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 |
|---|---|---|---|---|---|
| Susquehanna Portfolio Strategies, LLC | 140,279 | $2.12M | 0.03% | +72,637+107.4% | Added |
| Quantinno Capital Management LP | 148,085 | $2.24M | 0.00% | +70,622+91.2% | Added |
| Great West Life Assurance Co | 149,474 | $2.26M | 0.00% | −1,088−0.7% | Reduced |
| HRT Financial LP | 154,375 | $2.34M | 0.00% | +99,598+181.8% | Added |
| HSBC Holdings PLC | 157,910 | $2.39M | 0.00% | +17,678+12.6% | Added |
| Wedge Capital Management L L P | 159,678 | $2.42M | 0.04% | −7,732−4.6% | Reduced |
| Swiss National Bank | 162,100 | $2.45M | 0.00% | +2,900+1.8% | Added |
| Arrowstreet Capital, Limited Partnership | 164,256 | $2.49M | 0.00% | +164,256 | New |
| Deprince Race & Zollo Inc | 164,842 | $2.50M | 0.04% | −4,589−2.7% | Reduced |
| North Star Investment Management Corp. | 168,020 | $2.54M | 0.14% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 172,867 | $2.62M | 0.00% | +172,867 | New |
| Wedbush Securities Inc | 189,997 | $2.88M | 0.07% | +2,239+1.2% | Added |
| Storebrand Asset Management AS | 198,900 | $3.01M | 0.01% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 218,817 | $3.31M | 0.00% | −25,699−10.5% | Reduced |
| Montag A & Associates Inc | 258,354 | $3.91M | 0.17% | −3,297−1.3% | Reduced |
| Connors Investor Services Inc | 274,499 | $4.16M | 0.36% | +35,862+15.0% | Added |
| SG Americas Securities, LLC | 283,306 | $4.29M | 0.00% | −704,759−71.3% | Reduced |
| Marshall Wace, LLP | 307,597 | $4.66M | 0.00% | +307,597 | New |
| State of Wisconsin Investment Board | 313,226 | $4.74M | 0.01% | −30,892−9.0% | Reduced |
| JPMorgan Chase & Co | 315,020 | $4.86M | 0.00% | +34,724+12.4% | Added |
| Nuveen, LLC | 323,704 | $4.90M | 0.00% | +151,889+88.4% | Added |
| Tudor Investment Corp Et Al | 332,751 | $5.04M | 0.02% | +257,209+340.5% | Added |
| Legal & General Group Plc | 335,512 | $5.08M | 0.00% | −11,280−3.3% | Reduced |
| Russell Investments Group, Ltd. | 363,716 | $5.51M | 0.00% | −25,116−6.5% | Reduced |
| Wells Fargo & Company | 387,843 | $5.87M | 0.00% | +44,519+13.0% | Added |
| Cherokee Insurance Co | 415,162 | $6.29M | 2.43% | +6,158+1.5% | Added |
| State of New Jersey Common Pension Fund D | 429,904 | $6.51M | 0.02% | −28,866−6.3% | Reduced |
| UBS Asset Management Americas Inc | 445,154 | $6.74M | 0.00% | +24,448+5.8% | Added |
| Citigroup Inc | 447,176 | $6.77M | 0.00% | +11,410+2.6% | Added |
| Bank of New York Mellon Corp | 476,378 | $7.21M | 0.00% | +54,454+12.9% | Added |
| Morgan Stanley | 497,070 | $7.53M | 0.00% | +15,516+3.2% | Added |
| Vanguard Fiduciary Trust Co | 536,737 | $8.13M | 0.00% | −31,770−5.6% | Reduced |
| Kennedy Capital Management, Inc. | 580,640 | $8.79M | 0.16% | −14,836−2.5% | Reduced |
| William Blair Investment Management, LLC | 672,085 | $10.2M | 0.03% | −497,897−42.6% | Reduced |
| Schroder Investment Management Group | 670,317 | $10.3M | 0.01% | −68,531−9.3% | Reduced |
| Citadel Advisors LLC | 694,910 | $10.5M | 0.01% | +391,110+128.7% | Added |
| Pacific Heights Asset Management LLC | 700,000 | $10.6M | 0.34% | +50,000+7.7% | Added |
| AQR Capital Management LLC | 731,295 | $11.1M | 0.00% | +441,592+152.4% | Added |
| Invesco Ltd. | 788,834 | $11.9M | 0.00% | +109,726+16.2% | Added |
| Boothbay Fund Management, LLC | 795,640 | $12.0M | 0.23% | +742,318+1,392.1% | Added |
| First Eagle Investment Management, LLC | 833,219 | $12.6M | 0.02% | +68,300+8.9% | Added |
| T. Rowe Price Investment Management, Inc. | 858,167 | $13.0M | 0.01% | −2,815,126−76.6% | Reduced |
| Northern Trust Corp | 883,272 | $13.4M | 0.00% | −56,820−6.0% | Reduced |
| Raymond James Financial Inc | 969,903 | $14.7M | 0.00% | −1,530−0.2% | Reduced |
| Two Sigma Investments, LP | 1,010,182 | $15.3M | 0.01% | +196,966+24.2% | Added |
