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 |
| Dark Forest Capital Management LP | 0.03% | New | 46,461 | $739K |
| Pensionfund PDN | 0.46% | No change | 43,900 | $698K |
| State of Alaska, Department of Revenue | 0.01% | Add +2.3% | 43,865 | $697K |
| Keybank National Association | 0.00% | Add +69.3% | 42,287 | $673K |
| Amundi | 0.00% | Add +0.2% | 41,587 | $662K |
| Macquarie Group Ltd. | 0.00% | Add +9.8% | 37,454 | $596K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.9% | 37,292 | $593K |
| Vert Asset Management LLC | 0.20% | Add +4.4% | 37,247 | $593K |
| Creative Planning | 0.00% | Add +110.8% | 37,061 | $590K |
| Inceptionr LLC | 0.16% | Add +182.9% | 36,192 | $576K |
| Globeflex Capital L P | 0.09% | No change | 35,200 | $560K |
| Evergreen Capital Management LLC | 0.01% | New | 34,806 | $554K |
| Cambria Investment Management, L.P. | 0.03% | Add +0.0% | 34,386 | $547K |
| Penserra Capital Management LLC | 0.01% | Add +16.2% | 34,164 | $543K |
| Quadrant Capital Group LLC | 0.02% | Reduce -8.8% | 33,947 | $540K |
| Teacher Retirement System of Texas | 0.00% | Reduce -50.0% | 33,805 | $538K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -2.8% | 33,644 | $538K |
| Carnegie Lake Advisors LLC | 0.19% | No change | 32,046 | $510K |
| Janus Henderson Group PLC | 0.00% | No change | 31,802 | $506K |
| Boston Partners | 0.00% | Reduce -11.0% | 31,314 | $498K |
| Quantbot Technologies LP | 0.02% | Reduce -41.5% | 31,157 | $496K |
| Daiwa Securities Group Inc. | 0.00% | Add +4.4% | 30,562 | $486K |
| Tidal Investments LLC | 0.00% | Reduce -10.1% | 29,559 | $470K |
| Inspire Investing, LLC | 0.04% | Reduce -3.8% | 29,417 | $468K |
| Intech Investment Management LLC | 0.00% | Reduce -15.8% | 29,316 | $466K |
| Aberdeen Group plc | 0.00% | Add +7.2% | 28,732 | $457K |
| Mercer Global Advisors Inc. | 0.00% | Add +32.2% | 28,188 | $448K |
| VARCOV Co. | 0.17% | — | 27,274 | $434K |
| Thrivent Financial for Lutherans | 0.00% | New | 27,155 | $432K |
| Susquehanna Fundamental Investments, LLC | 0.01% | Reduce -1.9% | 27,136 | $432K |
| LPL Financial LLC | 0.00% | Reduce -2.3% | 26,739 | $425K |
| Susquehanna International Group, LLP | 0.00% | Add +50.5% | 25,876 | $412K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | No change | 25,809 | $411K |
| Pensionfund Sabic | 0.11% | No change | 24,564 | $391K |
| Millennium Management | 0.00% | Reduce -21.3% | 22,560 | $359K |
| Arizona State Retirement System | 0.00% | Reduce -4.9% | 22,476 | $358K |
| New York State Common Retirement Fund | 0.00% | No change | 22,214 | $353K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -20.8% | 21,944 | $349K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | No change | 21,686 | $345K |
| BNP Paribas Financial Markets | 0.00% | Add +2.8% | 21,573 | $343K |
| Van Eck Associates Corp. | 0.00% | Add +10.9% | 21,466 | $342K |
| Meixler Investment Management, Ltd. | 0.20% | Add +9.5% | 21,100 | $336K |
| Easterly Investment Partners LLC | 0.02% | New | 20,875 | $332K |
| BCO Wealth Management LLC | 0.19% | No change | 19,954 | $317K |
| Fox Run Management, L.L.C. | 0.05% | Reduce -35.2% | 19,763 | $314K |
| Metis Global Partners, LLC | 0.01% | Add +8.6% | 19,157 | $305K |
| Cetera Investment Advisers | 0.00% | Reduce -20.4% | 18,535 | $295K |
| Hazelview Securities Inc. | 0.06% | Add +62.8% | 18,360 | $292K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | New | 18,060 | $290K |
| KLP Kapitalforvaltning As | 0.00% | No change | 18,200 | $290K |
