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, Q1 2026
Institutional positions in Umh Properties, Inc. as of Mar 31, 2026. 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
- 269
- +16 vs. Q4 2025
- Shares held
- 67.0M
- +5.61M (+9.2%) vs. Q4 2025
- Total value
- $968.2M
- −$8.08M (−0.8%) vs. Q4 2025
- New holders
- 40
- 83 more added
- Sold out
- 24
- 105 more reduced
2 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 7,918,084 | $114.3M | 0.00% | −112,833−1.4% | Reduced |
| Vanguard Portfolio Management LLC | 4,081,405 | $58.9M | 0.00% | +4,081,405 | New |
| FMR LLC | 3,728,880 | $53.8M | 0.00% | +128,305+3.6% | Added |
| T. Rowe Price Investment Management, Inc. | 3,673,293 | $53.0M | 0.04% | −712,995−16.3% | Reduced |
| State Street Corp | 3,508,418 | $50.6M | 0.00% | +20,168+0.6% | Added |
| Vanguard Capital Management LLC | 3,383,147 | $48.8M | 0.00% | +3,383,147 | New |
| Capital Research Global Investors | 2,607,487 | $37.6M | 0.01% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 2,305,792 | $33.3M | 0.00% | +440,774+23.6% | Added |
| Geode Capital Management, LLC | 2,131,198 | $30.8M | 0.00% | +58,546+2.8% | Added |
| Private Management Group Inc | 1,937,107 | $28.0M | 0.80% | +94,878+5.2% | Added |
| D.A. Davidson & Co. | 1,771,311 | $25.6M | 0.15% | +71,015+4.2% | Added |
| Alliancebernstein L.P. | 1,201,366 | $19.1M | 0.01% | −37,511−3.0% | Reduced |
| Charles Schwab Investment Management Inc | 1,242,647 | $17.9M | 0.00% | +22,199+1.8% | Added |
| Dimensional Fund Advisors LP | 1,175,769 | $17.0M | 0.00% | +42,964+3.8% | Added |
| William Blair Investment Management, LLC | 1,169,982 | $16.9M | 0.06% | +36,916+3.3% | Added |
| Copeland Capital Management, LLC | 1,130,858 | $16.3M | 0.36% | −18,976−1.7% | Reduced |
| Bank of America Corp | 1,026,424 | $14.8M | 0.00% | −68,501−6.3% | Reduced |
| SG Americas Securities, LLC | 988,065 | $14.3M | 0.02% | −505,411−33.8% | Reduced |
| Raymond James Financial Inc | 971,433 | $14.0M | 0.00% | +33,464+3.6% | Added |
| Northern Trust Corp | 940,092 | $13.6M | 0.00% | −29,632−3.1% | Reduced |
| Jennison Associates LLC | 933,034 | $13.5M | 0.01% | −422,566−31.2% | Reduced |
| Two Sigma Investments, LP | 813,216 | $11.7M | 0.01% | +702,107+631.9% | Added |
| First Eagle Investment Management, LLC | 764,919 | $11.0M | 0.02% | +48,500+6.8% | Added |
| Schroder Investment Management Group | 738,848 | $10.6M | 0.01% | −6,208−0.8% | Reduced |
| Invesco Ltd. | 679,108 | $9.80M | 0.00% | +76,337+12.7% | Added |
| Pacific Heights Asset Management LLC | 650,000 | $9.38M | 0.31% | 00.0% | Unchanged |
| Kennedy Capital Management, Inc. | 595,476 | $8.59M | 0.18% | −1,668−0.3% | Reduced |
| Vanguard Fiduciary Trust Co | 568,507 | $8.20M | 0.00% | +568,507 | New |
| Morgan Stanley | 481,554 | $6.95M | 0.00% | +13,991+3.0% | Added |
