Umh PropertiesUMH

13F holders, Q1 2026 (March 31)
269holders +14
33new positions
22sold out
7famous investors
$14.46avg. 13F price*

At the end of Q1 2026, 269 institutions reported holding Umh Properties Inc. (UMH) in their 13F filings, up 14 from Q4 2025. 33 opened new positions and 22 sold out. The largest holders were BlackRock, Inc. ($114.3M), Vanguard Portfolio Management LLC ($58.9M) and FMR LLC ($53.8M). 7 famous investors held it, including Mario Gabelli (0.0% of GAMCO Investors's portfolio), Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio) and Steve Cohen (0.0% of Point72 Asset Management's portfolio).

Company
Umh Properties Inc.
Filed as
UMH PPTYS INC (Q1 2026)
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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions33$12.2M
Exits22$18.5M

All 13F filers, Q4 2025 → Q1 2026: 3,609,620 shares bought and 6,028,300 shares sold, net −2,418,680 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 269 holders

BlackRock, Inc. 0.00% Reduce -1.4% 7,918,084 $114.3M
Vanguard Portfolio Management LLC 0.00% — 4,081,405 $58.9M
FMR LLC 0.00% Add +3.6% 3,728,880 $53.8M
T. Rowe Price Investment Management, Inc. 0.04% Reduce -16.3% 3,673,293 $53.0M
State Street Corp. 0.00% Add +0.6% 3,508,418 $50.6M
Vanguard Capital Management LLC 0.00% — 3,383,147 $48.8M
Capital Research Global Investors 0.01% No change 2,607,487 $37.6M
Goldman Sachs Group Inc. 0.00% Add +23.6% 2,305,792 $33.3M
Geode Capital Management, LLC 0.00% Add +2.8% 2,131,198 $30.8M
Private Management Group Inc. 0.80% Add +5.2% 1,937,107 $28.0M
D.A. Davidson & Co. 0.16% Add +4.2% 1,771,311 $25.6M
Alliancebernstein L.P. 0.01% Reduce -3.0% 1,201,366 $19.1M
Charles Schwab Investment Management Inc. 0.00% Add +1.8% 1,242,647 $17.9M
Dimensional Fund Advisors LP 0.00% Add +3.8% 1,175,769 $17.0M
William Blair Investment Management, LLC 0.06% Add +3.3% 1,169,982 $16.9M
Copeland Capital Management, LLC 0.36% Reduce -1.6% 1,130,858 $16.3M
Bank of America Corp. 0.00% Reduce -6.3% 1,026,424 $14.8M
SG Americas Securities, LLC 0.02% Reduce -33.8% 988,065 $14.3M
Raymond James Financial Inc. 0.00% Add +3.6% 971,433 $14.0M
Northern Trust Corp. 0.00% Reduce -3.1% 940,092 $13.6M
Jennison Associates LLC 0.01% Reduce -31.2% 933,034 $13.5M
Two Sigma Investments, LP 0.01% Add +631.9% 813,216 $11.7M
First Eagle Investment Management, LLC 0.02% Add +6.8% 764,919 $11.0M
Schroder Investment Management Group 0.01% Reduce -0.8% 738,848 $10.6M
Invesco Ltd. 0.00% Add +12.7% 679,108 $9.8M
Pacific Heights Asset Management LLC 0.31% No change 650,000 $9.4M
Kennedy Capital Management LLC 0.18% Reduce -0.3% 595,476 $8.6M
Vanguard Fiduciary Trust Co. 0.00% — 568,507 $8.2M
Morgan Stanley 0.00% Add +3.0% 481,554 $6.9M
State of New Jersey Common Pension Fund D 0.03% Reduce -1.4% 458,770 $6.6M
Citigroup Inc. 0.00% Add +17.1% 435,766 $6.3M
Bank of New York Mellon Corp 0.00% Reduce -2.2% 421,924 $6.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% Reduce -0.0% 420,706 $6.1M
Cherokee Insurance Co 2.24% Add +3.4% 409,004 $5.9M
Russell Investments Group, Ltd. 0.01% Reduce -2.2% 388,832 $5.6M
Legal & General Group Plc 0.00% Reduce -12.3% 346,792 $5.0M
State of Wisconsin Investment Board 0.01% Reduce -8.0% 344,118 $5.0M
Wells Fargo & Company 0.00% Reduce -15.0% 343,324 $5.0M
Citadel Advisors 0.00% Add +191.5% 303,800 $4.4M
UBS Group AG 0.00% Add +17.8% 303,776 $4.4M
AQR Capital Management 0.00% Add +3.1% 289,703 $4.2M
