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
Boothbay Fund Management, LLC 0.02% New 53,322 $769K
Schonfeld Strategic Advisors LLC 0.01% New 52,731 $761K
Manufacturers Life Insurance Company, The 0.00% Reduce -1.5% 51,259 $740K
VANGUARD ASSET MANAGEMENT, Ltd 0.00% — 50,913 $735K
EntryPoint Capital, LLC 0.21% Reduce -33.1% 49,854 $719K
Susquehanna International Group, LLP 0.00% Add +73.8% 44,969 $649K
State of Alaska, Department of Revenue 0.01% Add +1.0% 44,320 $638K
MetLife Investment Management, LLC 0.00% Reduce -7.4% 43,496 $628K
Pensionfund Sabic 0.74% Add +73.3% 42,564 $614K
Balyasny Asset Management L.P. 0.00% Reduce -52.1% 41,406 $597K
Vert Asset Management LLC 0.17% Add +1.3% 37,726 $544K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.00% Add +1.1% 37,695 $544K
Resona Asset Management Co.,Ltd. 0.00% Add +7.8% 36,275 $522K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.00% Add +40.0% 36,135 $521K
Inspire Investing, LLC 0.03% Add +21.3% 35,667 $515K
Keybank National Association 0.00% Reduce -15.8% 35,609 $514K
Globeflex Capital L P 0.08% No change 35,200 $508K
Panagora Asset Management Inc. 0.00% Reduce -77.8% 34,944 $504K
Evergreen Capital Management LLC 0.01% No change 34,806 $502K
Penserra Capital Management LLC 0.01% Add +2.0% 34,857 $502K
LPL Financial LLC 0.00% Add +26.4% 33,812 $488K
Quadrant Capital Group LLC 0.01% Reduce -1.8% 33,322 $481K
Janus Henderson Group PLC 0.00% No change 31,802 $459K
Daiwa Securities Group Inc. 0.00% Add +3.8% 31,733 $458K
Vanguard Global Advisers, LLC 0.00% — 31,176 $450K
LDR Capital Management LLC 0.88% Reduce -56.0% 31,162 $450K
Carnegie Lake Advisors LLC 0.18% Reduce -3.1% 31,046 $448K
Thrivent Financial for Lutherans 0.00% Add +14.2% 30,997 $447K
Boston Partners 0.00% Reduce -3.4% 30,239 $436K
Aberdeen Group plc 0.00% Reduce -1.7% 28,231 $407K
Tidal Investments LLC 0.00% Reduce -7.0% 27,480 $397K
Engineers Gate Manager LP 0.00% Reduce -45.9% 27,390 $395K
Creative Planning 0.00% Reduce -32.5% 25,019 $361K
Macquarie Group Ltd. 0.00% Reduce -35.2% 24,267 $350K
Meixler Investment Management, Ltd. 0.18% Add +8.8% 22,950 $335K
Van Eck Associates Corp. 0.00% Add +5.8% 22,701 $328K
Arizona State Retirement System 0.00% Reduce -1.1% 22,240 $321K
New York State Common Retirement Fund 0.00% No change 22,214 $321K
Concurrent Investment Advisors, LLC 0.00% Reduce -0.1% 21,924 $316K
Police & Firemen's Retirement System of New Jersey 0.00% No change 21,686 $313K
Metis Global Partners, LLC 0.01% Add +10.8% 21,218 $306K
Mercer Global Advisors Inc. 0.00% Reduce -27.3% 20,487 $296K
BNP Paribas Financial Markets 0.00% Reduce -5.8% 20,310 $293K
BCO Wealth Management LLC 0.17% No change 19,954 $288K
Intech Investment Management LLC 0.00% Reduce -34.0% 19,358 $279K
Capital Square, LLC 0.13% Add +9.1% 17,245 $271K
Cerity Partners LLC 0.00% Add +5.4% 18,671 $269K
KLP Kapitalforvaltning As 0.00% No change 18,200 $263K
Cetera Investment Advisers 0.00% Reduce -2.6% 18,051 $260K
Sumitomo Mitsui DS Asset Management Company, Ltd 0.00% No change 17,656 $255K
Teacher Retirement System of Texas 0.00% Reduce -47.9% 17,612 $254K
Public Employees Retirement Association of Colorado 0.00% No change 17,636 $254K
