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UMH Properties Inc (UMH)

CUSIP: 903002103 | NYSE | Real Estate · REIT - Residential | Small Cap | 643 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Beneficial Ownership — 13D / 13G

Full history →

5%+ stakes reported outside the quarterly cycle. A 13D is due within five business days of the event below, so these figures lead the holders table until the filer's next 13F catches up to them.

HolderShares% of ClassChangeEvent Datevs 13F
13G/AVanguard Portfolio Management LLC4,266,8205.0%+3,431Sep 30, 20264,225,497 sh (Jun 30, 2026)
13D/AErez Asset Management LLC
with Erez REIT Opportunities LP
4,270,0005.0%UnchangedSep 28, 2026No 13F filer matched
13G/AVanguard Portfolio Management LLC4,266,820
5.0% of class · Sep 30, 2026+3,431
4,225,497 sh (Jun 30, 2026)
13D/AErez Asset Management LLC4,270,000
5.0% of class · Sep 28, 2026Unchanged
with Erez REIT Opportunities LP
No 13F filer matched

Institutional Holders — Q3 2026

D.A. Davidson & Co.2,497,888
0.2% of portfolio›$38.5M
Private Management Group Inc2,029,206
0.9% of portfolio›$31.2M
Dimensional Fund Advisors LP1,210,373
0.0% of portfolio›$18.6M
Pacific Heights Asset Management LLC700,000
0.3% of portfolio›$10.8M
Bank of New York Mellon Corp478,459
0.0% of portfolio›$7.4M
Cherokee Insurance Co421,311
2.5% of portfolio›$6.5M
State of New Jersey Common Pension Fund D420,307
0.0% of portfolio›$6.5M
Montag A & Associates Inc256,660
0.2% of portfolio›$4.0M
Citigroup Inc234,532
0.0% of portfolio›$3.6M
North Star Investment Management Corp.205,409
0.2% of portfolio›$3.2M
Wedbush Securities Inc181,030
0.0% of portfolio›$2.8K
Deprince Race & Zollo Inc174,208
0.0% of portfolio›$2.7M
Wedge Capital Management L L P159,169
0.0% of portfolio›$2.5M
Asset Management One Co., Ltd.134,984
0.0% of portfolio›$2.1M
Silver Lake Advisory, LLC111,280
0.6% of portfolio›$1.7M
GW Henssler & Associates LTD96,368
0.1% of portfolio›$1.5M
Pensionfund PDN94,900
0.9% of portfolio›$1.5K
Ulland Investment Advisors, LLC79,795
0.0% of portfolio›$1.2K
Sumitomo Mitsui Trust Group, Inc.76,926
0.0% of portfolio›$1.2M
Mitsubishi UFJ Asset Management Co., Ltd.76,076
0.0% of portfolio›$1.2M
Wespac Advisors, LLC62,998
0.5% of portfolio›$970.2K
Commonwealth of Pennsylvania Public School Empls Retrmt SYS59,828
0.0% of portfolio›$921.4K
Creative Planning47,079
0.0% of portfolio›$725.0K
Pensionfund Sabic45,564
0.8% of portfolio›$702
State of Alaska, Department of Revenue43,751
0.0% of portfolio›$673
Inspire Investing, LLC41,319
0.0% of portfolio›$636.3K
Vert Asset Management LLC40,943
0.2% of portfolio›$630.5K
Thrivent Financial for Lutherans33,310
0.0% of portfolio›$513
Koshinski Asset Management, Inc.32,331
0.0% of portfolio›$497.9K
Wealth Enhancement Advisory Services, LLC32,060
0.0% of portfolio›$484.1K
Daiwa Securities Group Inc.31,156
0.0% of portfolio›$479.8K
LDR Capital Management LLC26,198
0.5% of portfolio›$403.4K
Y-Intercept (Hong Kong) Ltd25,395
0.0% of portfolio›$391.1K
DekaBank Deutsche Girozentrale24,490
0.0% of portfolio›$379
Meixler Investment Management, Ltd.23,600
