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, Q3 2025
Institutional positions in Umh Properties, Inc. as of Sep 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
- 265
- +33 vs. Q2 2025
- Shares held
- 66.9M
- −2.34M (−3.4%) vs. Q2 2025
- Total value
- $993.1M
- −$169.1M (−14.5%) vs. Q2 2025
- New holders
- 51
- 107 more added
- Sold out
- 18
- 69 more reduced
4 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 7,984,615 | $118.6M | 0.00% | +76,645+1.0% | Added |
| BlackRock, Inc. | 7,684,233 | $114.1M | 0.00% | +400,845+5.5% | Added |
| T. Rowe Price Investment Management, Inc. | 4,148,679 | $61.6M | 0.04% | −1,958,912−32.1% | Reduced |
| Capital Research Global Investors | 3,671,303 | $54.5M | 0.01% | −1,800,000−32.9% | Reduced |
| State Street Corp | 3,515,131 | $52.2M | 0.00% | +39,239+1.1% | Added |
| FMR LLC | 2,727,389 | $40.5M | 0.00% | +4450.0% | Added |
| American Century Companies Inc | 2,332,497 | $34.6M | 0.02% | −56,811−2.4% | Reduced |
| Geode Capital Management, LLC | 2,055,674 | $30.5M | 0.00% | +56,434+2.8% | Added |
| Private Management Group Inc | 1,680,180 | $25.0M | 0.74% | +461,463+37.9% | Added |
| William Blair Investment Management, LLC | 1,656,802 | $24.6M | 0.06% | −100,346−5.7% | Reduced |
| Copeland Capital Management, LLC | 1,592,544 | $23.6M | 0.49% | −959,514−37.6% | Reduced |
| Jennison Associates LLC | 1,588,276 | $23.6M | 0.01% | +51,914+3.4% | Added |
| D.A. Davidson & Co. | 1,470,755 | $21.8M | 0.14% | +387,021+35.7% | Added |
| Charles Schwab Investment Management Inc | 1,180,457 | $17.5M | 0.00% | +54,214+4.8% | Added |
| Dimensional Fund Advisors LP | 1,162,492 | $17.3M | 0.00% | +47,217+4.2% | Added |
| Bank of America Corp | 1,065,889 | $15.8M | 0.00% | −123,363−10.4% | Reduced |
| Northern Trust Corp | 1,058,667 | $15.7M | 0.00% | −116,101−9.9% | Reduced |
| Raymond James Financial Inc | 945,491 | $14.0M | 0.00% | +16,417+1.8% | Added |
| Goldman Sachs Group Inc | 884,975 | $13.1M | 0.00% | +297,630+50.7% | Added |
| Alliancebernstein L.P. | 810,177 | $12.0M | 0.00% | −247,983−23.4% | Reduced |
| Citigroup Inc | 760,243 | $11.3M | 0.01% | +445,834+141.8% | Added |
| First Eagle Investment Management, LLC | 670,419 | $9.96M | 0.02% | +76,400+12.9% | Added |
| Morgan Stanley | 597,594 | $8.87M | 0.00% | +124,294+26.3% | Added |
| Kennedy Capital Management, Inc. | 536,033 | $7.96M | 0.18% | −14,846−2.7% | Reduced |
| APG Asset Management US Inc. | 483,116 | $7.11M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 444,999 | $6.61M | 0.02% | +25,757+6.1% | Added |
| Renaissance Technologies LLC | 437,000 | $6.49M | 0.01% | +256,600+142.2% | Added |
| Pacific Heights Asset Management LLC | 400,000 | $5.94M | 0.26% | +150,000+60.0% | Added |
| Cherokee Insurance Co | 389,995 | $5.79M | 2.48% | +10,857+2.9% | Added |
| Russell Investments Group, Ltd. | 388,386 | $5.77M | 0.01% | +51,784+15.4% | Added |
| Qube Research & Technologies Ltd | 371,642 | $5.52M | 0.01% | +175,184+89.2% | Added |
| Wells Fargo & Company | 361,063 | $5.36M | 0.00% | +71,329+24.6% | Added |
| State of Wisconsin Investment Board | 354,263 | $5.26M | 0.01% | −11,225−3.1% | Reduced |
| Legal & General Group Plc | 349,843 | $5.20M | 0.00% | −24,668−6.6% | Reduced |
| Bank of New York Mellon Corp | 348,575 | $5.18M | 0.00% | −12,400−3.4% | Reduced |
| JPMorgan Chase & Co | 329,525 | $4.89M | 0.00% | +29,635+9.9% | Added |
| Envestnet Asset Management Inc | 302,884 | $4.50M | 0.00% | −116,535−27.8% | Reduced |
| Neuberger Berman Group LLC | 272,533 | $4.05M | 0.00% | −11,238−4.0% | Reduced |
| STRS Ohio | 270,100 | $4.01M | 0.01% | −200,700−42.6% | Reduced |
| Montag A & Associates Inc | 265,811 | $3.95M | 0.18% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 256,937 | $3.82M | 0.39% | +975+0.4% | Added |
| UBS Group AG | 238,173 | $3.54M | 0.00% | −93,470−28.2% | Reduced |
| Storebrand Asset Management AS | 234,558 | $3.48M | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 211,149 | $3.14M | 0.01% | +1,268+0.6% | Added |
| SG Americas Securities, LLC | 204,773 | $3.04M | 0.01% | +204,773 | New |
| Invesco Ltd. | 200,781 | $2.98M | 0.00% | −3,046−1.5% | Reduced |
| Deprince Race & Zollo Inc | 192,704 | $2.86M | 0.06% | +22,326+13.1% | Added |
