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 |
|---|---|---|---|---|---|
| Dark Forest Capital Management LP | 46,461 | $739.2K | 0.03% | +46,461 | New |
| Pensionfund DSM Netherlands | 43,900 | $698.0K | 0.46% | 00.0% | Unchanged |
| State of Alaska, Department of Revenue | 43,865 | $697.0K | 0.01% | +995+2.3% | Added |
| Keybank National Association | 42,287 | $672.8K | 0.00% | +17,306+69.3% | Added |
| Amundi | 41,587 | $661.6K | 0.00% | +69+0.2% | Added |
| Macquarie Group Ltd | 37,454 | $595.9K | 0.00% | +3,351+9.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 37,292 | $593.3K | 0.00% | +341+0.9% | Added |
| Vert Asset Management LLC | 37,247 | $592.6K | 0.20% | +1,564+4.4% | Added |
| Creative Planning | 37,061 | $589.6K | 0.00% | +19,479+110.8% | Added |
| Inceptionr LLC | 36,192 | $575.8K | 0.16% | +23,400+182.9% | Added |
| Globeflex Capital L P | 35,200 | $560.0K | 0.09% | 00.0% | Unchanged |
| Evergreen Capital Management LLC | 34,806 | $553.8K | 0.01% | +34,806 | New |
| Cambria Investment Management, L.P. | 34,386 | $547.1K | 0.03% | +130.0% | Added |
| Penserra Capital Management LLC | 34,164 | $543.0K | 0.01% | +4,773+16.2% | Added |
| Quadrant Capital Group LLC | 33,947 | $540.1K | 0.02% | −3,278−8.8% | Reduced |
| Teacher Retirement System of Texas | 33,805 | $537.8K | 0.00% | −33,859−50.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 33,644 | $537.7K | 0.00% | −974−2.8% | Reduced |
| Carnegie Lake Advisors LLC | 32,046 | $509.9K | 0.19% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 31,802 | $506.1K | 0.00% | 00.0% | Unchanged |
| Boston Partners | 31,314 | $498.2K | 0.00% | −3,861−11.0% | Reduced |
| Quantbot Technologies LP | 31,157 | $495.7K | 0.02% | −22,066−41.5% | Reduced |
| Daiwa Securities Group Inc. | 30,562 | $486.0K | 0.00% | +1,285+4.4% | Added |
| Toroso Investments, LLC | 29,559 | $470.3K | 0.00% | −3,316−10.1% | Reduced |
| CWM Advisors, LLC | 29,417 | $468.0K | 0.04% | −1,159−3.8% | Reduced |
| Intech Investment Management LLC | 29,316 | $466.4K | 0.00% | −5,510−15.8% | Reduced |
| Standard Life Aberdeen plc | 28,732 | $457.1K | 0.00% | +1,935+7.2% | Added |
| Mercer Global Advisors Inc | 28,188 | $448.5K | 0.00% | +6,869+32.2% | Added |
| VARCOV Co. | 27,274 | $433.9K | 0.17% | +27,274 | New |
| Thrivent Financial for Lutherans | 27,155 | $432.0K | 0.00% | +27,155 | New |
| Susquehanna Fundamental Investments, LLC | 27,136 | $431.7K | 0.01% | −511−1.8% | Reduced |
| LPL Financial LLC | 26,739 | $425.4K | 0.00% | −637−2.3% | Reduced |
| Susquehanna International Group, LLP | 25,876 | $411.7K | 0.00% | +8,684+50.5% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 25,809 | $410.6K | 0.00% | 00.0% | Unchanged |
| Pensionfund Sabic | 24,564 | $391.0K | 0.11% | 00.0% | Unchanged |
| Millennium Management LLC | 22,560 | $358.9K | 0.00% | −6,105−21.3% | Reduced |
| Arizona State Retirement System | 22,476 | $357.6K | 0.00% | −1,158−4.9% | Reduced |
| New York State Common Retirement Fund | 22,214 | $353.4K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 21,944 | $349.1K | 0.00% | −5,756−20.8% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 21,686 | $345.0K | 0.00% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 21,573 | $343.2K | 0.00% | +595+2.8% | Added |
| Van Eck Associates Corp | 21,466 | $342.0K | 0.00% | +2,118+10.9% | Added |
| Meixler Investment Management, Ltd. | 21,100 | $335.7K | 0.20% | +1,825+9.5% | Added |
| Easterly Investment Partners LLC | 20,875 | $332.1K | 0.02% | +20,875 | New |
| BCO Wealth Management LLC | 19,954 | $317.5K | 0.19% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 19,763 | $314.4K | 0.05% | −10,732−35.2% | Reduced |
| Metis Global Partners, LLC | 19,157 | $304.8K | 0.01% | +1,523+8.6% | Added |
| Cetera Investment Advisers | 18,535 | $294.9K | 0.00% | −4,752−20.4% | Reduced |
| Hazelview Securities Inc. | 18,360 | $291.9K | 0.06% | +7,080+62.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 18,060 | $290.4K | 0.00% | +18,060 | New |