0.2% of portfolio›$363.4K
Capital Square, LLC23,325
0.2% of portfolio›$359.2K
Keybank National Association23,012
0.0% of portfolio›$354.4K
Arizona State Retirement System22,788
0.0% of portfolio›$350.9K
Strs Ohio22,500
0.0% of portfolio›$346.5K
Concurrent Investment Advisors, LLC21,638
0.0% of portfolio›$333.2K
Wealthcare Advisory Partners LLC20,898
0.0% of portfolio›$321.8K
BCO Wealth Management LLC19,954
0.2% of portfolio›$307.3K
Virginia Retirement Systems ET Al19,810
0.0% of portfolio›$305.1K
State of Wyoming18,519
0.0% of portfolio›$285.2K
Sumitomo Mitsui DS Asset Management Company, Ltd17,656
0.0% of portfolio›$271.9K
Inscription Capital, LLC16,693
0.0% of portfolio›$257.1K
IFM Investors Pty Ltd16,320
0.0% of portfolio›$251.3K
Bfsg, LLC15,865
0.0% of portfolio›$244.3K
Achmea Investment Management B.V.15,576
0.0% of portfolio›$240.1K
Samalin Investment Counsel, LLC15,546
0.1% of portfolio›$239.4K
Alps Advisors Inc15,502
0.0% of portfolio›$238.7K
Hohimer Wealth Management, LLC15,464
0.0% of portfolio›$238.1K
CWA Asset Management Group, LLC13,078
0.0% of portfolio›$201.4K
Delta Financial Advisors LLC13,000
0.0% of portfolio›$200.2K
Yoffe Investment Management, LLC11,612
0.2% of portfolio›$178.8K
Certior Financial Group, LLC11,446
0.1% of portfolio›$176.3K
Pictet Asset Management Holding SA10,996
0.0% of portfolio›$169.3K
Oppenheimer & Co Inc10,919
0.0% of portfolio›$168.2K
Abel Hall, LLC10,480
0.0% of portfolio›$161.4K
ProShare Advisors LLC10,344
0.0% of portfolio›$159.3K
Kestra Advisory Services, LLC10,173
0.0% of portfolio›$156.7K
Stockman Wealth Management, Inc.10,000
0.0% of portfolio›$154.0K
Creative Financial Designs Inc9,059
0.0% of portfolio›$139.5K
AlphaCentric Advisors LLC5,000
0.1% of portfolio›$77.0K
Exchange Traded Concepts, LLC3,293
0.0% of portfolio›$50.7K
Signaturefd, LLC3,189
0.0% of portfolio›$49.1K
Versant Capital Management, Inc2,386
0.0% of portfolio›$36.7K
Farther Finance Advisors, LLC2,039
0.0% of portfolio›$31.4K
Stone House Investment Management, LLC1,816
0.0% of portfolio›$28.0K
Sterling Capital Management LLC1,695
0.0% of portfolio›$26.1K
Lanark Financial, Inc.1,625
0.0% of portfolio›$25.0K
Nisa Investment Advisors, LLC1,465
0.0% of portfolio›$22.6K
High Point Wealth Management, LLC1,419
0.0% of portfolio›$21.9K
Pathway Financial Advisers, LLC1,385
0.0% of portfolio›$21.3K
Hilton Head Capital Partners, LLC1,157
0.0% of portfolio›$17.8K
US Bancorp \de\1,129
0.0% of portfolio›$17.4K
Gamma Investing LLC1,092
0.0% of portfolio›$16.8K
GF Fund Management Co. Ltd.1,084
0.0% of portfolio›$16.7K
IFP Advisors, Inc963
0.0% of portfolio›$14.8K
EverSource Wealth Advisors, LLC962
0.0% of portfolio›$14.8K
Essential Partners LLC871
0.0% of portfolio›$13.4K
Parallel Advisors, LLC798
0.0% of portfolio›$12.3K
Pension & Wealth Management Advisors, Inc.714
0.0% of portfolio›$11.0K
SJS Investment Consulting Inc.714
0.0% of portfolio›$11.0K
Ares Financial Consulting, LLC416
0.0% of portfolio›$6.4K
Bare Financial Services, Inc326
0.0% of portfolio›$5.0K
Avion Wealth300
0.0% of portfolio›$4
Wolff Wiese Magana LLC300
0.0% of portfolio›$4.6K
