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 |
|---|---|---|---|---|---|
| Panagora Asset Management Inc | 157,419 | $2.50M | 0.01% | −53,730−25.4% | Reduced |
| Swiss National Bank | 159,200 | $2.53M | 0.00% | +4,300+2.8% | Added |
| Barclays PLC | 166,624 | $2.65M | 0.00% | +4,865+3.0% | Added |
| Nuveen, LLC | 169,119 | $2.69M | 0.00% | −3,041−1.8% | Reduced |
| STRS Ohio | 172,500 | $2.74M | 0.01% | −97,600−36.1% | Reduced |
| North Star Investment Management Corp. | 176,615 | $2.81M | 0.18% | +1,534+0.9% | Added |
| Wedbush Securities Inc | 191,297 | $3.04M | 0.09% | −440.0% | Reduced |
| Deprince Race & Zollo Inc | 220,691 | $3.51M | 0.07% | +27,987+14.5% | Added |
| Envestnet Asset Management Inc | 231,760 | $3.69M | 0.00% | −71,124−23.5% | Reduced |
| Storebrand Asset Management AS | 233,108 | $3.71M | 0.01% | −1,450−0.6% | Reduced |
| Connors Investor Services Inc | 233,401 | $3.71M | 0.32% | +62,748+36.8% | Added |
| McIlrath & Eck, LLC | 241,158 | $3.84M | 0.36% | −15,779−6.1% | Reduced |
| Neuberger Berman Group LLC | 249,543 | $3.97M | 0.00% | −22,990−8.4% | Reduced |
| UBS Group AG | 257,976 | $4.10M | 0.00% | +19,803+8.3% | Added |
| Montag A & Associates Inc | 261,651 | $4.16M | 0.19% | −4,160−1.6% | Reduced |
| AQR Capital Management LLC | 280,973 | $4.47M | 0.00% | +227,382+424.3% | Added |
| JPMorgan Chase & Co | 283,909 | $4.52M | 0.00% | −45,616−13.8% | Reduced |
| Citigroup Inc | 372,275 | $5.92M | 0.00% | −387,968−51.0% | Reduced |
| State of Wisconsin Investment Board | 373,910 | $5.95M | 0.01% | +19,647+5.5% | Added |
| Legal & General Group Plc | 395,578 | $6.29M | 0.00% | +45,735+13.1% | Added |
| Cherokee Insurance Co | 395,724 | $6.30M | 2.55% | +5,729+1.5% | Added |
| Russell Investments Group, Ltd. | 397,422 | $6.32M | 0.01% | +9,036+2.3% | Added |
| Wells Fargo & Company | 403,718 | $6.42M | 0.00% | +42,655+11.8% | Added |
| UBS Asset Management Americas Inc | 420,874 | $6.70M | 0.00% | +420,874 | New |
| Bank of New York Mellon Corp | 431,475 | $6.86M | 0.00% | +82,900+23.8% | Added |
| State of New Jersey Common Pension Fund D | 465,189 | $7.40M | 0.03% | +20,190+4.5% | Added |
| Morgan Stanley | 467,563 | $7.44M | 0.00% | −130,031−21.8% | Reduced |
| Kennedy Capital Management, Inc. | 597,144 | $9.50M | 0.20% | +61,111+11.4% | Added |
| Invesco Ltd. | 602,771 | $9.59M | 0.00% | +401,990+200.2% | Added |
| Pacific Heights Asset Management LLC | 650,000 | $10.3M | 0.39% | +250,000+62.5% | Added |
| APG Asset Management US Inc. | 679,926 | $10.8M | 0.08% | +196,810+40.7% | Added |
| First Eagle Investment Management, LLC | 716,419 | $11.4M | 0.02% | +46,000+6.9% | Added |
| Schroder Investment Management Group | 745,056 | $11.9M | 0.01% | +745,056 | New |
| Raymond James Financial Inc | 937,969 | $14.9M | 0.00% | −7,522−0.8% | Reduced |
| Northern Trust Corp | 969,724 | $15.4M | 0.00% | −88,943−8.4% | Reduced |
| Point72 Asset Management, L.P. | 1,008,065 | $16.0M | 0.03% | +972,719+2,752.0% | Added |
| Bank of America Corp | 1,094,925 | $17.4M | 0.00% | +29,036+2.7% | Added |
| Dimensional Fund Advisors LP | 1,132,805 | $18.0M | 0.00% | −29,687−2.6% | Reduced |
| William Blair Investment Management, LLC | 1,133,066 | $18.0M | 0.05% | −523,736−31.6% | Reduced |
| Copeland Capital Management, LLC | 1,149,834 | $18.3M | 0.41% | −442,710−27.8% | Reduced |
| American Century Companies Inc | 1,185,562 | $18.9M | 0.01% | −1,146,935−49.2% | Reduced |
| Charles Schwab Investment Management Inc | 1,220,448 | $19.4M | 0.00% | +39,991+3.4% | Added |
| Alliancebernstein L.P. | 1,238,877 | $19.7M | 0.01% | +428,700+52.9% | Added |
| Jennison Associates LLC | 1,355,600 | $21.6M | 0.01% | −232,676−14.6% | Reduced |
| SG Americas Securities, LLC | 1,493,476 | $23.8M | 0.03% | +1,288,703+629.3% | Added |
| D.A. Davidson & Co. | 1,700,296 | $27.1M | 0.17% | +229,541+15.6% | Added |
