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 |
| Vert Asset Management LLC | 0.24% | Add +19.4% | 37,318 | $698K |
| Cherry Creek Investment Advisors, Inc. | 0.35% | New | 36,083 | $675K |
| Oppenheimer & Co. Inc. | 0.01% | Add +19.2% | 35,962 | $672K |
| Corebridge Financial, Inc. | 0.00% | Reduce -1.5% | 35,420 | $662K |
| Globeflex Capital L P | 0.06% | No change | 35,200 | $658K |
| State of Alaska, Department of Revenue | 0.01% | Add +0.2% | 34,696 | $648K |
| Quadrant Capital Group LLC | 0.02% | Add +510.6% | 34,405 | $643K |
| Resona Asset Management Co.,Ltd. | 0.00% | Add +9.6% | 31,870 | $596K |
| Janus Henderson Group PLC | 0.00% | No change | 31,802 | $595K |
| Penserra Capital Management LLC | 0.01% | Reduce -11.1% | 31,172 | $582K |
| Advisor Resource Council | 0.05% | New | 32,164 | $578K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -3.0% | 30,574 | $572K |
| Carnegie Lake Advisors LLC | 0.23% | No change | 29,946 | $560K |
| Macquarie Group Ltd. | 0.00% | Add +50.5% | 29,400 | $550K |
| Concurrent Investment Advisors, LLC | 0.01% | Reduce -3.8% | 29,013 | $543K |
| Thrivent Financial for Lutherans | 0.00% | New | 28,517 | $533K |
| Pathstone Holdings, LLC | 0.00% | Reduce -0.4% | 27,680 | $517K |
| Avantax Advisory Services, Inc. | 0.00% | Add +2.6% | 26,263 | $491K |
| Daiwa Securities Group Inc. | 0.00% | Add +3.7% | 25,146 | $470K |
| Verition Fund Management LLC | 0.00% | Reduce -50.1% | 24,959 | $467K |
| Pensionfund Sabic | 0.14% | No change | 24,564 | $459K |
| Bessemer Group Inc. | 0.00% | Add +0.0% | 24,306 | $455K |
| Keybank National Association | 0.00% | No change | 24,219 | $453K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | No change | 23,341 | $436K |
| Nisa Investment Advisors, LLC | 0.00% | Add +5.0% | 22,380 | $419K |
| Inspire Investing, LLC | 0.05% | Add +4.7% | 22,379 | $418K |
| Tidal Investments LLC | 0.00% | Add +23.0% | 22,050 | $412K |
| XTX Topco Ltd | 0.02% | New | 21,782 | $407K |
| Arizona State Retirement System | 0.00% | Reduce -0.7% | 21,501 | $402K |
| New York State Common Retirement Fund | 0.00% | No change | 20,814 | $389K |
| UniSuper Management Pty Ltd | 0.00% | Add +14.4% | 20,700 | $387K |
| Picton Mahoney Asset Management | 0.01% | Reduce -26.9% | 20,548 | $384K |
| BCO Wealth Management LLC | 0.29% | No change | 19,954 | $373K |
| Quantinno Capital Management LP | 0.00% | New | 19,213 | $359K |
| Aberdeen Group plc | 0.00% | Add +3.6% | 19,132 | $358K |
| Voya Investment Management LLC | 0.00% | Reduce -5.4% | 19,006 | $355K |
| Centiva Capital, LP | 0.02% | Reduce -52.4% | 18,568 | $347K |
| Meixler Investment Management, Ltd. | 0.24% | Reduce -3.9% | 18,150 | $339K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 17,656 | $330K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,636 | $330K |
| Summit Global Investments | 0.02% | Add +26.2% | 17,255 | $323K |
| Bailard, Inc. | 0.01% | Add +11.1% | 17,000 | $318K |
| Wealthcare Advisory Partners LLC | 0.01% | Add +3.5% | 16,488 | $308K |