UniSuper Management Pty Ltd 0.00% Add +6.3% 16,900 $244K
Vestcor Inc 0.01% New 15,942 $230K
Easterly Investment Partners LLC 0.02% Reduce -23.7% 15,925 $230K
State Board of Administration of Florida Retirement System 0.00% No change 15,909 $230K
DRW Securities, LLC 0.01% New 15,895 $229K
M&G PLC 0.00% New 16,263 $228K
Bfsg, LLC 0.02% Add +0.7% 15,720 $227K
Entropy Technologies, LP 0.01% New 15,589 $225K
NewEdge Wealth, LLC 0.00% Add +18.8% 15,336 $221K
Samalin Investment Counsel, LLC 0.08% Add +21.3% 15,144 $219K
Alps Advisors Inc. 0.00% Add +10.1% 15,117 $218K
Wealth Enhancement Advisory Services, LLC 0.00% Reduce -17.4% 14,911 $218K
Gilder Gagnon Howe & Co. LLC 0.00% No change 15,074 $218K
Delta Financial Advisors LLC 0.06% No change 15,000 $216K
Hohimer Wealth Management, LLC 0.03% Add +18.7% 14,874 $215K
Voya Investment Management LLC 0.00% Reduce -1.8% 14,551 $210K
Cwm, LLC 0.00% Add +7.4% 13,997 $202K
Guggenheim Capital LLC 0.00% Add +27.5% 13,419 $194K
XTX Topco Ltd 0.00% New 13,197 $190K
IFM Investors Pty Ltd 0.00% No change 12,812 $185K
Prudential Financial Inc. 0.00% New 12,538 $181K
Allianz Asset Management GmbH 0.00% Add +1.3% 12,229 $176K
Nissay Asset Management Corp. /Japan 0.00% Add +4.1% 11,840 $171K
Wealthcare Advisory Partners LLC 0.00% Add +3.4% 11,836 $171K
Captrust Financial Advisors 0.00% Add +5.1% 11,829 $171K
Bessemer Group Inc. 0.00% No change 11,737 $169K
ProShare Advisors LLC 0.00% Reduce -20.6% 11,645 $168K
Yoffe Investment Management, LLC 0.21% No change 11,612 $168K
Pathstone Holdings, LLC 0.00% Reduce -14.9% 11,489 $166K
Pictet Asset Management Holding SA 0.00% No change 10,996 $159K
Snowden Capital Advisors LLC 0.00% Reduce -24.0% 10,930 $158K
Abel Hall, LLC 0.03% New 10,434 $151K
Mariner, LLC 0.00% Reduce -30.1% 10,434 $151K
Fox Run Management, L.L.C. 0.03% Reduce -47.1% 10,444 $150K
Inscription Capital, LLC 0.02% New 10,188 $147K
AlphaCentric Advisors LLC 0.14% New 10,000 $144K
Crossingbridge Advisors, LLC 0.03% New 10,000 $144K
Stockman Wealth Management, Inc. 0.02% No change 10,000 $144K
Federation des caisses Desjardins du Quebec 0.00% Add +48.5% 9,527 $137K
Bard Associates Inc. 0.03% No change 8,450 $122K
Tower Research Capital LLC (TRC) 0.00% Add +92.5% 7,632 $110K
Osaic Holdings, Inc. 0.00% Reduce -43.9% 7,515 $108K
Ameritas Investment Partners, Inc. 0.00% No change 6,644 $96K
Jones Financial Companies LLLP 0.00% Reduce -0.7% 6,038 $86K
AlphaCore Capital LLC 0.00% Add +2.0% 5,815 $84K
Nisa Investment Advisors, LLC 0.00% Reduce -43.1% 5,096 $74K
Creative Financial Designs Inc. 0.00% Add +41.1% 4,930 $71K
Rockefeller Capital Management L.P. 0.00% Add +123.7% 4,600 $66K
Signaturefd, LLC 0.00% Reduce -6.9% 3,342 $48K
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.00% Add +3.8% 3,329 $48K
Summit Securities Group LLC 0.02% New 3,160 $46K
KBC Group NV 0.00% No change 3,005 $43K
Versant Capital Management, Inc 0.00% Reduce -46.8% 2,247 $32K
Lanark Financial, Inc. 0.00% No change 2,150 $31K
US Bancorp \de 0.00% Reduce -11.5% 2,107 $30K
Golden State Wealth Management, LLC 0.00% No change 2,000 $29K
Itau Unibanco Holding S.A. 0.00% New 1,918 $28K
