Umh PropertiesUMH
13F holders, Q2 2025 (June 30)235holders −5
18new positions
21sold out
4famous investors
$16.79avg. 13F price*
At the end of Q2 2025, 235 institutions reported holding Umh Properties Inc. (UMH) in their 13F filings, down 5 from Q1 2025. 18 opened new positions and 21 sold out. The largest holders were Vanguard Group Inc. ($132.8M), BlackRock, Inc. ($122.3M) and T. Rowe Price Investment Management, Inc. ($102.5M). 4 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Umh Properties Inc.
- Filed as
- UMH PPTYS INC (Q2 2025)
- CUSIP
- 903002103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 18 | $8.5M |
| Exits | 21 | $5.0M |
All 13F filers, Q1 2025 → Q2 2025: 5,307,445 shares bought and 2,139,926 shares sold, net +3,167,519 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 235 holders
| Vanguard Group Inc. | 0.00% | Add +5.1% | 7,907,970 | $132.8M |
| BlackRock, Inc. | 0.00% | Add +1.4% | 7,283,388 | $122.3M |
| T. Rowe Price Investment Management, Inc. | 0.06% | Add +14.7% | 6,107,591 | $102.5M |
| Capital Research Global Investors | 0.02% | Add +8.6% | 5,471,303 | $91.9M |
| State Street Corp. | 0.00% | Add +7.0% | 3,475,892 | $58.4M |
| FMR LLC | 0.00% | Add +0.0% | 2,726,944 | $45.8M |
| Copeland Capital Management, LLC | 0.88% | Reduce -7.0% | 2,552,058 | $42.8M |
| American Century Companies Inc. | 0.02% | Add +13.5% | 2,389,308 | $40.1M |
| Geode Capital Management, LLC | 0.00% | Add +5.5% | 1,999,240 | $33.6M |
| William Blair Investment Management, LLC | 0.08% | Reduce -7.7% | 1,757,148 | $29.5M |
| Jennison Associates LLC | 0.02% | Add +10.9% | 1,536,362 | $25.8M |
| Private Management Group Inc. | 0.66% | Reduce -0.8% | 1,218,717 | $20.5M |
| Bank of America Corp. | 0.00% | Add +8.3% | 1,189,252 | $20.0M |
| Northern Trust Corp. | 0.00% | Reduce -4.5% | 1,174,768 | $19.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +10.3% | 1,126,243 | $18.9M |
| Dimensional Fund Advisors LP | 0.00% | Add +1.3% | 1,115,275 | $18.7M |
| D.A. Davidson & Co. | 0.13% | Add +10.0% | 1,083,734 | $18.2M |
| Alliancebernstein L.P. | 0.01% | Add +18.1% | 1,058,160 | $17.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -9.8% | 929,074 | $15.6M |
| First Eagle Investment Management, LLC | 0.02% | Add +6.0% | 594,019 | $10.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +116.7% | 587,345 | $9.9M |
| Kennedy Capital Management LLC | 0.22% | Reduce -3.8% | 550,879 | $9.2M |
| Nuveen, LLC | 0.00% | Reduce -47.2% | 541,930 | $9.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +604.8% | 536,004 | $9.0M |
| APG Asset Management US Inc. | 0.06% | No change | 483,116 | $8.2M |
| Morgan Stanley | 0.00% | Reduce -4.6% | 473,300 | $7.9M |
| STRS Ohio | 0.03% | Add +3361.8% | 470,800 | $7.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -3.4% | 419,419 | $7.0M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +1.8% | 419,242 | $7.0M |
| Cherokee Insurance Co | 2.78% | Add +1.4% | 379,138 | $6.4M |
| Legal & General Group Plc | 0.00% | Add +4.8% | 374,511 | $6.3M |
| State of Wisconsin Investment Board | 0.01% | Reduce -2.6% | 365,488 | $6.1M |
| Bank of New York Mellon Corp | 0.00% | Add +5.7% | 360,975 | $6.1M |
| Russell Investments Group, Ltd. | 0.01% | Reduce -8.2% | 336,602 | $5.7M |
| UBS Group AG | 0.00% | Add +37.2% | 331,643 | $5.6M |
