Umh PropertiesUMH
13F holders, Q1 2025 (March 31)240holders +8
28new positions
20sold out
2famous investors
$18.70avg. 13F price*
At the end of Q1 2025, 240 institutions reported holding Umh Properties Inc. (UMH) in their 13F filings, up 8 from Q4 2024. 28 opened new positions and 20 sold out. The largest holders were Vanguard Group Inc. ($140.7M), BlackRock, Inc. ($134.3M) and T. Rowe Price Investment Management, Inc. ($99.6M). 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 (Q1 2025)
- CUSIP
- 903002103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $9.8M |
| Exits | 20 | $17.2M |
All 13F filers, Q4 2024 → Q1 2025: 3,707,494 shares bought and 2,999,428 shares sold, net +708,066 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 240 holders
| Vanguard Group Inc. | 0.00% | Add +0.2% | 7,523,546 | $140.7M |
| BlackRock, Inc. | 0.00% | Reduce -0.7% | 7,180,721 | $134.3M |
| T. Rowe Price Investment Management, Inc. | 0.07% | Add +1.4% | 5,324,531 | $99.6M |
| Capital Research Global Investors | 0.02% | Add +24.9% | 5,036,608 | $94.2M |
| State Street Corp. | 0.00% | Add +2.1% | 3,249,865 | $60.8M |
| Copeland Capital Management, LLC | 1.03% | Reduce -3.0% | 2,743,774 | $51.3M |
| FMR LLC | 0.00% | Add +0.1% | 2,726,126 | $51.0M |
| American Century Companies Inc. | 0.02% | Add +0.5% | 2,105,608 | $39.4M |
| William Blair Investment Management, LLC | 0.10% | Reduce -4.4% | 1,904,445 | $35.6M |
| Geode Capital Management, LLC | 0.00% | Add +3.1% | 1,895,794 | $35.5M |
| Jennison Associates LLC | 0.02% | Reduce -5.3% | 1,385,644 | $25.9M |
| Northern Trust Corp. | 0.00% | Add +4.2% | 1,229,968 | $23.0M |
| Private Management Group Inc. | 0.82% | Reduce -0.4% | 1,228,101 | $23.0M |
| Dimensional Fund Advisors LP | 0.01% | Add +3.4% | 1,100,819 | $20.6M |
| Bank of America Corp. | 0.00% | Reduce -4.0% | 1,098,050 | $20.5M |
| Raymond James Financial Inc. | 0.01% | Reduce -16.9% | 1,030,375 | $19.3M |
| Nuveen, LLC | 0.01% | — | 1,027,230 | $19.2M |
| Charles Schwab Investment Management Inc. | 0.00% | Reduce -0.7% | 1,021,526 | $19.1M |
| D.A. Davidson & Co. | 0.15% | Add +7.7% | 985,112 | $18.4M |
| Alliancebernstein L.P. | 0.01% | Add +1091.0% | 896,183 | $16.8M |
| Kennedy Capital Management LLC | 0.26% | Reduce -8.7% | 572,607 | $10.7M |
| First Eagle Investment Management, LLC | 0.02% | Add +49.1% | 560,519 | $10.5M |
| Morgan Stanley | 0.00% | Reduce -12.9% | 495,889 | $9.3M |
| APG Asset Management US Inc. | 0.07% | No change | 483,116 | $9.0M |
| Envestnet Asset Management Inc. | 0.00% | Add +0.2% | 434,293 | $8.1M |
| Sei Investments Co. | 0.01% | Add +18.4% | 420,658 | $7.9M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +5.6% | 411,742 | $7.7M |
| State of Wisconsin Investment Board | 0.02% | Add +8.4% | 375,207 | $7.0M |
| Cherokee Insurance Co | 3.09% | Add +1.2% | 373,978 | $7.0M |
| JPMorgan Chase & Co. | 0.00% | Reduce -18.8% | 373,722 | $7.0M |
| Russell Investments Group, Ltd. | 0.01% | Add +71.9% | 366,810 | $6.9M |
| Legal & General Group Plc | 0.00% | Add +1.1% | 357,174 | $6.7M |
| Bank of New York Mellon Corp | 0.00% | Reduce -1.4% | 341,545 | $6.4M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.0% | 292,758 | $5.5M |
| Wells Fargo & Company | 0.00% | Reduce -2.0% | 291,558 | $5.5M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -43.3% | 271,064 | $5.1M |
| McIlrath & Eck, LLC | 0.61% | Add +161.3% | 266,398 | $5.0M |
| Montag A & Associates Inc. | 0.25% | Reduce -0.6% | 265,811 | $5.0M |
| Marshall Wace, LLP | 0.01% | Reduce -46.5% | 265,238 | $5.0M |
| Qube Research & Technologies Ltd | 0.01% | Reduce -21.1% | 264,145 | $4.9M |
| Citigroup Inc. | 0.00% | Reduce -15.7% | 263,818 | $4.9M |
| Pacific Heights Asset Management LLC | 0.32% | No change | 250,000 | $4.7M |
| UBS Group AG | 0.00% | Add +12.8% | 241,779 | $4.5M |
| Storebrand Asset Management As | 0.01% | Reduce -9.6% | 237,621 | $4.4M |
