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 |
|---|---|---|---|---|---|
| Northwestern Mutual Wealth Management Co | 2 | $30 | 0.00% | +2 | New |
| True Wealth Design, LLC | 9 | $134 | 0.00% | −6−40.0% | Reduced |
| Essential Partners LLC | 9 | $134 | 0.00% | +9 | New |
| The PNC Financial Services Group, Inc. | 16 | $238 | 0.00% | +6+60.0% | Added |
| Ronald Blue Trust, Inc. | 22 | $327 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 26 | $386 | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 30 | $446 | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 30 | $446 | 0.00% | +30 | New |
| Breakwater Investment Management | 32 | $476 | 0.00% | +32 | New |
| Raffa Wealth Management, LLC | 37 | $549 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 56 | $832 | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 57 | $846 | 0.00% | +57 | Added |
| Bare Financial Services, Inc | 64 | $950 | 0.00% | +64 | New |
| Picton Mahoney Asset Management | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 65 | $1.00K | 0.00% | +5+8.3% | Added |
| Huntington National Bank | 81 | $1.20K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 89 | $1.32K | 0.00% | +89 | New |
| WPG Advisers, LLC | 92 | $1.37K | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 99 | $1.48K | 0.00% | −847−89.5% | Reduced |
| Rothschild Investment LLC | 100 | $1.49K | 0.00% | −80−44.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 123 | $1.83K | 0.00% | 00.0% | Unchanged |
| MAI Capital Management | 150 | $2.23K | 0.00% | −269−64.2% | Reduced |
| Sterling Capital Management LLC | 193 | $2.87K | 0.00% | +4+2.1% | Added |
| Optiver Holding B.V. | 214 | $3.18K | 0.00% | +214 | New |
| Brown Brothers Harriman & Co | 236 | $3.50K | 0.00% | +236 | New |
| Hemington Wealth Management | 305 | $4.00K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 279 | $4.14K | 0.00% | +26+10.3% | Added |
| EverSource Wealth Advisors, LLC | 325 | $4.83K | 0.00% | −171−34.5% | Reduced |
| Allworth Financial LP | 372 | $5.53K | 0.00% | +2+0.5% | Added |
| First Horizon Corp | 388 | $5.76K | 0.00% | +388 | New |
| Principal Securities, Inc. | 454 | $6.74K | 0.00% | −149−24.7% | Reduced |
| Versant Capital Management, Inc | 495 | $7.35K | 0.00% | +198+66.7% | Added |
| Larson Financial Group LLC | 501 | $7.43K | 0.00% | +501 | New |
| Advisory Services Network, LLC | 507 | $7.53K | 0.00% | +507 | New |
| GAMMA Investing LLC | 550 | $8.17K | 0.00% | +269+95.7% | Added |
| HHM Wealth Advisors, LLC | 577 | $8.57K | 0.00% | +200+53.1% | Added |
| Rise Advisors, LLC | 669 | $9.94K | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 727 | $10.8K | 0.00% | −489−40.2% | Reduced |
| Parkside Financial Bank & Trust | 820 | $12.2K | 0.00% | −388−32.1% | Reduced |
| Smartleaf Asset Management LLC | 1,083 | $15.9K | 0.00% | +972+875.7% | Added |
| CBIZ Investment Advisory Services, LLC | 1,107 | $16.4K | 0.00% | −583−34.5% | Reduced |
| CWM, LLC | 1,155 | $17.0K | 0.00% | +550+90.9% | Added |
| Farther Finance Advisors, LLC | 1,168 | $17.3K | 0.00% | +54+4.8% | Added |
| Binnacle Investments Inc | 1,209 | $18.0K | 0.01% | −41−3.3% | Reduced |
| GF Fund Management Co. Ltd. | 1,343 | $19.9K | 0.00% | −12−0.9% | Reduced |
| Pathway Financial Advisers, LLC | 1,366 | $20.3K | 0.01% | +1,366 | New |
| Loomis Sayles & Co L P | 1,485 | $22.1K | 0.00% | −75−4.8% | Reduced |
| Rockefeller Capital Management L.P. | 1,600 | $23.8K | 0.00% | +1,600 | New |
| Signaturefd, LLC | 1,694 | $25.2K | 0.00% | +501+42.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,750 | $26.0K | 0.00% | +126+7.8% | Added |
| Creative Financial Designs Inc | 1,775 | $26.4K | 0.00% | +1,775 | New |
