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 |
|---|---|---|---|---|---|
| Jane Street Group, LLC | 107,162 | $1.55M | 0.00% | +107,162 | New |
| WealthTrust Axiom LLC | 108,030 | $1.56M | 0.38% | −500−0.5% | Reduced |
| Silver Lake Advisory, LLC | 108,330 | $1.56M | 0.62% | −3,020−2.7% | Reduced |
| Rhumbline Advisers | 108,382 | $1.56M | 0.00% | −279−0.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 112,630 | $1.63M | 0.00% | +17,255+18.1% | Added |
| Price T Rowe Associates Inc | 112,935 | $1.63M | 0.00% | +15,562+16.0% | Added |
| D. E. Shaw & Co., Inc. | 125,335 | $1.81M | 0.00% | +125,335 | New |
| Nomura Asset Management Co Ltd | 125,400 | $1.81M | 0.00% | +6,700+5.6% | Added |
| Asset Management One Co.,Ltd. | 127,547 | $1.84M | 0.01% | +1,680+1.3% | Added |
| SEI Investments Co | 133,726 | $1.93M | 0.00% | +12,561+10.4% | Added |
| McIlrath & Eck, LLC | 137,878 | $1.99M | 0.15% | −103,280−42.8% | Reduced |
| HSBC Holdings PLC | 140,232 | $2.02M | 0.00% | +10,107+7.8% | Added |
| Great West Life Assurance Co | 150,562 | $2.18M | 0.00% | +4,533+3.1% | Added |
| Swiss National Bank | 159,200 | $2.30M | 0.00% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 167,410 | $2.42M | 0.04% | +13,074+8.5% | Added |
| North Star Investment Management Corp. | 168,020 | $2.42M | 0.15% | −8,595−4.9% | Reduced |
| Deprince Race & Zollo Inc | 169,431 | $2.44M | 0.05% | −51,260−23.2% | Reduced |
| Nuveen, LLC | 171,815 | $2.48M | 0.00% | +2,696+1.6% | Added |
| ExodusPoint Capital Management, LP | 184,223 | $2.66M | 0.03% | +184,223 | New |
| Wedbush Securities Inc | 187,758 | $2.71M | 0.08% | −3,539−1.9% | Reduced |
| Point72 Asset Management, L.P. | 191,252 | $2.76M | 0.00% | −816,813−81.0% | Reduced |
| Storebrand Asset Management AS | 198,900 | $2.87M | 0.01% | −34,208−14.7% | Reduced |
| Millennium Management LLC | 210,880 | $3.04M | 0.00% | +188,320+834.8% | Added |
| Envestnet Asset Management Inc | 214,456 | $3.09M | 0.00% | −17,304−7.5% | Reduced |
| Connors Investor Services Inc | 238,637 | $3.44M | 0.32% | +5,236+2.2% | Added |
| Neuberger Berman Group LLC | 244,516 | $3.53M | 0.00% | −5,027−2.0% | Reduced |
| Montag A & Associates Inc | 261,651 | $3.78M | 0.18% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 280,296 | $4.04M | 0.00% | −3,613−1.3% | Reduced |
| AQR Capital Management LLC | 289,703 | $4.18M | 0.00% | +8,730+3.1% | Added |
| UBS Group AG | 303,776 | $4.38M | 0.00% | +45,800+17.8% | Added |
| Citadel Advisors LLC | 303,800 | $4.38M | 0.00% | +199,567+191.5% | Added |
| Wells Fargo & Company | 343,324 | $4.95M | 0.00% | −60,394−15.0% | Reduced |
| State of Wisconsin Investment Board | 344,118 | $4.97M | 0.01% | −29,792−8.0% | Reduced |
| Legal & General Group Plc | 346,792 | $5.00M | 0.00% | −48,786−12.3% | Reduced |
| Russell Investments Group, Ltd. | 388,832 | $5.61M | 0.01% | −8,590−2.2% | Reduced |
| Cherokee Insurance Co | 409,004 | $5.90M | 2.24% | +13,280+3.4% | Added |
| UBS Asset Management Americas Inc | 420,706 | $6.07M | 0.00% | −1680.0% | Reduced |
| Bank of New York Mellon Corp | 421,924 | $6.09M | 0.00% | −9,551−2.2% | Reduced |
| Citigroup Inc | 435,766 | $6.29M | 0.00% | +63,491+17.1% | Added |
| State of New Jersey Common Pension Fund D | 458,770 | $6.62M | 0.03% | −6,419−1.4% | Reduced |
| Morgan Stanley | 481,554 | $6.95M | 0.00% | +13,991+3.0% | Added |
| Vanguard Fiduciary Trust Co | 568,507 | $8.20M | 0.00% | +568,507 | New |
| Kennedy Capital Management, Inc. | 595,476 | $8.59M | 0.18% | −1,668−0.3% | Reduced |
| Pacific Heights Asset Management LLC | 650,000 | $9.38M | 0.31% | 00.0% | Unchanged |
| Invesco Ltd. | 679,108 | $9.80M | 0.00% | +76,337+12.7% | Added |
