Umh PropertiesUMH
13F holders, Q2 2024 (June 30)198holders +1
18new positions
16sold out
5famous investors
$15.99avg. 13F price*
At the end of Q2 2024, 198 institutions reported holding Umh Properties Inc. (UMH) in their 13F filings, up 1 from Q1 2024. 18 opened new positions and 16 sold out. The largest holders were Vanguard Group Inc. ($104.5M), BlackRock Inc. ($83.8M) and T. Rowe Price Investment Management, Inc. ($79.5M). 5 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management's portfolio).
- Company
- Umh Properties Inc.
- Filed as
- UMH PPTYS INC (Q2 2024)
- CUSIP
- 903002103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $9.6M |
| Exits | 16 | $6.0M |
All 13F filers, Q1 2024 → Q2 2024: 4,413,455 shares bought and 2,240,155 shares sold, net +2,173,300 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 198 holders
| Vanguard Group Inc. | 0.00% | Add +2.5% | 6,538,056 | $104.5M |
| BlackRock Inc. | 0.00% | Add +7.4% | 5,238,276 | $83.8M |
| T. Rowe Price Investment Management, Inc. | 0.05% | Add +28.1% | 4,972,192 | $79.5M |
| American Century Companies Inc. | 0.03% | Add +1.0% | 2,931,116 | $46.9M |
| Copeland Capital Management, LLC | 0.82% | Add +13.6% | 2,752,170 | $44.0M |
| FMR LLC | 0.00% | Add +0.0% | 2,729,369 | $43.6M |
| William Blair Investment Management, LLC | 0.08% | Reduce -0.2% | 2,003,749 | $32.0M |
| State Street Corp. | 0.00% | Add +3.1% | 1,939,515 | $31.0M |
| Geode Capital Management, LLC | 0.00% | Add +7.9% | 1,644,089 | $26.3M |
| Jennison Associates LLC | 0.01% | Add +1.6% | 1,327,049 | $21.2M |
| Private Management Group Inc. | 0.80% | Reduce -0.2% | 1,307,532 | $20.9M |
| Bank of America Corp. | 0.00% | Add +0.9% | 1,155,195 | $18.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +2.4% | 966,682 | $15.5M |
| Nuveen Asset Management, LLC | 0.00% | Add +6.4% | 930,833 | $14.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +8.1% | 884,130 | $14.1M |
| D.A. Davidson & Co. | 0.12% | Add +5.7% | 871,668 | $13.9M |
| Northern Trust Corp. | 0.00% | Add +4.2% | 868,810 | $13.9M |
| Raymond James & Associates | 0.01% | Add +5.2% | 868,525 | $13.9M |
| Kennedy Capital Management LLC | 0.25% | Add +8.5% | 720,905 | $11.5M |
| Morgan Stanley | 0.00% | Reduce -27.6% | 601,330 | $9.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +56.4% | 569,479 | $9.1M |
| Envestnet Asset Management Inc. | 0.00% | Add +11.0% | 421,850 | $6.7M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -33.5% | 403,349 | $6.4M |
| Sei Investments Co. | 0.01% | Add +2.3% | 394,433 | $6.3M |
| Qube Research & Technologies Ltd | 0.01% | Add +85.3% | 390,948 | $6.3M |
| Bank of New York Mellon Corp | 0.00% | Add +9.7% | 388,861 | $6.2M |
| Deutsche Bank AG | 0.00% | Add +806.0% | 357,905 | $5.7M |
| JPMorgan Chase & Co. | 0.00% | Reduce -36.8% | 342,276 | $5.5M |
| State of Wisconsin Investment Board | 0.01% | Reduce -0.7% | 318,866 | $5.1M |
| Heartland Advisors Inc. | 0.27% | No change | 300,000 | $4.8M |
| Robotti Robert | 0.74% | Reduce -3.0% | 294,610 | $4.7M |
| Neuberger Berman Group LLC | 0.00% | Add +1.1% | 293,849 | $4.7M |
| Wells Fargo & Company | 0.00% | Add +1.2% | 293,493 | $4.7M |
| Ameriprise Financial Inc. | 0.00% | Reduce -15.3% | 277,820 | $4.4M |
| Storebrand Asset Management As | 0.01% | Reduce -1.4% | 276,690 | $4.4M |
| Montag A & Associates Inc. | 0.22% | No change | 270,911 | $4.3M |
| Panagora Asset Management Inc. | 0.02% | Add +14.4% | 259,114 | $4.1M |
| Pacific Heights Asset Management LLC | 0.31% | No change | 250,000 | $4.0M |
| LDR Capital Management LLC | 4.58% | No change | 236,461 | $3.8M |
| Scout Investments, Inc. | 0.10% | Reduce -8.7% | 228,457 | $3.7M |
| Royal Bank of Canada | 0.00% | Reduce -24.1% | 220,146 | $3.5M |
| Wedbush Securities Inc. | 0.13% | Add +4.1% | 220,053 | $3.5M |
| NFJ Investment Group, LLC | 0.11% | Reduce -7.0% | 216,486 | $3.5M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -4.0% | 203,865 | $3.3M |
