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 |
|---|---|---|---|---|---|
| Jain Global LLC | 16,440 | $244.1K | 0.00% | +16,440 | New |
| Susquehanna International Group, LLP | 17,192 | $255.3K | 0.00% | −105,283−86.0% | Reduced |
| Samalin Investment Counsel, LLC | 17,288 | $256.7K | 0.09% | +4,067+30.8% | Added |
| Creative Planning | 17,582 | $261.1K | 0.00% | +3,077+21.2% | Added |
| Metis Global Partners, LLC | 17,634 | $261.9K | 0.01% | +4,727+36.6% | Added |
| Public Employees Retirement Association of Colorado | 17,636 | $262.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,656 | $262.2K | 0.00% | 00.0% | Unchanged |
| KLP Kapitalforvaltning AS | 18,200 | $270.3K | 0.00% | +3,600+24.7% | Added |
| Oppenheimer & Co Inc | 19,229 | $285.6K | 0.00% | −16,541−46.2% | Reduced |
| Meixler Investment Management, Ltd. | 19,275 | $286.2K | 0.18% | +3,050+18.8% | Added |
| Van Eck Associates Corp | 19,348 | $287.0K | 0.00% | +2,206+12.9% | Added |
| Versor Investments LP | 19,500 | $289.6K | 0.05% | +19,500 | New |
| BCO Wealth Management LLC | 19,954 | $296.3K | 0.20% | 00.0% | Unchanged |
| Alps Advisors Inc | 20,502 | $304.5K | 0.00% | +5,288+34.8% | Added |
| Jump Financial, LLC | 20,649 | $306.6K | 0.00% | +20,649 | New |
| UniSuper Management Pty Ltd | 20,700 | $307.4K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 20,978 | $311.5K | 0.00% | +11,796+128.5% | Added |
| Aster Capital Management (DIFC) Ltd | 21,235 | $315.3K | 0.16% | +21,235 | New |
| Snowden Capital Advisors LLC | 21,259 | $315.7K | 0.01% | −8,841−29.4% | Reduced |
| Mercer Global Advisors Inc | 21,319 | $316.6K | 0.00% | +21,319 | New |
| PharVision Advisers, LLC | 21,357 | $317.2K | 0.18% | +21,357 | New |
| Police & Firemen's Retirement System of New Jersey | 21,686 | $322.0K | 0.00% | +2,441+12.7% | Added |
| New York State Common Retirement Fund | 22,214 | $329.9K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 23,287 | $345.8K | 0.00% | +23,287 | New |
| Arizona State Retirement System | 23,634 | $351.0K | 0.00% | +746+3.3% | Added |
| Pensionfund Sabic | 24,564 | $365.0K | 0.10% | 00.0% | Unchanged |
| Keybank National Association | 24,981 | $371.0K | 0.00% | 00.0% | Unchanged |
| Oxford Asset Management LLP | 25,524 | $379.0K | 0.12% | +25,524 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,809 | $383.3K | 0.00% | +782+3.1% | Added |
| Pathstone Holdings, LLC | 26,049 | $386.8K | 0.00% | −1,353−4.9% | Reduced |
| Standard Life Aberdeen plc | 26,797 | $394.5K | 0.00% | +5,171+23.9% | Added |
| LPL Financial LLC | 27,376 | $406.5K | 0.00% | +4,177+18.0% | Added |
| Susquehanna Fundamental Investments, LLC | 27,647 | $410.6K | 0.02% | −24,207−46.7% | Reduced |
| Concurrent Investment Advisors, LLC | 27,700 | $411.3K | 0.01% | −1,827−6.2% | Reduced |
| Boothbay Fund Management, LLC | 27,726 | $411.7K | 0.01% | +27,726 | New |
| Bard Associates Inc | 28,660 | $425.6K | 0.11% | −20,325−41.5% | Reduced |
| Millennium Management LLC | 28,665 | $425.7K | 0.00% | +11,472+66.7% | Added |
| DRW Securities, LLC | 29,292 | $434.5K | 0.02% | +29,292 | New |
| Daiwa Securities Group Inc. | 29,277 | $435.0K | 0.00% | +1,943+7.1% | Added |
| Penserra Capital Management LLC | 29,391 | $436.0K | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 29,708 | $441.2K | 0.02% | +29,708 | New |
| Quantinno Capital Management LP | 30,479 | $452.6K | 0.00% | +16,659+120.5% | Added |
| Fox Run Management, L.L.C. | 30,495 | $452.9K | 0.07% | +30,495 | New |
| CWM Advisors, LLC | 30,576 | $454.1K | 0.04% | +7,030+29.9% | Added |
| Janus Henderson Group PLC | 31,802 | $471.9K | 0.00% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 32,046 | $475.9K | 0.18% | +2,100+7.0% | Added |
| Toroso Investments, LLC | 32,875 | $488.2K | 0.00% | +10,787+48.8% | Added |
| Macquarie Group Ltd | 34,103 | $506.4K | 0.00% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 34,618 | $510.0K | 0.00% | +3,444+11.0% | Added |
| Cambria Investment Management, L.P. | 34,373 | $510.4K | 0.03% | +4,645+15.6% | Added |