| Private Management Group Inc | 1,842,229 | $29.3M | 0.85% | +162,049+9.6% | Added |
| Goldman Sachs Group Inc | 1,865,018 | $29.7M | 0.00% | +980,043+110.7% | Added |
| Geode Capital Management, LLC | 2,072,652 | $33.0M | 0.00% | +16,978+0.8% | Added |
| Capital Research Global Investors | 2,607,487 | $41.5M | 0.01% | −1,063,816−29.0% | Reduced |
| State Street Corp | 3,488,250 | $55.5M | 0.00% | −26,881−0.8% | Reduced |
| FMR LLC | 3,600,575 | $57.3M | 0.00% | +873,186+32.0% | Added |
| T. Rowe Price Investment Management, Inc. | 4,386,288 | $69.8M | 0.04% | +237,609+5.7% | Added |
| BlackRock, Inc. | 8,030,917 | $127.8M | 0.00% | +346,684+4.5% | Added |
| Vanguard Group Inc | 8,128,983 | $129.3M | 0.00% | +144,368+1.8% | Added |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −437,000−100.0% | Sold out |
| Franklin Resources Inc | 0 | $0 | 0.00% | −176,677−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −171,142−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −151,471−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −100,631−100.0% | Sold out |
| Anson Funds Management LP | 0 | $0 | 0.00% | −100,000−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −72,988−100.0% | Sold out |
| Connor, Clark & Lunn Investment Management Ltd. | 0 | $0 | 0.00% | −48,936−100.0% | Sold out |
| Koshinski Asset Management, Inc. | 0 | $0 | 0.00% | −40,531−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −37,479−100.0% | Sold out |
| Clear Creek Financial Management, LLC | 0 | $0 | 0.00% | −35,936−100.0% | Sold out |
| Graham Capital Management, L.P. | 0 | $0 | 0.00% | −29,708−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −29,292−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −27,726−100.0% | Sold out |
| Oxford Asset Management LLP | 0 | $0 | 0.00% | −25,524−100.0% | Sold out |
| PharVision Advisers, LLC | 0 | $0 | 0.00% | −21,357−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −20,649−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −19,229−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −16,440−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −15,737−100.0% | Sold out |
| Crestwood Advisors Group LLC | 0 | $0 | 0.00% | −13,872−100.0% | Sold out |
| NJ State Employees Deferred Compensation Plan | 0 | $0 | 0.00% | −13,400−100.0% | Sold out |
| Mesirow Financial Investment Management, Inc. | 0 | $0 | 0.00% | −13,105−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −12,789−100.0% | Sold out |
| M&G Plc | 0 | $0 | 0.00% | −12,000−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −11,119−100.0% | Sold out |
| Personal Cfo Solutions, LLC | 0 | $0 | 0.00% | −10,564−100.0% | Sold out |
| Prudential Financial Inc | 0 | $0 | 0.00% | −10,100−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −8,183−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −4,099−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −3,902−100.0% | Sold out |
| Cloud Capital Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −1,485−100.0% | Sold out |
| Pathway Financial Advisers, LLC | 0 | $0 | 0.00% | −1,366−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −727−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −669−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −507−100.0% | Sold out |
| Principal Securities, Inc. | 0 | $0 | 0.00% | −454−100.0% | Sold out |
| Brown Brothers Harriman & Co | 0 | $0 | 0.00% | −236−100.0% | Sold out |
| Optiver Holding B.V. | 0 | $0 | 0.00% | −214−100.0% | Sold out |
| Steward Partners Investment Advisory, LLC | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Private Wealth Management Group, LLC | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Breakwater Investment Management | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Fortitude Family Office, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | – | – | – | – | Not filed |