6.5% | Added |
| New York State Common Retirement Fund | 22,214 | $373.0K | 0.00% | +1,400+6.7% | Added |
| Toroso Investments, LLC | 22,088 | $370.9K | 0.00% | +38+0.2% | Added |
| Voya Investment Management LLC | 22,039 | $370.0K | 0.00% | +3,033+16.0% | Added |
| Standard Life Aberdeen plc | 21,626 | $363.1K | 0.00% | +2,494+13.0% | Added |
| UniSuper Management Pty Ltd | 20,700 | $347.6K | 0.00% | 00.0% | Unchanged |
| BCO Wealth Management LLC | 19,954 | $335.0K | 0.24% | 00.0% | Unchanged |
| Police & Firemen's Retirement System of New Jersey | 19,245 | $323.1K | 0.00% | +4,919+34.3% | Added |
| Two Sigma Advisers, LP | 18,300 | $307.3K | 0.00% | +6,500+55.1% | Added |
| Centiva Capital, LP | 18,293 | $307.1K | 0.02% | −275−1.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,656 | $296.4K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 17,636 | $296.0K | 0.00% | 00.0% | Unchanged |
| Millennium Management LLC | 17,193 | $288.7K | 0.00% | +17,193 | New |
| Van Eck Associates Corp | 17,142 | $288.0K | 0.00% | +2,877+20.2% | Added |
| Summit Global Investments | 16,802 | $282.0K | 0.02% | −453−2.6% | Reduced |
| Meixler Investment Management, Ltd. | 16,225 | $272.4K | 0.19% | −1,925−10.6% | Reduced |
| ProShare Advisors LLC | 16,014 | $268.9K | 0.00% | +363+2.3% | Added |
| State Board of Administration of Florida Retirement System | 15,909 | $267.1K | 0.00% | 00.0% | Unchanged |
| Personal Cfo Solutions, LLC | 15,699 | $263.6K | 0.05% | +62+0.4% | Added |
| Wealthcare Advisory Partners LLC | 15,328 | $257.4K | 0.01% | −1,160−7.0% | Reduced |
| Alps Advisors Inc | 15,214 | $255.4K | 0.00% | +320+2.1% | Added |
| Orleans Capital Management Corp | 15,000 | $251.8K | 0.13% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 14,600 | $245.1K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 14,505 | $243.5K | 0.00% | +14,505 | New |
| Tower Research Capital LLC (TRC) | 14,385 | $241.5K | 0.01% | +11,855+468.6% | Added |
| Nisa Investment Advisors, LLC | 14,286 | $239.9K | 0.00% | −8,094−36.2% | Reduced |
| Crestwood Advisors Group LLC | 13,836 | $232.3K | 0.00% | +240+1.8% | Added |
| Quantinno Capital Management LP | 13,820 | $232.1K | 0.00% | −5,393−28.1% | Reduced |
| NJ State Employees Deferred Compensation Plan | 13,400 | $225.0K | 0.03% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 13,221 | $222.0K | 0.09% | +2,840+27.4% | Added |
| Advisor Group Holdings, Inc. | 13,062 | $219.3K | 0.00% | +827+6.8% | Added |
| Mesirow Financial Investment Management, Inc. | 12,913 | $216.8K | 0.00% | +170+1.3% | Added |
| Metis Global Partners, LLC | 12,907 | $216.7K | 0.01% | +12,907 | New |
| Cerity Partners LLC | 12,528 | $210.3K | 0.00% | −324−2.5% | Reduced |
| IFM Investors Pty Ltd | 12,517 | $210.2K | 0.00% | −2,000−13.8% | Reduced |
| BFSG, LLC | 11,815 | $198.4K | 0.02% | 00.0% | Unchanged |
| Diversified Trust Co | 11,764 | $197.5K | 0.00% | +26+0.2% | Added |
| Yoffe Investment Management, LLC | 11,612 | $195.0K | 0.27% | +10.0% | Added |
| EntryPoint Capital, LLC | 11,547 | $193.9K | 0.10% | +91+0.8% | Added |
| Hohimer Wealth Management, LLC | 11,333 | $190.3K | 0.03% | +330+3.0% | Added |
| Firestone Capital Management | 11,297 | $189.7K | 0.04% | 00.0% | Unchanged |
| M&G Plc | 11,091 | $188.5K | 0.00% | +1,112+11.1% | Added |
| Pictet Asset Management Holding SA | 10,996 | $184.6K | 0.00% | −3,086−21.9% | Reduced |
| Nissay Asset Management Corp | 10,918 | $183.3K | 0.00% | +10,918 | New |
| Prudential Financial Inc | 10,060 | $181.3K | 0.00% | +10,060 | New |
| EP Wealth Advisors, LLC | 10,159 | $170.6K | 0.00% | −37−0.4% | Reduced |
| Stockman Wealth Management, Inc. | 10,000 | $167.9K | 0.02% | −750−7.0% | Reduced |
| BNP Paribas Arbitrage, SA | 9,182 | $154.2K | 0.00% | +5,146+127.5% | Added |
| Ameritas Investment Partners, Inc. | 7,564 | $127.0K | 0.00% | 00.0% | Unchanged |
| Montag & Caldwell, LLC | 6,900 | $115.9K | 0.03% | 00.0% | Unchanged |
| AlphaCore Capital LLC | 5,367 | $90.1K | 0.00% | +5,367 | New |
| Ridgewood Investments LLC | 4,497 | $75.5K | 0.03% | +15+0.3% | Added |
| Federation des caisses Desjardins du Quebec | 4,183 | $70.2K | 0.00% | +4,183 | New |
| Spire Wealth Management | 3,520 | $59.1K | 0.00% | −220−5.9% | Reduced |
| Quantbot Technologies LP | 3,108 | $52.2K | 0.00% | +3,108 | New |
| KBC Group NV | 3,005 | $50.0K | 0.00% | +1,278+74.0% | Added |
| Amalgamated Bank | 2,504 | $42.0K | 0.00% | 00.0% | Unchanged |
| Quest Partners LLC | 2,431 | $40.8K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,416 | $40.6K | 0.00% | −302−11.1% | Reduced |
| SRS Capital Advisors, Inc. | 2,274 | $38.2K | 0.00% | +135+6.3% | Added |
| Golden State Wealth Management, LLC | 2,000 | $33.6K | 0.00% | 00.0% | Unchanged |
| Stone House Investment Management, LLC | 1,816 | $30.5K | 0.01% | 00.0% | Unchanged |
| CBIZ Investment Advisory Services, LLC | 1,690 | $28.4K | 0.00% | +11+0.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,624 | $27.3K | 0.00% | −401−19.8% | Reduced |
| Loomis Sayles & Co L P | 1,560 | $26.2K | 0.00% | 00.0% | Unchanged |
| GF Fund Management Co. Ltd. | 1,355 | $22.8K | 0.00% | −65−4.6% | Reduced |
| Binnacle Investments Inc | 1,250 | $21.0K | 0.01% | +267+27.2% | Added |
| Ameritas Advisory Services, LLC | 1,216 | $20.4K | 0.00% | +1,216 | New |
| Parkside Financial Bank & Trust | 1,208 | $20.3K | 0.00% | +1,178+3,926.7% | Added |
| Signaturefd, LLC | 1,193 | $20.0K | 0.00% | +58+5.1% | Added |
| Simplex Trading, LLC | 1,170 | $19.0K | 0.00% | +944+417.7% | Added |
| Farther Finance Advisors, LLC | 1,114 | $18.7K | 0.00% | −886−44.3% | Reduced |