Umh PropertiesUMH
13F holders, Q3 2025 (September 30)265holders +30
50new positions
18sold out
8famous investors
$14.85avg. 13F price*
At the end of Q3 2025, 265 institutions reported holding Umh Properties Inc. (UMH) in their 13F filings, up 30 from Q2 2025. 50 opened new positions and 18 sold out. The largest holders were Vanguard Group Inc. ($118.6M), BlackRock, Inc. ($114.1M) and T. Rowe Price Investment Management, Inc. ($61.6M). 8 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 David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Umh Properties Inc.
- Filed as
- UMH PPTYS INC (Q3 2025)
- CUSIP
- 903002103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $24.8M |
| Exits | 18 | $20.5M |
All 13F filers, Q2 2025 → Q3 2025: 5,708,489 shares bought and 8,048,472 shares sold, net −2,339,983 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 265 holders
| Vanguard Group Inc. | 0.00% | Add +1.0% | 7,984,615 | $118.6M |
| BlackRock, Inc. | 0.00% | Add +5.5% | 7,684,233 | $114.1M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Reduce -32.1% | 4,148,679 | $61.6M |
| Capital Research Global Investors | 0.01% | Reduce -32.9% | 3,671,303 | $54.5M |
| State Street Corp. | 0.00% | Add +1.1% | 3,515,131 | $52.2M |
| FMR LLC | 0.00% | Add +0.0% | 2,727,389 | $40.5M |
| American Century Companies Inc. | 0.02% | Reduce -2.4% | 2,332,497 | $34.6M |
| Geode Capital Management, LLC | 0.00% | Add +2.8% | 2,055,674 | $30.5M |
| Private Management Group Inc. | 0.74% | Add +37.9% | 1,680,180 | $25.0M |
| William Blair Investment Management, LLC | 0.06% | Reduce -5.7% | 1,656,802 | $24.6M |
| Copeland Capital Management, LLC | 0.49% | Reduce -37.6% | 1,592,544 | $23.6M |
| Jennison Associates LLC | 0.01% | Add +3.4% | 1,588,276 | $23.6M |
| D.A. Davidson & Co. | 0.14% | Add +35.7% | 1,470,755 | $21.8M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +4.8% | 1,180,457 | $17.5M |
| Dimensional Fund Advisors LP | 0.00% | Add +4.2% | 1,162,492 | $17.3M |
| Bank of America Corp. | 0.00% | Reduce -10.4% | 1,065,889 | $15.8M |
| Northern Trust Corp. | 0.00% | Reduce -9.9% | 1,058,667 | $15.7M |
| Raymond James Financial Inc. | 0.00% | Add +1.8% | 945,491 | $14.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +50.7% | 884,975 | $13.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -23.4% | 810,177 | $12.0M |
| Citigroup Inc. | 0.01% | Add +141.8% | 760,243 | $11.3M |
| First Eagle Investment Management, LLC | 0.02% | Add +12.9% | 670,419 | $10.0M |
| Morgan Stanley | 0.00% | Add +26.3% | 597,594 | $8.9M |
| Kennedy Capital Management LLC | 0.18% | Reduce -2.7% | 536,033 | $8.0M |
| APG Asset Management US Inc. | 0.05% | No change | 483,116 | $7.1M |
| State of New Jersey Common Pension Fund D | 0.02% | Add +6.1% | 444,999 | $6.6M |
| Renaissance Technologies | 0.01% | Add +142.2% | 437,000 | $6.5M |
| Pacific Heights Asset Management LLC | 0.26% | Add +60.0% | 400,000 | $5.9M |
| Cherokee Insurance Co | 2.48% | Add +2.9% | 389,995 | $5.8M |
| Russell Investments Group, Ltd. | 0.01% | Add +15.4% | 388,386 | $5.8M |
| Qube Research & Technologies Ltd | 0.01% | Add +89.2% | 371,642 | $5.5M |
| Wells Fargo & Company | 0.00% | Add +24.6% | 361,063 | $5.4M |
| State of Wisconsin Investment Board | 0.01% | Reduce -3.1% | 354,263 | $5.3M |
| Legal & General Group Plc | 0.00% | Reduce -6.6% | 349,843 | $5.2M |
| Bank of New York Mellon Corp | 0.00% | Reduce -3.4% | 348,575 | $5.2M |
| JPMorgan Chase & Co. | 0.00% | Add +9.9% | 329,525 | $4.9M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -27.8% | 302,884 | $4.5M |
| Neuberger Berman Group LLC | 0.00% | Reduce -4.0% | 272,533 | $4.0M |
| STRS Ohio | 0.01% | Reduce -42.6% | 270,100 | $4.0M |
| Montag A & Associates Inc. | 0.18% | No change | 265,811 | $3.9M |
| McIlrath & Eck, LLC | 0.39% | Add +0.4% | 256,937 | $3.8M |
| UBS Group AG | 0.00% | Reduce -28.2% | 238,173 | $3.5M |
| Storebrand Asset Management As | 0.01% | No change | 234,558 | $3.5M |
