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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, Q3 2026

Institutional positions in Umh Properties, Inc. as of Sep 30, 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

Q3 2026 data is still coming in (13F filing deadline: Nov 16, 2026), so these numbers are incomplete.

Institutional holders
4
+1 vs. Q2 2026
Shares held
142.9K
+9.39K (+7.0%) vs. Q2 2026
Total value
$2.20M
+$179.5K (+8.9%) vs. Q2 2026
New holders
1
3 more added
Sold out
0
0 more reduced

256 institutions that held it in Q2 2026 haven't filed for Q3 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q2 2026: 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.

Institutional holders
Q1 2021: 142 institutionsQ2 2021: 160 institutionsQ3 2021: 166 institutionsQ4 2021: 178 institutionsQ1 2022: 193 institutionsQ2 2022: 182 institutionsQ3 2022: 178 institutionsQ4 2022: 174 institutionsQ1 2023: 186 institutionsQ2 2023: 179 institutionsQ3 2023: 189 institutionsQ4 2023: 201 institutionsQ1 2024: 197 institutionsQ2 2024: 198 institutionsQ3 2024: 223 institutionsQ4 2024: 232 institutionsQ1 2025: 240 institutionsQ2 2025: 236 institutionsQ3 2025: 265 institutionsQ4 2025: 255 institutionsQ1 2026: 269 institutionsQ2 2026: 259 institutions
Value held
Q1 2021: $516.3MQ2 2021: $681.5MQ3 2021: $722.3MQ4 2021: $944.2MQ1 2022: $890.7MQ2 2022: $689.8MQ3 2022: $641.7MQ4 2022: $672.8MQ1 2023: $639.3MQ2 2023: $745.9MQ3 2023: $683.4MQ4 2023: $785.7MQ1 2024: $846.4MQ2 2024: $867.3MQ3 2024: $1.18BQ4 2024: $1.24BQ1 2025: $1.24BQ2 2025: $1.16BQ3 2025: $993.1MQ4 2025: $1.11BQ1 2026: $968.2MQ2 2026: $977.9M
Institutions holding UMH and their total value by quarter
QuarterHoldersValue
Q2 2026259$977.9M
Q1 2026269$968.2M
Q4 2025255$1.11B
Q3 2025265$993.1M
Q2 2025236$1.16B
Q1 2025240$1.24B
Q4 2024232$1.24B
Q3 2024223$1.18B
Q2 2024198$867.3M
Q1 2024197$846.4M
Q4 2023201$785.7M
Q3 2023189$683.4M
Q2 2023179$745.9M
Q1 2023186$639.3M
Q4 2022174$672.8M
Q3 2022178$641.7M
Q2 2022182$689.8M
Q1 2022193$890.7M
Q4 2021178$944.2M
Q3 2021166$722.3M
Q2 2021160$681.5M
Q1 2021142$516.3M

Institutions, Q3 2026

Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q2 2026.

Institutions holding UMH in Q3 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Tower Research Capital LLC (TRC)––––Not filed
US Bancorp––––Not filed
Tokio Marine Asset Management Co Ltd––––Not filed
Stone House Investment Management, LLC––––Not filed
NBC Securities, Inc.––––Not filed
Sterling Capital Management LLC––––Not filed
Loomis Sayles & Co L P––––Not filed
Nisa Investment Advisors, LLC––––Not filed
Farther Finance Advisors, LLC––––Not filed
Hilton Head Capital Partners, LLC––––Not filed
IFP Advisors, Inc––––Not filed
GF Fund Management Co. Ltd.––––Not filed
Essential Partners LLC––––Not filed
EverSource Wealth Advisors, LLC––––Not filed
Rothschild Investment LLC––––Not filed
Parallel Advisors, LLC––––Not filed
Fifth Third Bancorp––––Not filed
Exchange Traded Concepts, LLC––––Not filed
Huntington National Bank––––Not filed
GAMMA Investing LLC––––Not filed
Umb Bank N A––––Not filed
The PNC Financial Services Group, Inc.––––Not filed
Ares Financial Consulting, LLC––––Not filed
Global Retirement Partners, LLC––––Not filed
International Assets Investment Management, LLC––––Not filed
Mirae Asset Global Investments Co., Ltd.––––Not filed
Smartleaf Asset Management LLC––––Not filed
Zions Bancorporation, National Association––––Not filed
Group One Trading, L.P.––––Not filed
Bare Financial Services, Inc––––Not filed
Owl Creek Wealth Partners LLC––––Not filed
Brown Brothers Harriman & Co––––Not filed
HHM Wealth Advisors, LLC––––Not filed
Assetmark, Inc––––Not filed
Synergy Investment Management, LLC––––Not filed
True Wealth Design, LLC––––Not filed
Parkside Financial Bank & Trust––––Not filed
Clearstead Advisors, LLC––––Not filed
Larson Financial Group LLC––––Not filed
Capital Analysts, LLC––––Not filed
Optiver Holding B.V.––––Not filed
Ameriflex Group, Inc.––––Not filed
UMA Financial Services, Inc.––––Not filed
Danske Bank A/S––––Not filed
Fortitude Family Office, LLC––––Not filed
Covestor Ltd––––Not filed
WPG Advisers, LLC––––Not filed
First Horizon Corp––––Not filed
Pinnacle Wealth Planning Services, Inc.––––Not filed
Retirement Wealth Solutions LLC––––Not filed
Smallwood Wealth Investment Management, LLC––––Not filed
Raffa Wealth Management, LLC––––Not filed
MidFirst Bank––––Not filed
Caitong International Asset Management Co., Ltd––––Not filed
Ronald Blue Trust, Inc.––––Not filed
SJS Investment Consulting Inc.––––Not filed
Cornerstone Planning Group LLC––––Not filed
Bogart Wealth, LLC––––Not filed
JPL Wealth Management, LLC––––Not filed
GHP Investment Advisors, Inc.––––Not filed