| Cibc World Markets Corp. | 0.00% | New | 16,043 | $300K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,909 | $297K |
| ProShare Advisors LLC | 0.00% | Reduce -23.1% | 15,651 | $293K |
| Personal Cfo Solutions, LLC | 0.06% | Reduce -6.3% | 15,637 | $292K |
| State of Wyoming | 0.04% | Reduce -45.8% | 15,243 | $285K |
| Orleans Capital Management Corp. | 0.17% | No change | 15,000 | $281K |
| Alps Advisors Inc. | 0.00% | Reduce -6.5% | 14,894 | $279K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,600 | $273K |
| IFM Investors Pty Ltd | 0.00% | Reduce -12.8% | 14,517 | $271K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 14,326 | $268K |
| Van Eck Associates Corp. | 0.00% | Add +4.2% | 14,265 | $267K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -36.0% | 14,082 | $263K |
| STRS Ohio | 0.00% | No change | 13,600 | $254K |
| Crestwood Advisors Group, LLC | 0.00% | No change | 13,596 | $254K |
| NJ State Employees Deferred Compensation Plan | 0.03% | No change | 13,400 | $251K |
| Cerity Partners LLC | 0.00% | Reduce -42.7% | 12,852 | $240K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.2% | 12,743 | $238K |
| Osaic Holdings, Inc. | 0.00% | Add +33.7% | 12,235 | $229K |
| Bfsg, LLC | 0.03% | No change | 11,815 | $221K |
| Two Sigma Advisers, LP | 0.00% | New | 11,800 | $221K |
| Diversified Trust Co. | 0.01% | Reduce -32.7% | 11,738 | $220K |
| Yoffe Investment Management, LLC | 0.32% | Reduce -0.0% | 11,611 | $217K |
| EntryPoint Capital, LLC | 0.10% | Reduce -39.9% | 11,456 | $214K |
| Firestone Capital Management | 0.06% | No change | 11,297 | $211K |
| Hohimer Wealth Management, LLC | 0.04% | Add +5.2% | 11,003 | $206K |
| Stockman Wealth Management, Inc. | 0.03% | No change | 10,750 | $201K |
| Samalin Investment Counsel, LLC | 0.08% | New | 10,381 | $194K |
| EP Wealth Advisors, LLC | 0.00% | New | 10,196 | $191K |
| M&G PLC | 0.00% | New | 9,979 | $190K |
| Jump Financial, LLC | 0.00% | New | 10,042 | $188K |
| Ulland Investment Advisors, LLC | 0.15% | Add +130.4% | 9,020 | $169K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 7,564 | $141K |
| Montag & Caldwell, LLC | 0.03% | No change | 6,900 | $129K |
| Coldstream Capital Management Inc. | 0.00% | New | 5,459 | $102K |
| Ridgewood Investments LLC | 0.04% | Add +0.3% | 4,482 | $84K |
| BNP Paribas Financial Markets | 0.00% | Reduce -50.1% | 4,036 | $75K |
| Spire Wealth Management | 0.00% | No change | 3,740 | $70K |
| US Bancorp \de | 0.00% | Reduce -7.7% | 2,718 | $51K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -1.5% | 2,530 | $47K |
| Amalgamated Bank | 0.00% | Add +22.6% | 2,504 | $47K |
| AlphaQuest LLC | 0.00% | Reduce -10.8% | 2,431 | $45K |
| Arax Advisory Partners | 0.00% | Reduce -16.3% | 2,139 | $40K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -2.7% | 2,025 | $38K |
| Golden State Wealth Management, LLC | 0.01% | No change | 2,000 | $37K |
| Farther Finance Advisors, LLC | 0.00% | Add +25.0% | 2,000 | $37K |
| Cloud Capital Management, LLC | 0.03% | — | 2,000 | $37K |
| Summit Securities Group LLC | 0.02% | New | 1,876 | $35K |
| Stone House Investment Management, LLC | 0.01% | New | 1,816 | $34K |
