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 |
|---|---|---|---|---|---|
| CWM, LLC | 13,997 | $202.0K | 0.00% | +960+7.4% | Added |
| Voya Investment Management LLC | 14,551 | $210.0K | 0.00% | −270−1.8% | Reduced |
| Hohimer Wealth Management, LLC | 14,874 | $214.6K | 0.03% | +2,346+18.7% | Added |
| Delta Financial Advisors LLC | 15,000 | $216.4K | 0.06% | 00.0% | Unchanged |
| Gilder Gagnon Howe & Co LLC | 15,074 | $217.5K | 0.00% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 14,911 | $217.6K | 0.00% | −3,149−17.4% | Reduced |
| Alps Advisors Inc | 15,117 | $218.1K | 0.00% | +1,385+10.1% | Added |
| Samalin Investment Counsel, LLC | 15,144 | $218.5K | 0.08% | +2,657+21.3% | Added |
| NewEdge Wealth, LLC | 15,336 | $221.3K | 0.00% | +2,423+18.8% | Added |
| Entropy Technologies, LP | 15,589 | $224.9K | 0.01% | +15,589 | New |
| BFSG, LLC | 15,720 | $226.8K | 0.02% | +115+0.7% | Added |
| M&G Plc | 16,263 | $227.7K | 0.00% | +16,263 | New |
| DRW Securities, LLC | 15,895 | $229.4K | 0.01% | +15,895 | New |
| State Board of Administration of Florida Retirement System | 15,909 | $229.6K | 0.00% | 00.0% | Unchanged |
| Easterly Investment Partners LLC | 15,925 | $229.8K | 0.02% | −4,950−23.7% | Reduced |
| Vestcor Inc | 15,942 | $230.0K | 0.01% | +15,942 | New |
| UniSuper Management Pty Ltd | 16,900 | $243.9K | 0.00% | +1,000+6.3% | Added |
| Public Employees Retirement Association of Colorado | 17,636 | $254.0K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 17,612 | $254.1K | 0.00% | −16,193−47.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,656 | $254.8K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,051 | $260.5K | 0.00% | −484−2.6% | Reduced |
| KLP Kapitalforvaltning AS | 18,200 | $262.6K | 0.00% | 00.0% | Unchanged |
| Cerity Partners LLC | 18,671 | $269.4K | 0.00% | +958+5.4% | Added |
| Capital Square, LLC | 17,245 | $271.1K | 0.12% | +1,438+9.1% | Added |
| Intech Investment Management LLC | 19,358 | $279.3K | 0.00% | −9,958−34.0% | Reduced |
| BCO Wealth Management LLC | 19,954 | $287.9K | 0.17% | 00.0% | Unchanged |
| BNP Paribas Arbitrage, SA | 20,310 | $293.1K | 0.00% | −1,263−5.9% | Reduced |
| Mercer Global Advisors Inc | 20,487 | $295.6K | 0.00% | −7,701−27.3% | Reduced |
| Metis Global Partners, LLC | 21,218 | $306.2K | 0.01% | +2,061+10.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 21,686 | $312.9K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 21,924 | $316.4K | 0.00% | −20−0.1% | Reduced |
| New York State Common Retirement Fund | 22,214 | $320.5K | 0.00% | 00.0% | Unchanged |
| Arizona State Retirement System | 22,240 | $320.9K | 0.00% | −236−1.1% | Reduced |
| Van Eck Associates Corp | 22,701 | $328.0K | 0.00% | +1,235+5.8% | Added |
| Meixler Investment Management, Ltd. | 22,950 | $334.8K | 0.18% | +1,850+8.8% | Added |
| Macquarie Group Ltd | 24,267 | $350.2K | 0.00% | −13,187−35.2% | Reduced |
| Creative Planning | 25,019 | $361.0K | 0.00% | −12,042−32.5% | Reduced |
| Engineers Gate Manager LP | 27,390 | $395.2K | 0.00% | −23,202−45.9% | Reduced |
| Toroso Investments, LLC | 27,480 | $396.5K | 0.00% | −2,079−7.0% | Reduced |
| Standard Life Aberdeen plc | 28,231 | $407.4K | 0.00% | −501−1.7% | Reduced |
| Boston Partners | 30,239 | $436.4K | 0.00% | −1,075−3.4% | Reduced |
| Thrivent Financial for Lutherans | 30,997 | $447.0K | 0.00% | +3,842+14.1% | Added |
| Carnegie Lake Advisors LLC | 31,046 | $448.0K | 0.18% | −1,000−3.1% | Reduced |
| LDR Capital Management LLC | 31,162 | $449.7K | 0.60% | −39,697−56.0% | Reduced |
| Vanguard Global Advisers, LLC | 31,176 | $449.9K | 0.00% | +31,176 | New |
| Daiwa Securities Group Inc. | 31,733 | $457.9K | 0.00% | +1,171+3.8% | Added |
| Janus Henderson Group PLC | 31,802 | $459.2K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 33,322 | $480.8K | 0.01% | −625−1.8% | Reduced |
| LPL Financial LLC | 33,812 | $487.9K | 0.00% | +7,073+26.5% | Added |
| Penserra Capital Management LLC | 34,857 | $502.0K | 0.01% | +693+2.0% | Added |
