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 |
|---|---|---|---|---|---|
| Dunhill Financial, LLC | 3 | $40 | 0.00% | +3 | New |
| National Bank of Canada | 3 | $47 | 0.00% | +3 | New |
| Clearstead Advisors, LLC | 11 | $176 | 0.00% | +11 | New |
| Transamerica Financial Advisors, Inc. | 16 | $255 | 0.00% | +16 | New |
| Larson Financial Group LLC | 18 | $286 | 0.00% | −483−96.4% | Reduced |
| Ronald Blue Trust, Inc. | 22 | $350 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 35 | $557 | 0.00% | +35 | New |
| Raffa Wealth Management, LLC | 37 | $589 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 47 | $747 | 0.00% | +21+80.8% | Added |
| Retirement Wealth Solutions LLC | 52 | $821 | 0.00% | −47−47.5% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 54 | $859 | 0.00% | +54 | New |
| Picton Mahoney Asset Management | 56 | $891 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 58 | $923 | 0.00% | −34−37.0% | Reduced |
| UMA Financial Services, Inc. | 62 | $987 | 0.00% | −27−30.3% | Reduced |
| Covestor Ltd | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 122 | $1.94K | 0.00% | +113+1,255.6% | Added |
| Aster Capital Management (DIFC) Ltd | 138 | $2.20K | 0.00% | −21,097−99.4% | Reduced |
| Bare Financial Services, Inc | 141 | $2.24K | 0.00% | +77+120.3% | Added |
| Parkside Financial Bank & Trust | 158 | $2.51K | 0.00% | −662−80.7% | Reduced |
| Assetmark, Inc | 182 | $2.90K | 0.00% | −97−34.8% | Reduced |
| MAI Capital Management | 193 | $3.07K | 0.00% | +43+28.7% | Added |
| Los Angeles Capital Management LLC | 256 | $3.64K | 0.00% | +256 | New |
| First Horizon Corp | 248 | $3.95K | 0.00% | −140−36.1% | Reduced |
| Capital Analysts, LLC | 241 | $4.00K | 0.00% | +241 | New |
| Huntington National Bank | 265 | $4.22K | 0.00% | +184+227.2% | Added |
| The PNC Financial Services Group, Inc. | 298 | $4.74K | 0.00% | +282+1,762.5% | Added |
| Smartleaf Asset Management LLC | 308 | $4.92K | 0.00% | −775−71.6% | Reduced |
| EverSource Wealth Advisors, LLC | 393 | $6.25K | 0.00% | +68+20.9% | Added |
| Rothschild Investment LLC | 403 | $6.41K | 0.00% | +303+303.0% | Added |
| IFP Advisors, Inc | 440 | $7.00K | 0.00% | +383+671.9% | Added |
| Essential Partners LLC | 471 | $7.49K | 0.00% | +462+5,133.3% | Added |
| Global Retirement Partners, LLC | 489 | $7.78K | 0.00% | +489 | New |
| Sterling Capital Management LLC | 528 | $8.40K | 0.00% | +335+173.6% | Added |
| HHM Wealth Advisors, LLC | 577 | $9.18K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 613 | $9.40K | 0.00% | +282+85.2% | Added |
| Umb Bank N A | 592 | $9.42K | 0.00% | +592 | New |
| Sound Income Strategies, LLC | 583 | $9.68K | 0.00% | +583 | New |
| GAMMA Investing LLC | 693 | $11.0K | 0.00% | +143+26.0% | Added |
| Group One Trading, L.P. | 700 | $11.1K | 0.00% | +700 | New |
| Allworth Financial LP | 760 | $12.1K | 0.00% | +388+104.3% | Added |
| CBIZ Investment Advisory Services, LLC | 842 | $13.4K | 0.00% | −265−23.9% | Reduced |
| Fifth Third Bancorp | 852 | $13.6K | 0.00% | +852 | New |
| International Assets Investment Management, LLC | 936 | $14.9K | 0.00% | +936 | New |
| Parallel Advisors, LLC | 958 | $15.2K | 0.00% | +928+3,093.3% | Added |
| Caitong International Asset Management Co., Ltd | 1,015 | $16.1K | 0.00% | +1,015 | New |
| Northwestern Mutual Wealth Management Co | 1,111 | $17.7K | 0.00% | +1,109+55,450.0% | Added |
| Spire Wealth Management | 1,300 | $20.7K | 0.00% | −3,680−73.9% | Reduced |
| GF Fund Management Co. Ltd. | 1,337 | $21.3K | 0.00% | −6−0.4% | Reduced |
| Hilton Head Capital Partners, LLC | 1,406 | $22.4K | 0.01% | +1,406 | New |
| Farther Finance Advisors, LLC | 1,504 | $23.9K | 0.00% | +336+28.8% | Added |