JPMorgan Chase & Co. 0.00% Reduce -1.3% 280,296 $4.0M
Montag A & Associates Inc. 0.18% No change 261,651 $3.8M
Neuberger Berman Group LLC 0.00% Reduce -2.0% 244,516 $3.5M
Connors Investor Services Inc. 0.32% Add +2.2% 238,637 $3.4M
Envestnet Asset Management Inc. 0.00% Reduce -7.5% 214,456 $3.1M
Millennium Management 0.00% Add +834.8% 210,880 $3.0M
Storebrand Asset Management As 0.01% Reduce -14.7% 198,900 $2.9M
Point72 Asset Management 0.01% Reduce -81.0% 191,252 $2.8M
Wedbush Securities Inc. 0.08% Reduce -1.9% 187,758 $2.7M
ExodusPoint Capital Management, LP 0.03% New 184,223 $2.7M
Nuveen, LLC 0.00% Add +1.6% 171,815 $2.5M
Deprince Race & Zollo Inc. 0.05% Reduce -23.2% 169,431 $2.4M
North Star Investment Management Corp. 0.15% Reduce -4.9% 168,020 $2.4M
Wedge Capital Management L L P 0.04% Add +8.5% 167,410 $2.4M
Swiss National Bank 0.00% No change 159,200 $2.3M
CANADA LIFE ASSURANCE Co 0.00% Add +3.1% 150,562 $2.2M
HSBC Holdings PLC 0.00% Add +7.8% 140,232 $2.0M
McIlrath & Eck, LLC 0.15% Reduce -42.8% 137,878 $2.0M
Sei Investments Co. 0.00% Add +10.4% 133,726 $1.9M
Asset Management One Co., Ltd. 0.01% Add +1.3% 127,547 $1.8M
Nomura Asset Management Co. Ltd. 0.00% Add +5.6% 125,400 $1.8M
D. E. Shaw & Co. 0.00% New 125,335 $1.8M
T. Rowe Price Associates Inc. 0.00% Add +16.0% 112,935 $1.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% Add +18.1% 112,630 $1.6M
Rhumbline Advisers 0.00% Reduce -0.3% 108,382 $1.6M
Silver Lake Advisory, LLC 0.62% Reduce -2.7% 108,330 $1.6M
WealthTrust Axiom LLC 0.38% Reduce -0.5% 108,030 $1.6M
Jane Street Group, LLC 0.00% New 107,162 $1.5M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% Add +51.3% 104,883 $1.5M
Ameriprise Financial Inc. 0.00% Add +8.7% 103,259 $1.5M
Lazard Asset Management LLC 0.00% Add +11.8% 99,506 $1.4M
STRS Ohio 0.01% Reduce -42.3% 99,500 $1.4M
Deutsche Bank AG 0.00% Reduce -5.4% 98,102 $1.4M
GW Henssler & Associates Ltd. 0.07% No change 96,368 $1.4M
American Century Companies Inc. 0.00% Reduce -92.1% 93,160 $1.3M
Public Employees Retirement System of Ohio 0.00% Reduce -17.0% 91,641 $1.3M
Uniplan Investment Counsel, Inc. 0.14% Reduce -6.4% 90,824 $1.3M
Sumitomo Mitsui Trust Group, Inc. 0.00% Reduce -0.8% 90,725 $1.3M
Pensionfund PDN 0.74% Add +102.5% 88,900 $1.3M
Squarepoint Ops LLC 0.00% Add +83.4% 88,821 $1.3M
Hunter Perkins Capital Management, LLC 0.30% Add +0.8% 88,317 $1.3M
First Trust Advisors LP 0.00% Add +695.1% 87,881 $1.3M
Royal Bank of Canada 0.00% Reduce -4.1% 86,710 $1.3M
Caldwell Sutter Capital, Inc. 0.49% Reduce -1.2% 83,023 $1.2M
Shufro Rose & Co. LLC 0.08% Reduce -1.0% 78,150 $1.1M
California State Teachers Retirement System 0.00% Reduce -0.8% 77,874 $1.1M
Quantinno Capital Management LP 0.00% Reduce -5.4% 77,463 $1.1M
Stifel Financial Corp. 0.00% Reduce -3.0% 77,380 $1.1M
Tudor Investment Corporation 0.01% New 75,542 $1.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.00% Add +10.6% 70,496 $1.0M
Vanguard Investments Australia, Ltd. 0.00% — 69,345 $1.0M
Susquehanna Portfolio Strategies, LLC 0.01% Reduce -39.2% 67,642 $976K
GAMCO Investors 0.01% No change 66,900 $965K
Ulland Investment Advisors, LLC 0.82% Reduce -0.1% 66,215 $955K
Barclays PLC 0.00% Reduce -61.9% 63,489 $916K
Amundi 0.00% Add +45.6% 60,547 $874K
Dark Forest Capital Management LP 0.08% Add +30.0% 60,402 $872K
HRT Financial LP 0.00% New 54,777 $790K
Gsa Capital Partners LLP 0.05% New 54,700 $789K

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

Show all 269 holders