| KLP Kapitalforvaltning AS | 18,200 | $289.6K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,713 | $281.8K | 0.00% | +5,557+45.7% | Added |
| Public Employees Retirement Association of Colorado | 17,636 | $281.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,656 | $280.9K | 0.00% | 00.0% | Unchanged |
| State Board of Administration of Florida Retirement System | 15,909 | $253.1K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 15,900 | $253.0K | 0.00% | −4,800−23.2% | Reduced |
| Capital Square, LLC | 15,807 | $251.5K | 0.13% | +15,807 | New |
| BFSG, LLC | 15,605 | $248.3K | 0.02% | +1,290+9.0% | Added |
| Gilder Gagnon Howe & Co LLC | 15,074 | $239.8K | 0.00% | +15,074 | New |
| Delta Financial Advisors LLC | 15,000 | $238.7K | 0.06% | 00.0% | Unchanged |
| Mariner, LLC | 14,938 | $237.6K | 0.00% | +14,938 | New |
| Voya Investment Management LLC | 14,821 | $235.8K | 0.00% | −199−1.3% | Reduced |
| ProShare Advisors LLC | 14,676 | $233.5K | 0.00% | +1,072+7.9% | Added |
| Snowden Capital Advisors LLC | 14,378 | $228.8K | 0.01% | −6,881−32.4% | Reduced |
| Alps Advisors Inc | 13,732 | $218.5K | 0.00% | −6,770−33.0% | Reduced |
| Pathstone Holdings, LLC | 13,500 | $214.8K | 0.00% | −12,549−48.2% | Reduced |
| Advisor Group Holdings, Inc. | 13,399 | $213.2K | 0.00% | +3,349+33.3% | Added |
| CWM, LLC | 13,037 | $207.0K | 0.00% | +11,882+1,028.7% | Added |
| NewEdge Wealth, LLC | 12,913 | $205.4K | 0.00% | +12,913 | New |
| IFM Investors Pty Ltd | 12,812 | $204.0K | 0.00% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 12,528 | $199.3K | 0.03% | −2,013−13.8% | Reduced |
| Samalin Investment Counsel, LLC | 12,487 | $198.7K | 0.07% | −4,801−27.8% | Reduced |
| Allianz Asset Management GmbH | 12,073 | $192.1K | 0.00% | −1,621−11.8% | Reduced |
| Bessemer Group Inc | 11,737 | $187.0K | 0.00% | −3,900−24.9% | Reduced |
| Yoffe Investment Management, LLC | 11,612 | $184.7K | 0.24% | 00.0% | Unchanged |
| Wealthcare Advisory Partners LLC | 11,446 | $182.1K | 0.00% | −2,461−17.7% | Reduced |
| Nissay Asset Management Corp | 11,370 | $180.9K | 0.00% | +452+4.1% | Added |
| Firestone Capital Management | 11,297 | $179.7K | 0.04% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,251 | $179.0K | 0.00% | +11,251 | New |
| First Trust Advisors LP | 11,053 | $175.9K | 0.00% | −191−1.7% | Reduced |
| Pictet Asset Management Holding SA | 10,996 | $174.9K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 10,644 | $169.3K | 0.00% | +10,644 | New |
| Guggenheim Capital LLC | 10,521 | $167.4K | 0.00% | +10,521 | New |
| Stockman Wealth Management, Inc. | 10,000 | $159.1K | 0.02% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 8,961 | $142.6K | 0.00% | −3,078−25.6% | Reduced |
| Bard Associates Inc | 8,450 | $134.4K | 0.03% | −20,210−70.5% | Reduced |
| Ameritas Investment Partners, Inc. | 6,644 | $105.7K | 0.00% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 6,416 | $102.1K | 0.00% | +1,430+28.7% | Added |
| Jones Financial Companies LLLP | 6,081 | $96.8K | 0.00% | +352+6.1% | Added |
| AlphaCore Capital LLC | 5,703 | $90.7K | 0.00% | +260+4.8% | Added |
| Kestra Advisory Services, LLC | 5,236 | $83.3K | 0.00% | +5,236 | New |
| Versant Capital Management, Inc | 4,223 | $67.2K | 0.01% | +3,728+753.1% | Added |
| Tower Research Capital LLC (TRC) | 3,965 | $63.1K | 0.00% | −3,561−47.3% | Reduced |
| Signaturefd, LLC | 3,588 | $57.1K | 0.00% | +1,894+111.8% | Added |
| Creative Financial Designs Inc | 3,495 | $55.6K | 0.00% | +1,720+96.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,206 | $51.0K | 0.00% | +6+0.2% | Added |
| Danske Bank A/S | 3,100 | $49.3K | 0.00% | +3,100 | New |
| KBC Group NV | 3,005 | $48.0K | 0.00% | 00.0% | Unchanged |
| Amalgamated Bank | 2,524 | $40.0K | 0.00% | +20+0.8% | Added |
| US Bancorp | 2,380 | $37.9K | 0.00% | +24+1.0% | Added |
| Mirae Asset Global Investments Co., Ltd. | 2,358 | $37.5K | 0.00% | +608+34.7% | Added |