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 |
|---|---|---|---|---|---|
| Covestor Ltd | 5 | $0 | 0.00% | −60−92.3% | Reduced |
| Hughes Financial Services, LLC | 1 | $14 | 0.00% | +1 | New |
| Dunhill Financial, LLC | 2 | $36 | 0.00% | −1−33.3% | Reduced |
| GHP Investment Advisors, Inc. | 3 | $44 | 0.00% | +3 | New |
| Bogart Wealth, LLC | 9 | $130 | 0.00% | +9 | New |
| Ronald Blue Trust, Inc. | 22 | $317 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 27 | $390 | 0.00% | −988−97.3% | Reduced |
| MidFirst Bank | 35 | $505 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $534 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 47 | $678 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 48 | $687 | 0.00% | −4−7.7% | Reduced |
| Root Financial Partners, LLC | 48 | $693 | 0.00% | +48 | New |
| Pinnacle Wealth Planning Services, Inc. | 54 | $779 | 0.00% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 56 | $808 | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 65 | $938 | 0.00% | +7+12.1% | Added |
| Danske Bank A/S | 100 | $1.44K | 0.00% | −3,000−96.8% | Reduced |
| Group One Trading, L.P. | 100 | $1.44K | 0.00% | −600−85.7% | Reduced |
| Bare Financial Services, Inc | 109 | $1.57K | 0.00% | −32−22.7% | Reduced |
| True Wealth Design, LLC | 112 | $1.62K | 0.00% | −10−8.2% | Reduced |
| Larson Financial Group LLC | 145 | $2.09K | 0.00% | +127+705.6% | Added |
| Parkside Financial Bank & Trust | 158 | $2.28K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 183 | $2.64K | 0.00% | +1+0.5% | Added |
| Capital Analysts, LLC | 183 | $3.00K | 0.00% | −58−24.1% | Reduced |
| Huntington National Bank | 213 | $3.07K | 0.00% | −52−19.6% | Reduced |
| Brown Brothers Harriman & Co | 233 | $3.36K | 0.00% | +233 | New |
| The PNC Financial Services Group, Inc. | 253 | $3.65K | 0.00% | −45−15.1% | Reduced |
| Los Angeles Capital Management LLC | 256 | $3.69K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 266 | $3.84K | 0.00% | +266 | New |
| Owl Creek Wealth Partners LLC | 290 | $4.18K | 0.00% | +290 | New |
| Zions Bancorporation, National Association | 307 | $4.43K | 0.00% | +307 | New |
| Smartleaf Asset Management LLC | 308 | $4.43K | 0.00% | 00.0% | Unchanged |
| Quarry LP | 351 | $5.07K | 0.00% | +351 | New |
| Rothschild Investment LLC | 363 | $5.24K | 0.00% | −40−9.9% | Reduced |
| GAMMA Investing LLC | 372 | $5.37K | 0.00% | −321−46.3% | Reduced |
| MAI Capital Management | 373 | $5.38K | 0.00% | +180+93.3% | Added |
| Ares Financial Consulting, LLC | 416 | $6.08K | 0.00% | +416 | New |
| EverSource Wealth Advisors, LLC | 440 | $6.35K | 0.00% | +47+12.0% | Added |
| First Horizon Corp | 444 | $6.41K | 0.00% | +196+79.0% | Added |
| IFP Advisors, Inc | 456 | $6.58K | 0.00% | +16+3.6% | Added |
| Sterling Capital Management LLC | 521 | $7.52K | 0.00% | −7−1.3% | Reduced |
| Essential Partners LLC | 540 | $7.79K | 0.00% | +69+14.6% | Added |
| HHM Wealth Advisors, LLC | 577 | $8.33K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 533 | $8.37K | 0.00% | −80−13.1% | Reduced |
| Sound Income Strategies, LLC | 583 | $8.52K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 592 | $8.54K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 663 | $9.57K | 0.00% | −295−30.8% | Reduced |
| Allworth Financial LP | 704 | $10.2K | 0.00% | −56−7.4% | Reduced |
| Fifth Third Bancorp | 726 | $10.5K | 0.00% | −126−14.8% | Reduced |
| Prosperity Bancshares Inc | 885 | $12.8K | 0.01% | +885 | New |
| International Assets Investment Management, LLC | 911 | $13.3K | 0.00% | −25−2.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,000 | $14.4K | 0.00% | −111−10.0% | Reduced |
| Exchange Traded Concepts, LLC | 1,007 | $14.5K | 0.00% | +1,007 | New |