Stone House Investment Management, LLC 0.00% No change 1,816 $26K
Mirae Asset Global Investments Co., Ltd. 0.00% Reduce -29.3% 1,667 $24K
Arax Advisory Partners 0.00% Reduce -13.1% 1,592 $23K
Loomis Sayles & Co. L P 0.00% New 1,471 $21K
Hilton Head Capital Partners, LLC 0.01% Reduce -5.9% 1,323 $19K
GF Fund Management Co. LTD. 0.00% Reduce -7.6% 1,235 $18K
Farther Finance Advisors, LLC 0.00% Reduce -25.5% 1,121 $16K
Advisory Services Network, LLC 0.00% New 1,104 $16K
Exchange Traded Concepts, LLC 0.00% New 1,007 $15K
Northwestern Mutual Wealth Management Co. 0.00% Reduce -10.0% 1,000 $14K
International Assets Investment Management, LLC 0.00% Reduce -2.7% 911 $13K
Prosperity Bancshares Inc 0.01% New 885 $13K
Fifth Third Bancorp 0.00% Reduce -14.8% 726 $10K
Allworth Financial LP 0.00% Reduce -7.4% 704 $10K
Parallel Advisors, LLC 0.00% Reduce -30.8% 663 $10K
UMB Bank, n.a. 0.00% No change 592 $9K
Sound Income Strategies, LLC 0.00% No change 583 $9K
Cornerstone Planning Group LLC 0.00% Reduce -13.1% 533 $8K
HHM Wealth Advisors, LLC 0.00% No change 577 $8K
Essential Partners LLC 0.00% Add +14.7% 540 $8K
Sterling Capital Management LLC 0.00% Reduce -1.3% 521 $8K
IFP Advisors, Inc 0.00% Add +3.6% 456 $7K
First Horizon Corp. 0.00% Add +79.0% 444 $6K
EverSource Wealth Advisors, LLC 0.00% Add +12.0% 440 $6K
Ares Financial Consulting, LLC 0.00% New 416 $6K
MAI Capital Management 0.00% Add +93.3% 373 $5K
GAMMA Investing LLC 0.00% Reduce -46.3% 372 $5K
Rothschild Investment LLC 0.00% Reduce -9.9% 363 $5K
Quarry LP 0.00% New 351 $5K
Smartleaf Asset Management LLC 0.00% No change 308 $4K
Zions Bancorporation, National Association 0.00% New 307 $4K
Owl Creek Wealth Partners LLC 0.00% — 290 $4K
Optiver Holding B.V. 0.00% New 266 $4K
Los Angeles Capital Management LLC 0.00% No change 256 $4K
PNC Financial Services Group, Inc. 0.00% Reduce -15.1% 253 $4K
Brown Brothers Harriman & Co. 0.00% New 233 $3K
Huntington National Bank 0.00% Reduce -19.6% 213 $3K
Capital Analysts, LLC 0.00% Reduce -24.1% 183 $3K
Assetmark, Inc. 0.00% Add +0.6% 183 $3K
Parkside Financial Bank & Trust 0.00% No change 158 $2K
Larson Financial Group LLC 0.00% Add +705.6% 145 $2K
True Wealth Design, LLC 0.00% Reduce -8.2% 112 $2K
Bare Financial Services, Inc 0.00% Reduce -22.7% 109 $2K
Danske Bank A/S 0.00% Reduce -96.8% 100 $1K
Group One Trading LLC 0.00% Reduce -85.7% 100 $1K
WPG Advisers, LLC 0.00% Add +12.1% 65 $938
Picton Mahoney Asset Management 0.00% No change 56 $808
Pinnacle Wealth Planning Services, Inc. 0.00% No change 54 $779
Root Financial Partners, LLC 0.00% New 48 $693
Retirement Wealth Solutions LLC 0.00% Reduce -7.7% 48 $687
Smallwood Wealth Investment Management, LLC 0.00% No change 47 $678
Raffa Wealth Management, LLC 0.00% No change 37 $534
MidFirst Bank 0.00% No change 35 $505
Caitong International Asset Management Co., Ltd 0.00% Reduce -97.3% 27 $390
Blue Trust, Inc. 0.00% No change 22 $317
Bogart Wealth, LLC 0.00% New 9 $130
GHP Investment Advisors, Inc. 0.00% New 3 $44
Dunhill Financial, LLC 0.00% Reduce -33.3% 2 $36
Hughes Financial Services, LLC 0.00% New 1 $14
Covestor Ltd 0.00% Reduce -92.3% 5 $0

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