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 |
|---|---|---|---|---|---|
| Asset Management One Co.,Ltd. | 121,236 | $1.80M | 0.01% | +4,421+3.8% | Added |
| Royal Bank of Canada | 121,359 | $1.80M | 0.00% | −54,578−31.0% | Reduced |
| Rhumbline Advisers | 123,038 | $1.83M | 0.00% | −9,736−7.3% | Reduced |
| Great West Life Assurance Co | 131,759 | $1.94M | 0.00% | +13,132+11.1% | Added |
| Ameriprise Financial Inc | 131,201 | $1.95M | 0.00% | −1,881−1.4% | Reduced |
| SEI Investments Co | 141,667 | $2.10M | 0.00% | −15,938−10.1% | Reduced |
| Balyasny Asset Management LLC | 141,715 | $2.10M | 0.00% | +141,715 | New |
| Gsa Capital Partners LLP | 151,471 | $2.25M | 0.19% | +151,471 | New |
| Swiss National Bank | 154,900 | $2.30M | 0.00% | +5,100+3.4% | Added |
| Barclays PLC | 161,759 | $2.40M | 0.00% | −24,086−13.0% | Reduced |
| Connors Investor Services Inc | 170,653 | $2.53M | 0.22% | +15,258+9.8% | Added |
| Jane Street Group, LLC | 171,142 | $2.54M | 0.00% | +125,001+270.9% | Added |
| Nuveen, LLC | 172,160 | $2.56M | 0.00% | −369,770−68.2% | Reduced |
| North Star Investment Management Corp. | 175,081 | $2.60M | 0.17% | +100+0.1% | Added |
| Cubist Systematic Strategies, LLC | 175,421 | $2.61M | 0.04% | +175,421 | New |
| Franklin Resources Inc | 176,677 | $2.62M | 0.00% | −1,315−0.7% | Reduced |
| Wedbush Securities Inc | 191,341 | $2.84M | 0.09% | +10,952+6.1% | Added |
| Deprince Race & Zollo Inc | 192,704 | $2.86M | 0.06% | +22,326+13.1% | Added |
| Invesco Ltd. | 200,781 | $2.98M | 0.00% | −3,046−1.5% | Reduced |
| SG Americas Securities, LLC | 204,773 | $3.04M | 0.01% | +204,773 | New |
| Panagora Asset Management Inc | 211,149 | $3.14M | 0.01% | +1,268+0.6% | Added |
| Storebrand Asset Management AS | 234,558 | $3.48M | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 238,173 | $3.54M | 0.00% | −93,470−28.2% | Reduced |
| McIlrath & Eck, LLC | 256,937 | $3.82M | 0.39% | +975+0.4% | Added |
| Montag A & Associates Inc | 265,811 | $3.95M | 0.18% | 00.0% | Unchanged |
| STRS Ohio | 270,100 | $4.01M | 0.01% | −200,700−42.6% | Reduced |
| Neuberger Berman Group LLC | 272,533 | $4.05M | 0.00% | −11,238−4.0% | Reduced |
| Envestnet Asset Management Inc | 302,884 | $4.50M | 0.00% | −116,535−27.8% | Reduced |
| JPMorgan Chase & Co | 329,525 | $4.89M | 0.00% | +29,635+9.9% | Added |
| Bank of New York Mellon Corp | 348,575 | $5.18M | 0.00% | −12,400−3.4% | Reduced |
| Legal & General Group Plc | 349,843 | $5.20M | 0.00% | −24,668−6.6% | Reduced |
| State of Wisconsin Investment Board | 354,263 | $5.26M | 0.01% | −11,225−3.1% | Reduced |
| Wells Fargo & Company | 361,063 | $5.36M | 0.00% | +71,329+24.6% | Added |
| Qube Research & Technologies Ltd | 371,642 | $5.52M | 0.01% | +175,184+89.2% | Added |
| Russell Investments Group, Ltd. | 388,386 | $5.77M | 0.01% | +51,784+15.4% | Added |
| Cherokee Insurance Co | 389,995 | $5.79M | 2.48% | +10,857+2.9% | Added |
| Pacific Heights Asset Management LLC | 400,000 | $5.94M | 0.26% | +150,000+60.0% | Added |
| Renaissance Technologies LLC | 437,000 | $6.49M | 0.01% | +256,600+142.2% | Added |
| State of New Jersey Common Pension Fund D | 444,999 | $6.61M | 0.02% | +25,757+6.1% | Added |
| APG Asset Management US Inc. | 483,116 | $7.11M | 0.05% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 536,033 | $7.96M | 0.18% | −14,846−2.7% | Reduced |
| Morgan Stanley | 597,594 | $8.87M | 0.00% | +124,294+26.3% | Added |
