Skip to main content
Livermore
Livermore
ZHEN

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.

Institutional holdersQ2 2025: 236 institutions
Q1 2021: 142 institutionsQ2 2021: 160 institutionsQ3 2021: 166 institutionsQ4 2021: 178 institutionsQ1 2022: 193 institutionsQ2 2022: 182 institutionsQ3 2022: 178 institutionsQ4 2022: 174 institutionsQ1 2023: 186 institutionsQ2 2023: 179 institutionsQ3 2023: 189 institutionsQ4 2023: 201 institutionsQ1 2024: 197 institutionsQ2 2024: 198 institutionsQ3 2024: 223 institutionsQ4 2024: 232 institutionsQ1 2025: 240 institutionsQ2 2025: 236 institutionsQ3 2025: 265 institutionsQ4 2025: 255 institutionsQ1 2026: 269 institutionsQ2 2026: 259 institutions
Value heldQ2 2025: $1.16B
Q1 2021: $516.3MQ2 2021: $681.5MQ3 2021: $722.3MQ4 2021: $944.2MQ1 2022: $890.7MQ2 2022: $689.8MQ3 2022: $641.7MQ4 2022: $672.8MQ1 2023: $639.3MQ2 2023: $745.9MQ3 2023: $683.4MQ4 2023: $785.7MQ1 2024: $846.4MQ2 2024: $867.3MQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $1.24BQ2 2025: $1.16BQ3 2025: $993.1MQ4 2025: $1.11BQ1 2026: $968.2MQ2 2026: $977.9M
Institutions holding UMH and their total value by quarter
QuarterHoldersValue
Q2 2026259$977.9M
Q1 2026269$968.2M
Q4 2025255$1.11B
Q3 2025265$993.1M
Q2 2025236$1.16B
Q1 2025240$1.24B
Q4 2024232$1.24B
Q3 2024223$1.18B
Q2 2024198$867.3M
Q1 2024197$846.4M
Q4 2023201$785.7M
Q3 2023189$683.4M
Q2 2023179$745.9M
Q1 2023186$639.3M
Q4 2022174$672.8M
Q3 2022178$641.7M
Q2 2022182$689.8M
Q1 2022193$890.7M
Q4 2021178$944.2M
Q3 2021166$722.3M
Q2 2021160$681.5M
Q1 2021142$516.3M

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q1 2025.

Institutions holding UMH in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Retirement Wealth Solutions LLC946$15.9K0.01%+3+0.3%Added
Rise Advisors, LLC669$11.2K0.00%00.0%Unchanged
Principal Securities, Inc.603$10.1K0.00%−84−12.2%Reduced
CWM, LLC605$10.0K0.00%−59−8.9%Reduced
Skopos Labs, Inc.518$8.68K0.00%+448+640.0%Added
EverSource Wealth Advisors, LLC496$8.33K0.00%+471+1,884.0%Added
MAI Capital Management419$7.04K0.00%+269+179.3%Added
Geneos Wealth Management Inc.418$7.02K0.00%+2+0.5%Added
First Horizon Advisors, Inc.388$6.51K0.00%+68+21.3%Added
HHM Wealth Advisors, LLC377$6.33K0.00%00.0%Unchanged
Allworth Financial LP370$6.21K0.00%+229+162.4%Added
Hemington Wealth Management305$5.00K0.00%00.0%Unchanged
Versant Capital Management, Inc297$4.99K0.00%−391−56.8%Reduced
GAMMA Investing LLC281$4.72K0.00%−54−16.1%Reduced
Assetmark, Inc253$4.25K0.00%+253New
Sterling Capital Management LLC189$3.17K0.00%−884−82.4%Reduced
Rothschild Investment LLC180$3.02K0.00%+55+44.0%Added
Bellwether Advisors, LLC128$2.15K0.00%00.0%Unchanged
Steward Partners Investment Advisory, LLC123$2.06K0.00%00.0%Unchanged
Smartleaf Asset Management LLC111$1.86K0.00%+42+60.9%Added
Costello Asset Management, INC103$1.73K0.00%00.0%Unchanged
Jones Financial Companies LLLP100$1.67K0.00%+100New
WPG Advisers, LLC92$1.54K0.00%−290−75.9%Reduced
IFP Advisors, Inc0$1.41K0.00%0New
Huntington National Bank81$1.36K0.00%00.0%Unchanged
Sierra Ocean, LLC70$1.18K0.00%00.0%Unchanged
Picton Mahoney Asset Management56$1.00K0.00%−20,492−99.7%Reduced
Covestor Ltd60$1.00K0.00%+54+900.0%Added
Private Wealth Management Group, LLC56$9410.00%00.0%Unchanged
Raffa Wealth Management, LLC37$6210.00%00.0%Unchanged
Cornerstone Planning Group LLC27$4490.00%−296−91.6%Reduced
South State Corp.26$4370.00%00.0%Unchanged
Smallwood Wealth Investment Management, LLC26$4360.00%00.0%Unchanged
Ronald Blue Trust, Inc.22$3690.00%00.0%Unchanged
True Wealth Design, LLC15$2520.00%−8−34.8%Reduced
The PNC Financial Services Group, Inc.10$1680.00%−1−9.1%Reduced
Principal Financial Group Inc0$00.00%−38,816−100.0%Sold out
Employees Retirement System of Texas0$00.00%−37,861−100.0%Sold out
Corebridge Financial, Inc.0$00.00%−35,420−100.0%Sold out
Advisor Resource Council0$00.00%−32,164−100.0%Sold out
Thrivent Financial for Lutherans0$00.00%−28,517−100.0%Sold out
Verition Fund Management LLC0$00.00%−24,959−100.0%Sold out
XTX Topco Ltd0$00.00%−21,782−100.0%Sold out
CIBC World Markets Corp0$00.00%−16,043−100.0%Sold out
State of Wyoming0$00.00%−15,243−100.0%Sold out
Jump Financial, LLC0$00.00%−10,042−100.0%Sold out
Coldstream Capital Management Inc0$00.00%−5,459−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−2,000−100.0%Sold out
Clear Street Markets LLC0$00.00%−1,876−100.0%Sold out
Northwestern Mutual Wealth Management Co0$00.00%−824−100.0%Sold out
Marshall Investment Management, LLC0$00.00%−172−100.0%Sold out
Salem Investment Counselors Inc0$00.00%−100−100.0%Sold out
MPWM Advisory Solutions, LLC0$00.00%−37−100.0%Sold out
Stephens Consulting, LLC0$00.00%−20−100.0%Sold out
Harbour Investments, Inc.0$00.00%−7−100.0%Sold out
Dunhill Financial, LLC0$00.00%−4−100.0%Sold out
Larson Financial Group LLC0$00.00%−1−100.0%Sold out
Lindbrook Capital, LLC––––Not filed