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, Q2 2026
Institutional positions in Umh Properties, Inc. as of Jun 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
- Institutional holders
- 259
- −7 vs. Q1 2026
- Shares held
- 64.6M
- −2.15M (−3.2%) vs. Q1 2026
- Total value
- $977.9M
- +$12.4M (+1.3%) vs. Q1 2026
- New holders
- 29
- 102 more added
- Sold out
- 36
- 80 more reduced
3 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 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.
| 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, Q2 2026
Shares, value and share of portfolio for each institution holding Umh Properties, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| GHP Investment Advisors, Inc. | 3 | $46 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 4 | $61 | 0.00% | +4 | New |
| Bogart Wealth, LLC | 9 | $136 | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 14 | $216 | 0.00% | −519−97.4% | Reduced |
| SJS Investment Consulting Inc. | 19 | $288 | 0.00% | +19 | New |
| Ronald Blue Trust, Inc. | 22 | $333 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 24 | $363 | 0.00% | −3−11.1% | Reduced |
| MidFirst Bank | 35 | $530 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $560 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 47 | $711 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 48 | $720 | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 54 | $818 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 55 | $833 | 0.00% | −389−87.6% | Reduced |
| WPG Advisers, LLC | 65 | $984 | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 47 | $1.00K | 0.00% | +42+840.0% | Added |
| Fortitude Family Office, LLC | 89 | $1.35K | 0.00% | +89 | New |
| Danske Bank A/S | 100 | $1.51K | 0.00% | 00.0% | Unchanged |
| UMA Financial Services, Inc. | 111 | $1.68K | 0.00% | +111 | New |
| Optiver Holding B.V. | 114 | $1.73K | 0.00% | −152−57.1% | Reduced |
| Ameriflex Group, Inc. | 114 | $1.73K | 0.00% | +114 | New |
| Capital Analysts, LLC | 120 | $2.00K | 0.00% | −63−34.4% | Reduced |
| Larson Financial Group LLC | 145 | $2.19K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 145 | $2.20K | 0.00% | +145 | New |
| Parkside Financial Bank & Trust | 158 | $2.39K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 163 | $2.47K | 0.00% | +51+45.5% | Added |
| Synergy Investment Management, LLC | 167 | $2.63K | 0.00% | +167 | New |
| Assetmark, Inc | 182 | $2.75K | 0.00% | −1−0.5% | Reduced |
| HHM Wealth Advisors, LLC | 200 | $3.03K | 0.00% | −377−65.3% | Reduced |
| Brown Brothers Harriman & Co | 233 | $3.53K | 0.00% | 00.0% | Unchanged |
| Owl Creek Wealth Partners LLC | 290 | $4.39K | 0.00% | 00.0% | Unchanged |
| Bare Financial Services, Inc | 291 | $4.41K | 0.00% | +182+167.0% | Added |
| Zions Bancorporation, National Association | 307 | $4.65K | 0.00% | 00.0% | Unchanged |
| Group One Trading, L.P. | 307 | $4.65K | 0.00% | +207+207.0% | Added |
| Smartleaf Asset Management LLC | 308 | $4.76K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 333 | $5.04K | 0.00% | −1,334−80.0% | Reduced |
| International Assets Investment Management, LLC | 362 | $5.53K | 0.00% | −549−60.3% | Reduced |
| Global Retirement Partners, LLC | 374 | $5.66K | 0.00% | +374 | New |
| Ares Financial Consulting, LLC | 416 | $6.30K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 519 | $7.86K | 0.00% | +266+105.1% | Added |
| Umb Bank N A | 592 | $8.96K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 616 | $9.33K | 0.00% | +244+65.6% | Added |
| Huntington National Bank | 619 | $9.37K | 0.00% | +406+190.6% | Added |
| Exchange Traded Concepts, LLC | 630 | $9.54K | 0.00% | −377−37.4% | Reduced |
| Fifth Third Bancorp | 684 | $10.4K | 0.00% | −42−5.8% | Reduced |
| Parallel Advisors, LLC | 708 | $10.7K | 0.00% | +45+6.8% | Added |
| Rothschild Investment LLC | 718 | $10.9K | 0.00% | +355+97.8% | Added |
| EverSource Wealth Advisors, LLC | 920 | $13.9K | 0.00% | +480+109.1% | Added |
| Essential Partners LLC | 972 | $14.7K | 0.01% | +432+80.0% | Added |