| First Eagle Investment Management, LLC | 670,419 | $9.96M | 0.02% | +76,400+12.9% | Added |
| Citigroup Inc | 760,243 | $11.3M | 0.01% | +445,834+141.8% | Added |
| Alliancebernstein L.P. | 810,177 | $12.0M | 0.00% | −247,983−23.4% | Reduced |
| Goldman Sachs Group Inc | 884,975 | $13.1M | 0.00% | +297,630+50.7% | Added |
| Raymond James Financial Inc | 945,491 | $14.0M | 0.00% | +16,417+1.8% | Added |
| Northern Trust Corp | 1,058,667 | $15.7M | 0.00% | −116,101−9.9% | Reduced |
| Bank of America Corp | 1,065,889 | $15.8M | 0.00% | −123,363−10.4% | Reduced |
| Dimensional Fund Advisors LP | 1,162,492 | $17.3M | 0.00% | +47,217+4.2% | Added |
| Charles Schwab Investment Management Inc | 1,180,457 | $17.5M | 0.00% | +54,214+4.8% | Added |
| D.A. Davidson & Co. | 1,470,755 | $21.8M | 0.14% | +387,021+35.7% | Added |
| Jennison Associates LLC | 1,588,276 | $23.6M | 0.01% | +51,914+3.4% | Added |
| Copeland Capital Management, LLC | 1,592,544 | $23.6M | 0.49% | −959,514−37.6% | Reduced |
| William Blair Investment Management, LLC | 1,656,802 | $24.6M | 0.06% | −100,346−5.7% | Reduced |
| Private Management Group Inc | 1,680,180 | $25.0M | 0.74% | +461,463+37.9% | Added |
| Geode Capital Management, LLC | 2,055,674 | $30.5M | 0.00% | +56,434+2.8% | Added |
| American Century Companies Inc | 2,332,497 | $34.6M | 0.02% | −56,811−2.4% | Reduced |
| FMR LLC | 2,727,389 | $40.5M | 0.00% | +4450.0% | Added |
| State Street Corp | 3,515,131 | $52.2M | 0.00% | +39,239+1.1% | Added |
| Capital Research Global Investors | 3,671,303 | $54.5M | 0.01% | −1,800,000−32.9% | Reduced |
| T. Rowe Price Investment Management, Inc. | 4,148,679 | $61.6M | 0.04% | −1,958,912−32.1% | Reduced |
| BlackRock, Inc. | 7,684,233 | $114.1M | 0.00% | +400,845+5.5% | Added |
| Vanguard Group Inc | 7,984,615 | $118.6M | 0.00% | +76,645+1.0% | Added |
| Cornerstone Planning Group LLC | 331 | – | – | +304+1,125.9% | Added |
| UBS Asset Management Americas Inc | 0 | $0 | 0.00% | −536,004−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −161,689−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −161,532−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −108,017−100.0% | Sold out |
| Vestcor Inc | 0 | $0 | 0.00% | −59,830−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | −57,204−100.0% | Sold out |
| Bailard, Inc. | 0 | $0 | 0.00% | −44,700−100.0% | Sold out |
| Cherry Creek Investment Advisors, Inc. | 0 | $0 | 0.00% | −37,282−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −18,300−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −16,802−100.0% | Sold out |
| Orleans Capital Management Corp | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Ridgewood Investments LLC | 0 | $0 | 0.00% | −4,497−100.0% | Sold out |
| Skopos Labs, Inc. | 0 | $0 | 0.00% | −518−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −418−100.0% | Sold out |
| Bellwether Advisors, LLC | 0 | $0 | 0.00% | −128−100.0% | Sold out |
| Costello Asset Management, INC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Sierra Ocean, LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| South State Corp. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Avantax Advisory Services, Inc. | – | – | – | – | Not filed |
| EP Wealth Advisors, LLC | – | – | – | – | Not filed |
| Montag & Caldwell, LLC | – | – | – | – | Not filed |
| First Horizon Advisors, Inc. | – | – | – | – | Not filed |