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, Q4 2025
Institutional positions in Umh Properties, Inc. as of Dec 31, 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
- 255
- −6 vs. Q3 2025
- Shares held
- 69.5M
- +2.81M (+4.2%) vs. Q3 2025
- Total value
- $1.11B
- +$115.2M (+11.6%) vs. Q3 2025
- New holders
- 38
- 104 more added
- Sold out
- 44
- 80 more reduced
4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 8,128,983 | $129.3M | 0.00% | +144,368+1.8% | Added |
| BlackRock, Inc. | 8,030,917 | $127.8M | 0.00% | +346,684+4.5% | Added |
| T. Rowe Price Investment Management, Inc. | 4,386,288 | $69.8M | 0.04% | +237,609+5.7% | Added |
| FMR LLC | 3,600,575 | $57.3M | 0.00% | +873,186+32.0% | Added |
| State Street Corp | 3,488,250 | $55.5M | 0.00% | −26,881−0.8% | Reduced |
| Capital Research Global Investors | 2,607,487 | $41.5M | 0.01% | −1,063,816−29.0% | Reduced |
| Geode Capital Management, LLC | 2,072,652 | $33.0M | 0.00% | +16,978+0.8% | Added |
| Goldman Sachs Group Inc | 1,865,018 | $29.7M | 0.00% | +980,043+110.7% | Added |
| Private Management Group Inc | 1,842,229 | $29.3M | 0.85% | +162,049+9.6% | Added |
| D.A. Davidson & Co. | 1,700,296 | $27.1M | 0.17% | +229,541+15.6% | Added |
| SG Americas Securities, LLC | 1,493,476 | $23.8M | 0.03% | +1,288,703+629.3% | Added |
| Jennison Associates LLC | 1,355,600 | $21.6M | 0.01% | −232,676−14.6% | Reduced |
| Alliancebernstein L.P. | 1,238,877 | $19.7M | 0.01% | +428,700+52.9% | Added |
| Charles Schwab Investment Management Inc | 1,220,448 | $19.4M | 0.00% | +39,991+3.4% | Added |
| American Century Companies Inc | 1,185,562 | $18.9M | 0.01% | −1,146,935−49.2% | Reduced |
| Copeland Capital Management, LLC | 1,149,834 | $18.3M | 0.41% | −442,710−27.8% | Reduced |
| William Blair Investment Management, LLC | 1,133,066 | $18.0M | 0.05% | −523,736−31.6% | Reduced |
| Dimensional Fund Advisors LP | 1,132,805 | $18.0M | 0.00% | −29,687−2.6% | Reduced |
| Bank of America Corp | 1,094,925 | $17.4M | 0.00% | +29,036+2.7% | Added |
| Point72 Asset Management, L.P. | 1,008,065 | $16.0M | 0.03% | +972,719+2,752.0% | Added |
| Northern Trust Corp | 969,724 | $15.4M | 0.00% | −88,943−8.4% | Reduced |
| Raymond James Financial Inc | 937,969 | $14.9M | 0.00% | −7,522−0.8% | Reduced |
| Schroder Investment Management Group | 745,056 | $11.9M | 0.01% | +745,056 | New |
| First Eagle Investment Management, LLC | 716,419 | $11.4M | 0.02% | +46,000+6.9% | Added |
| APG Asset Management US Inc. | 679,926 | $10.8M | 0.08% | +196,810+40.7% | Added |
| Pacific Heights Asset Management LLC | 650,000 | $10.3M | 0.39% | +250,000+62.5% | Added |
| Invesco Ltd. | 602,771 | $9.59M | 0.00% | +401,990+200.2% | Added |
| Kennedy Capital Management, Inc. | 597,144 | $9.50M | 0.20% | +61,111+11.4% | Added |
| Morgan Stanley | 467,563 | $7.44M | 0.00% | −130,031−21.8% | Reduced |
