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 |
|---|---|---|---|---|---|
| UniSuper Management Pty Ltd | 15,900 | $253.0K | 0.00% | −4,800−23.2% | Reduced |
| State Board of Administration of Florida Retirement System | 15,909 | $253.1K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,656 | $280.9K | 0.00% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 17,636 | $281.0K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,713 | $281.8K | 0.00% | +5,557+45.7% | Added |
| KLP Kapitalforvaltning AS | 18,200 | $289.6K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 18,060 | $290.4K | 0.00% | +18,060 | New |
| Hazelview Securities Inc. | 18,360 | $291.9K | 0.06% | +7,080+62.8% | Added |
| Cetera Investment Advisers | 18,535 | $294.9K | 0.00% | −4,752−20.4% | Reduced |
| Metis Global Partners, LLC | 19,157 | $304.8K | 0.01% | +1,523+8.6% | Added |
| Fox Run Management, L.L.C. | 19,763 | $314.4K | 0.05% | −10,732−35.2% | Reduced |
| BCO Wealth Management LLC | 19,954 | $317.5K | 0.19% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 20,875 | $332.1K | 0.02% | +20,875 | New |
| Meixler Investment Management, Ltd. | 21,100 | $335.7K | 0.20% | +1,825+9.5% | Added |
| Van Eck Associates Corp | 21,466 | $342.0K | 0.00% | +2,118+10.9% | Added |
| BNP Paribas Arbitrage, SA | 21,573 | $343.2K | 0.00% | +595+2.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,686 | $345.0K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 21,944 | $349.1K | 0.00% | −5,756−20.8% | Reduced |
| New York State Common Retirement Fund | 22,214 | $353.4K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,476 | $357.6K | 0.00% | −1,158−4.9% | Reduced |
| Millennium Management LLC | 22,560 | $358.9K | 0.00% | −6,105−21.3% | Reduced |
| Pensionfund Sabic | 24,564 | $391.0K | 0.11% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,809 | $410.6K | 0.00% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 25,876 | $411.7K | 0.00% | +8,684+50.5% | Added |
| LPL Financial LLC | 26,739 | $425.4K | 0.00% | −637−2.3% | Reduced |
| Susquehanna Fundamental Investments, LLC | 27,136 | $431.7K | 0.01% | −511−1.8% | Reduced |
| Thrivent Financial for Lutherans | 27,155 | $432.0K | 0.00% | +27,155 | New |
| VARCOV Co. | 27,274 | $433.9K | 0.17% | +27,274 | New |
| Mercer Global Advisors Inc | 28,188 | $448.5K | 0.00% | +6,869+32.2% | Added |
| Standard Life Aberdeen plc | 28,732 | $457.1K | 0.00% | +1,935+7.2% | Added |
| Intech Investment Management LLC | 29,316 | $466.4K | 0.00% | −5,510−15.8% | Reduced |
| CWM Advisors, LLC | 29,417 | $468.0K | 0.04% | −1,159−3.8% | Reduced |
| Toroso Investments, LLC | 29,559 | $470.3K | 0.00% | −3,316−10.1% | Reduced |
| Daiwa Securities Group Inc. | 30,562 | $486.0K | 0.00% | +1,285+4.4% | Added |
| Quantbot Technologies LP | 31,157 | $495.7K | 0.02% | −22,066−41.5% | Reduced |
| Boston Partners | 31,314 | $498.2K | 0.00% | −3,861−11.0% | Reduced |
| Janus Henderson Group PLC | 31,802 | $506.1K | 0.00% | 00.0% | Unchanged |
| Carnegie Lake Advisors LLC | 32,046 | $509.9K | 0.19% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 33,644 | $537.7K | 0.00% | −974−2.8% | Reduced |
| Teacher Retirement System of Texas | 33,805 | $537.8K | 0.00% | −33,859−50.0% | Reduced |
| Quadrant Capital Group LLC | 33,947 | $540.1K | 0.02% | −3,278−8.8% | Reduced |
| Penserra Capital Management LLC | 34,164 | $543.0K | 0.01% | +4,773+16.2% | Added |
| Cambria Investment Management, L.P. | 34,386 | $547.1K | 0.03% | +130.0% | Added |
| Evergreen Capital Management LLC | 34,806 | $553.8K | 0.01% | +34,806 | New |
| Globeflex Capital L P | 35,200 | $560.0K | 0.09% | 00.0% | Unchanged |
| Inceptionr LLC | 36,192 | $575.8K | 0.16% | +23,400+182.9% | Added |
| Creative Planning | 37,061 | $589.6K | 0.00% | +19,479+110.8% | Added |
| Vert Asset Management LLC | 37,247 | $592.6K | 0.20% | +1,564+4.4% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 37,292 | $593.3K | 0.00% | +341+0.9% | Added |
| Macquarie Group Ltd | 37,454 | $595.9K | 0.00% | +3,351+9.8% | Added |
