Umh PropertiesUMH
13F holders, Q1 2024 (March 31)197holders
6famous investors
$16.24avg. 13F price*
At the end of Q1 2024, 197 institutions reported holding Umh Properties Inc. (UMH) in their 13F filings. The largest holders were Vanguard Group Inc. ($103.6M), BlackRock Inc. ($79.2M) and T. Rowe Price Investment Management, Inc. ($63.0M). 6 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- Umh Properties Inc.
- Filed as
- UMH PPTYS INC (Q1 2024)
- CUSIP
- 903002103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $4.1M |
| Exits | 22 | $17.8M |
Ownership 197 holders
| Vanguard Group Inc. | 0.00% | Reduce -2.5% | 6,377,983 | $103.6M |
| BlackRock Inc. | 0.00% | Reduce -0.9% | 4,878,744 | $79.2M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +4.5% | 3,880,630 | $63.0M |
| American Century Companies Inc. | 0.03% | Add +1.7% | 2,901,796 | $47.1M |
| FMR LLC | 0.00% | Add +0.0% | 2,728,897 | $44.3M |
| Copeland Capital Management, LLC | 0.71% | Add +3.7% | 2,421,907 | $39.3M |
| William Blair Investment Management, LLC | 0.08% | Add +0.0% | 2,007,864 | $32.6M |
| State Street Corp. | 0.00% | Reduce -1.1% | 1,881,251 | $30.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.1% | 1,523,454 | $24.7M |
| Private Management Group Inc. | 0.81% | Reduce -0.5% | 1,309,982 | $21.3M |
| Jennison Associates LLC | 0.01% | Add +0.4% | 1,305,618 | $21.2M |
| Bank of America Corp. | 0.00% | Reduce -2.6% | 1,144,583 | $18.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +6.5% | 943,838 | $15.3M |
| Nuveen Asset Management, LLC | 0.00% | Add +5.1% | 874,903 | $14.2M |
| Northern Trust Corp. | 0.00% | Add +4.3% | 833,888 | $13.5M |
| Morgan Stanley | 0.00% | Add +55.0% | 830,447 | $13.5M |
| Raymond James & Associates | 0.01% | Add +24.1% | 825,371 | $13.4M |
| D.A. Davidson & Co. | 0.12% | Add +25.1% | 824,412 | $13.4M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +2.2% | 818,120 | $13.3M |
| Kennedy Capital Management LLC | 0.22% | Add +245.9% | 664,377 | $10.8M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +6.2% | 606,762 | $9.9M |
| Millennium Management | 0.01% | Add +1416.4% | 574,344 | $9.3M |
| JPMorgan Chase & Co. | 0.00% | Add +6.1% | 541,854 | $8.8M |
| Cerity Partners LLC | 0.02% | Add +131.5% | 442,786 | $7.2M |
| Sei Investments Co. | 0.01% | Add +4.2% | 385,571 | $6.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +7.0% | 380,076 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +36.9% | 364,086 | $5.9M |
| Bank of New York Mellon Corp | 0.00% | Reduce -2.5% | 354,612 | $5.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.0% | 327,904 | $5.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -10.8% | 320,965 | $5.2M |
| Robotti Robert | 0.67% | Add +0.9% | 303,822 | $4.9M |
| Heartland Advisors Inc. | 0.26% | Reduce -49.9% | 300,000 | $4.9M |
| Neuberger Berman Group LLC | 0.00% | Add +14.9% | 290,725 | $4.7M |
| Wells Fargo & Company | 0.00% | Reduce -2.6% | 290,116 | $4.7M |
| Royal Bank of Canada | 0.00% | Add +30.9% | 289,960 | $4.7M |
| Storebrand Asset Management As | 0.02% | Reduce -19.3% | 280,582 | $4.6M |
| Montag A & Associates Inc. | 0.22% | Reduce -3.0% | 270,911 | $4.4M |
| Pacific Heights Asset Management LLC | 0.33% | No change | 250,000 | $4.1M |
| Scout Investments, Inc. | 0.10% | Reduce -6.0% | 250,334 | $4.0M |
| LDR Capital Management LLC | 3.15% | Reduce -5.8% | 236,461 | $3.8M |
| NFJ Investment Group, LLC | 0.10% | Reduce -5.7% | 232,736 | $3.8M |
| Panagora Asset Management Inc. | 0.02% | Add +90.8% | 226,487 | $3.7M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -7.0% | 212,289 | $3.4M |
| Wedbush Securities Inc. | 0.13% | Add +20.3% | 211,382 | $3.4M |
| Qube Research & Technologies Ltd | 0.01% | Add +327.4% | 210,986 | $3.4M |
| Invesco Ltd. | 0.00% | Reduce -24.3% | 186,343 | $3.0M |
