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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 3,342 | $48.2K | 0.00% | −246−6.9% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,329 | $48.0K | 0.00% | +123+3.8% | Added |
| Clear Street Markets LLC | 3,160 | $45.6K | 0.02% | +3,160 | New |
| KBC Group NV | 3,005 | $43.0K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,247 | $32.4K | 0.00% | −1,976−46.8% | Reduced |
| NBC Securities, Inc. | 2,150 | $31.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 2,107 | $30.4K | 0.00% | −273−11.5% | Reduced |
| Golden State Wealth Management, LLC | 2,000 | $28.9K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 1,918 | $27.7K | 0.00% | +1,918 | New |
| Stone House Investment Management, LLC | 1,816 | $26.2K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,667 | $24.1K | 0.00% | −691−29.3% | Reduced |
| SRS Capital Advisors, Inc. | 1,592 | $23.0K | 0.00% | −240−13.1% | Reduced |
| Loomis Sayles & Co L P | 1,471 | $21.2K | 0.00% | +1,471 | New |
| Hilton Head Capital Partners, LLC | 1,323 | $19.1K | 0.01% | −83−5.9% | Reduced |
| GF Fund Management Co. Ltd. | 1,235 | $17.8K | 0.00% | −102−7.6% | Reduced |
| Farther Finance Advisors, LLC | 1,121 | $16.4K | 0.00% | −383−25.5% | Reduced |
| Advisory Services Network, LLC | 1,104 | $15.9K | 0.00% | +1,104 | New |
| Exchange Traded Concepts, LLC | 1,007 | $14.5K | 0.00% | +1,007 | New |
| Northwestern Mutual Wealth Management Co | 1,000 | $14.4K | 0.00% | −111−10.0% | Reduced |
| International Assets Investment Management, LLC | 911 | $13.3K | 0.00% | −25−2.7% | Reduced |
| Prosperity Bancshares Inc | 885 | $12.8K | 0.01% | +885 | New |
| Fifth Third Bancorp | 726 | $10.5K | 0.00% | −126−14.8% | Reduced |
| Allworth Financial LP | 704 | $10.2K | 0.00% | −56−7.4% | Reduced |
| Parallel Advisors, LLC | 663 | $9.57K | 0.00% | −295−30.8% | Reduced |
| Umb Bank N A | 592 | $8.54K | 0.00% | 00.0% | Unchanged |
| Sound Income Strategies, LLC | 583 | $8.52K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 533 | $8.37K | 0.00% | −80−13.1% | Reduced |
| HHM Wealth Advisors, LLC | 577 | $8.33K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 540 | $7.79K | 0.00% | +69+14.6% | Added |
| Sterling Capital Management LLC | 521 | $7.52K | 0.00% | −7−1.3% | Reduced |
| IFP Advisors, Inc | 456 | $6.58K | 0.00% | +16+3.6% | Added |
| First Horizon Corp | 444 | $6.41K | 0.00% | +196+79.0% | Added |
| EverSource Wealth Advisors, LLC | 440 | $6.35K | 0.00% | +47+12.0% | Added |
| Ares Financial Consulting, LLC | 416 | $6.08K | 0.00% | +416 | New |
| MAI Capital Management | 373 | $5.38K | 0.00% | +180+93.3% | Added |
| GAMMA Investing LLC | 372 | $5.37K | 0.00% | −321−46.3% | Reduced |
| Rothschild Investment LLC | 363 | $5.24K | 0.00% | −40−9.9% | Reduced |
| Quarry LP | 351 | $5.07K | 0.00% | +351 | New |
| Smartleaf Asset Management LLC | 308 | $4.43K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 307 | $4.43K | 0.00% | +307 | New |
| Owl Creek Wealth Partners LLC | 290 | $4.18K | 0.00% | +290 | New |
| Optiver Holding B.V. | 266 | $3.84K | 0.00% | +266 | New |
| Los Angeles Capital Management LLC | 256 | $3.69K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 253 | $3.65K | 0.00% | −45−15.1% | Reduced |
| Brown Brothers Harriman & Co | 233 | $3.36K | 0.00% | +233 | New |
| Huntington National Bank | 213 | $3.07K | 0.00% | −52−19.6% | Reduced |
| Capital Analysts, LLC | 183 | $3.00K | 0.00% | −58−24.1% | Reduced |
| Assetmark, Inc | 183 | $2.64K | 0.00% | +1+0.5% | Added |
| Parkside Financial Bank & Trust | 158 | $2.28K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 145 | $2.09K | 0.00% | +127+705.6% | Added |
| True Wealth Design, LLC | 112 | $1.62K | 0.00% | −10−8.2% | Reduced |
| Bare Financial Services, Inc | 109 | $1.57K | 0.00% | −32−22.7% | Reduced |
| 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 |
| WPG Advisers, LLC | 65 | $938 | 0.00% | +7+12.1% | Added |
| Picton Mahoney Asset Management | 56 | $808 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 54 | $779 | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 48 | $693 | 0.00% | +48 | New |
| Retirement Wealth Solutions LLC | 48 | $687 | 0.00% | −4−7.7% | Reduced |
| Smallwood Wealth Investment Management, LLC | 47 | $678 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $534 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 35 | $505 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 27 | $390 | 0.00% | −988−97.3% | Reduced |
| Ronald Blue Trust, Inc. | 22 | $317 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 9 | $130 | 0.00% | +9 | New |
| GHP Investment Advisors, Inc. | 3 | $44 | 0.00% | +3 | New |
| Dunhill Financial, LLC | 2 | $36 | 0.00% | −1−33.3% | Reduced |
| Hughes Financial Services, LLC | 1 | $14 | 0.00% | +1 | New |
| Covestor Ltd | 5 | $0 | 0.00% | −60−92.3% | 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 |