| Citigroup Inc. | 0.00% | Add +19.2% | 314,409 | $5.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.8% | 299,890 | $5.0M |
| Wells Fargo & Company | 0.00% | Reduce -0.6% | 289,734 | $4.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -3.1% | 283,771 | $4.8M |
| Montag A & Associates Inc. | 0.22% | No change | 265,811 | $4.5M |
| McIlrath & Eck, LLC | 0.49% | Reduce -3.9% | 255,962 | $4.3M |
| Pacific Heights Asset Management LLC | 0.22% | No change | 250,000 | $4.2M |
| Storebrand Asset Management As | 0.01% | Reduce -1.3% | 234,558 | $3.9M |
| Panagora Asset Management Inc. | 0.02% | Reduce -0.3% | 209,881 | $3.5M |
| Invesco Ltd. | 0.00% | Add +12.8% | 203,827 | $3.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -25.6% | 196,458 | $3.3M |
| Barclays PLC | 0.00% | Add +38.8% | 185,845 | $3.1M |
| Wedbush Securities Inc. | 0.11% | Reduce -1.6% | 180,389 | $3.0M |
| Renaissance Technologies | 0.00% | New | 180,400 | $3.0M |
| Franklin Resources Inc. | 0.00% | Reduce -2.7% | 177,992 | $3.0M |
| Royal Bank of Canada | 0.00% | Reduce -8.2% | 175,937 | $3.0M |
| North Star Investment Management Corp. | 0.20% | No change | 174,981 | $2.9M |
| Deprince Race & Zollo Inc. | 0.06% | Reduce -13.4% | 170,378 | $2.9M |
| Stifel Financial Corp. | 0.00% | Reduce -5.0% | 169,933 | $2.9M |
| Marshall Wace, LLP | 0.00% | Reduce -39.0% | 161,689 | $2.7M |
| NFJ Investment Group, LLC | 0.09% | Reduce -0.6% | 161,532 | $2.7M |
| Sei Investments Co. | 0.00% | Reduce -62.5% | 157,605 | $2.6M |
| Connors Investor Services Inc. | 0.23% | Add +26.9% | 155,395 | $2.6M |
| Swiss National Bank | 0.00% | Add +3.1% | 149,800 | $2.5M |
| LDR Capital Management LLC | 5.29% | Add +1.2% | 138,168 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -2.4% | 133,082 | $2.2M |
| Rhumbline Advisers | 0.00% | Add +11.2% | 132,774 | $2.2M |
| Susquehanna International Group, LLP | 0.00% | Reduce -0.8% | 122,475 | $2.1M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +13.8% | 118,627 | $2.0M |
| Asset Management One Co., Ltd. | 0.01% | Add +7.8% | 116,815 | $2.0M |
| WealthTrust Axiom LLC | 0.57% | Reduce -6.9% | 114,730 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.01% | Add +14.1% | 112,200 | $1.9M |
| Public Employees Retirement System of Ohio | 0.01% | Add +8.0% | 111,394 | $1.9M |
| Silver Lake Advisory, LLC | 0.79% | Add +1.2% | 110,280 | $1.9M |
| Dark Forest Capital Management LP | 0.07% | Add +21.6% | 108,017 | $1.8M |
| First Trust Advisors LP | 0.00% | Add +31.6% | 99,133 | $1.7M |
| GW Henssler & Associates Ltd. | 0.09% | No change | 96,368 | $1.6M |
| Shufro Rose & Co. LLC | 0.13% | Reduce -1.4% | 84,850 | $1.6M |
| Caldwell Sutter Capital, Inc. | 0.69% | Reduce -0.8% | 89,473 | $1.5M |
| Deutsche Bank AG | 0.00% | Add +7.4% | 88,747 | $1.5M |
| Hunter Perkins Capital Management, LLC | 0.35% | No change | 87,620 | $1.5M |
| HSBC Holdings PLC | 0.00% | Add +33.1% | 85,711 | $1.4M |
| Teacher Retirement System of Texas | 0.01% | Reduce -17.8% | 80,989 | $1.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +1.4% | 80,606 | $1.4M |
| T. Rowe Price Associates Inc. | 0.00% | Add +9.1% | 80,188 | $1.3M |
| Peapack Gladstone Financial Corp. | 0.02% | No change | 72,951 | $1.2M |
| GAMCO Investors | 0.01% | No change | 70,300 | $1.2M |
| California State Teachers Retirement System | 0.00% | No change | 69,547 | $1.2M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +48.8% | 65,204 | $1.1M |
