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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 53,322 | $769.4K | 0.02% | +53,322 | New |
| Schonfeld Strategic Advisors LLC | 52,731 | $760.9K | 0.01% | +52,731 | New |
| Manufacturers Life Insurance Company, The | 51,259 | $739.7K | 0.00% | −761−1.5% | Reduced |
| Vanguard Asset Management, Ltd | 50,913 | $734.7K | 0.00% | +50,913 | New |
| EntryPoint Capital, LLC | 49,854 | $719.4K | 0.21% | −24,625−33.1% | Reduced |
| Susquehanna International Group, LLP | 44,969 | $648.9K | 0.00% | +19,093+73.8% | Added |
| State of Alaska, Department of Revenue | 44,320 | $638.0K | 0.01% | +455+1.0% | Added |
| MetLife Investment Management | 43,496 | $627.6K | 0.00% | −3,483−7.4% | Reduced |
| Pensionfund Sabic | 42,564 | $614.0K | 0.74% | +18,000+73.3% | Added |
| Balyasny Asset Management LLC | 41,406 | $597.5K | 0.00% | −44,956−52.1% | Reduced |
| Vert Asset Management LLC | 37,726 | $544.4K | 0.17% | +479+1.3% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 37,695 | $543.9K | 0.00% | +403+1.1% | Added |
| Resona Asset Management Co.,Ltd. | 36,275 | $522.4K | 0.00% | +2,631+7.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 36,135 | $521.4K | 0.00% | +10,326+40.0% | Added |
| CWM Advisors, LLC | 35,667 | $514.7K | 0.03% | +6,250+21.2% | Added |
| Keybank National Association | 35,609 | $513.8K | 0.00% | −6,678−15.8% | Reduced |
| Globeflex Capital L P | 35,200 | $507.9K | 0.08% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 34,944 | $504.2K | 0.00% | −122,475−77.8% | Reduced |
| Evergreen Capital Management LLC | 34,806 | $502.3K | 0.01% | 00.0% | Unchanged |
| Penserra Capital Management LLC | 34,857 | $502.0K | 0.01% | +693+2.0% | Added |
| LPL Financial LLC | 33,812 | $487.9K | 0.00% | +7,073+26.5% | Added |
| Quadrant Capital Group LLC | 33,322 | $480.8K | 0.01% | −625−1.8% | Reduced |
| Janus Henderson Group PLC | 31,802 | $459.2K | 0.00% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 31,733 | $457.9K | 0.00% | +1,171+3.8% | Added |
| Vanguard Global Advisers, LLC | 31,176 | $449.9K | 0.00% | +31,176 | New |
| LDR Capital Management LLC | 31,162 | $449.7K | 0.60% | −39,697−56.0% | Reduced |
| Carnegie Lake Advisors LLC | 31,046 | $448.0K | 0.18% | −1,000−3.1% | Reduced |
| Thrivent Financial for Lutherans | 30,997 | $447.0K | 0.00% | +3,842+14.1% | Added |
| Boston Partners | 30,239 | $436.4K | 0.00% | −1,075−3.4% | Reduced |
| Standard Life Aberdeen plc | 28,231 | $407.4K | 0.00% | −501−1.7% | Reduced |
| Toroso Investments, LLC | 27,480 | $396.5K | 0.00% | −2,079−7.0% | Reduced |
| Engineers Gate Manager LP | 27,390 | $395.2K | 0.00% | −23,202−45.9% | Reduced |
| Creative Planning | 25,019 | $361.0K | 0.00% | −12,042−32.5% | Reduced |
| Macquarie Group Ltd | 24,267 | $350.2K | 0.00% | −13,187−35.2% | Reduced |
| Meixler Investment Management, Ltd. | 22,950 | $334.8K | 0.18% | +1,850+8.8% | Added |
| Van Eck Associates Corp | 22,701 | $328.0K | 0.00% | +1,235+5.8% | Added |
| Arizona State Retirement System | 22,240 | $320.9K | 0.00% | −236−1.1% | Reduced |
| New York State Common Retirement Fund | 22,214 | $320.5K | 0.00% | 00.0% | Unchanged |
| Concurrent Investment Advisors, LLC | 21,924 | $316.4K | 0.00% | −20−0.1% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 21,686 | $312.9K | 0.00% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 21,218 | $306.2K | 0.01% | +2,061+10.8% | Added |
| Mercer Global Advisors Inc | 20,487 | $295.6K | 0.00% | −7,701−27.3% | Reduced |
| BNP Paribas Arbitrage, SA | 20,310 | $293.1K | 0.00% | −1,263−5.9% | Reduced |
| BCO Wealth Management LLC | 19,954 | $287.9K | 0.17% | 00.0% | Unchanged |
| Intech Investment Management LLC | 19,358 | $279.3K | 0.00% | −9,958−34.0% | Reduced |
| Capital Square, LLC | 17,245 | $271.1K | 0.12% | +1,438+9.1% | Added |
| Cerity Partners LLC | 18,671 | $269.4K | 0.00% | +958+5.4% | Added |