| Cerity Partners LLC | 0.00% | Add +45.7% | 17,713 | $282K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,636 | $281K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 17,656 | $281K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,909 | $253K |
| UniSuper Management Pty Ltd | 0.00% | Reduce -23.2% | 15,900 | $253K |
| Capital Square, LLC | 0.13% | New | 15,807 | $251K |
| Bfsg, LLC | 0.02% | Add +9.0% | 15,605 | $248K |
| Gilder Gagnon Howe & Co. LLC | 0.00% | New | 15,074 | $240K |
| Delta Financial Advisors LLC | 0.06% | No change | 15,000 | $239K |
| Mariner, LLC | 0.00% | New | 14,938 | $238K |
| Voya Investment Management LLC | 0.00% | Reduce -1.3% | 14,821 | $236K |
| ProShare Advisors LLC | 0.00% | Add +7.9% | 14,676 | $233K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -32.4% | 14,378 | $229K |
| Alps Advisors Inc. | 0.00% | Reduce -33.0% | 13,732 | $218K |
| Pathstone Holdings, LLC | 0.00% | Reduce -48.2% | 13,500 | $215K |
| Osaic Holdings, Inc. | 0.00% | Add +33.3% | 13,399 | $213K |
| Cwm, LLC | 0.00% | Add +1028.7% | 13,037 | $207K |
| NewEdge Wealth, LLC | 0.00% | New | 12,913 | $205K |
| IFM Investors Pty Ltd | 0.00% | No change | 12,812 | $204K |
| Hohimer Wealth Management, LLC | 0.03% | Reduce -13.8% | 12,528 | $199K |
| Samalin Investment Counsel, LLC | 0.07% | Reduce -27.8% | 12,487 | $199K |
| Allianz Asset Management GmbH | 0.00% | Reduce -11.8% | 12,073 | $192K |
| Bessemer Group Inc. | 0.00% | Reduce -24.9% | 11,737 | $187K |
| Yoffe Investment Management, LLC | 0.24% | No change | 11,612 | $185K |
| Wealthcare Advisory Partners LLC | 0.00% | Reduce -17.7% | 11,446 | $182K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +4.1% | 11,370 | $181K |
| Firestone Capital Management | 0.04% | No change | 11,297 | $180K |
| Captrust Financial Advisors | 0.00% | New | 11,251 | $179K |
| First Trust Advisors LP | 0.00% | Reduce -1.7% | 11,053 | $176K |
| Pictet Asset Management Holding SA | 0.00% | No change | 10,996 | $175K |
| EP Wealth Advisors, LLC | 0.00% | — | 10,644 | $169K |
| Guggenheim Capital LLC | 0.00% | New | 10,521 | $167K |
| Stockman Wealth Management, Inc. | 0.02% | No change | 10,000 | $159K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -25.6% | 8,961 | $143K |
| Bard Associates Inc. | 0.03% | Reduce -70.5% | 8,450 | $134K |
| Ameritas Investment Partners, Inc. | 0.00% | No change | 6,644 | $106K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +28.7% | 6,416 | $102K |
| Jones Financial Companies LLLP | 0.00% | Add +6.1% | 6,081 | $97K |
| AlphaCore Capital LLC | 0.00% | Add +4.8% | 5,703 | $91K |
| Kestra Advisory Services, LLC | 0.00% | New | 5,236 | $83K |
| Versant Capital Management, Inc | 0.01% | Add +753.1% | 4,223 | $67K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -47.3% | 3,965 | $63K |
| Signaturefd, LLC | 0.00% | Add +111.8% | 3,588 | $57K |
| Creative Financial Designs Inc. | 0.00% | Add +96.9% | 3,495 | $56K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Add +0.2% | 3,206 | $51K |
| Danske Bank A/S | 0.00% | New | 3,100 | $49K |
| KBC Group NV | 0.00% | No change | 3,005 | $48K |
| Amalgamated Bank | 0.00% | Add +0.8% | 2,524 | $40K |
| US Bancorp \de | 0.00% | Add +1.0% | 2,380 | $38K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Add +34.7% | 2,358 | $38K |
| Lanark Financial, Inc. | 0.00% | No change | 2,150 | $34K |
| Rockefeller Capital Management L.P. | 0.00% | Add +28.5% | 2,056 | $33K |
