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 |
| Penserra Capital Management LLC | 0.01% | Reduce -13.4% | 35,064 | $662K |
| Amundi | 0.00% | Reduce -1.0% | 35,830 | $654K |
| State of Alaska, Department of Revenue | 0.01% | Add +10.6% | 34,614 | $652K |
| Janus Henderson Group PLC | 0.00% | No change | 31,802 | $600K |
| Snowden Capital Advisors LLC | 0.02% | Add +7.2% | 31,532 | $595K |
| Vert Asset Management LLC | 0.20% | Add +22.1% | 31,268 | $590K |
| Concurrent Investment Advisors, LLC | 0.02% | Reduce -3.3% | 30,165 | $570K |
| Oppenheimer & Co. Inc. | 0.01% | New | 30,164 | $569K |
| Carnegie Lake Advisors LLC | 0.23% | No change | 29,946 | $565K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +9.1% | 29,091 | $546K |
| Intech Investment Management LLC | 0.01% | Add +77.2% | 28,820 | $544K |
| State of Wyoming | 0.07% | Add +240.5% | 28,146 | $531K |
| Picton Mahoney Asset Management | 0.02% | Add +48.0% | 28,129 | $531K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.0% | 27,803 | $525K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.3% | 25,592 | $483K |
| Pensionfund Sabic | 0.12% | No change | 24,564 | $464K |
| Cornercap Investment Counsel Inc. | 0.15% | No change | 24,328 | $459K |
| Bessemer Group Inc. | 0.00% | No change | 24,296 | $459K |
| Daiwa Securities Group Inc. | 0.00% | Add +6.4% | 24,240 | $458K |
| Keybank National Association | 0.00% | Add +7.5% | 24,219 | $457K |
| Cerity Partners LLC | 0.00% | Reduce -43.4% | 22,438 | $441K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +107.4% | 23,341 | $441K |
| Pictet Asset Management Holding SA | 0.00% | Add +7.8% | 22,005 | $415K |
| Arizona State Retirement System | 0.00% | Add +12.4% | 21,650 | $409K |
| Engineers Gate Manager LP | 0.01% | New | 21,501 | $406K |
| Inspire Investing, LLC | 0.05% | Add +0.6% | 21,372 | $404K |
| Nisa Investment Advisors, LLC | 0.00% | Add +0.4% | 21,315 | $402K |
| New York State Common Retirement Fund | 0.00% | No change | 20,814 | $393K |
| ProShare Advisors LLC | 0.00% | Add +66.2% | 20,361 | $384K |
| Dark Forest Capital Management LP | 0.06% | Add +37.6% | 20,269 | $383K |
| Voya Investment Management LLC | 0.00% | Reduce -6.7% | 20,094 | $379K |
| BCO Wealth Management LLC | 0.31% | — | 19,954 | $377K |
| ClearAlpha Technologies LP | 0.32% | New | 19,793 | $374K |
| Macquarie Group Ltd. | 0.00% | Add +51.3% | 19,531 | $369K |
| EntryPoint Capital, LLC | 0.15% | Add +14.1% | 19,070 | $360K |
| Meixler Investment Management, Ltd. | 0.26% | Reduce -22.6% | 18,893 | $357K |
| Aberdeen Group plc | 0.00% | Add +44.5% | 18,464 | $346K |
| UniSuper Management Pty Ltd | 0.00% | No change | 18,100 | $342K |
| Tidal Investments LLC | 0.00% | Reduce -28.8% | 17,923 | $338K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | Add +56.0% | 17,656 | $333K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,636 | $333K |
| Diversified Trust Co. | 0.01% | Add +12.6% | 17,436 | $329K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -4.3% | 16,694 | $315K |
| IFM Investors Pty Ltd | 0.00% | Add +11.3% | 16,644 | $314K |
| Alps Advisors Inc. | 0.00% | Add +0.1% | 15,938 | $301K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -28.8% | 15,929 | $301K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,909 | $300K |
| Bailard, Inc. | 0.01% | Reduce -19.1% | 15,300 | $289K |
| Los Angeles Capital Management LLC | 0.00% | Reduce -38.0% | 14,985 | $283K |
| KLP Kapitalforvaltning As | 0.00% | — | 14,600 | $276K |
| Orleans Capital Management Corp. | 0.15% | Reduce -11.8% | 15,000 | $273K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | — | 14,326 | $270K |
| Versor Investments LP | 0.05% | New | 14,200 | $268K |
| Van Eck Associates Corp. | 0.00% | Add +22.9% | 13,694 | $259K |
| Summit Global Investments | 0.02% | New | 13,677 | $258K |
| STRS Ohio | 0.00% | Add +12.4% | 13,600 | $257K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 13,596 | $257K |
| NJ State Employees Deferred Compensation Plan | 0.03% | No change | 13,400 | $253K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.1% | 12,592 | $238K |
| Vident Advisory, LLC | 0.00% | Reduce -42.0% | 11,905 | $225K |
| Bfsg, LLC | 0.03% | Reduce -7.1% | 11,815 | $223K |
| Susquehanna Fundamental Investments, LLC | 0.00% | — | 11,730 | $221K |
| Yoffe Investment Management, LLC | 0.33% | — | 11,612 | $219K |