| Advisory Services Network, LLC | 1,104 | $15.9K | 0.00% | +1,104 | New |
| Farther Finance Advisors, LLC | 1,121 | $16.4K | 0.00% | −383−25.5% | Reduced |
| GF Fund Management Co. Ltd. | 1,235 | $17.8K | 0.00% | −102−7.6% | Reduced |
| Hilton Head Capital Partners, LLC | 1,323 | $19.1K | 0.01% | −83−5.9% | Reduced |
| Loomis Sayles & Co L P | 1,471 | $21.2K | 0.00% | +1,471 | New |
| SRS Capital Advisors, Inc. | 1,592 | $23.0K | 0.00% | −240−13.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 1,667 | $24.1K | 0.00% | −691−29.3% | Reduced |
| Stone House Investment Management, LLC | 1,816 | $26.2K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,918 | $27.7K | 0.00% | +1,918 | New |
| Golden State Wealth Management, LLC | 2,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,107 | $30.4K | 0.00% | −273−11.5% | Reduced |
| NBC Securities, Inc. | 2,150 | $31.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,247 | $32.4K | 0.00% | −1,976−46.8% | Reduced |
| KBC Group NV | 3,005 | $43.0K | 0.00% | 00.0% | Unchanged |
| Clear Street Markets LLC | 3,160 | $45.6K | 0.02% | +3,160 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,329 | $48.0K | 0.00% | +123+3.8% | Added |
| Signaturefd, LLC | 3,342 | $48.2K | 0.00% | −246−6.9% | Reduced |
| Rockefeller Capital Management L.P. | 4,600 | $66.4K | 0.00% | +2,544+123.7% | Added |
| Creative Financial Designs Inc | 4,930 | $71.1K | 0.00% | +1,435+41.1% | Added |
| Nisa Investment Advisors, LLC | 5,096 | $73.5K | 0.00% | −3,865−43.1% | Reduced |
| AlphaCore Capital LLC | 5,815 | $83.9K | 0.00% | +112+2.0% | Added |
| Jones Financial Companies LLLP | 6,038 | $86.4K | 0.00% | −43−0.7% | Reduced |
| Ameritas Investment Partners, Inc. | 6,644 | $95.9K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 7,515 | $108.5K | 0.00% | −5,884−43.9% | Reduced |
| Tower Research Capital LLC (TRC) | 7,632 | $110.1K | 0.00% | +3,667+92.5% | Added |
| Bard Associates Inc | 8,450 | $121.9K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,527 | $137.5K | 0.00% | +3,111+48.5% | Added |
| Stockman Wealth Management, Inc. | 10,000 | $144.3K | 0.02% | 00.0% | Unchanged |
| Crossingbridge Advisors, LLC | 10,000 | $144.3K | 0.03% | +10,000 | New |
| AlphaCentric Advisors LLC | 10,000 | $144.3K | 0.14% | +10,000 | New |
| Inscription Capital, LLC | 10,188 | $147.0K | 0.02% | +10,188 | New |
| Fox Run Management, L.L.C. | 10,444 | $150.4K | 0.03% | −9,319−47.2% | Reduced |
| Mariner, LLC | 10,434 | $150.6K | 0.00% | −4,504−30.2% | Reduced |
| Abel Hall, LLC | 10,434 | $150.6K | 0.03% | +10,434 | New |
| Snowden Capital Advisors LLC | 10,930 | $157.7K | 0.00% | −3,448−24.0% | Reduced |
| Pictet Asset Management Holding SA | 10,996 | $158.7K | 0.00% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,489 | $165.8K | 0.00% | −2,011−14.9% | Reduced |
| Yoffe Investment Management, LLC | 11,612 | $167.6K | 0.21% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,645 | $168.0K | 0.00% | −3,031−20.7% | Reduced |
| Bessemer Group Inc | 11,737 | $169.0K | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 11,829 | $170.7K | 0.00% | +578+5.1% | Added |
| Wealthcare Advisory Partners LLC | 11,836 | $170.8K | 0.00% | +390+3.4% | Added |
| Nissay Asset Management Corp | 11,840 | $170.9K | 0.00% | +470+4.1% | Added |
| Allianz Asset Management GmbH | 12,229 | $176.5K | 0.00% | +156+1.3% | Added |
| Prudential Financial Inc | 12,538 | $180.9K | 0.00% | +12,538 | New |
| IFM Investors Pty Ltd | 12,812 | $184.9K | 0.00% | 00.0% | Unchanged |
| XTX Topco Ltd | 13,197 | $190.4K | 0.00% | +13,197 | New |
| Guggenheim Capital LLC | 13,419 | $193.6K | 0.00% | +2,898+27.5% | Added |