Umh PropertiesUMH
13F holders, Q3 2024 (September 30)223holders +25
40new positions
17sold out
4famous investors
$19.66avg. 13F price*
At the end of Q3 2024, 223 institutions reported holding Umh Properties Inc. (UMH) in their 13F filings, up 25 from Q2 2024. 40 opened new positions and 17 sold out. The largest holders were Vanguard Group Inc. ($131.9M), BlackRock, Inc. ($131.1M) and T. Rowe Price Investment Management, Inc. ($102.2M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Israel Englander (0.0% of Millennium Management's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Umh Properties Inc.
- Filed as
- UMH PPTYS INC (Q3 2024)
- CUSIP
- 903002103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 40 | $74.2M |
| Exits | 17 | $9.9M |
All 13F filers, Q2 2024 → Q3 2024: 7,336,258 shares bought and 3,188,141 shares sold, net +4,148,117 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 223 holders
| Vanguard Group Inc. | 0.00% | Add +2.6% | 6,706,664 | $131.9M |
| BlackRock, Inc. | 0.00% | — | 6,664,756 | $131.1M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +4.5% | 5,193,788 | $102.2M |
| State Street Corp. | 0.00% | Add +44.5% | 2,802,604 | $55.1M |
| Copeland Capital Management, LLC | 0.94% | Add +0.3% | 2,761,116 | $54.3M |
| FMR LLC | 0.00% | Add +0.0% | 2,729,895 | $53.7M |
| American Century Companies Inc. | 0.03% | Reduce -20.5% | 2,330,987 | $45.9M |
| William Blair Investment Management, LLC | 0.09% | Reduce -3.0% | 1,943,940 | $38.2M |
| Capital Research Global Investors | 0.01% | New | 1,795,769 | $35.3M |
| Geode Capital Management, LLC | 0.00% | Add +3.6% | 1,703,794 | $33.5M |
| Jennison Associates LLC | 0.02% | Reduce -0.7% | 1,317,275 | $25.9M |
| Private Management Group Inc. | 0.86% | Reduce -4.4% | 1,249,903 | $24.6M |
| Nuveen Asset Management, LLC | 0.01% | Add +32.3% | 1,231,868 | $24.2M |
| Bank of America Corp. | 0.00% | Reduce -1.6% | 1,136,246 | $22.3M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.7% | 1,012,312 | $19.9M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +6.4% | 940,792 | $18.5M |
| Northern Trust Corp. | 0.00% | Add +7.0% | 929,419 | $18.3M |
| D.A. Davidson & Co. | 0.14% | Add +0.1% | 872,734 | $17.2M |
| Raymond James & Associates | 0.01% | Reduce -2.5% | 846,409 | $16.6M |
| Kennedy Capital Management LLC | 0.28% | Reduce -10.4% | 645,548 | $12.7M |
| Marshall Wace, LLP | 0.02% | Add +344.6% | 639,427 | $12.6M |
| Morgan Stanley | 0.00% | Reduce -8.7% | 548,942 | $10.8M |
| Balyasny Asset Management L.P. | 0.03% | New | 534,344 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Add +2.7% | 433,410 | $8.5M |
| JPMorgan Chase & Co. | 0.00% | Add +20.0% | 410,856 | $8.1M |
| State of New Jersey Common Pension Fund D | 0.03% | Reduce -4.9% | 383,616 | $7.5M |
| Sei Investments Co. | 0.01% | Reduce -12.4% | 345,443 | $6.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +476.3% | 335,874 | $6.6M |
| Legal & General Group Plc | 0.00% | Add +490.0% | 335,295 | $6.6M |
| State of Wisconsin Investment Board | 0.02% | No change | 318,866 | $6.3M |
| Bank of New York Mellon Corp | 0.00% | Reduce -18.1% | 318,350 | $6.3M |
| Panagora Asset Management Inc. | 0.03% | Add +21.7% | 315,314 | $6.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -45.1% | 312,803 | $6.2M |
| Neuberger Berman Group LLC | 0.00% | Add +3.1% | 302,903 | $6.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.8% | 291,066 | $5.7M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -26.3% | 287,981 | $5.7M |
| Storebrand Asset Management As | 0.02% | Reduce -1.0% | 273,854 | $5.4M |
| Montag A & Associates Inc. | 0.25% | No change | 270,911 | $5.3M |
| Pacific Heights Asset Management LLC | 0.37% | No change | 250,000 | $4.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -13.6% | 240,075 | $4.7M |
| Franklin Resources Inc. | 0.00% | New | 236,025 | $4.4M |
| Invesco Ltd. | 0.00% | Add +16.4% | 224,734 | $4.4M |
| Brookfield Corp | 0.02% | New | 220,163 | $4.3M |