| State of New Jersey Common Pension Fund D | 465,189 | $7.40M | 0.03% | +20,190+4.5% | Added |
| Bank of New York Mellon Corp | 431,475 | $6.86M | 0.00% | +82,900+23.8% | Added |
| UBS Asset Management Americas Inc | 420,874 | $6.70M | 0.00% | +420,874 | New |
| Wells Fargo & Company | 403,718 | $6.42M | 0.00% | +42,655+11.8% | Added |
| Russell Investments Group, Ltd. | 397,422 | $6.32M | 0.01% | +9,036+2.3% | Added |
| Cherokee Insurance Co | 395,724 | $6.30M | 2.55% | +5,729+1.5% | Added |
| Legal & General Group Plc | 395,578 | $6.29M | 0.00% | +45,735+13.1% | Added |
| State of Wisconsin Investment Board | 373,910 | $5.95M | 0.01% | +19,647+5.5% | Added |
| Citigroup Inc | 372,275 | $5.92M | 0.00% | −387,968−51.0% | Reduced |
| JPMorgan Chase & Co | 283,909 | $4.52M | 0.00% | −45,616−13.8% | Reduced |
| AQR Capital Management LLC | 280,973 | $4.47M | 0.00% | +227,382+424.3% | Added |
| Montag A & Associates Inc | 261,651 | $4.16M | 0.19% | −4,160−1.6% | Reduced |
| UBS Group AG | 257,976 | $4.10M | 0.00% | +19,803+8.3% | Added |
| Neuberger Berman Group LLC | 249,543 | $3.97M | 0.00% | −22,990−8.4% | Reduced |
| McIlrath & Eck, LLC | 241,158 | $3.84M | 0.36% | −15,779−6.1% | Reduced |
| Connors Investor Services Inc | 233,401 | $3.71M | 0.32% | +62,748+36.8% | Added |
| Storebrand Asset Management AS | 233,108 | $3.71M | 0.01% | −1,450−0.6% | Reduced |
| Envestnet Asset Management Inc | 231,760 | $3.69M | 0.00% | −71,124−23.5% | Reduced |
| Deprince Race & Zollo Inc | 220,691 | $3.51M | 0.07% | +27,987+14.5% | Added |
| Wedbush Securities Inc | 191,297 | $3.04M | 0.09% | −440.0% | Reduced |
| North Star Investment Management Corp. | 176,615 | $2.81M | 0.18% | +1,534+0.9% | Added |
| STRS Ohio | 172,500 | $2.74M | 0.01% | −97,600−36.1% | Reduced |
| Nuveen, LLC | 169,119 | $2.69M | 0.00% | −3,041−1.8% | Reduced |
| Barclays PLC | 166,624 | $2.65M | 0.00% | +4,865+3.0% | Added |
| Swiss National Bank | 159,200 | $2.53M | 0.00% | +4,300+2.8% | Added |
| Panagora Asset Management Inc | 157,419 | $2.50M | 0.01% | −53,730−25.4% | Reduced |
| Wedge Capital Management L L P | 154,336 | $2.46M | 0.04% | +154,336 | New |
| Great West Life Assurance Co | 146,029 | $2.32M | 0.00% | +14,270+10.8% | Added |
| HSBC Holdings PLC | 130,125 | $2.07M | 0.00% | +25,436+24.3% | Added |
| Asset Management One Co.,Ltd. | 125,867 | $2.01M | 0.01% | +4,631+3.8% | Added |
| SEI Investments Co | 121,165 | $1.93M | 0.00% | −20,502−14.5% | Reduced |
| Nomura Asset Management Co Ltd | 118,700 | $1.89M | 0.00% | +5,000+4.4% | Added |
| Silver Lake Advisory, LLC | 111,350 | $1.77M | 0.69% | −450−0.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 111,190 | $1.77M | 0.03% | +67,703+155.7% | Added |
| Two Sigma Investments, LP | 111,109 | $1.77M | 0.00% | +111,109 | New |