| Golden State Wealth Management, LLC | 0.00% | No change | 2,000 | $32K |
| Arax Advisory Partners | 0.00% | Reduce -53.3% | 1,832 | $29K |
| Stone House Investment Management, LLC | 0.00% | No change | 1,816 | $29K |
| Farther Finance Advisors, LLC | 0.00% | Add +28.8% | 1,504 | $24K |
| Hilton Head Capital Partners, LLC | 0.01% | — | 1,406 | $22K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -0.5% | 1,337 | $21K |
| Spire Wealth Management | 0.00% | Reduce -73.9% | 1,300 | $21K |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +55450.0% | 1,111 | $18K |
| Caitong International Asset Management Co., Ltd | 0.00% | New | 1,015 | $16K |
| Parallel Advisors, LLC | 0.00% | Add +3093.3% | 958 | $15K |
| International Assets Investment Management, LLC | 0.00% | New | 936 | $15K |
| Fifth Third Bancorp | 0.00% | New | 852 | $14K |
| CBIZ Investment Advisory Services, LLC | 0.00% | Reduce -23.9% | 842 | $13K |
| Allworth Financial LP | 0.00% | Add +104.3% | 760 | $12K |
| Group One Trading LLC | 0.00% | New | 700 | $11K |
| GAMMA Investing LLC | 0.00% | Add +26.0% | 693 | $11K |
| Sound Income Strategies, LLC | 0.00% | New | 583 | $10K |
| UMB Bank, n.a. | 0.00% | New | 592 | $9K |
| Cornerstone Planning Group LLC | 0.00% | Add +85.2% | 613 | $9K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 577 | $9K |
| Sterling Capital Management LLC | 0.00% | Add +173.6% | 528 | $8K |
| Global Retirement Partners, LLC | 0.00% | New | 489 | $8K |
| Essential Partners LLC | 0.00% | Add +5133.3% | 471 | $7K |
| IFP Advisors, Inc | 0.00% | Add +671.9% | 440 | $7K |
| Rothschild Investment LLC | 0.00% | Add +303.0% | 403 | $6K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +20.9% | 393 | $6K |
| Smartleaf Asset Management LLC | 0.00% | Reduce -71.6% | 308 | $5K |
| PNC Financial Services Group, Inc. | 0.00% | Add +1762.5% | 298 | $5K |
| Huntington National Bank | 0.00% | Add +227.2% | 265 | $4K |
| Capital Analysts, LLC | 0.00% | New | 241 | $4K |
| First Horizon Corp. | 0.00% | Reduce -36.1% | 248 | $4K |
| Los Angeles Capital Management LLC | 0.00% | New | 256 | $4K |
| MAI Capital Management | 0.00% | Add +28.7% | 193 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -34.8% | 182 | $3K |
| Parkside Financial Bank & Trust | 0.00% | Reduce -80.7% | 158 | $3K |
| Bare Financial Services, Inc | 0.00% | Add +120.3% | 141 | $2K |
| Aster Capital Management (DIFC) Ltd | 0.00% | Reduce -99.3% | 138 | $2K |
| True Wealth Design, LLC | 0.00% | Add +1255.6% | 122 | $2K |
| Covestor Ltd | 0.00% | No change | 65 | $1K |
| Physician Wealth Advisors, Inc. | 0.00% | Reduce -30.3% | 62 | $987 |
| WPG Advisers, LLC | 0.00% | Reduce -37.0% | 58 | $923 |
| Picton Mahoney Asset Management | 0.00% | No change | 56 | $891 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | New | 54 | $859 |
| Retirement Wealth Solutions LLC | 0.00% | Reduce -47.5% | 52 | $821 |
| Smallwood Wealth Investment Management, LLC | 0.00% | Add +80.8% | 47 | $747 |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $589 |
| MidFirst Bank | 0.00% | — | 35 | $557 |
| Blue Trust, Inc. | 0.00% | No change | 22 | $350 |
| Larson Financial Group LLC | 0.00% | Reduce -96.4% | 18 | $286 |
| Transamerica Financial Advisors, LLC | 0.00% | New | 16 | $255 |
| Clearstead Advisors, LLC | 0.00% | New | 11 | $176 |
| National Bank of Canada | 0.00% | New | 3 | $47 |
| Dunhill Financial, LLC | 0.00% | New | 3 | $40 |
"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.