| KLP Kapitalforvaltning AS | 18,200 | $262.6K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 18,051 | $260.5K | 0.00% | −484−2.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 17,656 | $254.8K | 0.00% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 17,612 | $254.1K | 0.00% | −16,193−47.9% | Reduced |
| Public Employees Retirement Association of Colorado | 17,636 | $254.0K | 0.00% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 16,900 | $243.9K | 0.00% | +1,000+6.3% | Added |
| Vestcor Inc | 15,942 | $230.0K | 0.01% | +15,942 | New |
| Easterly Investment Partners LLC | 15,925 | $229.8K | 0.02% | −4,950−23.7% | Reduced |
| State Board of Administration of Florida Retirement System | 15,909 | $229.6K | 0.00% | 00.0% | Unchanged |
| DRW Securities, LLC | 15,895 | $229.4K | 0.01% | +15,895 | New |
| M&G Plc | 16,263 | $227.7K | 0.00% | +16,263 | New |
| BFSG, LLC | 15,720 | $226.8K | 0.02% | +115+0.7% | Added |
| Entropy Technologies, LP | 15,589 | $224.9K | 0.01% | +15,589 | New |
| NewEdge Wealth, LLC | 15,336 | $221.3K | 0.00% | +2,423+18.8% | Added |
| Samalin Investment Counsel, LLC | 15,144 | $218.5K | 0.08% | +2,657+21.3% | Added |
| Alps Advisors Inc | 15,117 | $218.1K | 0.00% | +1,385+10.1% | Added |
| Wealth Enhancement Advisory Services, LLC | 14,911 | $217.6K | 0.00% | −3,149−17.4% | Reduced |
| Gilder Gagnon Howe & Co LLC | 15,074 | $217.5K | 0.00% | 00.0% | Unchanged |
| Delta Financial Advisors LLC | 15,000 | $216.4K | 0.06% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 14,874 | $214.6K | 0.03% | +2,346+18.7% | Added |
| Voya Investment Management LLC | 14,551 | $210.0K | 0.00% | −270−1.8% | Reduced |
| CWM, LLC | 13,997 | $202.0K | 0.00% | +960+7.4% | Added |
| Guggenheim Capital LLC | 13,419 | $193.6K | 0.00% | +2,898+27.5% | Added |
| XTX Topco Ltd | 13,197 | $190.4K | 0.00% | +13,197 | New |
| IFM Investors Pty Ltd | 12,812 | $184.9K | 0.00% | 00.0% | Unchanged |
| Prudential Financial Inc | 12,538 | $180.9K | 0.00% | +12,538 | New |
| Allianz Asset Management GmbH | 12,229 | $176.5K | 0.00% | +156+1.3% | Added |
| Nissay Asset Management Corp | 11,840 | $170.9K | 0.00% | +470+4.1% | Added |
| Wealthcare Advisory Partners LLC | 11,836 | $170.8K | 0.00% | +390+3.4% | Added |
| Captrust Financial Advisors | 11,829 | $170.7K | 0.00% | +578+5.1% | Added |
| Bessemer Group Inc | 11,737 | $169.0K | 0.00% | 00.0% | Unchanged |
| ProShare Advisors LLC | 11,645 | $168.0K | 0.00% | −3,031−20.7% | Reduced |
| Yoffe Investment Management, LLC | 11,612 | $167.6K | 0.21% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 11,489 | $165.8K | 0.00% | −2,011−14.9% | Reduced |
| Pictet Asset Management Holding SA | 10,996 | $158.7K | 0.00% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 10,930 | $157.7K | 0.00% | −3,448−24.0% | Reduced |
| Abel Hall, LLC | 10,434 | $150.6K | 0.03% | +10,434 | New |
| Mariner, LLC | 10,434 | $150.6K | 0.00% | −4,504−30.2% | Reduced |
| Fox Run Management, L.L.C. | 10,444 | $150.4K | 0.03% | −9,319−47.2% | Reduced |
| Inscription Capital, LLC | 10,188 | $147.0K | 0.02% | +10,188 | New |
| 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 |
| Federation des caisses Desjardins du Quebec | 9,527 | $137.5K | 0.00% | +3,111+48.5% | Added |
| Bard Associates Inc | 8,450 | $121.9K | 0.03% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 7,632 | $110.1K | 0.00% | +3,667+92.5% | Added |
| Advisor Group Holdings, Inc. | 7,515 | $108.5K | 0.00% | −5,884−43.9% | Reduced |
| Ameritas Investment Partners, Inc. | 6,644 | $95.9K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 6,038 | $86.4K | 0.00% | −43−0.7% | Reduced |
| AlphaCore Capital LLC | 5,815 | $83.9K | 0.00% | +112+2.0% | Added |
| Nisa Investment Advisors, LLC | 5,096 | $73.5K | 0.00% | −3,865−43.1% | Reduced |
| Creative Financial Designs Inc | 4,930 | $71.1K | 0.00% | +1,435+41.1% | Added |
| Rockefeller Capital Management L.P. | 4,600 | $66.4K | 0.00% | +2,544+123.7% | Added |