| Vestcor Inc | 0.03% | New | 59,830 | $1.0M |
| Susquehanna Portfolio Strategies, LLC | 0.02% | New | 57,728 | $969K |
| Man Group plc | 0.00% | Reduce -12.6% | 57,204 | $960K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +11.2% | 54,125 | $909K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +10.3% | 53,468 | $898K |
| Susquehanna Fundamental Investments, LLC | 0.02% | Reduce -3.4% | 51,854 | $871K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | New | 51,375 | $863K |
| Bard Associates Inc. | 0.26% | No change | 48,985 | $822K |
| MetLife Investment Management, LLC | 0.00% | Add +9.1% | 48,954 | $822K |
| Jane Street Group, LLC | 0.00% | New | 46,141 | $775K |
| Bailard, Inc. | 0.02% | Add +162.9% | 44,700 | $751K |
| Allianz Asset Management GmbH | 0.00% | Add +5.6% | 44,462 | $747K |
| Pensionfund PDN | 0.50% | No change | 43,900 | $737K |
| Clear Creek Financial Management, LLC | 0.07% | Add +0.3% | 43,189 | $725K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Reduce -0.4% | 42,796 | $719K |
| Boston Partners | 0.00% | Add +0.1% | 40,442 | $679K |
| State of Alaska, Department of Revenue | 0.01% | Add +9.1% | 37,849 | $634K |
| Cherry Creek Investment Advisors, Inc. | 0.29% | Add +3.3% | 37,282 | $626K |
| Amundi | 0.00% | Reduce -11.9% | 36,493 | $626K |
| Squarepoint Ops LLC | 0.00% | Reduce -38.8% | 36,187 | $608K |
| AQR Capital Management | 0.00% | Reduce -24.7% | 36,166 | $607K |
| Oppenheimer & Co. Inc. | 0.01% | Reduce -0.5% | 35,770 | $601K |
| Globeflex Capital L P | 0.05% | No change | 35,200 | $591K |
| Vert Asset Management LLC | 0.21% | Reduce -7.3% | 34,594 | $581K |
| Macquarie Group Ltd. | 0.00% | Add +16.0% | 34,103 | $573K |
| Quadrant Capital Group LLC | 0.02% | Reduce -2.8% | 33,452 | $562K |
| Janus Henderson Group PLC | 0.00% | No change | 31,802 | $534K |
| Intech Investment Management LLC | 0.01% | Reduce -27.1% | 31,593 | $530K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -2.2% | 31,174 | $522K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -1.6% | 30,100 | $505K |
| Carnegie Lake Advisors LLC | 0.20% | No change | 29,946 | $503K |
| Cambria Investment Management, L.P. | 0.03% | New | 29,728 | $499K |
| Concurrent Investment Advisors, LLC | 0.01% | Add +1.8% | 29,527 | $496K |
| Penserra Capital Management LLC | 0.01% | Reduce -5.7% | 29,391 | $493K |
| Ulland Investment Advisors, LLC | 0.40% | Add +220.6% | 28,915 | $485K |
| Pathstone Holdings, LLC | 0.00% | Reduce -1.0% | 27,402 | $460K |
| Daiwa Securities Group Inc. | 0.00% | Add +8.7% | 27,334 | $459K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -0.0% | 26,261 | $441K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +7.2% | 25,027 | $420K |
| Keybank National Association | 0.00% | Add +3.1% | 24,981 | $419K |
| Pensionfund Sabic | 0.12% | No change | 24,564 | $412K |
| Bessemer Group Inc. | 0.00% | Reduce -1.6% | 23,919 | $401K |
| Inspire Investing, LLC | 0.04% | Add +5.2% | 23,546 | $395K |
| LPL Financial LLC | 0.00% | Reduce -61.4% | 23,199 | $390K |
| Arizona State Retirement System | 0.00% | Add +6.5% | 22,888 | $384K |
| New York State Common Retirement Fund | 0.00% | Add +6.7% | 22,214 | $373K |
| Tidal Investments LLC | 0.00% | Add +0.2% | 22,088 | $371K |
| Voya Investment Management LLC | 0.00% | Add +16.0% | 22,039 | $370K |
| Aberdeen Group plc | 0.00% | Add +13.0% | 21,626 | $363K |