| GF Fund Management Co. Ltd. | 1,097 | $16.6K | 0.00% | −138−11.2% | Reduced |
| IFP Advisors, Inc | 1,237 | $18.7K | 0.00% | +781+171.3% | Added |
| Hilton Head Capital Partners, LLC | 1,240 | $18.8K | 0.01% | −83−6.3% | Reduced |
| Farther Finance Advisors, LLC | 1,306 | $19.8K | 0.00% | +185+16.5% | Added |
| Nisa Investment Advisors, LLC | 1,465 | $22.2K | 0.00% | −3,631−71.3% | Reduced |
| Loomis Sayles & Co L P | 1,471 | $22.3K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,546 | $23.4K | 0.00% | +1,025+196.7% | Added |
| NBC Securities, Inc. | 1,625 | $24.6K | 0.00% | −525−24.4% | Reduced |
| Stone House Investment Management, LLC | 1,816 | $27.5K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 2,020 | $30.6K | 0.00% | −227−10.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 2,260 | $34.2K | 0.00% | +2,260 | New |
| US Bancorp | 2,554 | $38.7K | 0.00% | +447+21.2% | Added |
| Tower Research Capital LLC (TRC) | 2,580 | $39.1K | 0.00% | −5,052−66.2% | Reduced |
| Signaturefd, LLC | 2,957 | $44.8K | 0.00% | −385−11.5% | Reduced |
| Allworth Financial LP | 2,970 | $45.0K | 0.00% | +2,266+321.9% | Added |
| KBC Group NV | 3,005 | $45.0K | 0.00% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 3,229 | $48.9K | 0.00% | −100−3.0% | Reduced |
| Jones Financial Companies LLLP | 3,868 | $59.8K | 0.00% | −2,170−35.9% | Reduced |
| Rockefeller Capital Management L.P. | 4,600 | $69.6K | 0.00% | 00.0% | Unchanged |
| State of Wyoming | 4,783 | $72.4K | 0.01% | +4,783 | New |
| Creative Financial Designs Inc | 6,196 | $93.8K | 0.00% | +1,266+25.7% | Added |
| Advisor Group Holdings, Inc. | 7,447 | $112.8K | 0.00% | −68−0.9% | Reduced |
| Ameritas Investment Partners, Inc. | 7,476 | $113.2K | 0.00% | +832+12.5% | Added |
| SRS Capital Advisors, Inc. | 8,397 | $127.1K | 0.00% | +6,805+427.4% | Added |
| Bard Associates Inc | 8,450 | $127.9K | 0.03% | 00.0% | Unchanged |
| Federation des caisses Desjardins du Quebec | 9,670 | $146.4K | 0.00% | +143+1.5% | Added |
| Stockman Wealth Management, Inc. | 10,000 | $151.4K | 0.02% | 00.0% | Unchanged |
| Crossingbridge Advisors, LLC | 10,000 | $151.4K | 0.03% | 00.0% | Unchanged |
| AlphaCentric Advisors LLC | 10,000 | $151.4K | 0.13% | 00.0% | Unchanged |
| Abel Hall, LLC | 10,388 | $157.3K | 0.03% | −46−0.4% | Reduced |
| Oppenheimer & Co Inc | 10,399 | $157.4K | 0.00% | +10,399 | New |
| Inscription Capital, LLC | 10,661 | $161.4K | 0.01% | +473+4.6% | Added |
| ProShare Advisors LLC | 10,786 | $163.3K | 0.00% | −859−7.4% | Reduced |
| CI Private Wealth, LLC | 10,795 | $163.4K | 0.00% | +10,795 | New |
| Pictet Asset Management Holding SA | 10,996 | $166.5K | 0.00% | 00.0% | Unchanged |
| EP Wealth Advisors, LLC | 11,048 | $167.3K | 0.00% | +11,048 | New |
| Private Advisor Group, LLC | 11,321 | $171.4K | 0.00% | +11,321 | New |
| Yoffe Investment Management, LLC | 11,612 | $175.8K | 0.20% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 12,784 | $193.6K | 0.00% | +944+8.0% | Added |
| IFM Investors Pty Ltd | 13,098 | $198.3K | 0.00% | +286+2.2% | Added |
| Guggenheim Capital LLC | 13,099 | $198.3K | 0.00% | −320−2.4% | Reduced |
| CWA Asset Management Group, LLC | 13,145 | $199.0K | 0.01% | +13,145 | New |
| Balyasny Asset Management LLC | 13,681 | $207.1K | 0.00% | −27,725−67.0% | Reduced |
| Prudential Financial Inc | 13,738 | $208.0K | 0.00% | +1,200+9.6% | Added |
| Macquarie Group Ltd | 14,035 | $212.5K | 0.00% | −10,232−42.2% | Reduced |
| BNP Paribas Arbitrage, SA | 14,278 | $216.2K | 0.00% | −6,032−29.7% | Reduced |
| Hohimer Wealth Management, LLC | 14,939 | $226.2K | 0.02% | +65+0.4% | Added |
| Delta Financial Advisors LLC | 15,000 | $227.1K | 0.05% | 00.0% | Unchanged |
| Samalin Investment Counsel, LLC | 15,111 | $228.8K | 0.07% | −33−0.2% | Reduced |
| NewEdge Wealth, LLC | 15,287 | $231.4K | 0.00% | −49−0.3% | Reduced |
| Millennium Management LLC | 15,356 | $232.5K | 0.00% | −195,524−92.7% | Reduced |
| BFSG, LLC | 15,755 | $238.5K | 0.02% | +35+0.2% | Added |