| Wedbush Securities Inc | 191,341 | $2.84M | 0.09% | +10,952+6.1% | Added |
| Franklin Resources Inc | 176,677 | $2.62M | 0.00% | −1,315−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 175,421 | $2.61M | 0.04% | +175,421 | New |
| North Star Investment Management Corp. | 175,081 | $2.60M | 0.17% | +100+0.1% | Added |
| Nuveen, LLC | 172,160 | $2.56M | 0.00% | −369,770−68.2% | Reduced |
| Jane Street Group, LLC | 171,142 | $2.54M | 0.00% | +125,001+270.9% | Added |
| Connors Investor Services Inc | 170,653 | $2.53M | 0.22% | +15,258+9.8% | Added |
| Barclays PLC | 161,759 | $2.40M | 0.00% | −24,086−13.0% | Reduced |
| Swiss National Bank | 154,900 | $2.30M | 0.00% | +5,100+3.4% | Added |
| Gsa Capital Partners LLP | 151,471 | $2.25M | 0.19% | +151,471 | New |
| Balyasny Asset Management LLC | 141,715 | $2.10M | 0.00% | +141,715 | New |
| SEI Investments Co | 141,667 | $2.10M | 0.00% | −15,938−10.1% | Reduced |
| Ameriprise Financial Inc | 131,201 | $1.95M | 0.00% | −1,881−1.4% | Reduced |
| Great West Life Assurance Co | 131,759 | $1.94M | 0.00% | +13,132+11.1% | Added |
| Rhumbline Advisers | 123,038 | $1.83M | 0.00% | −9,736−7.3% | Reduced |
| Royal Bank of Canada | 121,359 | $1.80M | 0.00% | −54,578−31.0% | Reduced |
| Asset Management One Co.,Ltd. | 121,236 | $1.80M | 0.01% | +4,421+3.8% | Added |
| Public Employees Retirement System of Ohio | 114,067 | $1.69M | 0.01% | +2,673+2.4% | Added |
| Nomura Asset Management Co Ltd | 113,700 | $1.69M | 0.00% | +1,500+1.3% | Added |
| Silver Lake Advisory, LLC | 111,800 | $1.66M | 0.66% | +1,520+1.4% | Added |
| WealthTrust Axiom LLC | 108,730 | $1.61M | 0.43% | −6,000−5.2% | Reduced |
| Stifel Financial Corp | 107,647 | $1.60M | 0.00% | −62,286−36.7% | Reduced |
| Shufro Rose & Co LLC | 84,450 | $1.58M | 0.13% | −400−0.5% | Reduced |
| HSBC Holdings PLC | 104,689 | $1.55M | 0.00% | +18,978+22.1% | Added |
| LDR Capital Management LLC | 100,697 | $1.50M | 2.20% | −37,471−27.1% | Reduced |
| D. E. Shaw & Co., Inc. | 100,631 | $1.49M | 0.00% | +100,631 | New |
| Anson Funds Management LP | 100,000 | $1.49M | 0.17% | +100,000 | New |
| Deutsche Bank AG | 97,916 | $1.45M | 0.00% | +9,169+10.3% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.43M | 0.07% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 93,365 | $1.39M | 0.00% | +41,990+81.7% | Added |
| Caldwell Sutter Capital, Inc. | 88,023 | $1.31M | 0.56% | −1,450−1.6% | Reduced |
| Hunter Perkins Capital Management, LLC | 87,620 | $1.30M | 0.29% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 85,785 | $1.27M | 0.00% | +85,785 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 85,395 | $1.27M | 0.00% | +4,789+5.9% | Added |
| Price T Rowe Associates Inc | 83,853 | $1.25M | 0.00% | +3,665+4.6% | Added |
| Quest Partners LLC | 83,621 | $1.24M | 0.08% | +81,190+3,339.8% | Added |
| EntryPoint Capital, LLC | 83,430 | $1.24M | 0.48% | +71,883+622.5% | Added |
| Citadel Advisors LLC | 79,373 | $1.18M | 0.00% | +79,373 | New |
| California State Teachers Retirement System | 78,414 | $1.16M | 0.00% | +8,867+12.7% | Added |
| Peapack Gladstone Financial Corp | 74,096 | $1.10M | 0.01% | +1,145+1.6% | Added |
| HRT Financial LP | 72,988 | $1.08M | 0.00% | +72,988 | New |
| Gamco Investors, Inc. Et Al | 68,900 | $1.02M | 0.01% | −1,400−2.0% | Reduced |
| Teacher Retirement System of Texas | 67,664 | $1.00M | 0.00% | −13,325−16.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,958 | $994.3K | 0.00% | +1,754+2.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,765 | $946.9K | 0.00% | +9,640+17.8% | Added |
| Ulland Investment Advisors, LLC | 59,365 | $882.0K | 0.66% | +30,450+105.3% | Added |
| AQR Capital Management LLC | 53,591 | $795.8K | 0.00% | +17,425+48.2% | Added |
| Quantbot Technologies LP | 53,223 | $790.4K | 0.02% | +50,115+1,612.5% | Added |
| Engineers Gate Manager LP | 51,907 | $770.8K | 0.01% | +51,907 | New |
| Manufacturers Life Insurance Company, The | 51,585 | $766.0K | 0.00% | −1,883−3.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 48,936 | $726.7K | 0.00% | +48,936 | New |
| MetLife Investment Management | 45,766 | $679.6K | 0.00% | −3,188−6.5% | Reduced |
| Pensionfund DSM Netherlands | 43,900 | $652.0K | 0.42% | 00.0% | Unchanged |