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

0100200300 Q1 2024: 197Q1 2024Q2 2024: 198Q2 2024Q3 2024: 223Q3 2024Q4 2024: 232Q4 2024Q1 2025: 240Q1 2025Q2 2025: 235Q2 2025Q3 2025: 265Q3 2025Q4 2025: 255Q4 2025Q1 2026: 269Q1 2026Q2 2026: 259Q2 2026

Total Exit/New Position Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions50$24.8M
Exits18$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
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -24.7% 43,487 $646K
State of Alaska, Department of Revenue 0.01% Add +13.3% 42,870 $635K
Squarepoint Ops LLC 0.00% Add +14.6% 41,454 $616K
Koshinski Asset Management, Inc. 0.04% New 40,531 $602K
Amundi 0.00% Add +13.8% 41,518 $590K
Centiva Capital, LP 0.05% Add +104.9% 37,479 $557K
Quadrant Capital Group LLC 0.02% Add +11.3% 37,225 $553K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Reduce -13.7% 36,951 $549K
Clear Creek Financial Management, LLC 0.05% Reduce -16.8% 35,936 $534K
Vert Asset Management LLC 0.18% Add +3.1% 35,683 $530K
Point72 Asset Management 0.00% New 35,346 $525K
Globeflex Capital L P 0.08% No change 35,200 $523K
Boston Partners 0.00% Reduce -13.0% 35,175 $522K
Intech Investment Management LLC 0.00% Add +10.2% 34,826 $517K
Cambria Investment Management, L.P. 0.03% Add +15.6% 34,373 $510K
Resona Asset Management Co.,Ltd. 0.00% Add +11.1% 34,618 $510K
Macquarie Group Ltd. 0.00% No change 34,103 $506K
Tidal Investments LLC 0.00% Add +48.8% 32,875 $488K
Carnegie Lake Advisors LLC 0.18% Add +7.0% 32,046 $476K
Janus Henderson Group PLC 0.00% No change 31,802 $472K
Inspire Investing, LLC 0.04% Add +29.9% 30,576 $454K
Fox Run Management, L.L.C. 0.07% New 30,495 $453K
Quantinno Capital Management LP 0.00% Add +120.5% 30,479 $453K
Graham Capital Management, L.P. 0.02% New 29,708 $441K
Penserra Capital Management LLC 0.01% No change 29,391 $436K
Daiwa Securities Group Inc. 0.00% Add +7.1% 29,277 $435K
DRW Securities, LLC 0.02% New 29,292 $435K
Millennium Management 0.00% Add +66.7% 28,665 $426K
Bard Associates Inc. 0.11% Reduce -41.5% 28,660 $426K
Boothbay Fund Management, LLC 0.01% New 27,726 $412K
Concurrent Investment Advisors, LLC 0.01% Reduce -6.2% 27,700 $411K
Susquehanna Fundamental Investments, LLC 0.02% Reduce -46.7% 27,647 $411K
LPL Financial LLC 0.00% Add +18.0% 27,376 $407K
Aberdeen Group plc 0.00% Add +23.9% 26,797 $394K
Pathstone Holdings, LLC 0.00% Reduce -4.9% 26,049 $387K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +3.1% 25,809 $383K
Oxford Asset Management LLP 0.12% New 25,524 $379K
Keybank National Association 0.00% No change 24,981 $371K
Pensionfund Sabic 0.10% No change 24,564 $365K
Arizona State Retirement System 0.00% Add +3.3% 23,634 $351K
Cetera Investment Advisers 0.00% New 23,287 $346K
New York State Common Retirement Fund 0.00% No change 22,214 $330K
Police & Firemen's Retirement System of New Jersey 0.00% Add +12.7% 21,686 $322K
PharVision Advisers, LLC 0.18% New 21,357 $317K
Mercer Global Advisors Inc. 0.00% New 21,319 $317K
Snowden Capital Advisors LLC 0.01% Reduce -29.4% 21,259 $316K
Aster Capital Management (DIFC) Ltd 0.16% New 21,235 $315K
BNP Paribas Financial Markets 0.00% Add +128.5% 20,978 $312K
UniSuper Management Pty Ltd 0.00% No change 20,700 $307K
Jump Financial, LLC 0.00% New 20,649 $307K
Alps Advisors Inc. 0.00% Add +34.8% 20,502 $304K
BCO Wealth Management LLC 0.20% No change 19,954 $296K
Versor Investments LP 0.05% New 19,500 $290K
Van Eck Associates Corp. 0.00% Add +12.9% 19,348 $287K
Meixler Investment Management, Ltd. 0.18% Add +18.8% 19,275 $286K
Oppenheimer & Co. Inc. 0.00% Reduce -46.2% 19,229 $286K
KLP Kapitalforvaltning As 0.00% Add +24.7% 18,200 $270K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 17,656 $262K
Public Employees Retirement Association of Colorado 0.00% No change 17,636 $262K
Metis Global Partners, LLC 0.01% Add +36.6% 17,634 $262K
Creative Planning 0.00% Add +21.2% 17,582 $261K
Samalin Investment Counsel, LLC 0.09% Add +30.8% 17,288 $257K
Susquehanna International Group, LLP 0.00% Reduce -86.0% 17,192 $255K
Jain Global LLC 0.00% New 16,440 $244K
State Board of Administration of Florida Retirement System 0.00% No change 15,909 $236K
Aigen Investment Management, LP 0.04% New 15,737 $234K
Bessemer Group Inc. 0.00% Reduce -34.6% 15,637 $232K
Voya Investment Management LLC 0.00% Reduce -31.9% 15,020 $223K
Delta Financial Advisors LLC 0.06% New 15,000 $223K
Hohimer Wealth Management, LLC 0.03% Add +28.3% 14,541 $216K
Bfsg, LLC 0.02% Add +21.2% 14,315 $213K
Wealthcare Advisory Partners LLC 0.00% Reduce -9.3% 13,907 $207K
Crestwood Advisors Group, LLC 0.00% Add +0.3% 13,872 $206K
Allianz Asset Management GmbH 0.00% Reduce -69.2% 13,694 $203K
ProShare Advisors LLC 0.00% Reduce -15.1% 13,604 $202K
NJ State Employees Deferred Compensation Plan 0.02% No change 13,400 $199K
Mesirow Financial Investment Management, Inc. 0.00% Add +1.5% 13,105 $195K
Inceptionr LLC 0.05% New 12,792 $190K
Diversified Trust Co. 0.00% Add +8.7% 12,789 $190K
IFM Investors Pty Ltd 0.00% Add +2.4% 12,812 $189K
Cerity Partners LLC 0.00% Reduce -3.0% 12,156 $181K
M&G PLC 0.00% Add +8.2% 12,000 $180K
Nisa Investment Advisors, LLC 0.00% Reduce -15.7% 12,039 $179K
Yoffe Investment Management, LLC 0.22% No change 11,612 $172K
Firestone Capital Management 0.04% No change 11,297 $168K
Hazelview Securities Inc. 0.03% New 11,280 $168K
First Trust Advisors LP 0.00% Reduce -88.7% 11,244 $167K
Tudor Investment Corporation 0.00% New 11,119 $165K
Pictet Asset Management Holding SA 0.00% No change 10,996 $163K
Nissay Asset Management Corp. /Japan 0.00% No change 10,918 $162K
Personal Cfo Solutions, LLC 0.03% Reduce -32.7% 10,564 $157K
Osaic Holdings, Inc. 0.00% Reduce -23.1% 10,050 $152K
Prudential Financial Inc. 0.00% Add +0.4% 10,100 $150K
Stockman Wealth Management, Inc. 0.02% No change 10,000 $149K
State of Wyoming 0.01% New 8,183 $122K
Tower Research Capital LLC (TRC) 0.00% Reduce -47.7% 7,526 $112K
Ameritas Investment Partners, Inc. 0.00% Reduce -12.2% 6,644 $99K
Jones Financial Companies LLLP 0.00% Add +5629.0% 5,729 $84K
AlphaCore Capital LLC 0.00% Add +1.4% 5,443 $81K
Federation des caisses Desjardins du Quebec 0.00% Add +19.2% 4,986 $74K
Spire Wealth Management 0.00% Add +41.5% 4,980 $74K
Quarry LP 0.02% New 4,099 $61K
Arax Advisory Partners 0.00% Add +72.3% 3,919 $58K
Simplex Trading, LLC 0.00% Add +233.5% 3,902 $57K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% New 3,200 $48K
KBC Group NV 0.00% No change 3,005 $45K
Point72 (DIFC) Ltd 0.00% New 2,995 $44K
Amalgamated Bank 0.00% No change 2,504 $37K
US Bancorp \de 0.00% Reduce -2.5% 2,356 $35K
Lanark Financial, Inc. 0.00% New 2,150 $32K
Golden State Wealth Management, LLC 0.00% No change 2,000 $30K
Cloud Capital Management, LLC 0.02% New 2,000 $29K
Stone House Investment Management, LLC 0.00% No change 1,816 $27K
Creative Financial Designs Inc. 0.00% New 1,775 $26K
Mirae Asset Global Investments Co., Ltd. 0.00% Add +7.8% 1,750 $26K
Signaturefd, LLC 0.00% Add +42.0% 1,694 $25K
Rockefeller Capital Management L.P. 0.00% New 1,600 $24K
Loomis Sayles & Co. L P 0.00% Reduce -4.8% 1,485 $22K
Pathway Financial Advisers, LLC 0.01% New 1,366 $20K
Cornerstone Planning Group LLC 0.00% Add +1125.9% 331 $20K
GF Fund Management Co. LTD. 0.00% Reduce -0.9% 1,343 $20K
Binnacle Investments Inc 0.01% Reduce -3.3% 1,209 $18K
Farther Finance Advisors, LLC 0.00% Add +4.8% 1,168 $17K
Cwm, LLC 0.00% Add +90.9% 1,155 $17K
CBIZ Investment Advisory Services, LLC 0.00% Reduce -34.5% 1,107 $16K
Smartleaf Asset Management LLC 0.00% Add +875.7% 1,083 $16K
Parkside Financial Bank & Trust 0.00% Reduce -32.1% 820 $12K
Ameritas Advisory Services, LLC 0.00% Reduce -40.2% 727 $11K
Rise Advisors, LLC 0.00% No change 669 $10K
HHM Wealth Advisors, LLC 0.00% Add +53.0% 577 $9K
GAMMA Investing LLC 0.00% Add +95.7% 550 $8K
Advisory Services Network, LLC 0.00% New 507 $8K
Larson Financial Group LLC 0.00% New 501 $7K
Versant Capital Management, Inc 0.00% Add +66.7% 495 $7K
Principal Securities, Inc. 0.00% Reduce -24.7% 454 $7K
First Horizon Corp. 0.00% — 388 $6K
Allworth Financial LP 0.00% Add +0.5% 372 $6K
EverSource Wealth Advisors, LLC 0.00% Reduce -34.5% 325 $5K
Assetmark, Inc. 0.00% Add +10.3% 279 $4K
Hemington Wealth Management 0.00% No change 305 $4K
Brown Brothers Harriman & Co. 0.00% New 236 $4K
Optiver Holding B.V. 0.00% New 214 $3K
Sterling Capital Management LLC 0.00% Add +2.1% 193 $3K
MAI Capital Management 0.00% Reduce -64.2% 150 $2K
Steward Partners Investment Advisory, LLC 0.00% No change 123 $2K
Rothschild Investment LLC 0.00% Reduce -44.4% 100 $1K
Retirement Wealth Solutions LLC 0.00% Reduce -89.5% 99 $1K
WPG Advisers, LLC 0.00% No change 92 $1K
Physician Wealth Advisors, Inc. 0.00% New 89 $1K
Huntington National Bank 0.00% No change 81 $1K
Covestor Ltd 0.00% Add +8.3% 65 $1K
Picton Mahoney Asset Management 0.00% No change 56 $1K
Bare Financial Services, Inc 0.00% New 64 $950
IFP Advisors, Inc 0.00% Add +0.0% 57 $846
Private Wealth Management Group, LLC 0.00% No change 56 $832
Raffa Wealth Management, LLC 0.00% No change 37 $549
Breakwater Investment Management 0.00% New 32 $476
Fortitude Family Office, LLC 0.00% New 30 $446
Parallel Advisors, LLC 0.00% New 30 $446
Smallwood Wealth Investment Management, LLC 0.00% No change 26 $386
Blue Trust, Inc. 0.00% No change 22 $327
PNC Financial Services Group, Inc. 0.00% Add +60.0% 16 $238
True Wealth Design, LLC 0.00% Reduce -40.0% 9 $134
Essential Partners LLC 0.00% New 9 $134
Northwestern Mutual Wealth Management Co. 0.00% New 2 $30

"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.