Umh PropertiesUMH
13F holders, Q1 2026 (March 31)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
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $12.2M |
| Exits | 22 | $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.