| Intech Investment Management LLC | 34,826 | $517.2K | 0.00% | +3,233+10.2% | Added |
| Boston Partners | 35,175 | $522.4K | 0.00% | −5,267−13.0% | Reduced |
| Globeflex Capital L P | 35,200 | $522.7K | 0.08% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 35,346 | $524.9K | 0.00% | +35,346 | New |
| Vert Asset Management LLC | 35,683 | $529.9K | 0.18% | +1,089+3.1% | Added |
| Clear Creek Financial Management, LLC | 35,936 | $533.6K | 0.05% | −7,253−16.8% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 36,951 | $548.7K | 0.00% | −5,845−13.7% | Reduced |
| Quadrant Capital Group LLC | 37,225 | $552.8K | 0.02% | +3,773+11.3% | Added |
| Centiva Capital, LP | 37,479 | $556.6K | 0.05% | +19,186+104.9% | Added |
| Amundi | 41,518 | $589.6K | 0.00% | +5,025+13.8% | Added |
| Koshinski Asset Management, Inc. | 40,531 | $601.9K | 0.04% | +40,531 | New |
| Squarepoint Ops LLC | 41,454 | $615.6K | 0.00% | +5,267+14.6% | Added |
| State of Alaska, Department of Revenue | 42,870 | $635.0K | 0.01% | +5,021+13.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 43,487 | $645.8K | 0.01% | −14,241−24.7% | Reduced |
| Pensionfund DSM Netherlands | 43,900 | $652.0K | 0.42% | 00.0% | Unchanged |
| MetLife Investment Management | 45,766 | $679.6K | 0.00% | −3,188−6.5% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 48,936 | $726.7K | 0.00% | +48,936 | New |
| Manufacturers Life Insurance Company, The | 51,585 | $766.0K | 0.00% | −1,883−3.5% | Reduced |
| Engineers Gate Manager LP | 51,907 | $770.8K | 0.01% | +51,907 | New |
| Quantbot Technologies LP | 53,223 | $790.4K | 0.02% | +50,115+1,612.5% | Added |
| AQR Capital Management LLC | 53,591 | $795.8K | 0.00% | +17,425+48.2% | Added |
| Ulland Investment Advisors, LLC | 59,365 | $882.0K | 0.66% | +30,450+105.3% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,765 | $946.9K | 0.00% | +9,640+17.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 66,958 | $994.3K | 0.00% | +1,754+2.7% | Added |
| Teacher Retirement System of Texas | 67,664 | $1.00M | 0.00% | −13,325−16.5% | Reduced |
| Gamco Investors, Inc. Et Al | 68,900 | $1.02M | 0.01% | −1,400−2.0% | Reduced |
| HRT Financial LP | 72,988 | $1.08M | 0.00% | +72,988 | New |
| Peapack Gladstone Financial Corp | 74,096 | $1.10M | 0.01% | +1,145+1.6% | Added |
| California State Teachers Retirement System | 78,414 | $1.16M | 0.00% | +8,867+12.7% | Added |
| Citadel Advisors LLC | 79,373 | $1.18M | 0.00% | +79,373 | New |
| EntryPoint Capital, LLC | 83,430 | $1.24M | 0.48% | +71,883+622.5% | Added |
| Quest Partners LLC | 83,621 | $1.24M | 0.08% | +81,190+3,339.8% | Added |
| Price T Rowe Associates Inc | 83,853 | $1.25M | 0.00% | +3,665+4.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 85,395 | $1.27M | 0.00% | +4,789+5.9% | Added |
| Lazard Asset Management LLC | 85,785 | $1.27M | 0.00% | +85,785 | New |
| Hunter Perkins Capital Management, LLC | 87,620 | $1.30M | 0.29% | 00.0% | Unchanged |
| Caldwell Sutter Capital, Inc. | 88,023 | $1.31M | 0.56% | −1,450−1.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 93,365 | $1.39M | 0.00% | +41,990+81.7% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.43M | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 97,916 | $1.45M | 0.00% | +9,169+10.3% | Added |
| Anson Funds Management LP | 100,000 | $1.49M | 0.17% | +100,000 | New |
| D. E. Shaw & Co., Inc. | 100,631 | $1.49M | 0.00% | +100,631 | New |
| LDR Capital Management LLC | 100,697 | $1.50M | 2.20% | −37,471−27.1% | Reduced |
| HSBC Holdings PLC | 104,689 | $1.55M | 0.00% | +18,978+22.1% | Added |
| Shufro Rose & Co LLC | 84,450 | $1.58M | 0.13% | −400−0.5% | Reduced |
| Stifel Financial Corp | 107,647 | $1.60M | 0.00% | −62,286−36.7% | Reduced |
| WealthTrust Axiom LLC | 108,730 | $1.61M | 0.43% | −6,000−5.2% | Reduced |
| Silver Lake Advisory, LLC | 111,800 | $1.66M | 0.66% | +1,520+1.4% | Added |
| Nomura Asset Management Co Ltd | 113,700 | $1.69M | 0.00% | +1,500+1.3% | Added |
| Public Employees Retirement System of Ohio | 114,067 | $1.69M | 0.01% | +2,673+2.4% | Added |