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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 2,150 | $34.2K | 0.00% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 2,056 | $32.7K | 0.00% | +456+28.5% | Added |
| Golden State Wealth Management, LLC | 2,000 | $31.8K | 0.00% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,832 | $29.1K | 0.00% | −2,087−53.3% | Reduced |
| Stone House Investment Management, LLC | 1,816 | $28.9K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,504 | $23.9K | 0.00% | +336+28.8% | Added |
| Hilton Head Capital Partners, LLC | 1,406 | $22.4K | 0.01% | +1,406 | New |
| GF Fund Management Co. Ltd. | 1,337 | $21.3K | 0.00% | −6−0.4% | Reduced |
| Spire Wealth Management | 1,300 | $20.7K | 0.00% | −3,680−73.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,111 | $17.7K | 0.00% | +1,109+55,450.0% | Added |
| Caitong International Asset Management Co., Ltd | 1,015 | $16.1K | 0.00% | +1,015 | New |
| Parallel Advisors, LLC | 958 | $15.2K | 0.00% | +928+3,093.3% | Added |
| International Assets Investment Management, LLC | 936 | $14.9K | 0.00% | +936 | New |
| Fifth Third Bancorp | 852 | $13.6K | 0.00% | +852 | New |
| CBIZ Investment Advisory Services, LLC | 842 | $13.4K | 0.00% | −265−23.9% | Reduced |
| Allworth Financial LP | 760 | $12.1K | 0.00% | +388+104.3% | Added |
| Group One Trading, L.P. | 700 | $11.1K | 0.00% | +700 | New |
| GAMMA Investing LLC | 693 | $11.0K | 0.00% | +143+26.0% | Added |
| Sound Income Strategies, LLC | 583 | $9.68K | 0.00% | +583 | New |
| Umb Bank N A | 592 | $9.42K | 0.00% | +592 | New |
| Cornerstone Planning Group LLC | 613 | $9.40K | 0.00% | +282+85.2% | Added |
| HHM Wealth Advisors, LLC | 577 | $9.18K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 528 | $8.40K | 0.00% | +335+173.6% | Added |
| Global Retirement Partners, LLC | 489 | $7.78K | 0.00% | +489 | New |
| Essential Partners LLC | 471 | $7.49K | 0.00% | +462+5,133.3% | Added |
| IFP Advisors, Inc | 440 | $7.00K | 0.00% | +383+671.9% | Added |
| Rothschild Investment LLC | 403 | $6.41K | 0.00% | +303+303.0% | Added |
| EverSource Wealth Advisors, LLC | 393 | $6.25K | 0.00% | +68+20.9% | Added |
| Smartleaf Asset Management LLC | 308 | $4.92K | 0.00% | −775−71.6% | Reduced |
| The PNC Financial Services Group, Inc. | 298 | $4.74K | 0.00% | +282+1,762.5% | Added |
| Huntington National Bank | 265 | $4.22K | 0.00% | +184+227.2% | Added |
| Capital Analysts, LLC | 241 | $4.00K | 0.00% | +241 | New |
| First Horizon Corp | 248 | $3.95K | 0.00% | −140−36.1% | Reduced |
| Los Angeles Capital Management LLC | 256 | $3.64K | 0.00% | +256 | New |
| MAI Capital Management | 193 | $3.07K | 0.00% | +43+28.7% | Added |
| Assetmark, Inc | 182 | $2.90K | 0.00% | −97−34.8% | Reduced |
| Parkside Financial Bank & Trust | 158 | $2.51K | 0.00% | −662−80.7% | Reduced |
| Bare Financial Services, Inc | 141 | $2.24K | 0.00% | +77+120.3% | Added |
| Aster Capital Management (DIFC) Ltd | 138 | $2.20K | 0.00% | −21,097−99.4% | Reduced |
| True Wealth Design, LLC | 122 | $1.94K | 0.00% | +113+1,255.6% | Added |
| Covestor Ltd | 65 | $1.00K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 62 | $987 | 0.00% | −27−30.3% | Reduced |
| WPG Advisers, LLC | 58 | $923 | 0.00% | −34−37.0% | Reduced |
| Picton Mahoney Asset Management | 56 | $891 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 54 | $859 | 0.00% | +54 | New |
| Retirement Wealth Solutions LLC | 52 | $821 | 0.00% | −47−47.5% | Reduced |
| Smallwood Wealth Investment Management, LLC | 47 | $747 | 0.00% | +21+80.8% | Added |
| Raffa Wealth Management, LLC | 37 | $589 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 35 | $557 | 0.00% | +35 | New |
| Ronald Blue Trust, Inc. | 22 | $350 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 18 | $286 | 0.00% | −483−96.4% | Reduced |
| Transamerica Financial Advisors, Inc. | 16 | $255 | 0.00% | +16 | New |
| Clearstead Advisors, LLC | 11 | $176 | 0.00% | +11 | New |
| National Bank of Canada | 3 | $47 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 3 | $40 | 0.00% | +3 | New |
| 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 |