| Schroder Investment Management Group | 738,848 | $10.6M | 0.01% | −6,208−0.8% | Reduced |
| First Eagle Investment Management, LLC | 764,919 | $11.0M | 0.02% | +48,500+6.8% | Added |
| Two Sigma Investments, LP | 813,216 | $11.7M | 0.01% | +702,107+631.9% | Added |
| Jennison Associates LLC | 933,034 | $13.5M | 0.01% | −422,566−31.2% | Reduced |
| Northern Trust Corp | 940,092 | $13.6M | 0.00% | −29,632−3.1% | Reduced |
| Raymond James Financial Inc | 971,433 | $14.0M | 0.00% | +33,464+3.6% | Added |
| SG Americas Securities, LLC | 988,065 | $14.3M | 0.02% | −505,411−33.8% | Reduced |
| Bank of America Corp | 1,026,424 | $14.8M | 0.00% | −68,501−6.3% | Reduced |
| Copeland Capital Management, LLC | 1,130,858 | $16.3M | 0.36% | −18,976−1.7% | Reduced |
| William Blair Investment Management, LLC | 1,169,982 | $16.9M | 0.06% | +36,916+3.3% | Added |
| Dimensional Fund Advisors LP | 1,175,769 | $17.0M | 0.00% | +42,964+3.8% | Added |
| Charles Schwab Investment Management Inc | 1,242,647 | $17.9M | 0.00% | +22,199+1.8% | Added |
| Alliancebernstein L.P. | 1,201,366 | $19.1M | 0.01% | −37,511−3.0% | Reduced |
| D.A. Davidson & Co. | 1,771,311 | $25.6M | 0.15% | +71,015+4.2% | Added |
| Private Management Group Inc | 1,937,107 | $28.0M | 0.80% | +94,878+5.2% | Added |
| Geode Capital Management, LLC | 2,131,198 | $30.8M | 0.00% | +58,546+2.8% | Added |
| Goldman Sachs Group Inc | 2,305,792 | $33.3M | 0.00% | +440,774+23.6% | Added |
| Capital Research Global Investors | 2,607,487 | $37.6M | 0.01% | 00.0% | Unchanged |
| Vanguard Capital Management LLC | 3,383,147 | $48.8M | 0.00% | +3,383,147 | New |
| State Street Corp | 3,508,418 | $50.6M | 0.00% | +20,168+0.6% | Added |
| T. Rowe Price Investment Management, Inc. | 3,673,293 | $53.0M | 0.04% | −712,995−16.3% | Reduced |
| FMR LLC | 3,728,880 | $53.8M | 0.00% | +128,305+3.6% | Added |
| Vanguard Portfolio Management LLC | 4,081,405 | $58.9M | 0.00% | +4,081,405 | New |
| BlackRock, Inc. | 7,918,084 | $114.3M | 0.00% | −112,833−1.4% | Reduced |
| APG Asset Management US Inc. | 0 | $0 | 0.00% | −679,926−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −87,366−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −80,800−100.0% | Sold out |
| Peapack Gladstone Financial Corp | 0 | $0 | 0.00% | −74,096−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −70,304−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −66,395−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −47,500−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −36,192−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −34,386−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −31,157−100.0% | Sold out |
| VARCOV Co. | 0 | $0 | 0.00% | −27,274−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −27,136−100.0% | Sold out |
| Hazelview Securities Inc. | 0 | $0 | 0.00% | −18,360−100.0% | Sold out |
| Firestone Capital Management | 0 | $0 | 0.00% | −11,297−100.0% | Sold out |
| EP Wealth Advisors, LLC | 0 | $0 | 0.00% | −10,644−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −5,236−100.0% | Sold out |
| Amalgamated Bank | 0 | $0 | 0.00% | −2,524−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −1,300−100.0% | Sold out |
| CBIZ Investment Advisory Services, LLC | 0 | $0 | 0.00% | −842−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −138−100.0% | Sold out |
| UMA Financial Services, Inc. | 0 | $0 | 0.00% | −62−100.0% | Sold out |
| Transamerica Financial Advisors, Inc. | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Clearstead Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| National Bank of Canada | 0 | $0 | 0.00% | −3−100.0% | Sold out |
| Vanguard Group Inc | – | – | – | – | Not filed |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |