Umh PropertiesUMH
13F holders, Q4 2025 (December 31)255holders −10
34new positions
43sold out
5famous investors
$15.91avg. 13F price*
At the end of Q4 2025, 255 institutions reported holding Umh Properties Inc. (UMH) in their 13F filings, down 10 from Q3 2025. 34 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($129.3M), BlackRock, Inc. ($127.8M) and T. Rowe Price Investment Management, Inc. ($69.8M). 5 famous investors held it, including Steve Cohen (0.0% of Point72 Asset Management's portfolio), 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 (Q4 2025)
- CUSIP
- 903002103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $30.5M |
| Exits | 43 | $25.0M |
All 13F filers, Q3 2025 → Q4 2025: 9,610,191 shares bought and 6,827,377 shares sold, net +2,782,814 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 255 holders
| Vanguard Group Inc. | 0.00% | Add +1.8% | 8,128,983 | $129.3M |
| BlackRock, Inc. | 0.00% | Add +4.5% | 8,030,917 | $127.8M |
| T. Rowe Price Investment Management, Inc. | 0.04% | Add +5.7% | 4,386,288 | $69.8M |
| FMR LLC | 0.00% | Add +32.0% | 3,600,575 | $57.3M |
| State Street Corp. | 0.00% | Reduce -0.8% | 3,488,250 | $55.5M |
| Capital Research Global Investors | 0.01% | Reduce -29.0% | 2,607,487 | $41.5M |
| Geode Capital Management, LLC | 0.00% | Add +0.8% | 2,072,652 | $33.0M |
| Goldman Sachs Group Inc. | 0.00% | Add +110.7% | 1,865,018 | $29.7M |
| Private Management Group Inc. | 0.85% | Add +9.6% | 1,842,229 | $29.3M |
| D.A. Davidson & Co. | 0.17% | Add +15.6% | 1,700,296 | $27.1M |
| SG Americas Securities, LLC | 0.03% | Add +629.3% | 1,493,476 | $23.8M |
| Jennison Associates LLC | 0.01% | Reduce -14.7% | 1,355,600 | $21.6M |
| Alliancebernstein L.P. | 0.01% | Add +52.9% | 1,238,877 | $19.7M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +3.4% | 1,220,448 | $19.4M |
| American Century Companies Inc. | 0.01% | Reduce -49.2% | 1,185,562 | $18.9M |
| Copeland Capital Management, LLC | 0.41% | Reduce -27.8% | 1,149,834 | $18.3M |
| William Blair Investment Management, LLC | 0.05% | Reduce -31.6% | 1,133,066 | $18.0M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -2.5% | 1,132,805 | $18.0M |
| Bank of America Corp. | 0.00% | Add +2.7% | 1,094,925 | $17.4M |
| Point72 Asset Management | 0.03% | Add +2752.0% | 1,008,065 | $16.0M |
| Northern Trust Corp. | 0.00% | Reduce -8.4% | 969,724 | $15.4M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.8% | 937,969 | $14.9M |
| Schroder Investment Management Group | 0.01% | New | 745,056 | $11.9M |
| First Eagle Investment Management, LLC | 0.02% | Add +6.9% | 716,419 | $11.4M |
| APG Asset Management US Inc. | 0.08% | Add +40.7% | 679,926 | $10.8M |
| Pacific Heights Asset Management LLC | 0.39% | Add +62.5% | 650,000 | $10.3M |
| Invesco Ltd. | 0.00% | Add +200.2% | 602,771 | $9.6M |
| Kennedy Capital Management LLC | 0.20% | Add +11.4% | 597,144 | $9.5M |
| Morgan Stanley | 0.00% | Reduce -21.8% | 467,563 | $7.4M |
| State of New Jersey Common Pension Fund D | 0.03% | Add +4.5% | 465,189 | $7.4M |
| Bank of New York Mellon Corp | 0.00% | Add +23.8% | 431,475 | $6.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | New | 420,874 | $6.7M |
| Wells Fargo & Company | 0.00% | Add +11.8% | 403,718 | $6.4M |
| Russell Investments Group, Ltd. | 0.01% | Add +2.3% | 397,422 | $6.3M |
| Cherokee Insurance Co | 2.55% | Add +1.5% | 395,724 | $6.3M |
| Legal & General Group Plc | 0.00% | Add +13.1% | 395,578 | $6.3M |
| State of Wisconsin Investment Board | 0.01% | Add +5.5% | 373,910 | $5.9M |
| Citigroup Inc. | 0.00% | Reduce -51.0% | 372,275 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -13.8% | 283,909 | $4.5M |
| AQR Capital Management | 0.00% | Add +424.3% | 280,973 | $4.5M |
| Montag A & Associates Inc. | 0.19% | Reduce -1.6% | 261,651 | $4.2M |
| UBS Group AG | 0.00% | Add +8.3% | 257,976 | $4.1M |
| Neuberger Berman Group LLC | 0.00% | Reduce -8.4% | 249,543 | $4.0M |
| McIlrath & Eck, LLC | 0.36% | Reduce -6.1% | 241,158 | $3.8M |
| Connors Investor Services Inc. | 0.32% | Add +36.8% | 233,401 | $3.7M |
| Storebrand Asset Management As | 0.01% | Reduce -0.6% | 233,108 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -23.5% | 231,760 | $3.7M |
| Deprince Race & Zollo Inc. | 0.07% | Add +14.5% | 220,691 | $3.5M |
| Wedbush Securities Inc. | 0.09% | Reduce -0.0% | 191,297 | $3.0M |
| North Star Investment Management Corp. | 0.18% | Add +0.9% | 176,615 | $2.8M |
| STRS Ohio | 0.01% | Reduce -36.1% | 172,500 | $2.7M |
| Nuveen, LLC | 0.00% | Reduce -1.8% | 169,119 | $2.7M |
| Barclays PLC | 0.00% | Add +3.0% | 166,624 | $2.7M |
| Swiss National Bank | 0.00% | Add +2.8% | 159,200 | $2.5M |
| Panagora Asset Management Inc. | 0.01% | Reduce -25.4% | 157,419 | $2.5M |
| Wedge Capital Management L L P | 0.04% | New | 154,336 | $2.5M |
| CANADA LIFE ASSURANCE Co | 0.00% | Add +10.8% | 146,029 | $2.3M |
| HSBC Holdings PLC | 0.00% | Add +24.3% | 130,125 | $2.1M |
| Asset Management One Co., Ltd. | 0.01% | Add +3.8% | 125,867 | $2.0M |
| Sei Investments Co. | 0.00% | Reduce -14.5% | 121,165 | $1.9M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +4.4% | 118,700 | $1.9M |
| Silver Lake Advisory, LLC | 0.69% | Reduce -0.4% | 111,350 | $1.8M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Add +155.7% | 111,190 | $1.8M |
| Two Sigma Investments, LP | 0.00% | New | 111,109 | $1.8M |
| Public Employees Retirement System of Ohio | 0.01% | Reduce -3.2% | 110,422 | $1.8M |
| Rhumbline Advisers | 0.00% | Reduce -11.7% | 108,661 | $1.7M |
| WealthTrust Axiom LLC | 0.44% | Reduce -0.2% | 108,530 | $1.7M |
| Citadel Advisors | 0.00% | Add +31.3% | 104,233 | $1.7M |
| Deutsche Bank AG | 0.00% | Add +5.9% | 103,663 | $1.6M |
| T. Rowe Price Associates Inc. | 0.00% | Add +16.1% | 97,373 | $1.6M |
| Uniplan Investment Counsel, Inc. | 0.16% | New | 97,037 | $1.5M |
| GW Henssler & Associates Ltd. | 0.07% | No change | 96,368 | $1.5M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Add +2.1% | 95,375 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -27.6% | 94,982 | $1.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Add +7.1% | 91,470 | $1.5M |
| Royal Bank of Canada | 0.00% | Reduce -25.5% | 90,422 | $1.4M |
| Lazard Asset Management LLC | 0.00% | Add +3.8% | 89,013 | $1.4M |
| Hunter Perkins Capital Management, LLC | 0.32% | No change | 87,620 | $1.4M |
| Qube Research & Technologies Ltd | 0.00% | Reduce -76.5% | 87,366 | $1.4M |
| Balyasny Asset Management L.P. | 0.00% | Reduce -39.1% | 86,362 | $1.4M |
| Caldwell Sutter Capital, Inc. | 0.57% | Reduce -4.5% | 84,023 | $1.3M |
| Quantinno Capital Management LP | 0.00% | Add +168.7% | 81,893 | $1.3M |
| Two Sigma Advisers, LP | 0.00% | New | 80,800 | $1.3M |
| Stifel Financial Corp. | 0.00% | Reduce -25.9% | 79,783 | $1.3M |
| Shufro Rose & Co. LLC | 0.09% | Reduce -6.5% | 78,950 | $1.3M |
| California State Teachers Retirement System | 0.00% | Add +0.1% | 78,474 | $1.2M |
| EntryPoint Capital, LLC | 0.46% | Reduce -10.7% | 74,479 | $1.2M |
| Peapack Gladstone Financial Corp. | 0.01% | No change | 74,096 | $1.2M |
| LDR Capital Management LLC | 2.45% | Reduce -29.6% | 70,859 | $1.1M |
| AlphaQuest LLC | 0.06% | Reduce -15.9% | 70,304 | $1.1M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | Add +3.5% | 69,335 | $1.1M |
| GAMCO Investors | 0.01% | Reduce -2.9% | 66,900 | $1.1M |
| Marshall Wace, LLP | 0.00% | New | 66,395 | $1.1M |
| Ulland Investment Advisors, LLC | 0.85% | Add +11.6% | 66,265 | $1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 63,765 | $1.0M |
| Manufacturers Life Insurance Company, The | 0.00% | Add +0.8% | 52,020 | $828K |
| Engineers Gate Manager LP | 0.01% | Reduce -2.5% | 50,592 | $805K |
| Squarepoint Ops LLC | 0.00% | Add +16.8% | 48,420 | $770K |
| Versor Investments LP | 0.12% | Add +143.6% | 47,500 | $756K |
| MetLife Investment Management, LLC | 0.00% | Add +2.6% | 46,979 | $747K |
"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.