| State of New Jersey Common Pension Fund D | 458,770 | $6.62M | 0.03% | −6,419−1.4% | Reduced |
| Citigroup Inc | 435,766 | $6.29M | 0.00% | +63,491+17.1% | Added |
| Bank of New York Mellon Corp | 421,924 | $6.09M | 0.00% | −9,551−2.2% | Reduced |
| UBS Asset Management Americas Inc | 420,706 | $6.07M | 0.00% | −1680.0% | Reduced |
| Cherokee Insurance Co | 409,004 | $5.90M | 2.24% | +13,280+3.4% | Added |
| Russell Investments Group, Ltd. | 388,832 | $5.61M | 0.01% | −8,590−2.2% | Reduced |
| Legal & General Group Plc | 346,792 | $5.00M | 0.00% | −48,786−12.3% | Reduced |
| State of Wisconsin Investment Board | 344,118 | $4.97M | 0.01% | −29,792−8.0% | Reduced |
| Wells Fargo & Company | 343,324 | $4.95M | 0.00% | −60,394−15.0% | Reduced |
| Citadel Advisors LLC | 303,800 | $4.38M | 0.00% | +199,567+191.5% | Added |
| UBS Group AG | 303,776 | $4.38M | 0.00% | +45,800+17.8% | Added |
| AQR Capital Management LLC | 289,703 | $4.18M | 0.00% | +8,730+3.1% | Added |
| JPMorgan Chase & Co | 280,296 | $4.04M | 0.00% | −3,613−1.3% | Reduced |
| Montag A & Associates Inc | 261,651 | $3.78M | 0.18% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 244,516 | $3.53M | 0.00% | −5,027−2.0% | Reduced |
| Connors Investor Services Inc | 238,637 | $3.44M | 0.32% | +5,236+2.2% | Added |
| Envestnet Asset Management Inc | 214,456 | $3.09M | 0.00% | −17,304−7.5% | Reduced |
| Millennium Management LLC | 210,880 | $3.04M | 0.00% | +188,320+834.8% | Added |
| Storebrand Asset Management AS | 198,900 | $2.87M | 0.01% | −34,208−14.7% | Reduced |
| Point72 Asset Management, L.P. | 191,252 | $2.76M | 0.00% | −816,813−81.0% | Reduced |
| Wedbush Securities Inc | 187,758 | $2.71M | 0.08% | −3,539−1.9% | Reduced |
| ExodusPoint Capital Management, LP | 184,223 | $2.66M | 0.03% | +184,223 | New |
| Nuveen, LLC | 171,815 | $2.48M | 0.00% | +2,696+1.6% | Added |
| Deprince Race & Zollo Inc | 169,431 | $2.44M | 0.05% | −51,260−23.2% | Reduced |
| North Star Investment Management Corp. | 168,020 | $2.42M | 0.15% | −8,595−4.9% | Reduced |
| Wedge Capital Management L L P | 167,410 | $2.42M | 0.04% | +13,074+8.5% | Added |
| Swiss National Bank | 159,200 | $2.30M | 0.00% | 00.0% | Unchanged |
| Great West Life Assurance Co | 150,562 | $2.18M | 0.00% | +4,533+3.1% | Added |
| HSBC Holdings PLC | 140,232 | $2.02M | 0.00% | +10,107+7.8% | Added |
| McIlrath & Eck, LLC | 137,878 | $1.99M | 0.15% | −103,280−42.8% | Reduced |
| SEI Investments Co | 133,726 | $1.93M | 0.00% | +12,561+10.4% | Added |
| Asset Management One Co.,Ltd. | 127,547 | $1.84M | 0.01% | +1,680+1.3% | Added |
| Nomura Asset Management Co Ltd | 125,400 | $1.81M | 0.00% | +6,700+5.6% | Added |
| D. E. Shaw & Co., Inc. | 125,335 | $1.81M | 0.00% | +125,335 | New |
| Price T Rowe Associates Inc | 112,935 | $1.63M | 0.00% | +15,562+16.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 112,630 | $1.63M | 0.00% | +17,255+18.1% | Added |