| Quantum Portfolio Management LLC | 0.12% | New | 11,364 | $215K |
| Firestone Capital Management | 0.05% | No change | 11,297 | $213K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 10,750 | $203K |
| Hohimer Wealth Management, LLC | 0.04% | New | 10,462 | $198K |
| Cornerstone Investment Partners, LLC | 0.01% | New | 10,419 | $197K |
| Osaic Holdings, Inc. | 0.00% | Add +7.1% | 9,154 | $173K |
| BNP Paribas Financial Markets | 0.00% | Reduce -43.9% | 8,094 | $153K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +22.0% | 7,564 | $143K |
| Montag & Caldwell, LLC | 0.03% | New | 6,900 | $130K |
| Quadrant Capital Group LLC | 0.01% | Reduce -3.5% | 5,635 | $106K |
| Creative Planning | 0.00% | Reduce -62.9% | 5,053 | $95K |
| Ridgewood Investments LLC | 0.04% | Add +0.3% | 4,470 | $84K |
| Ulland Investment Advisors, LLC | 0.05% | Add +291.5% | 3,915 | $74K |
| Spire Wealth Management | 0.00% | No change | 3,740 | $71K |
| US Bancorp \de | 0.00% | Add +18.8% | 2,943 | $56K |
| AlphaQuest LLC | 0.01% | Add +19.0% | 2,727 | $51K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +374.7% | 2,568 | $48K |
| Arax Advisory Partners | 0.00% | Add +4.6% | 2,555 | $48K |
| Loomis Sayles & Co. L P | 0.00% | No change | 2,431 | $46K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -19.8% | 2,082 | $39K |
| Amalgamated Bank | 0.00% | No change | 2,043 | $39K |
| Lazard Asset Management LLC | 0.00% | Reduce -6.0% | 2,087 | $39K |
| Golden State Wealth Management, LLC | 0.01% | — | 2,000 | $38K |
| Sterling Capital Management LLC | 0.00% | Add +861.1% | 1,951 | $37K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +38.7% | 1,706 | $32K |
| Quarry LP | 0.01% | Reduce -55.2% | 1,701 | $32K |
| Concourse Financial Group Securities, Inc. | 0.00% | Reduce -3.7% | 1,738 | $31K |
| Farther Finance Advisors, LLC | 0.00% | Add +1011.1% | 1,600 | $30K |
| GF Fund Management Co. LTD. | 0.00% | — | 1,356 | $26K |
| Pathway Financial Advisers, LLC | 0.01% | Add +1.2% | 1,313 | $25K |
| Signaturefd, LLC | 0.00% | Add +7.6% | 1,179 | $22K |
| Cwm, LLC | 0.00% | Add +51.7% | 913 | $17K |
| Retirement Wealth Solutions LLC | 0.01% | — | 941 | $17K |
| Principal Securities, Inc. | 0.00% | Add +10.8% | 687 | $13K |
| Northwestern Mutual Wealth Management Co. | 0.00% | New | 499 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 377 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Add +77.8% | 320 | $6K |
| Group One Trading LLC | 0.00% | New | 300 | $6K |
| NewEdge Advisors, LLC | 0.00% | No change | 300 | $6K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -53.5% | 275 | $5K |
| Versant Capital Management, Inc | 0.00% | New | 270 | $5K |
| Hemington Wealth Management | 0.00% | No change | 305 | $5K |
| Geneos Wealth Management Inc. | 0.00% | No change | 247 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 216 | $4K |
| GAMMA Investing LLC | 0.00% | Add +80.8% | 170 | $3K |
| Larson Financial Group LLC | 0.00% | New | 158 | $3K |
| Lindbrook Capital, LLC | 0.00% | Add +6.4% | 150 | $3K |
| MAI Capital Management | 0.00% | New | 150 | $3K |
| Bellwether Advisors, LLC | 0.00% | New | 128 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 123 | $2K |
| Allworth Financial LP | 0.00% | No change | 122 | $2K |
| Rothschild Investment LLC | 0.00% | Add +50.0% | 105 | $2K |
| Salem Investment Counselors Inc. | 0.00% | New | 100 | $2K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 95 | $2K |
| WPG Advisers, LLC | 0.00% | — | 89 | $2K |
| Huntington National Bank | 0.00% | No change | 81 | $2K |
| Sierra Ocean, LLC | 0.00% | — | 70 | $1K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 65 | $1K |
| Cassady Schiller Wealth Management, LLC | 0.00% | New | 65 | $1K |
| Brooklyn Investment Group | 0.00% | New | 61 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 56 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | — | 37 | $699 |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $699 |
| Parallel Advisors, LLC | 0.00% | New | 17 | $321 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -84.9% | 8 | $151 |
| Harbour Investments, Inc. | 0.00% | No change | 7 | $132 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $80 |
| Simplex Trading, LLC | 0.00% | New | 6 | $0 |
| Covestor Ltd | 0.00% | Add +20.0% | 6 | $0 |
"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.