| Panagora Asset Management Inc. | 0.02% | Reduce -31.3% | 210,499 | $3.9M |
| Deprince Race & Zollo Inc. | 0.08% | New | 196,827 | $3.7M |
| Royal Bank of Canada | 0.00% | Add +2.9% | 191,545 | $3.6M |
| Wedbush Securities Inc. | 0.13% | Reduce -1.7% | 183,337 | $3.4M |
| Franklin Resources Inc. | 0.00% | Reduce -3.7% | 182,877 | $3.4M |
| Invesco Ltd. | 0.00% | Reduce -35.2% | 180,719 | $3.4M |
| Stifel Financial Corp. | 0.00% | Add +3.1% | 178,957 | $3.3M |
| North Star Investment Management Corp. | 0.24% | No change | 174,981 | $3.3M |
| NFJ Investment Group, LLC | 0.10% | No change | 162,532 | $3.0M |
| Swiss National Bank | 0.00% | Reduce -1.0% | 145,300 | $2.7M |
| LDR Capital Management LLC | 5.05% | Add +3.8% | 136,477 | $2.6M |
| Ameriprise Financial Inc. | 0.00% | Reduce -0.3% | 136,331 | $2.5M |
| Barclays PLC | 0.00% | Reduce -24.8% | 133,891 | $2.5M |
| Susquehanna International Group, LLP | 0.00% | Add +4.9% | 123,470 | $2.3M |
| WealthTrust Axiom LLC | 0.70% | Reduce -4.0% | 123,280 | $2.3M |
| Connors Investor Services Inc. | 0.23% | Reduce -0.6% | 122,433 | $2.3M |
| Rhumbline Advisers | 0.00% | Reduce -1.7% | 119,392 | $2.2M |
| Silver Lake Advisory, LLC | 0.89% | Reduce -2.1% | 109,000 | $2.0M |
| Asset Management One Co., Ltd. | 0.01% | Add +7.1% | 108,318 | $2.0M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +13.2% | 104,284 | $2.0M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -0.7% | 103,134 | $1.9M |
| Teacher Retirement System of Texas | 0.01% | Reduce -50.4% | 98,560 | $1.8M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +1.1% | 98,300 | $1.8M |
| GW Henssler & Associates Ltd. | 0.10% | No change | 96,368 | $1.8M |
| Caldwell Sutter Capital, Inc. | 0.80% | Reduce -2.2% | 90,194 | $1.7M |
| Dark Forest Capital Management LP | 0.08% | Add +338.3% | 88,840 | $1.7M |
| Hunter Perkins Capital Management, LLC | 0.38% | No change | 87,620 | $1.6M |
| Shufro Rose & Co. LLC | 0.13% | Reduce -0.9% | 86,050 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +0.8% | 82,605 | $1.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -0.2% | 79,491 | $1.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +3.4% | 76,056 | $1.4M |
| First Trust Advisors LP | 0.00% | Reduce -44.8% | 75,316 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +69.3% | 73,534 | $1.4M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 72,951 | $1.4M |
| GAMCO Investors | 0.01% | No change | 70,300 | $1.3M |
| California State Teachers Retirement System | 0.00% | No change | 69,547 | $1.3M |
| Man Group plc | 0.00% | New | 65,452 | $1.2M |
| HSBC Holdings PLC | 0.00% | Add +8.7% | 64,392 | $1.2M |
| LPL Financial LLC | 0.00% | Reduce -4.0% | 60,125 | $1.1M |
| Squarepoint Ops LLC | 0.00% | Add +57.1% | 59,080 | $1.1M |
| Susquehanna Fundamental Investments, LLC | 0.02% | Add +357.6% | 53,682 | $1.0M |
| Bard Associates Inc. | 0.34% | No change | 48,985 | $916K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 48,668 | $910K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +3.6% | 48,465 | $906K |
| AQR Capital Management | 0.00% | Reduce -42.4% | 48,043 | $898K |
| MetLife Investment Management, LLC | 0.00% | Reduce -1.6% | 44,866 | $839K |
| Pensionfund PDN | 0.54% | Reduce -8.3% | 43,900 | $821K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Reduce -20.1% | 43,834 | $820K |
| Intech Investment Management LLC | 0.01% | Add +50.3% | 43,311 | $810K |
| Clear Creek Financial Management, LLC | 0.08% | Reduce -3.3% | 43,041 | $805K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +4.5% | 42,976 | $804K |
| Allianz Asset Management GmbH | 0.00% | New | 42,121 | $788K |
| Amundi | 0.00% | Add +15.6% | 41,420 | $778K |
| Boston Partners | 0.00% | Add +0.8% | 40,382 | $755K |
| Principal Financial Group Inc. | 0.00% | Add +3.6% | 38,816 | $726K |
| Employees Retirement System of Texas | 0.01% | Reduce -72.2% | 37,861 | $708K |
"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.