| Amundi | 41,587 | $661.6K | 0.00% | +69+0.2% | Added |
| Keybank National Association | 42,287 | $672.8K | 0.00% | +17,306+69.3% | Added |
| State of Alaska, Department of Revenue | 43,865 | $697.0K | 0.01% | +995+2.3% | Added |
| Pensionfund DSM Netherlands | 43,900 | $698.0K | 0.46% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 46,461 | $739.2K | 0.03% | +46,461 | New |
| MetLife Investment Management | 46,979 | $747.4K | 0.00% | +1,213+2.7% | Added |
| Versor Investments LP | 47,500 | $755.7K | 0.12% | +28,000+143.6% | Added |
| Squarepoint Ops LLC | 48,420 | $770.4K | 0.00% | +6,966+16.8% | Added |
| Engineers Gate Manager LP | 50,592 | $804.9K | 0.01% | −1,315−2.5% | Reduced |
| Manufacturers Life Insurance Company, The | 52,020 | $827.6K | 0.00% | +435+0.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 63,765 | $1.01M | 0.00% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 66,265 | $1.05M | 0.84% | +6,900+11.6% | Added |
| Marshall Wace, LLP | 66,395 | $1.06M | 0.00% | +66,395 | New |
| Gamco Investors, Inc. Et Al | 66,900 | $1.06M | 0.01% | −2,000−2.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 69,335 | $1.10M | 0.00% | +2,377+3.5% | Added |
| Quest Partners LLC | 70,304 | $1.12M | 0.06% | −13,317−15.9% | Reduced |
| LDR Capital Management LLC | 70,859 | $1.13M | 1.56% | −29,838−29.6% | Reduced |
| Peapack Gladstone Financial Corp | 74,096 | $1.18M | 0.01% | 00.0% | Unchanged |
| EntryPoint Capital, LLC | 74,479 | $1.18M | 0.46% | −8,951−10.7% | Reduced |
| California State Teachers Retirement System | 78,474 | $1.25M | 0.00% | +60+0.1% | Added |
| Shufro Rose & Co LLC | 78,950 | $1.26M | 0.08% | −5,500−6.5% | Reduced |
| Stifel Financial Corp | 79,783 | $1.27M | 0.00% | −27,864−25.9% | Reduced |
| Two Sigma Advisers, LP | 80,800 | $1.29M | 0.00% | +80,800 | New |
| Quantinno Capital Management LP | 81,893 | $1.30M | 0.00% | +51,414+168.7% | Added |
| Caldwell Sutter Capital, Inc. | 84,023 | $1.34M | 0.57% | −4,000−4.5% | Reduced |
| Balyasny Asset Management LLC | 86,362 | $1.37M | 0.00% | −55,353−39.1% | Reduced |
| Qube Research & Technologies Ltd | 87,366 | $1.39M | 0.00% | −284,276−76.5% | Reduced |
| Hunter Perkins Capital Management, LLC | 87,620 | $1.39M | 0.32% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 89,013 | $1.42M | 0.00% | +3,228+3.8% | Added |
| Royal Bank of Canada | 90,422 | $1.44M | 0.00% | −30,937−25.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 91,470 | $1.46M | 0.00% | +6,075+7.1% | Added |
| Ameriprise Financial Inc | 94,982 | $1.51M | 0.00% | −36,219−27.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 95,375 | $1.52M | 0.00% | +2,010+2.2% | Added |
| GW Henssler & Associates Ltd | 96,368 | $1.53M | 0.07% | 00.0% | Unchanged |
| Uniplan Investment Counsel, Inc. | 97,037 | $1.54M | 0.16% | +97,037 | New |
| Price T Rowe Associates Inc | 97,373 | $1.55M | 0.00% | +13,520+16.1% | Added |
| Deutsche Bank AG | 103,663 | $1.65M | 0.00% | +5,747+5.9% | Added |
| Citadel Advisors LLC | 104,233 | $1.66M | 0.00% | +24,860+31.3% | Added |
| WealthTrust Axiom LLC | 108,530 | $1.73M | 0.44% | −200−0.2% | Reduced |
| Rhumbline Advisers | 108,661 | $1.73M | 0.00% | −14,377−11.7% | Reduced |
| Public Employees Retirement System of Ohio | 110,422 | $1.76M | 0.01% | −3,645−3.2% | Reduced |
| Two Sigma Investments, LP | 111,109 | $1.77M | 0.00% | +111,109 | New |
| Susquehanna Portfolio Strategies, LLC | 111,190 | $1.77M | 0.03% | +67,703+155.7% | Added |
| Silver Lake Advisory, LLC | 111,350 | $1.77M | 0.69% | −450−0.4% | Reduced |
| Nomura Asset Management Co Ltd | 118,700 | $1.89M | 0.00% | +5,000+4.4% | Added |
| SEI Investments Co | 121,165 | $1.93M | 0.00% | −20,502−14.5% | Reduced |
| Asset Management One Co.,Ltd. | 125,867 | $2.01M | 0.01% | +4,631+3.8% | Added |
| HSBC Holdings PLC | 130,125 | $2.07M | 0.00% | +25,436+24.3% | Added |
| Great West Life Assurance Co | 146,029 | $2.32M | 0.00% | +14,270+10.8% | Added |
| Wedge Capital Management L L P | 154,336 | $2.46M | 0.04% | +154,336 | New |