| Cerity Partners LLC | 0.01% | Reduce -56.4% | 193,191 | $3.1M |
| Invesco Ltd. | 0.00% | Add +3.6% | 193,065 | $3.1M |
| North Star Investment Management Corp. | 0.21% | No change | 176,186 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +18.2% | 160,243 | $2.6M |
| Millennium Management | 0.00% | Reduce -74.9% | 144,013 | $2.3M |
| Marshall Wace, LLP | 0.00% | New | 143,829 | $2.3M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.06% | New | 131,800 | $2.1M |
| Swiss National Bank | 0.00% | Add +4.1% | 129,600 | $2.1M |
| WealthTrust Axiom LLC | 0.68% | Reduce -0.4% | 129,065 | $2.1M |
| AQR Capital Management | 0.00% | Add +268.8% | 127,087 | $2.0M |
| Silver Lake Advisory, LLC | 0.46% | Add +4.2% | 115,741 | $1.9M |
| Rhumbline Advisers | 0.00% | Add +12.4% | 112,860 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +809.2% | 112,846 | $1.8M |
| McIlrath & Eck, LLC | 0.24% | Reduce -3.2% | 102,099 | $1.6M |
| GW Henssler & Associates Ltd. | 0.09% | No change | 96,368 | $1.5M |
| Asset Management One Co., Ltd. | 0.01% | Add +2.5% | 94,043 | $1.5M |
| Public Employees Retirement System of Ohio | 0.01% | Add +5.1% | 93,699 | $1.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +9.9% | 91,683 | $1.5M |
| Caldwell Sutter Capital, Inc. | 0.72% | Reduce -0.6% | 91,494 | $1.5M |
| Shufro Rose & Co. LLC | 0.12% | Reduce -0.6% | 90,250 | $1.4M |
| Hunter Perkins Capital Management, LLC | 0.28% | Add +43.9% | 84,295 | $1.3M |
| GAMCO Investors | 0.01% | No change | 79,800 | $1.3M |
| Barclays PLC | 0.00% | Reduce -27.1% | 79,746 | $1.3M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +11.1% | 79,000 | $1.3M |
| UBS Group AG | 0.00% | Reduce -37.4% | 74,488 | $1.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +4.4% | 73,033 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 72,951 | $1.2M |
| Boston Partners | 0.00% | Add +113.4% | 71,236 | $1.1M |
| First Trust Advisors LP | 0.00% | New | 68,260 | $1.1M |
| Citadel Advisors | 0.00% | Add +68.6% | 67,999 | $1.1M |
| Alliancebernstein L.P. | 0.00% | Add +5.3% | 65,767 | $1.1M |
| Knights of Columbus Asset Advisors LLC | 0.07% | Reduce -48.4% | 64,689 | $1.0M |
| California State Teachers Retirement System | 0.00% | Add +2.1% | 64,183 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.04% | No change | 60,868 | $973K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -33.7% | 58,284 | $932K |
| Pensionfund PDN | 0.49% | No change | 57,900 | $926K |
| Legal & General Group Plc | 0.00% | Add +1.2% | 56,833 | $909K |
| Susquehanna International Group, LLP | 0.00% | Reduce -29.4% | 56,202 | $899K |
| Two Sigma Investments, LP | 0.00% | New | 51,391 | $822K |
| Bard Associates Inc. | 0.30% | No change | 49,235 | $787K |
| Cornercap Investment Counsel Inc. | 0.13% | Add +2.4% | 48,046 | $768K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.9% | 45,929 | $734K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +12.2% | 41,698 | $667K |
| Penserra Capital Management LLC | 0.01% | Add +12.6% | 41,544 | $664K |
| Clear Creek Financial Management, LLC | 0.08% | Add +5.8% | 40,659 | $650K |
| Lokken Investment Group LLC | 0.29% | No change | 39,122 | $626K |
| MetLife Investment Management, LLC | 0.00% | Add +23.9% | 38,918 | $622K |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.6% | 35,689 | $571K |
| Globeflex Capital L P | 0.06% | New | 35,200 | $563K |
| Corebridge Financial, Inc. | 0.00% | — | 34,355 | $549K |
| Pathstone Holdings, LLC | 0.00% | Reduce -18.5% | 32,538 | $520K |
| Janus Henderson Group PLC | 0.00% | Reduce -1.0% | 31,802 | $508K |
| Koshinski Asset Management, Inc. | 0.05% | Add +8.6% | 30,531 | $498K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | — | 30,913 | $494K |
| State of Alaska, Department of Revenue | 0.01% | Add +6.4% | 30,641 | $489K |
| Centiva Capital, LP | 0.02% | Reduce -9.6% | 30,233 | $483K |
"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.