| Evergreen Capital Management LLC | 34,806 | $502.3K | 0.01% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 34,944 | $504.2K | 0.00% | −122,475−77.8% | Reduced |
| Globeflex Capital L P | 35,200 | $507.9K | 0.08% | 00.0% | Unchanged |
| Keybank National Association | 35,609 | $513.8K | 0.00% | −6,678−15.8% | Reduced |
| CWM Advisors, LLC | 35,667 | $514.7K | 0.03% | +6,250+21.2% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,135 | $521.4K | 0.00% | +10,326+40.0% | Added |
| Resona Asset Management Co.,Ltd. | 36,275 | $522.4K | 0.00% | +2,631+7.8% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 37,695 | $543.9K | 0.00% | +403+1.1% | Added |
| Vert Asset Management LLC | 37,726 | $544.4K | 0.17% | +479+1.3% | Added |
| Balyasny Asset Management LLC | 41,406 | $597.5K | 0.00% | −44,956−52.1% | Reduced |
| Pensionfund Sabic | 42,564 | $614.0K | 0.74% | +18,000+73.3% | Added |
| MetLife Investment Management | 43,496 | $627.6K | 0.00% | −3,483−7.4% | Reduced |
| State of Alaska, Department of Revenue | 44,320 | $638.0K | 0.01% | +455+1.0% | Added |
| Susquehanna International Group, LLP | 44,969 | $648.9K | 0.00% | +19,093+73.8% | Added |
| EntryPoint Capital, LLC | 49,854 | $719.4K | 0.21% | −24,625−33.1% | Reduced |
| Vanguard Asset Management, Ltd | 50,913 | $734.7K | 0.00% | +50,913 | New |
| Manufacturers Life Insurance Company, The | 51,259 | $739.7K | 0.00% | −761−1.5% | Reduced |
| Schonfeld Strategic Advisors LLC | 52,731 | $760.9K | 0.01% | +52,731 | New |
| Boothbay Fund Management, LLC | 53,322 | $769.4K | 0.02% | +53,322 | New |
| Gsa Capital Partners LLP | 54,700 | $789.0K | 0.05% | +54,700 | New |
| HRT Financial LP | 54,777 | $790.0K | 0.00% | +54,777 | New |
| Dark Forest Capital Management LP | 60,402 | $871.6K | 0.08% | +13,941+30.0% | Added |
| Amundi | 60,547 | $873.7K | 0.00% | +18,960+45.6% | Added |
| Barclays PLC | 63,489 | $916.1K | 0.00% | −103,135−61.9% | Reduced |
| Ulland Investment Advisors, LLC | 66,215 | $955.0K | 0.82% | −50−0.1% | Reduced |
| Gamco Investors, Inc. Et Al | 66,900 | $965.4K | 0.01% | 00.0% | Unchanged |
| Susquehanna Portfolio Strategies, LLC | 67,642 | $976.1K | 0.01% | −43,548−39.2% | Reduced |
| Vanguard Investments Australia, Ltd. | 69,345 | $1.00M | 0.00% | +69,345 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 70,496 | $1.02M | 0.00% | +6,731+10.6% | Added |
| Tudor Investment Corp Et Al | 75,542 | $1.09M | 0.01% | +75,542 | New |
| Stifel Financial Corp | 77,380 | $1.12M | 0.00% | −2,403−3.0% | Reduced |
| Quantinno Capital Management LP | 77,463 | $1.12M | 0.00% | −4,430−5.4% | Reduced |
| California State Teachers Retirement System | 77,874 | $1.12M | 0.00% | −600−0.8% | Reduced |
| Shufro Rose & Co LLC | 78,150 | $1.13M | 0.08% | −800−1.0% | Reduced |
| Caldwell Sutter Capital, Inc. | 83,023 | $1.20M | 0.49% | −1,000−1.2% | Reduced |
| Royal Bank of Canada | 86,710 | $1.25M | 0.00% | −3,712−4.1% | Reduced |
| First Trust Advisors LP | 87,881 | $1.27M | 0.00% | +76,828+695.1% | Added |
| Hunter Perkins Capital Management, LLC | 88,317 | $1.27M | 0.30% | +697+0.8% | Added |
| Squarepoint Ops LLC | 88,821 | $1.28M | 0.00% | +40,401+83.4% | Added |
| Pensionfund DSM Netherlands | 88,900 | $1.28M | 0.74% | +45,000+102.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 90,725 | $1.31M | 0.00% | −745−0.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 90,824 | $1.31M | 0.13% | −6,213−6.4% | Reduced |
| Public Employees Retirement System of Ohio | 91,641 | $1.32M | 0.00% | −18,781−17.0% | Reduced |
| American Century Companies Inc | 93,160 | $1.34M | 0.00% | −1,092,402−92.1% | Reduced |
| GW Henssler & Associates Ltd | 96,368 | $1.39M | 0.07% | 00.0% | Unchanged |
| Deutsche Bank AG | 98,102 | $1.42M | 0.00% | −5,561−5.4% | Reduced |
| STRS Ohio | 99,500 | $1.44M | 0.01% | −73,000−42.3% | Reduced |
| Lazard Asset Management LLC | 99,506 | $1.44M | 0.00% | +10,493+11.8% | Added |
| Ameriprise Financial Inc | 103,259 | $1.49M | 0.00% | +8,277+8.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 104,883 | $1.51M | 0.00% | +35,548+51.3% | Added |