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 |
|---|---|---|---|---|---|
| Spire Wealth Management | 4,980 | $74.0K | 0.00% | +1,460+41.5% | Added |
| Quarry LP | 4,099 | $60.9K | 0.01% | +4,099 | New |
| SRS Capital Advisors, Inc. | 3,919 | $58.2K | 0.00% | +1,645+72.3% | Added |
| Simplex Trading, LLC | 3,902 | $57.0K | 0.00% | +2,732+233.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,200 | $48.0K | 0.00% | +3,200 | New |
| KBC Group NV | 3,005 | $45.0K | 0.00% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 2,995 | $44.5K | 0.00% | +2,995 | New |
| Amalgamated Bank | 2,504 | $37.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,356 | $35.0K | 0.00% | −60−2.5% | Reduced |
| NBC Securities, Inc. | 2,150 | $31.9K | 0.00% | +2,150 | New |
| Golden State Wealth Management, LLC | 2,000 | $29.7K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 2,000 | $29.0K | 0.02% | +2,000 | New |
| Stone House Investment Management, LLC | 1,816 | $27.0K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 1,775 | $26.4K | 0.00% | +1,775 | New |
| Mirae Asset Global Investments Co., Ltd. | 1,750 | $26.0K | 0.00% | +126+7.8% | Added |
| Signaturefd, LLC | 1,694 | $25.2K | 0.00% | +501+42.0% | Added |
| Rockefeller Capital Management L.P. | 1,600 | $23.8K | 0.00% | +1,600 | New |
| Loomis Sayles & Co L P | 1,485 | $22.1K | 0.00% | −75−4.8% | Reduced |
| Pathway Financial Advisers, LLC | 1,366 | $20.3K | 0.01% | +1,366 | New |
| GF Fund Management Co. Ltd. | 1,343 | $19.9K | 0.00% | −12−0.9% | Reduced |
| Binnacle Investments Inc | 1,209 | $18.0K | 0.01% | −41−3.3% | Reduced |
| Farther Finance Advisors, LLC | 1,168 | $17.3K | 0.00% | +54+4.8% | Added |
| CWM, LLC | 1,155 | $17.0K | 0.00% | +550+90.9% | Added |
| CBIZ Investment Advisory Services, LLC | 1,107 | $16.4K | 0.00% | −583−34.5% | Reduced |
| Smartleaf Asset Management LLC | 1,083 | $15.9K | 0.00% | +972+875.7% | Added |
| Parkside Financial Bank & Trust | 820 | $12.2K | 0.00% | −388−32.1% | Reduced |
| Ameritas Advisory Services, LLC | 727 | $10.8K | 0.00% | −489−40.2% | Reduced |
| Rise Advisors, LLC | 669 | $9.94K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 577 | $8.57K | 0.00% | +200+53.1% | Added |
| GAMMA Investing LLC | 550 | $8.17K | 0.00% | +269+95.7% | Added |
| Advisory Services Network, LLC | 507 | $7.53K | 0.00% | +507 | New |
| Larson Financial Group LLC | 501 | $7.43K | 0.00% | +501 | New |
| Versant Capital Management, Inc | 495 | $7.35K | 0.00% | +198+66.7% | Added |
| Principal Securities, Inc. | 454 | $6.74K | 0.00% | −149−24.7% | Reduced |
| First Horizon Corp | 388 | $5.76K | 0.00% | +388 | New |
| Allworth Financial LP | 372 | $5.53K | 0.00% | +2+0.5% | Added |
| EverSource Wealth Advisors, LLC | 325 | $4.83K | 0.00% | −171−34.5% | Reduced |
| Assetmark, Inc | 279 | $4.14K | 0.00% | +26+10.3% | Added |
| Hemington Wealth Management | 305 | $4.00K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 236 | $3.50K | 0.00% | +236 | New |
| Optiver Holding B.V. | 214 | $3.18K | 0.00% | +214 | New |
| Sterling Capital Management LLC | 193 | $2.87K | 0.00% | +4+2.1% | Added |
| MAI Capital Management | 150 | $2.23K | 0.00% | −269−64.2% | Reduced |
| Steward Partners Investment Advisory, LLC | 123 | $1.83K | 0.00% | 00.0% | Unchanged |
| Rothschild Investment LLC | 100 | $1.49K | 0.00% | −80−44.4% | Reduced |
| Retirement Wealth Solutions LLC | 99 | $1.48K | 0.00% | −847−89.5% | Reduced |
| WPG Advisers, LLC | 92 | $1.37K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 89 | $1.32K | 0.00% | +89 | New |
| Huntington National Bank | 81 | $1.20K | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 56 | $1.00K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 65 | $1.00K | 0.00% | +5+8.3% | Added |
| Bare Financial Services, Inc | 64 | $950 | 0.00% | +64 | New |
| IFP Advisors, Inc | 57 | $846 | 0.00% | +57 | Added |
| Private Wealth Management Group, LLC | 56 | $832 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $549 | 0.00% | 00.0% | Unchanged |
| Breakwater Investment Management | 32 | $476 | 0.00% | +32 | New |
| Parallel Advisors, LLC | 30 | $446 | 0.00% | +30 | New |
| Fortitude Family Office, LLC | 30 | $446 | 0.00% | +30 | New |
| Smallwood Wealth Investment Management, LLC | 26 | $386 | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 22 | $327 | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 16 | $238 | 0.00% | +6+60.0% | Added |
| True Wealth Design, LLC | 9 | $134 | 0.00% | −6−40.0% | Reduced |
| Essential Partners LLC | 9 | $134 | 0.00% | +9 | New |
| Northwestern Mutual Wealth Management Co | 2 | $30 | 0.00% | +2 | New |
| 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 |