Umh PropertiesUMH
13F holders, Q4 2024 (December 31)232holders +9
24new positions
25sold out
2famous investors
$18.88avg. 13F price*
At the end of Q4 2024, 232 institutions reported holding Umh Properties Inc. (UMH) in their 13F filings, up 9 from Q3 2024. 24 opened new positions and 25 sold out. The largest holders were Vanguard Group Inc. ($141.7M), BlackRock, Inc. ($136.6M) and T. Rowe Price Investment Management, Inc. ($99.1M). 2 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Umh Properties Inc.
- Filed as
- UMH PPTYS INC (Q4 2024)
- CUSIP
- 903002103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $14.3M |
| Exits | 25 | $28.5M |
All 13F filers, Q3 2024 → Q4 2024: 7,788,590 shares bought and 2,579,063 shares sold, net +5,209,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 232 holders
| Vanguard Group Inc. | 0.00% | Add +11.9% | 7,506,462 | $141.7M |
| BlackRock, Inc. | 0.00% | Add +8.5% | 7,233,313 | $136.6M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +1.1% | 5,251,335 | $99.1M |
| Capital Research Global Investors | 0.02% | Add +124.5% | 4,031,849 | $76.1M |
| State Street Corp. | 0.00% | Add +13.6% | 3,182,348 | $60.1M |
| Copeland Capital Management, LLC | 0.99% | Add +2.4% | 2,828,469 | $53.4M |
| FMR LLC | 0.00% | Reduce -0.2% | 2,724,826 | $51.4M |
| American Century Companies Inc. | 0.02% | Reduce -10.1% | 2,095,006 | $39.6M |
| William Blair Investment Management, LLC | 0.09% | Add +2.5% | 1,992,420 | $37.6M |
| Geode Capital Management, LLC | 0.00% | Add +7.9% | 1,838,555 | $34.7M |
| Jennison Associates LLC | 0.02% | Add +11.0% | 1,462,585 | $27.6M |
| Raymond James Financial Inc. | 0.01% | — | 1,239,183 | $23.4M |
| Private Management Group Inc. | 0.84% | Reduce -1.3% | 1,233,570 | $23.3M |
| Northern Trust Corp. | 0.00% | Add +27.1% | 1,180,928 | $22.3M |
| Nuveen Asset Management, LLC | 0.01% | Reduce -5.5% | 1,163,880 | $22.0M |
| Bank of America Corp. | 0.00% | Add +0.7% | 1,144,077 | $21.6M |
| Dimensional Fund Advisors LP | 0.00% | Add +5.2% | 1,064,590 | $20.1M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +9.3% | 1,028,383 | $19.4M |
| D.A. Davidson & Co. | 0.14% | Add +4.8% | 914,417 | $17.3M |
| Brookfield Corp | 0.08% | Add +202.8% | 666,534 | $12.6M |
| Kennedy Capital Management LLC | 0.26% | Reduce -2.8% | 627,283 | $11.8M |
| Morgan Stanley | 0.00% | Add +3.7% | 569,080 | $10.7M |
| Marshall Wace, LLP | 0.01% | Reduce -22.4% | 495,900 | $9.4M |
| APG Asset Management US Inc. | 0.07% | New | 483,116 | $9.1M |
| Goldman Sachs Group Inc. | 0.00% | Add +52.8% | 477,882 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Add +12.1% | 460,406 | $8.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -0.0% | 433,246 | $8.2M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +1.6% | 389,742 | $7.4M |
| First Eagle Investment Management, LLC | 0.02% | Add +90.3% | 375,919 | $7.1M |
| Cherokee Insurance Co | 3.16% | — | 369,391 | $7.0M |
| Sei Investments Co. | 0.01% | Add +2.8% | 355,197 | $6.7M |
| Legal & General Group Plc | 0.00% | Add +5.4% | 353,449 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Add +8.8% | 346,333 | $6.5M |
| State of Wisconsin Investment Board | 0.02% | Add +8.5% | 345,963 | $6.5M |
| Qube Research & Technologies Ltd | 0.01% | Add +16.3% | 334,926 | $6.3M |
| Citigroup Inc. | 0.01% | Add +540.1% | 312,998 | $5.9M |
| Panagora Asset Management Inc. | 0.03% | Reduce -2.8% | 306,470 | $5.8M |
| Neuberger Berman Group LLC | 0.00% | Reduce -0.3% | 301,854 | $5.7M |
| Wells Fargo & Company | 0.00% | Add +2.2% | 297,480 | $5.6M |
| Invesco Ltd. | 0.00% | Add +24.1% | 278,981 | $5.3M |
| Montag A & Associates Inc. | 0.24% | Reduce -1.3% | 267,411 | $5.0M |
| Storebrand Asset Management As | 0.02% | Reduce -4.0% | 262,921 | $5.0M |
| Pacific Heights Asset Management LLC | 0.32% | No change | 250,000 | $4.7M |
| UBS Group AG | 0.00% | Add +121.8% | 214,306 | $4.0M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -1.4% | 213,340 | $4.0M |
