Umh PropertiesUMH

13F holders, Q2 2026 (June 30)
259holders −10
27new positions
36sold out
7famous investors
$15.13avg. 13F price*

At the end of Q2 2026, 259 institutions reported holding Umh Properties Inc. (UMH) in their 13F filings, down 10 from Q1 2026. 27 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($127.1M), Vanguard Portfolio Management LLC ($64.0M) and State Street Corp. ($55.7M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Umh Properties Inc.
Filed as
UMH PPTYS INC (Q2 2026)
CUSIP
903002103
Latest filing quarter
Q2 2026

History

Number of 13F holders

0100200300 Q1 2024: 197Q1 2024Q2 2024: 198Q2 2024Q3 2024: 223Q3 2024Q4 2024: 232Q4 2024Q1 2025: 240Q1 2025Q2 2025: 235Q2 2025Q3 2025: 265Q3 2025Q4 2025: 255Q4 2025Q1 2026: 269Q1 2026Q2 2026: 259Q2 2026

Total Exit/New Position Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions27$16.4M
Exits36$43.1M

All 13F filers, Q1 2026 → Q2 2026: 6,513,935 shares bought and 8,695,740 shares sold, net −2,181,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 259 holders

BlackRock, Inc. 0.00% Add +6.1% 8,397,572 $127.1M
Vanguard Portfolio Management LLC 0.00% Add +3.5% 4,225,497 $64.0M
State Street Corp. 0.00% Add +4.9% 3,679,545 $55.7M
FMR LLC 0.00% Reduce -2.2% 3,645,734 $55.2M
Vanguard Capital Management LLC 0.00% Add +1.9% 3,448,062 $52.2M
Capital Research Global Investors 0.01% Add +16.4% 3,034,683 $45.9M
Geode Capital Management, LLC 0.00% Add +9.0% 2,323,227 $35.2M
Goldman Sachs Group Inc. 0.00% Reduce -9.3% 2,092,331 $31.7M
Private Management Group Inc. 0.79% Add +1.7% 1,970,696 $29.8M
D.A. Davidson & Co. 0.16% Add +9.7% 1,943,138 $29.4M
Alliancebernstein L.P. 0.01% Add +22.9% 1,476,121 $21.3M
Charles Schwab Investment Management Inc. 0.00% Add +5.6% 1,312,010 $19.9M
Dimensional Fund Advisors LP 0.00% Reduce -1.3% 1,160,736 $17.6M
Bank of America Corp. 0.00% Add +0.7% 1,033,986 $15.7M
Two Sigma Investments, LP 0.01% Add +24.2% 1,010,182 $15.3M
Raymond James Financial Inc. 0.00% Reduce -0.2% 969,903 $14.7M
Northern Trust Corp. 0.00% Reduce -6.0% 883,272 $13.4M
T. Rowe Price Investment Management, Inc. 0.01% Reduce -76.6% 858,167 $13.0M
First Eagle Investment Management, LLC 0.02% Add +8.9% 833,219 $12.6M
Boothbay Fund Management, LLC 0.24% Add +1392.1% 795,640 $12.0M
Invesco Ltd. 0.00% Add +16.2% 788,834 $11.9M
AQR Capital Management 0.00% Add +152.4% 731,295 $11.1M
Pacific Heights Asset Management LLC 0.34% Add +7.7% 700,000 $10.6M
Citadel Advisors 0.01% Add +128.7% 694,910 $10.5M
Schroder Investment Management Group 0.01% Reduce -9.3% 670,317 $10.3M
William Blair Investment Management, LLC 0.03% Reduce -42.6% 672,085 $10.2M
Kennedy Capital Management LLC 0.16% Reduce -2.5% 580,640 $8.8M
Vanguard Fiduciary Trust Co. 0.00% Reduce -5.6% 536,737 $8.1M
Morgan Stanley 0.00% Add +3.2% 497,070 $7.5M
Bank of New York Mellon Corp 0.00% Add +12.9% 476,378 $7.2M
Citigroup Inc. 0.00% Add +2.6% 447,176 $6.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Add +5.8% 445,154 $6.7M
State of New Jersey Common Pension Fund D 0.02% Reduce -6.3% 429,904 $6.5M
Cherokee Insurance Co 2.43% Add +1.5% 415,162 $6.3M
Wells Fargo & Company 0.00% Add +13.0% 387,843 $5.9M
Russell Investments Group, Ltd. 0.00% Reduce -6.5% 363,716 $5.5M
Legal & General Group Plc 0.00% Reduce -3.3% 335,512 $5.1M
Tudor Investment Corporation 0.02% Add +340.5% 332,751 $5.0M
Nuveen, LLC 0.00% Add +88.4% 323,704 $4.9M
JPMorgan Chase & Co. 0.00% Add +12.4% 315,020 $4.9M
State of Wisconsin Investment Board 0.01% Reduce -9.0% 313,226 $4.7M
Marshall Wace, LLP 0.00% New 307,597 $4.7M