| Rhumbline Advisers | 108,382 | $1.56M | 0.00% | −279−0.3% | Reduced |
| Silver Lake Advisory, LLC | 108,330 | $1.56M | 0.62% | −3,020−2.7% | Reduced |
| WealthTrust Axiom LLC | 108,030 | $1.56M | 0.38% | −500−0.5% | Reduced |
| Jane Street Group, LLC | 107,162 | $1.55M | 0.00% | +107,162 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 104,883 | $1.51M | 0.00% | +35,548+51.3% | Added |
| Ameriprise Financial Inc | 103,259 | $1.49M | 0.00% | +8,277+8.7% | Added |
| Lazard Asset Management LLC | 99,506 | $1.44M | 0.00% | +10,493+11.8% | Added |
| STRS Ohio | 99,500 | $1.44M | 0.01% | −73,000−42.3% | Reduced |
| Deutsche Bank AG | 98,102 | $1.42M | 0.00% | −5,561−5.4% | Reduced |
| GW Henssler & Associates Ltd | 96,368 | $1.39M | 0.07% | 00.0% | Unchanged |
| American Century Companies Inc | 93,160 | $1.34M | 0.00% | −1,092,402−92.1% | Reduced |
| Public Employees Retirement System of Ohio | 91,641 | $1.32M | 0.00% | −18,781−17.0% | Reduced |
| Uniplan Investment Counsel, Inc. | 90,824 | $1.31M | 0.13% | −6,213−6.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 90,725 | $1.31M | 0.00% | −745−0.8% | Reduced |
| Pensionfund DSM Netherlands | 88,900 | $1.28M | 0.74% | +45,000+102.5% | Added |
| Squarepoint Ops LLC | 88,821 | $1.28M | 0.00% | +40,401+83.4% | Added |
| Hunter Perkins Capital Management, LLC | 88,317 | $1.27M | 0.30% | +697+0.8% | Added |
| First Trust Advisors LP | 87,881 | $1.27M | 0.00% | +76,828+695.1% | Added |
| Royal Bank of Canada | 86,710 | $1.25M | 0.00% | −3,712−4.1% | Reduced |
| Caldwell Sutter Capital, Inc. | 83,023 | $1.20M | 0.49% | −1,000−1.2% | Reduced |
| Shufro Rose & Co LLC | 78,150 | $1.13M | 0.08% | −800−1.0% | Reduced |
| California State Teachers Retirement System | 77,874 | $1.12M | 0.00% | −600−0.8% | Reduced |
| Quantinno Capital Management LP | 77,463 | $1.12M | 0.00% | −4,430−5.4% | Reduced |
| Stifel Financial Corp | 77,380 | $1.12M | 0.00% | −2,403−3.0% | Reduced |
| Tudor Investment Corp Et Al | 75,542 | $1.09M | 0.01% | +75,542 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70,496 | $1.02M | 0.00% | +6,731+10.6% | Added |
| Vanguard Investments Australia, Ltd. | 69,345 | $1.00M | 0.00% | +69,345 | New |
| Susquehanna Portfolio Strategies, LLC | 67,642 | $976.1K | 0.01% | −43,548−39.2% | Reduced |
| Gamco Investors, Inc. Et Al | 66,900 | $965.4K | 0.01% | 00.0% | Unchanged |
| Ulland Investment Advisors, LLC | 66,215 | $955.0K | 0.82% | −50−0.1% | Reduced |
| Barclays PLC | 63,489 | $916.1K | 0.00% | −103,135−61.9% | Reduced |
| Amundi | 60,547 | $873.7K | 0.00% | +18,960+45.6% | Added |
| Dark Forest Capital Management LP | 60,402 | $871.6K | 0.08% | +13,941+30.0% | Added |
| HRT Financial LP | 54,777 | $790.0K | 0.00% | +54,777 | New |
| Gsa Capital Partners LLP | 54,700 | $789.0K | 0.05% | +54,700 | New |