| Stone House Investment Management, LLC | 1,816 | $27.0K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 2,000 | $29.0K | 0.02% | +2,000 | New |
| Golden State Wealth Management, LLC | 2,000 | $29.7K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 2,150 | $31.9K | 0.00% | +2,150 | New |
| US Bancorp | 2,356 | $35.0K | 0.00% | −60−2.5% | Reduced |
| Amalgamated Bank | 2,504 | $37.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,995 | $44.5K | 0.00% | +2,995 | New |
| KBC Group NV | 3,005 | $45.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,200 | $48.0K | 0.00% | +3,200 | New |
| Simplex Trading, LLC | 3,902 | $57.0K | 0.00% | +2,732+233.5% | Added |
| SRS Capital Advisors, Inc. | 3,919 | $58.2K | 0.00% | +1,645+72.3% | Added |
| Quarry LP | 4,099 | $60.9K | 0.01% | +4,099 | New |
| Spire Wealth Management | 4,980 | $74.0K | 0.00% | +1,460+41.5% | Added |
| Federation des caisses Desjardins du Quebec | 4,986 | $74.0K | 0.00% | +803+19.2% | Added |
| AlphaCore Capital LLC | 5,443 | $80.8K | 0.00% | +76+1.4% | Added |
| Jones Financial Companies LLLP | 5,729 | $84.3K | 0.00% | +5,629+5,629.0% | Added |
| Ameritas Investment Partners, Inc. | 6,644 | $98.7K | 0.00% | −920−12.2% | Reduced |
| Tower Research Capital LLC (TRC) | 7,526 | $111.8K | 0.00% | −6,859−47.7% | Reduced |
| State of Wyoming | 8,183 | $121.5K | 0.01% | +8,183 | New |
| Stockman Wealth Management, Inc. | 10,000 | $148.5K | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 10,100 | $150.0K | 0.00% | +40+0.4% | Added |
| Advisor Group Holdings, Inc. | 10,050 | $152.5K | 0.00% | −3,012−23.1% | Reduced |
| Personal Cfo Solutions, LLC | 10,564 | $156.9K | 0.03% | −5,135−32.7% | Reduced |
| Nissay Asset Management Corp | 10,918 | $162.1K | 0.00% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 10,996 | $163.3K | 0.00% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 11,119 | $165.1K | 0.00% | +11,119 | New |
| First Trust Advisors LP | 11,244 | $167.0K | 0.00% | −87,889−88.7% | Reduced |
| Hazelview Securities Inc. | 11,280 | $167.5K | 0.03% | +11,280 | New |
| Firestone Capital Management | 11,297 | $167.8K | 0.04% | 00.0% | Unchanged |
| Yoffe Investment Management, LLC | 11,612 | $172.4K | 0.22% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 12,039 | $178.8K | 0.00% | −2,247−15.7% | Reduced |
| M&G Plc | 12,000 | $180.0K | 0.00% | +909+8.2% | Added |
| Cerity Partners LLC | 12,156 | $180.5K | 0.00% | −372−3.0% | Reduced |
| IFM Investors Pty Ltd | 12,812 | $188.6K | 0.00% | +295+2.4% | Added |
| Diversified Trust Co | 12,789 | $189.9K | 0.00% | +1,025+8.7% | Added |
| Inceptionr LLC | 12,792 | $190.0K | 0.05% | +12,792 | New |
| Mesirow Financial Investment Management, Inc. | 13,105 | $194.6K | 0.00% | +192+1.5% | Added |
| NJ State Employees Deferred Compensation Plan | 13,400 | $199.0K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,604 | $202.0K | 0.00% | −2,410−15.0% | Reduced |
| Allianz Asset Management GmbH | 13,694 | $203.4K | 0.00% | −30,768−69.2% | Reduced |
| Crestwood Advisors Group LLC | 13,872 | $206.0K | 0.00% | +36+0.3% | Added |
| Wealthcare Advisory Partners LLC | 13,907 | $206.5K | 0.00% | −1,421−9.3% | Reduced |
| BFSG, LLC | 14,315 | $212.6K | 0.02% | +2,500+21.2% | Added |
| Hohimer Wealth Management, LLC | 14,541 | $215.9K | 0.03% | +3,208+28.3% | Added |
| Delta Financial Advisors LLC | 15,000 | $222.8K | 0.06% | +15,000 | New |
| Voya Investment Management LLC | 15,020 | $223.0K | 0.00% | −7,019−31.8% | Reduced |
| Bessemer Group Inc | 15,637 | $232.0K | 0.00% | −8,282−34.6% | Reduced |
| Aigen Investment Management, LP | 15,737 | $233.7K | 0.04% | +15,737 | New |
| State Board of Administration of Florida Retirement System | 15,909 | $236.2K | 0.00% | 00.0% | Unchanged |