| UniSuper Management Pty Ltd | 0.00% | No change | 20,700 | $348K |
| BCO Wealth Management LLC | 0.24% | No change | 19,954 | $335K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +34.3% | 19,245 | $323K |
| Two Sigma Advisers, LP | 0.00% | Add +55.1% | 18,300 | $307K |
| Centiva Capital, LP | 0.02% | Reduce -1.5% | 18,293 | $307K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 17,656 | $296K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,636 | $296K |
| Millennium Management | 0.00% | New | 17,193 | $289K |
| Van Eck Associates Corp. | 0.00% | Add +20.2% | 17,142 | $288K |
| Summit Global Investments | 0.02% | Reduce -2.6% | 16,802 | $282K |
| Meixler Investment Management, Ltd. | 0.19% | Reduce -10.6% | 16,225 | $272K |
| ProShare Advisors LLC | 0.00% | Add +2.3% | 16,014 | $269K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,909 | $267K |
| Personal Cfo Solutions, LLC | 0.05% | Add +0.4% | 15,699 | $264K |
| Wealthcare Advisory Partners LLC | 0.01% | Reduce -7.0% | 15,328 | $257K |
| Alps Advisors Inc. | 0.00% | Add +2.1% | 15,214 | $255K |
| Orleans Capital Management Corp. | 0.13% | No change | 15,000 | $252K |
| KLP Kapitalforvaltning As | 0.00% | No change | 14,600 | $245K |
| Creative Planning | 0.00% | New | 14,505 | $244K |
| Tower Research Capital LLC (TRC) | 0.01% | Add +468.6% | 14,385 | $242K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -36.2% | 14,286 | $240K |
| Crestwood Advisors Group, LLC | 0.00% | Add +1.8% | 13,836 | $232K |
| Quantinno Capital Management LP | 0.00% | Reduce -28.1% | 13,820 | $232K |
| NJ State Employees Deferred Compensation Plan | 0.03% | No change | 13,400 | $225K |
| Samalin Investment Counsel, LLC | 0.09% | Add +27.4% | 13,221 | $222K |
| Osaic Holdings, Inc. | 0.00% | Add +6.8% | 13,062 | $219K |
| Mesirow Financial Investment Management, Inc. | 0.00% | Add +1.3% | 12,913 | $217K |
| Metis Global Partners, LLC | 0.01% | New | 12,907 | $217K |
| Cerity Partners LLC | 0.00% | Reduce -2.5% | 12,528 | $210K |
| IFM Investors Pty Ltd | 0.00% | Reduce -13.8% | 12,517 | $210K |
| Bfsg, LLC | 0.02% | No change | 11,815 | $198K |
| Diversified Trust Co. | 0.00% | Add +0.2% | 11,764 | $198K |
| Yoffe Investment Management, LLC | 0.27% | Add +0.0% | 11,612 | $195K |
| EntryPoint Capital, LLC | 0.10% | Add +0.8% | 11,547 | $194K |
| Hohimer Wealth Management, LLC | 0.03% | Add +3.0% | 11,333 | $190K |
| Firestone Capital Management | 0.04% | No change | 11,297 | $190K |
| M&G PLC | 0.00% | Add +11.1% | 11,091 | $189K |
| Pictet Asset Management Holding SA | 0.00% | Reduce -21.9% | 10,996 | $185K |
| Nissay Asset Management Corp. /Japan | 0.00% | New | 10,918 | $183K |
| Prudential Financial Inc. | 0.00% | New | 10,060 | $181K |
| EP Wealth Advisors, LLC | 0.00% | Reduce -0.4% | 10,159 | $171K |
| Stockman Wealth Management, Inc. | 0.02% | Reduce -7.0% | 10,000 | $168K |
| BNP Paribas Financial Markets | 0.00% | Add +127.5% | 9,182 | $154K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 7,564 | $127K |
| Montag & Caldwell, LLC | 0.03% | No change | 6,900 | $116K |
| AlphaCore Capital LLC | 0.00% | New | 5,367 | $90K |
| Ridgewood Investments LLC | 0.03% | Add +0.3% | 4,497 | $75K |
| Federation des caisses Desjardins du Quebec | 0.00% | New | 4,183 | $70K |
| Spire Wealth Management | 0.00% | Reduce -5.9% | 3,520 | $59K |
| Quantbot Technologies LP | 0.00% | New | 3,108 | $52K |