| Stone House Investment Management, LLC | 1,816 | $28.9K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,832 | $29.1K | 0.00% | −2,087−53.3% | Reduced |
| Golden State Wealth Management, LLC | 2,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,056 | $32.7K | 0.00% | +456+28.5% | Added |
| NBC Securities, Inc. | 2,150 | $34.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 2,358 | $37.5K | 0.00% | +608+34.7% | Added |
| US Bancorp | 2,380 | $37.9K | 0.00% | +24+1.0% | Added |
| Amalgamated Bank | 2,524 | $40.0K | 0.00% | +20+0.8% | Added |
| KBC Group NV | 3,005 | $48.0K | 0.00% | 00.0% | Unchanged |
| Danske Bank A/S | 3,100 | $49.3K | 0.00% | +3,100 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,206 | $51.0K | 0.00% | +6+0.2% | Added |
| Creative Financial Designs Inc | 3,495 | $55.6K | 0.00% | +1,720+96.9% | Added |
| Signaturefd, LLC | 3,588 | $57.1K | 0.00% | +1,894+111.8% | Added |
| Tower Research Capital LLC (TRC) | 3,965 | $63.1K | 0.00% | −3,561−47.3% | Reduced |
| Versant Capital Management, Inc | 4,223 | $67.2K | 0.01% | +3,728+753.1% | Added |
| Kestra Advisory Services, LLC | 5,236 | $83.3K | 0.00% | +5,236 | New |
| AlphaCore Capital LLC | 5,703 | $90.7K | 0.00% | +260+4.8% | Added |
| Jones Financial Companies LLLP | 6,081 | $96.8K | 0.00% | +352+6.1% | Added |
| Federation des caisses Desjardins du Quebec | 6,416 | $102.1K | 0.00% | +1,430+28.7% | Added |
| Ameritas Investment Partners, Inc. | 6,644 | $105.7K | 0.00% | 00.0% | Unchanged |
| Bard Associates Inc | 8,450 | $134.4K | 0.03% | −20,210−70.5% | Reduced |
| Nisa Investment Advisors, LLC | 8,961 | $142.6K | 0.00% | −3,078−25.6% | Reduced |
| Stockman Wealth Management, Inc. | 10,000 | $159.1K | 0.02% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 10,521 | $167.4K | 0.00% | +10,521 | New |
| EP Wealth Advisors, LLC | 10,644 | $169.3K | 0.00% | +10,644 | New |
| Pictet Asset Management Holding SA | 10,996 | $174.9K | 0.00% | 00.0% | Unchanged |
| First Trust Advisors LP | 11,053 | $175.9K | 0.00% | −191−1.7% | Reduced |
| Captrust Financial Advisors | 11,251 | $179.0K | 0.00% | +11,251 | New |
| Firestone Capital Management | 11,297 | $179.7K | 0.04% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 11,370 | $180.9K | 0.00% | +452+4.1% | Added |
| Wealthcare Advisory Partners LLC | 11,446 | $182.1K | 0.00% | −2,461−17.7% | Reduced |
| Yoffe Investment Management, LLC | 11,612 | $184.7K | 0.24% | 00.0% | Unchanged |
| Bessemer Group Inc | 11,737 | $187.0K | 0.00% | −3,900−24.9% | Reduced |
| Allianz Asset Management GmbH | 12,073 | $192.1K | 0.00% | −1,621−11.8% | Reduced |
| Samalin Investment Counsel, LLC | 12,487 | $198.7K | 0.07% | −4,801−27.8% | Reduced |
| Hohimer Wealth Management, LLC | 12,528 | $199.3K | 0.03% | −2,013−13.8% | Reduced |
| IFM Investors Pty Ltd | 12,812 | $204.0K | 0.00% | 00.0% | Unchanged |
| NewEdge Wealth, LLC | 12,913 | $205.4K | 0.00% | +12,913 | New |
| CWM, LLC | 13,037 | $207.0K | 0.00% | +11,882+1,028.7% | Added |
| Advisor Group Holdings, Inc. | 13,399 | $213.2K | 0.00% | +3,349+33.3% | Added |
| Pathstone Holdings, LLC | 13,500 | $214.8K | 0.00% | −12,549−48.2% | Reduced |
| Alps Advisors Inc | 13,732 | $218.5K | 0.00% | −6,770−33.0% | Reduced |
| Snowden Capital Advisors LLC | 14,378 | $228.8K | 0.01% | −6,881−32.4% | Reduced |
| ProShare Advisors LLC | 14,676 | $233.5K | 0.00% | +1,072+7.9% | Added |
| Voya Investment Management LLC | 14,821 | $235.8K | 0.00% | −199−1.3% | Reduced |
| Mariner, LLC | 14,938 | $237.6K | 0.00% | +14,938 | New |
| Delta Financial Advisors LLC | 15,000 | $238.7K | 0.06% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 15,074 | $239.8K | 0.00% | +15,074 | New |
| BFSG, LLC | 15,605 | $248.3K | 0.02% | +1,290+9.0% | Added |
| Capital Square, LLC | 15,807 | $251.5K | 0.13% | +15,807 | New |