| Panagora Asset Management Inc. | 0.01% | Add +0.6% | 211,149 | $3.1M |
| SG Americas Securities, LLC | 0.01% | New | 204,773 | $3.0M |
| Invesco Ltd. | 0.00% | Reduce -1.5% | 200,781 | $3.0M |
| Deprince Race & Zollo Inc. | 0.06% | Add +13.1% | 192,704 | $2.9M |
| Wedbush Securities Inc. | 0.09% | Add +6.1% | 191,341 | $2.8M |
| Franklin Resources Inc. | 0.00% | Reduce -0.7% | 176,677 | $2.6M |
| Cubist Systematic Strategies, LLC | 0.04% | New | 175,421 | $2.6M |
| North Star Investment Management Corp. | 0.17% | Add +0.1% | 175,081 | $2.6M |
| Nuveen, LLC | 0.00% | Reduce -68.2% | 172,160 | $2.6M |
| Jane Street Group, LLC | 0.00% | Add +270.9% | 171,142 | $2.5M |
| Connors Investor Services Inc. | 0.22% | Add +9.8% | 170,653 | $2.5M |
| Barclays PLC | 0.00% | Reduce -13.0% | 161,759 | $2.4M |
| Swiss National Bank | 0.00% | Add +3.4% | 154,900 | $2.3M |
| Gsa Capital Partners LLP | 0.19% | New | 151,471 | $2.2M |
| Balyasny Asset Management L.P. | 0.00% | New | 141,715 | $2.1M |
| Sei Investments Co. | 0.00% | Reduce -10.1% | 141,667 | $2.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -1.4% | 131,201 | $1.9M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +11.1% | 131,759 | $1.9M |
| Rhumbline Advisers | 0.00% | Reduce -7.3% | 123,038 | $1.8M |
| Royal Bank of Canada | 0.00% | Reduce -31.0% | 121,359 | $1.8M |
| Asset Management One Co., Ltd. | 0.01% | Add +3.8% | 121,236 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Add +2.4% | 114,067 | $1.7M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +1.3% | 113,700 | $1.7M |
| Silver Lake Advisory, LLC | 0.66% | Add +1.4% | 111,800 | $1.7M |
| WealthTrust Axiom LLC | 0.43% | Reduce -5.2% | 108,730 | $1.6M |
| Stifel Financial Corp. | 0.00% | Reduce -36.6% | 107,647 | $1.6M |
| Shufro Rose & Co. LLC | 0.13% | Reduce -0.5% | 84,450 | $1.6M |
| HSBC Holdings PLC | 0.00% | Add +22.1% | 104,689 | $1.6M |
| LDR Capital Management LLC | 4.08% | Reduce -27.1% | 100,697 | $1.5M |
| D. E. Shaw & Co. | 0.00% | New | 100,631 | $1.5M |
| Anson Funds Management LP | 0.17% | New | 100,000 | $1.5M |
| Deutsche Bank AG | 0.00% | Add +10.3% | 97,916 | $1.5M |
| GW Henssler & Associates Ltd. | 0.07% | No change | 96,368 | $1.4M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +81.7% | 93,365 | $1.4M |
| Caldwell Sutter Capital, Inc. | 0.56% | Reduce -1.6% | 88,023 | $1.3M |
| Hunter Perkins Capital Management, LLC | 0.29% | No change | 87,620 | $1.3M |
| Lazard Asset Management LLC | 0.00% | New | 85,785 | $1.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +5.9% | 85,395 | $1.3M |
| T. Rowe Price Associates Inc. | 0.00% | Add +4.6% | 83,853 | $1.2M |
| AlphaQuest LLC | 0.08% | Add +3339.8% | 83,621 | $1.2M |
| EntryPoint Capital, LLC | 0.48% | Add +622.5% | 83,430 | $1.2M |
| Citadel Advisors | 0.00% | New | 79,373 | $1.2M |
| California State Teachers Retirement System | 0.00% | Add +12.8% | 78,414 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.01% | Add +1.6% | 74,096 | $1.1M |
| HRT Financial LP | 0.00% | New | 72,988 | $1.1M |
| GAMCO Investors | 0.01% | Reduce -2.0% | 68,900 | $1.0M |
| Teacher Retirement System of Texas | 0.00% | Reduce -16.4% | 67,664 | $1.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +2.7% | 66,958 | $994K |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | Add +17.8% | 63,765 | $947K |
| Ulland Investment Advisors, LLC | 0.67% | Add +105.3% | 59,365 | $882K |
| AQR Capital Management | 0.00% | Add +48.2% | 53,591 | $796K |
| Quantbot Technologies LP | 0.02% | Add +1612.5% | 53,223 | $790K |
| Engineers Gate Manager LP | 0.01% | New | 51,907 | $771K |
| Manufacturers Life Insurance Company, The | 0.00% | Reduce -3.5% | 51,585 | $766K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 48,936 | $727K |
| MetLife Investment Management, LLC | 0.00% | Reduce -6.5% | 45,766 | $680K |
| Pensionfund PDN | 0.42% | No change | 43,900 | $652K |
"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.