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 |
|---|---|---|---|---|---|
| Tokio Marine Asset Management Co Ltd | 2,260 | $34.2K | 0.00% | +2,260 | New |
| Versant Capital Management, Inc | 2,020 | $30.6K | 0.00% | −227−10.1% | Reduced |
| Stone House Investment Management, LLC | 1,816 | $27.5K | 0.00% | 00.0% | Unchanged |
| NBC Securities, Inc. | 1,625 | $24.6K | 0.00% | −525−24.4% | Reduced |
| Sterling Capital Management LLC | 1,546 | $23.4K | 0.00% | +1,025+196.7% | Added |
| Loomis Sayles & Co L P | 1,471 | $22.3K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 1,465 | $22.2K | 0.00% | −3,631−71.3% | Reduced |
| Farther Finance Advisors, LLC | 1,306 | $19.8K | 0.00% | +185+16.5% | Added |
| Hilton Head Capital Partners, LLC | 1,240 | $18.8K | 0.01% | −83−6.3% | Reduced |
| IFP Advisors, Inc | 1,237 | $18.7K | 0.00% | +781+171.3% | Added |
| GF Fund Management Co. Ltd. | 1,097 | $16.6K | 0.00% | −138−11.2% | Reduced |
| Essential Partners LLC | 972 | $14.7K | 0.01% | +432+80.0% | Added |
| EverSource Wealth Advisors, LLC | 920 | $13.9K | 0.00% | +480+109.1% | Added |
| Rothschild Investment LLC | 718 | $10.9K | 0.00% | +355+97.8% | Added |
| Parallel Advisors, LLC | 708 | $10.7K | 0.00% | +45+6.8% | Added |
| Fifth Third Bancorp | 684 | $10.4K | 0.00% | −42−5.8% | Reduced |
| Exchange Traded Concepts, LLC | 630 | $9.54K | 0.00% | −377−37.4% | Reduced |
| Huntington National Bank | 619 | $9.37K | 0.00% | +406+190.6% | Added |
| GAMMA Investing LLC | 616 | $9.33K | 0.00% | +244+65.6% | Added |
| Umb Bank N A | 592 | $8.96K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 519 | $7.86K | 0.00% | +266+105.1% | Added |
| Ares Financial Consulting, LLC | 416 | $6.30K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 374 | $5.66K | 0.00% | +374 | New |
| International Assets Investment Management, LLC | 362 | $5.53K | 0.00% | −549−60.3% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 333 | $5.04K | 0.00% | −1,334−80.0% | Reduced |
| Smartleaf Asset Management LLC | 308 | $4.76K | 0.00% | 00.0% | Unchanged |
| 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 |
| Bare Financial Services, Inc | 291 | $4.41K | 0.00% | +182+167.0% | Added |
| Owl Creek Wealth Partners LLC | 290 | $4.39K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 233 | $3.53K | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 200 | $3.03K | 0.00% | −377−65.3% | Reduced |
| Assetmark, Inc | 182 | $2.75K | 0.00% | −1−0.5% | Reduced |
| Synergy Investment Management, LLC | 167 | $2.63K | 0.00% | +167 | New |
| True Wealth Design, LLC | 163 | $2.47K | 0.00% | +51+45.5% | Added |
| Parkside Financial Bank & Trust | 158 | $2.39K | 0.00% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 145 | $2.20K | 0.00% | +145 | New |
| Larson Financial Group LLC | 145 | $2.19K | 0.00% | 00.0% | Unchanged |
| Capital Analysts, LLC | 120 | $2.00K | 0.00% | −63−34.4% | Reduced |
| Optiver Holding B.V. | 114 | $1.73K | 0.00% | −152−57.1% | Reduced |
| Ameriflex Group, Inc. | 114 | $1.73K | 0.00% | +114 | New |
| UMA Financial Services, Inc. | 111 | $1.68K | 0.00% | +111 | New |
| Danske Bank A/S | 100 | $1.51K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 89 | $1.35K | 0.00% | +89 | New |
| Covestor Ltd | 47 | $1.00K | 0.00% | +42+840.0% | Added |
| WPG Advisers, LLC | 65 | $984 | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 55 | $833 | 0.00% | −389−87.6% | Reduced |
| Pinnacle Wealth Planning Services, Inc. | 54 | $818 | 0.00% | 00.0% | Unchanged |
| Retirement Wealth Solutions LLC | 48 | $720 | 0.00% | 00.0% | Unchanged |
| Smallwood Wealth Investment Management, LLC | 47 | $711 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 37 | $560 | 0.00% | 00.0% | Unchanged |
| MidFirst Bank | 35 | $530 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 24 | $363 | 0.00% | −3−11.1% | Reduced |
| Ronald Blue Trust, Inc. | 22 | $333 | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 19 | $288 | 0.00% | +19 | New |
| Cornerstone Planning Group LLC | 14 | $216 | 0.00% | −519−97.4% | Reduced |
| Bogart Wealth, LLC | 9 | $136 | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 4 | $61 | 0.00% | +4 | New |
| GHP Investment Advisors, Inc. | 3 | $46 | 0.00% | 00.0% | Unchanged |
| 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 |