| KBC Group NV | 0.00% | New | 1,727 | $32K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -1.6% | 1,679 | $31K |
| Loomis Sayles & Co. L P | 0.00% | Reduce -35.8% | 1,560 | $29K |
| GF Fund Management Co. LTD. | 0.00% | Add +4.7% | 1,420 | $27K |
| Signaturefd, LLC | 0.00% | Reduce -3.7% | 1,135 | $21K |
| Sterling Capital Management LLC | 0.00% | Reduce -45.0% | 1,073 | $20K |
| Binnacle Investments Inc | 0.01% | — | 983 | $18K |
| Retirement Wealth Solutions LLC | 0.01% | Add +0.2% | 943 | $18K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +65.1% | 824 | $15K |
| Principal Securities, Inc. | 0.00% | No change | 687 | $13K |
| Versant Capital Management, Inc | 0.00% | Add +154.8% | 688 | $13K |
| Rise Advisors, LLC | 0.01% | New | 669 | $13K |
| Cwm, LLC | 0.00% | Reduce -27.3% | 664 | $12K |
| Geneos Wealth Management Inc. | 0.00% | Add +68.4% | 416 | $8K |
| WPG Advisers, LLC | 0.01% | Add +329.2% | 382 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 377 | $7K |
| GAMMA Investing LLC | 0.00% | Add +97.1% | 335 | $6K |
| First Horizon Advisors, Inc. | 0.00% | No change | 320 | $6K |
| Cornerstone Planning Group LLC | 0.00% | New | 323 | $6K |
| Hemington Wealth Management | 0.00% | No change | 305 | $5K |
| Simplex Trading, LLC | 0.00% | Add +3666.7% | 226 | $4K |
| Marshall Investment Management, LLC | 0.00% | New | 172 | $3K |
| MAI Capital Management | 0.00% | No change | 150 | $3K |
| Allworth Financial LP | 0.00% | Add +15.6% | 141 | $2K |
| Bellwether Advisors, LLC | 0.00% | No change | 128 | $2K |
| Rothschild Investment LLC | 0.00% | Add +19.1% | 125 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 123 | $2K |
| Lindbrook Capital, LLC | 0.00% | Reduce -24.0% | 114 | $2K |
| Costello Asset Management, INC | 0.00% | New | 103 | $2K |
| Salem Investment Counselors Inc. | 0.00% | No change | 100 | $2K |
| Huntington National Bank | 0.00% | No change | 81 | $2K |
| Sierra Ocean, LLC | 0.00% | No change | 70 | $1K |
| Brooklyn Investment Group | 0.00% | Add +14.8% | 70 | $1K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -68.1% | 69 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 56 | $1K |
| MPWM Advisory Solutions, LLC | 0.00% | No change | 37 | $692 |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $692 |
| Parkside Financial Bank & Trust | 0.00% | New | 30 | $561 |
| SouthState Bank Corp | 0.00% | New | 26 | $487 |
| Smallwood Wealth Investment Management, LLC | 0.00% | New | 26 | $486 |
| EverSource Wealth Advisors, LLC | 0.00% | Reduce -73.7% | 25 | $468 |
| True Wealth Design, LLC | 0.00% | New | 23 | $431 |
| Blue Trust, Inc. | 0.00% | New | 22 | $411 |
| Stephens Consulting, LLC | 0.00% | New | 20 | $374 |
| PNC Financial Services Group, Inc. | 0.00% | Add +37.5% | 11 | $206 |
| Harbour Investments, Inc. | 0.00% | No change | 7 | $131 |
| Dunhill Financial, LLC | 0.00% | No change | 4 | $79 |
| Larson Financial Group LLC | 0.00% | Reduce -99.4% | 1 | $19 |
| Covestor Ltd | 0.00% | No change | 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.