SG Americas Securities, LLC 0.00% Reduce -71.3% 283,306 $4.3M
Connors Investor Services Inc. 0.36% Add +15.0% 274,499 $4.2M
Montag A & Associates Inc. 0.17% Reduce -1.3% 258,354 $3.9M
Neuberger Berman Group LLC 0.00% Reduce -10.5% 218,817 $3.3M
Storebrand Asset Management As 0.01% No change 198,900 $3.0M
Wedbush Securities Inc. 0.07% Add +1.2% 189,997 $2.9M
Renaissance Technologies 0.00% New 172,867 $2.6M
North Star Investment Management Corp. 0.14% No change 168,020 $2.5M
Deprince Race & Zollo Inc. 0.04% Reduce -2.7% 164,842 $2.5M
Arrowstreet Capital, Limited Partnership 0.00% New 164,256 $2.5M
Swiss National Bank 0.00% Add +1.8% 162,100 $2.5M
Wedge Capital Management L L P 0.04% Reduce -4.6% 159,678 $2.4M
HSBC Holdings PLC 0.00% Add +12.6% 157,910 $2.4M
HRT Financial LP 0.00% Add +181.8% 154,375 $2.3M
CANADA LIFE ASSURANCE Co 0.00% Reduce -0.7% 149,474 $2.3M
Quantinno Capital Management LP 0.00% Add +91.2% 148,085 $2.2M
Susquehanna Portfolio Strategies, LLC 0.03% Add +107.4% 140,279 $2.1M
T. Rowe Price Associates Inc. 0.00% Add +19.8% 135,275 $2.0M
Asset Management One Co., Ltd. 0.01% Add +4.7% 133,575 $2.0M
D. E. Shaw & Co. 0.00% Add +5.6% 132,403 $2.0M
Nomura Asset Management Co. Ltd. 0.00% Add +4.8% 131,400 $2.0M
UBS Group AG 0.00% Reduce -58.8% 125,256 $1.9M
Rhumbline Advisers 0.00% Add +7.5% 116,534 $1.8M
Penserra Capital Management LLC 0.01% Add +225.1% 113,321 $1.7M
Silver Lake Advisory, LLC 0.59% Add +1.4% 109,819 $1.7M
First Trust Advisors LP 0.00% Add +22.0% 107,229 $1.6M
Deutsche Bank AG 0.00% Add +8.1% 106,063 $1.6M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% No change 104,883 $1.6M
WealthTrust Axiom LLC 0.35% Reduce -4.1% 103,627 $1.6M
Lazard Asset Management LLC 0.00% Add +3.1% 102,570 $1.6M
California State Teachers Retirement System 0.00% Add +26.5% 98,531 $1.5M
GW Henssler & Associates Ltd. 0.06% No change 96,368 $1.5M
Public Employees Retirement System of Ohio 0.00% Add +0.3% 91,954 $1.4M
Pensionfund PDN 0.69% No change 88,900 $1.3M
Hunter Perkins Capital Management, LLC 0.30% No change 88,317 $1.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -3.0% 88,031 $1.3M
Uniplan Investment Counsel, Inc. 0.13% Reduce -5.0% 86,305 $1.3M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Reduce -26.5% 82,826 $1.3M
Squarepoint Ops LLC 0.00% Reduce -7.3% 82,376 $1.2M
Caldwell Sutter Capital, Inc. 0.47% Reduce -1.3% 81,923 $1.2M
Ulland Investment Advisors, LLC 0.85% Add +14.8% 76,015 $1.2M
Shufro Rose & Co. LLC 0.07% Reduce -4.5% 74,650 $1.1M
Ameriprise Financial Inc. 0.00% Reduce -28.3% 73,998 $1.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% No change 70,496 $1.1M
Vanguard Investments Australia, Ltd. 0.00% Reduce -0.3% 69,173 $1.0M
GAMCO Investors 0.01% No change 66,900 $1.0M
WESPAC Advisors, LLC 0.48% New 65,587 $993K
Manufacturers Life Insurance Company, The 0.00% Add +25.6% 64,370 $975K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% Add +24.6% 63,441 $960K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +65.6% 59,828 $906K
Sei Investments Co. 0.00% Reduce -55.3% 59,729 $904K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 58,156 $880K
XTX Topco Ltd 0.01% Add +326.9% 56,344 $853K
Barclays PLC 0.00% Reduce -14.0% 54,600 $827K
Susquehanna International Group, LLP 0.00% Add +19.9% 53,901 $816K
Quantbot Technologies LP 0.03% New 53,350 $808K
Engineers Gate Manager LP 0.01% Add +90.4% 52,153 $790K
Graham Capital Management, L.P. 0.03% New 51,181 $775K

"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.

Show all 259 holders