| North Star Investment Management Corp. | 0.20% | Add +59.9% | 176,186 | $2.9M |
| Stifel Financial Corp. | 0.00% | Add +10.0% | 135,521 | $2.2M |
| WealthTrust Axiom LLC | 0.68% | Reduce -3.9% | 129,565 | $2.1M |
| Knights of Columbus Asset Advisors LLC | 0.15% | Reduce -48.8% | 125,293 | $2.0M |
| Swiss National Bank | 0.00% | Add +1.9% | 124,500 | $2.0M |
| UBS Group AG | 0.00% | Reduce -1.6% | 119,029 | $1.9M |
| Silver Lake Advisory, LLC | 0.44% | Reduce -0.7% | 111,074 | $1.8M |
| Barclays PLC | 0.00% | Reduce -29.4% | 109,424 | $1.8M |
| McIlrath & Eck, LLC | 0.27% | Add +0.3% | 105,503 | $1.7M |
| Renaissance Technologies | 0.00% | Reduce -61.6% | 105,000 | $1.7M |
| Rhumbline Advisers | 0.00% | Add +2.8% | 100,390 | $1.6M |
| GW Henssler & Associates Ltd. | 0.09% | No change | 96,368 | $1.6M |
| Caldwell Sutter Capital, Inc. | 0.72% | Reduce -1.1% | 92,021 | $1.5M |
| Asset Management One Co., Ltd. | 0.01% | Reduce -2.7% | 91,751 | $1.5M |
| Shufro Rose & Co. LLC | 0.12% | Reduce -2.2% | 90,750 | $1.5M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.6% | 89,118 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | No change | 87,935 | $1.4M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +13.0% | 83,437 | $1.4M |
| Mutual of America Capital Management LLC | 0.01% | Reduce -7.5% | 83,128 | $1.3M |
| GAMCO Investors | 0.01% | Add +8.9% | 79,800 | $1.3M |
| Susquehanna International Group, LLP | 0.00% | Add +59.3% | 79,587 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 72,951 | $1.2M |
| Nomura Asset Management Co. Ltd. | 0.00% | No change | 71,100 | $1.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +3.0% | 69,952 | $1.1M |
| California State Teachers Retirement System | 0.00% | Reduce -3.3% | 62,850 | $1.0M |
| Alliancebernstein L.P. | 0.00% | Add +37.7% | 62,451 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | Reduce -5.2% | 60,868 | $988K |
| Credit Suisse AG/ | 0.00% | Add +31.2% | 59,250 | $962K |
| Gsa Capital Partners LLP | 0.08% | Reduce -48.3% | 58,757 | $954K |
| Hunter Perkins Capital Management, LLC | 0.19% | Add +56.8% | 58,575 | $951K |
| Pensionfund PDN | 0.50% | Add +5.5% | 57,900 | $940K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -7.8% | 57,821 | $939K |
| Legal & General Group Plc | 0.00% | Add +4.0% | 56,170 | $912K |
| Bard Associates Inc. | 0.29% | Reduce -1.2% | 49,235 | $800K |
| Cornercap Investment Counsel Inc. | 0.12% | New | 46,922 | $762K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +28.1% | 44,192 | $718K |
| Two Sigma Advisers, LP | 0.00% | Reduce -65.0% | 40,900 | $664K |
| Citadel Advisors | 0.00% | Reduce -60.7% | 40,327 | $655K |
| Pathstone Holdings, LLC | 0.00% | Add +212.3% | 39,923 | $648K |
| Deutsche Bank AG | 0.00% | Add +44.8% | 39,503 | $642K |
| Lokken Investment Group LLC | 0.32% | Add +34.3% | 39,122 | $635K |
| Cipher Capital LP | 0.29% | Add +125.2% | 38,910 | $632K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -3.0% | 38,434 | $624K |
| HRT Financial LP | 0.00% | New | 37,714 | $612K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 37,160 | $603K |
| Penserra Capital Management LLC | 0.01% | Reduce -0.3% | 36,885 | $599K |
| AQR Capital Management | 0.00% | Add +12.5% | 34,462 | $560K |
| Centiva Capital, LP | 0.03% | New | 33,456 | $543K |
| Boston Partners | 0.00% | Reduce -6.7% | 33,384 | $542K |
| T. Rowe Price Associates Inc. | 0.00% | Add +7.1% | 32,577 | $530K |
| Squarepoint Ops LLC | 0.00% | Reduce -3.5% | 32,210 | $523K |
| Janus Henderson Group PLC | 0.00% | Add +0.0% | 32,121 | $521K |
| MetLife Investment Management, LLC | 0.00% | No change | 31,404 | $510K |
| BNP Paribas Financial Markets | 0.00% | Reduce -9.3% | 30,304 | $492K |
"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.