| KBC Group NV | 0.00% | Add +74.0% | 3,005 | $50K |
| Amalgamated Bank | 0.00% | No change | 2,504 | $42K |
| AlphaQuest LLC | 0.00% | No change | 2,431 | $41K |
| US Bancorp \de | 0.00% | Reduce -11.1% | 2,416 | $41K |
| Arax Advisory Partners | 0.00% | Add +6.3% | 2,274 | $38K |
| Golden State Wealth Management, LLC | 0.00% | No change | 2,000 | $34K |
| Stone House Investment Management, LLC | 0.01% | No change | 1,816 | $30K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Add +0.7% | 1,690 | $28K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -19.8% | 1,624 | $27K |
| Loomis Sayles & Co. L P | 0.00% | No change | 1,560 | $26K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -4.6% | 1,355 | $23K |
| Binnacle Investments Inc | 0.01% | Add +27.2% | 1,250 | $21K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,216 | $20K |
| Parkside Financial Bank & Trust | 0.00% | Add +3926.7% | 1,208 | $20K |
| Signaturefd, LLC | 0.00% | Add +5.1% | 1,193 | $20K |
| Simplex Trading, LLC | 0.00% | Add +417.7% | 1,170 | $19K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -44.3% | 1,114 | $19K |
| Retirement Wealth Solutions LLC | 0.01% | Add +0.3% | 946 | $16K |
| Rise Advisors, LLC | 0.00% | No change | 669 | $11K |
| Principal Securities, Inc. | 0.00% | Reduce -12.2% | 603 | $10K |
| Cwm, LLC | 0.00% | Reduce -8.9% | 605 | $10K |
| Brooklyn Investment Group | 0.00% | Add +640.0% | 518 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +1884.0% | 496 | $8K |
| MAI Capital Management | 0.00% | Add +179.3% | 419 | $7K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.5% | 418 | $7K |
| First Horizon Advisors, Inc. | 0.00% | Add +21.3% | 388 | $7K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 377 | $6K |
| Allworth Financial LP | 0.00% | Add +162.4% | 370 | $6K |
| Hemington Wealth Management | 0.00% | No change | 305 | $5K |
| Versant Capital Management, Inc | 0.00% | Reduce -56.8% | 297 | $5K |
| GAMMA Investing LLC | 0.00% | Reduce -16.1% | 281 | $5K |
| Assetmark, Inc. | 0.00% | New | 253 | $4K |
| Sterling Capital Management LLC | 0.00% | Reduce -82.4% | 189 | $3K |
| Rothschild Investment LLC | 0.00% | Add +44.0% | 180 | $3K |
| Bellwether Advisors, LLC | 0.00% | No change | 128 | $2K |
| Steward Partners Investment Advisory, LLC | 0.00% | No change | 123 | $2K |
| Smartleaf Asset Management LLC | 0.00% | Add +60.9% | 111 | $2K |
| Costello Asset Management, INC | 0.00% | No change | 103 | $2K |
| Jones Financial Companies LLLP | 0.00% | New | 100 | $2K |
| WPG Advisers, LLC | 0.00% | Reduce -75.9% | 92 | $2K |
| Huntington National Bank | 0.00% | No change | 81 | $1K |
| Sierra Ocean, LLC | 0.00% | No change | 70 | $1K |
| Covestor Ltd | 0.00% | Add +900.0% | 60 | $1K |
| Picton Mahoney Asset Management | 0.00% | Reduce -99.7% | 56 | $1K |
| Private Wealth Management Group, LLC | 0.00% | No change | 56 | $941 |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $621 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -91.6% | 27 | $449 |
| SouthState Bank Corp | 0.00% | No change | 26 | $437 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 26 | $436 |
| Blue Trust, Inc. | 0.00% | No change | 22 | $369 |
| True Wealth Design, LLC | 0.00% | Reduce -34.8% | 15 | $252 |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -9.1% | 10 | $168 |
"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.