| Teacher Retirement System of Texas | 0.01% | Add +169.6% | 198,760 | $3.8M |
| Franklin Resources Inc. | 0.00% | Reduce -19.6% | 189,877 | $3.6M |
| Wedbush Securities Inc. | 0.13% | Reduce -0.2% | 186,551 | $3.5M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 186,136 | $3.5M |
| Barclays PLC | 0.00% | Add +11.1% | 178,124 | $3.4M |
| North Star Investment Management Corp. | 0.23% | Reduce -0.7% | 174,981 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +3.5% | 173,584 | $3.3M |
| NFJ Investment Group, LLC | 0.10% | Reduce -1.2% | 162,532 | $3.1M |
| Swiss National Bank | 0.00% | Add +12.4% | 146,800 | $2.8M |
| Ameriprise Financial Inc. | 0.00% | Reduce -43.1% | 136,690 | $2.6M |
| First Trust Advisors LP | 0.00% | Add +87.9% | 136,365 | $2.6M |
| Employees Retirement System of Texas | 0.03% | New | 136,000 | $2.6M |
| LDR Capital Management LLC | 4.75% | Reduce -21.3% | 131,466 | $2.5M |
| WealthTrust Axiom LLC | 0.72% | Add +0.3% | 128,465 | $2.4M |
| Connors Investor Services Inc. | 0.22% | Add +832.7% | 123,117 | $2.3M |
| Rhumbline Advisers | 0.00% | Add +10.4% | 121,417 | $2.3M |
| Susquehanna International Group, LLP | 0.00% | Add +35.6% | 117,685 | $2.2M |
| Silver Lake Advisory, LLC | 0.92% | Reduce -0.8% | 111,379 | $2.1M |
| Public Employees Retirement System of Ohio | 0.01% | Add +6.4% | 103,884 | $2.0M |
| McIlrath & Eck, LLC | 0.25% | Reduce -0.4% | 101,933 | $1.9M |
| Asset Management One Co., Ltd. | 0.01% | Add +4.1% | 101,168 | $1.9M |
| GW Henssler & Associates Ltd. | 0.11% | No change | 96,368 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +18.3% | 97,200 | $1.8M |
| Caldwell Sutter Capital, Inc. | 0.81% | No change | 92,194 | $1.7M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +12.9% | 92,142 | $1.7M |
| Hunter Perkins Capital Management, LLC | 0.35% | Add +3.9% | 87,620 | $1.7M |
| Shufro Rose & Co. LLC | 0.13% | Reduce -3.8% | 86,850 | $1.6M |
| AQR Capital Management | 0.00% | Reduce -13.6% | 83,428 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +28.9% | 81,923 | $1.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +5.8% | 79,674 | $1.5M |
| Alliancebernstein L.P. | 0.00% | Reduce -0.3% | 75,249 | $1.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Reduce -78.1% | 73,585 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 72,951 | $1.4M |
| GAMCO Investors | 0.01% | Reduce -5.4% | 70,300 | $1.3M |
| California State Teachers Retirement System | 0.00% | Add +10.2% | 69,547 | $1.3M |
| Vestcor Inc | 0.04% | Add +19.5% | 67,977 | $1.3M |
| LPL Financial LLC | 0.00% | Add +11.8% | 62,624 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +23.3% | 59,266 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +64.7% | 54,867 | $1.0M |
| Verition Fund Management LLC | 0.00% | Add +156.5% | 50,070 | $945K |
| Bard Associates Inc. | 0.31% | Reduce -0.5% | 48,985 | $925K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +16.7% | 48,668 | $925K |
| Pensionfund PDN | 0.56% | Reduce -17.3% | 47,900 | $904K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +2.0% | 46,783 | $883K |
| MetLife Investment Management, LLC | 0.00% | Add +17.0% | 45,584 | $861K |
| Clear Creek Financial Management, LLC | 0.09% | Reduce -1.9% | 44,515 | $840K |
| T. Rowe Price Associates Inc. | 0.00% | Add +17.6% | 43,422 | $820K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +17.3% | 41,105 | $776K |
| Boston Partners | 0.00% | Reduce -44.6% | 40,081 | $757K |
| Centiva Capital, LP | 0.03% | Add +24.1% | 38,992 | $736K |
| Squarepoint Ops LLC | 0.00% | Reduce -17.7% | 37,594 | $710K |
| Principal Financial Group Inc. | 0.00% | Add +9.2% | 37,454 | $707K |
| SG Americas Securities, LLC | 0.00% | Add +43.5% | 36,228 | $684K |
| Corebridge Financial, Inc. | 0.00% | Add +3.7% | 35,946 | $679K |
| Globeflex Capital L P | 0.06% | No change | 35,200 | $665K |
"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.