| Russell Investments Group, Ltd. | 0.01% | Add +6.2% | 216,449 | $4.3M |
| Millennium Management | 0.00% | Add +38.3% | 199,095 | $3.9M |
| First Eagle Investment Management, LLC | 0.01% | New | 197,493 | $3.9M |
| Scout Investments, Inc. | 0.10% | Reduce -13.9% | 196,646 | $3.7M |
| Wedbush Securities Inc. | 0.14% | Reduce -15.1% | 186,888 | $3.7M |
| Royal Bank of Canada | 0.00% | Reduce -16.6% | 183,640 | $3.6M |
| Eagle Asset Management Inc. | 0.02% | New | 181,657 | $3.5M |
| North Star Investment Management Corp. | 0.24% | No change | 176,186 | $3.5M |
| Stifel Financial Corp. | 0.00% | Add +4.7% | 167,789 | $3.3M |
| LDR Capital Management LLC | 5.43% | Reduce -29.3% | 167,091 | $3.3M |
| NFJ Investment Group, LLC | 0.09% | Reduce -24.0% | 164,516 | $3.2M |
| Barclays PLC | 0.00% | Add +101.2% | 160,406 | $3.2M |
| Heartland Advisors Inc. | 0.15% | Reduce -50.0% | 150,000 | $3.0M |
| Swiss National Bank | 0.00% | Add +0.8% | 130,600 | $2.6M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 128,573 | $2.5M |
| WealthTrust Axiom LLC | 0.75% | Reduce -0.8% | 128,065 | $2.5M |
| Silver Lake Advisory, LLC | 0.49% | Reduce -3.0% | 112,231 | $2.2M |
| Rhumbline Advisers | 0.00% | Reduce -2.6% | 109,946 | $2.2M |
| McIlrath & Eck, LLC | 0.26% | Add +0.2% | 102,322 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Add +4.2% | 97,624 | $1.9M |
| Asset Management One Co., Ltd. | 0.01% | Add +3.3% | 97,168 | $1.9M |
| UBS Group AG | 0.00% | Add +29.7% | 96,625 | $1.9M |
| AQR Capital Management | 0.00% | Reduce -24.1% | 96,514 | $1.9M |
| GW Henssler & Associates Ltd. | 0.11% | No change | 96,368 | $1.9M |
| Caldwell Sutter Capital, Inc. | 0.85% | Add +0.8% | 92,194 | $1.8M |
| Susquehanna International Group, LLP | 0.00% | Add +54.4% | 86,798 | $1.7M |
| Hunter Perkins Capital Management, LLC | 0.34% | No change | 84,295 | $1.7M |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | 0.04% | Reduce -36.2% | 84,076 | $1.7M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +4.0% | 82,200 | $1.6M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -11.0% | 81,590 | $1.6M |
| Alliancebernstein L.P. | 0.00% | Add +14.8% | 75,510 | $1.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +3.1% | 75,287 | $1.5M |
| GAMCO Investors | 0.01% | Reduce -6.9% | 74,300 | $1.5M |
| Teacher Retirement System of Texas | 0.01% | Add +570.2% | 73,724 | $1.4M |
| Shufro Rose & Co. LLC | 0.12% | No change | 90,250 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 72,951 | $1.4M |
| First Trust Advisors LP | 0.00% | Add +6.3% | 72,589 | $1.4M |
| Boston Partners | 0.00% | Add +1.5% | 72,332 | $1.4M |
| Cubist Systematic Strategies, LLC | 0.02% | Add +202.7% | 67,480 | $1.3M |
| Deutsche Bank AG | 0.00% | Reduce -82.2% | 63,548 | $1.2M |
| California State Teachers Retirement System | 0.00% | Reduce -1.6% | 63,122 | $1.2M |
| Susquehanna Portfolio Strategies, LLC | 0.08% | Reduce -1.1% | 60,168 | $1.2M |
| Pensionfund PDN | 0.52% | No change | 57,900 | $1.1M |
| Vestcor Inc | 0.04% | New | 56,873 | $1.1M |
| LPL Financial LLC | 0.00% | Add +172.4% | 56,004 | $1.1M |
| Quantbot Technologies LP | 0.04% | Add +297.5% | 50,183 | $987K |
| Bard Associates Inc. | 0.33% | No change | 49,235 | $968K |
| Citigroup Inc. | 0.00% | Add +184.2% | 48,897 | $962K |
| HSBC Holdings PLC | 0.00% | New | 48,072 | $943K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -0.1% | 45,865 | $902K |
| Squarepoint Ops LLC | 0.00% | Add +92.0% | 45,671 | $898K |
| Clear Creek Financial Management, LLC | 0.10% | Add +11.6% | 45,379 | $893K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 41,698 | $820K |
| Penserra Capital Management LLC | 0.02% | Reduce -2.6% | 40,479 | $796K |
| Cerity Partners LLC | 0.00% | Reduce -79.5% | 39,608 | $779K |
| Lokken Investment Group LLC | 0.32% | No change | 39,122 | $770K |
| MetLife Investment Management, LLC | 0.00% | Add +0.1% | 38,974 | $767K |
"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.