| Public Employees Retirement System of Ohio | 110,422 | $1.76M | 0.01% | −3,645−3.2% | Reduced |
| Rhumbline Advisers | 108,661 | $1.73M | 0.00% | −14,377−11.7% | Reduced |
| WealthTrust Axiom LLC | 108,530 | $1.73M | 0.44% | −200−0.2% | Reduced |
| Citadel Advisors LLC | 104,233 | $1.66M | 0.00% | +24,860+31.3% | Added |
| Deutsche Bank AG | 103,663 | $1.65M | 0.00% | +5,747+5.9% | Added |
| Price T Rowe Associates Inc | 97,373 | $1.55M | 0.00% | +13,520+16.1% | Added |
| Uniplan Investment Counsel, Inc. | 97,037 | $1.54M | 0.16% | +97,037 | New |
| GW Henssler & Associates Ltd | 96,368 | $1.53M | 0.07% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 95,375 | $1.52M | 0.00% | +2,010+2.2% | Added |
| Ameriprise Financial Inc | 94,982 | $1.51M | 0.00% | −36,219−27.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 91,470 | $1.46M | 0.00% | +6,075+7.1% | Added |
| Royal Bank of Canada | 90,422 | $1.44M | 0.00% | −30,937−25.5% | Reduced |
| Lazard Asset Management LLC | 89,013 | $1.42M | 0.00% | +3,228+3.8% | Added |
| Hunter Perkins Capital Management, LLC | 87,620 | $1.39M | 0.32% | 00.0% | Unchanged |
| Qube Research & Technologies Ltd | 87,366 | $1.39M | 0.00% | −284,276−76.5% | Reduced |
| Balyasny Asset Management LLC | 86,362 | $1.37M | 0.00% | −55,353−39.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 84,023 | $1.34M | 0.57% | −4,000−4.5% | Reduced |
| Quantinno Capital Management LP | 81,893 | $1.30M | 0.00% | +51,414+168.7% | Added |
| Two Sigma Advisers, LP | 80,800 | $1.29M | 0.00% | +80,800 | New |
| Stifel Financial Corp | 79,783 | $1.27M | 0.00% | −27,864−25.9% | Reduced |
| Shufro Rose & Co LLC | 78,950 | $1.26M | 0.08% | −5,500−6.5% | Reduced |
| California State Teachers Retirement System | 78,474 | $1.25M | 0.00% | +60+0.1% | Added |
| EntryPoint Capital, LLC | 74,479 | $1.18M | 0.46% | −8,951−10.7% | Reduced |
| Peapack Gladstone Financial Corp | 74,096 | $1.18M | 0.01% | 00.0% | Unchanged |
| LDR Capital Management LLC | 70,859 | $1.13M | 1.56% | −29,838−29.6% | Reduced |
| Quest Partners LLC | 70,304 | $1.12M | 0.06% | −13,317−15.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,335 | $1.10M | 0.00% | +2,377+3.5% | Added |
| Gamco Investors, Inc. Et Al | 66,900 | $1.06M | 0.01% | −2,000−2.9% | Reduced |
| Marshall Wace, LLP | 66,395 | $1.06M | 0.00% | +66,395 | New |
| Ulland Investment Advisors, LLC | 66,265 | $1.05M | 0.84% | +6,900+11.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,765 | $1.01M | 0.00% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 52,020 | $827.6K | 0.00% | +435+0.8% | Added |
| Engineers Gate Manager LP | 50,592 | $804.9K | 0.01% | −1,315−2.5% | Reduced |
| Squarepoint Ops LLC | 48,420 | $770.4K | 0.00% | +6,966+16.8% | Added |
| Versor Investments LP | 47,500 | $755.7K | 0.12% | +28,000+143.6% | Added |
| MetLife Investment Management | 46,979 | $747.4K | 0.00% | +1,213+2.7% | Added |