Umh Properties, Inc.

UMH

Exchange: NYSE
Industry: Real Estate Investment Trusts
SEC CIK: 0000752642

SEC filings (opens in a new tab)

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

Q4 2025 vs. Q3 2025

How the institutions holding Umh Properties, Inc. changed between Q3 2025 and Q4 2025.

All holders in Q4 2025 All holders in Q3 2025

13F holders of UMH: Q3 2025 compared with Q4 2025
Measure	Q3 2025	Of which not filed for Q4 2025	Q4 2025	Change
Holders	265	4	255	−6
Shares	66.9M	179.9K	69.5M	+2.81M (+4.2%)
Value	$993.1M	$2.67M	$1.11B	+$115.2M (+11.6%)

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so the changes leave them out.

New holders (38)

Institutions that held Umh Properties, Inc. at the end of Q4 2025 but not at the end of Q3 2025.

Institutions new to UMH in Q4 2025
Institution	Shares	Value	% of portfolio
Schroder Investment Management Group	745,056	$11.9M	0.01%
UBS Asset Management Americas Inc	420,874	$6.70M	0.00%
Wedge Capital Management L L P	154,336	$2.46M	0.04%
Two Sigma Investments, LP	111,109	$1.77M	0.00%
Uniplan Investment Counsel, Inc.	97,037	$1.54M	0.16%
Two Sigma Advisers, LP	80,800	$1.29M	0.00%
Marshall Wace, LLP	66,395	$1.06M	0.00%
Dark Forest Capital Management LP	46,461	$739.2K	0.03%
Evergreen Capital Management LLC	34,806	$553.8K	0.01%
VARCOV Co.	27,274	$433.9K	0.17%
Thrivent Financial for Lutherans	27,155	$432.0K	0.00%
Easterly Investment Partners LLC	20,875	$332.1K	0.02%
Wealth Enhancement Advisory Services, LLC	18,060	$290.4K	0.00%
Capital Square, LLC	15,807	$251.5K	0.13%
Gilder Gagnon Howe & Co LLC	15,074	$239.8K	0.00%
Mariner, LLC	14,938	$237.6K	0.00%
NewEdge Wealth, LLC	12,913	$205.4K	0.00%
Captrust Financial Advisors	11,251	$179.0K	0.00%
EP Wealth Advisors, LLC	10,644	$169.3K	0.00%
Guggenheim Capital LLC	10,521	$167.4K	0.00%
Kestra Advisory Services, LLC	5,236	$83.3K	0.00%
Danske Bank A/S	3,100	$49.3K	0.00%
Hilton Head Capital Partners, LLC	1,406	$22.4K	0.01%
Caitong International Asset Management Co., Ltd	1,015	$16.1K	0.00%
International Assets Investment Management, LLC	936	$14.9K	0.00%
Fifth Third Bancorp	852	$13.6K	0.00%
Group One Trading, L.P.	700	$11.1K	0.00%
Sound Income Strategies, LLC	583	$9.68K	0.00%
Umb Bank N A	592	$9.42K	0.00%
Global Retirement Partners, LLC	489	$7.78K	0.00%
Capital Analysts, LLC	241	$4.00K	0.00%
Los Angeles Capital Management LLC	256	$3.64K	0.00%
Pinnacle Wealth Planning Services, Inc.	54	$859	0.00%
MidFirst Bank	35	$557	0.00%
Transamerica Financial Advisors, Inc.	16	$255	0.00%
Clearstead Advisors, LLC	11	$176	0.00%
National Bank of Canada	3	$47	0.00%
Dunhill Financial, LLC	3	$40	0.00%

Sold out (44)

Institutions that held Umh Properties, Inc. at the end of Q3 2025 and filed for Q4 2025 without it.

Institutions that sold out of UMH in Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Renaissance Technologies LLC	437,000	$6.49M
Franklin Resources Inc	176,677	$2.62M
Jane Street Group, LLC	171,142	$2.54M
Gsa Capital Partners LLP	151,471	$2.25M
D. E. Shaw & Co., Inc.	100,631	$1.49M
Anson Funds Management LP	100,000	$1.49M
HRT Financial LP	72,988	$1.08M
Connor, Clark & Lunn Investment Management Ltd.	48,936	$726.7K
Koshinski Asset Management, Inc.	40,531	$601.9K
Centiva Capital, LP	37,479	$556.6K
Clear Creek Financial Management, LLC	35,936	$533.6K
Graham Capital Management, L.P.	29,708	$441.2K
DRW Securities, LLC	29,292	$434.5K
Boothbay Fund Management, LLC	27,726	$411.7K
Oxford Asset Management LLP	25,524	$379.0K
PharVision Advisers, LLC	21,357	$317.2K
Jump Financial, LLC	20,649	$306.6K
Oppenheimer & Co Inc	19,229	$285.6K
Jain Global LLC	16,440	$244.1K
Aigen Investment Management, LP	15,737	$233.7K
Crestwood Advisors Group LLC	13,872	$206.0K
NJ State Employees Deferred Compensation Plan	13,400	$199.0K
Mesirow Financial Investment Management, Inc.	13,105	$194.6K
Diversified Trust Co	12,789	$189.9K
M&G Plc	12,000	$180.0K
Tudor Investment Corp Et Al	11,119	$165.1K
Personal Cfo Solutions, LLC	10,564	$156.9K
Prudential Financial Inc	10,100	$150.0K
State of Wyoming	8,183	$121.5K
Quarry LP	4,099	$60.9K
Simplex Trading, LLC	3,902	$57.0K
Cloud Capital Management, LLC	2,000	$29.0K
Loomis Sayles & Co L P	1,485	$22.1K
Pathway Financial Advisers, LLC	1,366	$20.3K
Ameritas Advisory Services, LLC	727	$10.8K
Rise Advisors, LLC	669	$9.94K
Advisory Services Network, LLC	507	$7.53K
Principal Securities, Inc.	454	$6.74K
Brown Brothers Harriman & Co	236	$3.50K
Optiver Holding B.V.	214	$3.18K
Steward Partners Investment Advisory, LLC	123	$1.83K
Private Wealth Management Group, LLC	56	$832
Breakwater Investment Management	32	$476
Fortitude Family Office, LLC	30	$446

Not filed for Q4 2025 yet (4)

Institutions that held Umh Properties, Inc. at the end of Q3 2025 and haven't filed a 13F for Q4 2025. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding UMH in Q3 2025 that haven't filed for Q4 2025
Institution	Shares, Q3 2025	Value, Q3 2025
Cubist Systematic Strategies, LLC	175,421	$2.61M
Point72 (DIFC) Ltd	2,995	$44.5K
Binnacle Investments Inc	1,209	$18.0K
Hemington Wealth Management	305	$4.00K