| Bank of America Corp | 1,033,986 | $15.7M | 0.00% | +7,562+0.7% | Added |
| Dimensional Fund Advisors LP | 1,160,736 | $17.6M | 0.00% | −15,033−1.3% | Reduced |
| Charles Schwab Investment Management Inc | 1,312,010 | $19.9M | 0.00% | +69,363+5.6% | Added |
| Alliancebernstein L.P. | 1,476,121 | $21.3M | 0.01% | +274,755+22.9% | Added |
| D.A. Davidson & Co. | 1,943,138 | $29.4M | 0.16% | +171,827+9.7% | Added |
| Private Management Group Inc | 1,970,696 | $29.8M | 0.79% | +33,589+1.7% | Added |
| Goldman Sachs Group Inc | 2,092,331 | $31.7M | 0.00% | −213,461−9.3% | Reduced |
| Geode Capital Management, LLC | 2,323,227 | $35.2M | 0.00% | +192,029+9.0% | Added |
| Capital Research Global Investors | 3,034,683 | $45.9M | 0.01% | +427,196+16.4% | Added |
| Vanguard Capital Management LLC | 3,448,062 | $52.2M | 0.00% | +64,915+1.9% | Added |
| FMR LLC | 3,645,734 | $55.2M | 0.00% | −83,146−2.2% | Reduced |
| State Street Corp | 3,679,545 | $55.7M | 0.00% | +171,127+4.9% | Added |
| Vanguard Portfolio Management LLC | 4,225,497 | $64.0M | 0.00% | +144,092+3.5% | Added |
| BlackRock, Inc. | 8,397,572 | $127.1M | 0.00% | +479,488+6.1% | Added |
| Copeland Capital Management, LLC | 0 | $0 | 0.00% | −1,130,858−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −933,034−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −191,252−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −184,223−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −99,500−100.0% | Sold out |
| Stifel Financial Corp | 0 | $0 | 0.00% | −77,380−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −60,402−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −52,731−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −34,944−100.0% | Sold out |
| Evergreen Capital Management LLC | 0 | $0 | 0.00% | −34,806−100.0% | Sold out |
| Quadrant Capital Group LLC | 0 | $0 | 0.00% | −33,322−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −18,051−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −16,900−100.0% | Sold out |
| Easterly Investment Partners LLC | 0 | $0 | 0.00% | −15,925−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −15,895−100.0% | Sold out |
| Gilder Gagnon Howe & Co LLC | 0 | $0 | 0.00% | −15,074−100.0% | Sold out |
| Allianz Asset Management GmbH | 0 | $0 | 0.00% | −12,229−100.0% | Sold out |
| Wealthcare Advisory Partners LLC | 0 | $0 | 0.00% | −11,836−100.0% | Sold out |
| Bessemer Group Inc | 0 | $0 | 0.00% | −11,737−100.0% | Sold out |
| Pathstone Holdings, LLC | 0 | $0 | 0.00% | −11,489−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −10,930−100.0% | Sold out |
| AlphaCore Capital LLC | 0 | $0 | 0.00% | −5,815−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −3,160−100.0% | Sold out |
| Golden State Wealth Management, LLC | 0 | $0 | 0.00% | −2,000−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −1,918−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −1,104−100.0% | Sold out |
| Northwestern Mutual Wealth Management Co | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Prosperity Bancshares Inc | 0 | $0 | 0.00% | −885−100.0% | Sold out |
| Sound Income Strategies, LLC | 0 | $0 | 0.00% | −583−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −373−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −351−100.0% | Sold out |
| Los Angeles Capital Management LLC | 0 | $0 | 0.00% | −256−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −56−100.0% | Sold out |
| Root Financial Partners, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| Dunhill Financial, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Hughes Financial Services, LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| McIlrath & Eck, LLC | – | – | – | – | Not filed |
| Janus Henderson Group PLC | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |