Umh PropertiesUMH
13F holders, Q3 2025 (September 30)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 |
| 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.