Owl Creek Wealth Partners LLC290
0.0% of portfolio›$4.5K
Carnegie Lake Advisors LLC285
0.2% of portfolio›$424.6K
Larson Financial Group LLC232
0.0% of portfolio›$3.6K
True Wealth Design, LLC204
0.0% of portfolio›$3.1K
Parkside Financial Bank & Trust188
0.0% of portfolio›$2.9K
Assetmark, Inc182
0.0% of portfolio›$2.8K
Clark Wealth Partners159
0.0% of portfolio›$2.4K
Root Financial Partners, LLC159
0.0% of portfolio›$2.4K
Mirae Asset Global Investments Co., Ltd.128
0.0% of portfolio›$2.0K
High Note Wealth, LLC114
0.0% of portfolio›$1.8K
Fortitude Family Office, LLC89
0.0% of portfolio›$1.4K
Ascentis Wealth Management, LLC85
0.0% of portfolio›$1.3K
GK Wealth Management LLC69
0.0% of portfolio›$1.1K
WPG Advisers, LLC65
0.0% of portfolio›$1.0K
First Horizon Corp55
0.0% of portfolio›$847
Pinnacle Wealth Planning Services, Inc.54
0.0% of portfolio›$832
Physician Wealth Advisors, Inc.52
0.0% of portfolio›$801
Retirement Wealth Solutions LLC48
0.0% of portfolio›$733
Bell Investment Advisors, Inc32
0.0% of portfolio›$493
Covestor Ltd26
0.0% of portfolio›$0
Fifth Third Bancorp25
0.0% of portfolio›$385
Blue Trust, Inc.22
0.0% of portfolio›$339
MassMutual Private Wealth & Trust, FSB20
0.0% of portfolio›$308
Caitong International Asset Management Co., Ltd5
0.0% of portfolio›$77
StyleTurnoverLocationFiled
D.A. Davidson & Co.
2,497,888$38.5M0.2%CoreLowGreat Falls, MT2026-10-28
Private Management Group Inc
2,029,206$31.2M0.9%YieldLowIrvine, CA2026-11-04
Dimensional Fund Advisors LP
1,210,373$18.6M0.0%IndexLowAustin, TX2026-11-04
Pacific Heights Asset Management LLC
700,000$10.8M0.3%CoreVery LowSan Francisco, CA2026-11-03
Bank of New York Mellon Corp
478,459$7.4M0.0%CoreLowNew York, NY2026-11-05
Cherokee Insurance Co
421,311$6.5M2.5%ValueVery LowSterling Heights, MI2026-11-05
State of New Jersey Common Pension Fund D
420,307$6.5M0.0%CoreLowTrenton, NJ2026-11-05
Montag A & Associates Inc
256,660$4.0M0.2%CoreLowAtlanta, GA2026-10-29
Citigroup Inc
234,532$3.6M0.0%CoreMediumNew York, NY2026-11-04
North Star Investment Management Corp.
205,409$3.2M0.2%CoreLowChicago, IL2026-10-27
Wedbush Securities Inc
181,030$2.8K0.0%CoreLowPasadena, CA2026-10-22
Deprince Race & Zollo Inc
174,208$2.7M0.0%Deep ValueHighWinter Park, FL2026-10-13
Wedge Capital Management L L P
159,169$2.5M0.0%ValueMediumCharlotte, NC2026-10-13
Asset Management One Co., Ltd.
134,984$2.1M0.0%IndexVery LowTokyo, Mexico2026-10-27
Silver Lake Advisory, LLC
111,280$1.7M0.6%CoreLowCottonwood Heights, UT2026-10-22
GW Henssler & Associates LTD
96,368$1.5M0.1%CoreMediumKennesaw, GA2026-10-26
Pensionfund PDN
94,900$1.5K0.9%YieldVery LowSittard, Philippines2026-10-05
Ulland Investment Advisors, LLC
79,795$1.2K0.0%GrowthVery LowMinneapolis, MN2026-10-13
Sumitomo Mitsui Trust Group, Inc.
76,926$1.2M0.0%IndexVery LowChiyoda-Ku, Tokyo, Mexico2026-10-29
Mitsubishi UFJ Asset Management Co., Ltd.
76,076$1.2M0.0%IndexVery LowTokyo, Mexico2026-11-05
Wespac Advisors, LLC
62,998$970.2K0.5%ETFHighOrinda, CA2026-10-26
Commonwealth of Pennsylvania Public School Empls Retrmt SYS
59,828$921.4K0.0%CoreLowHarrisburg, PA2026-11-03
Creative Planning
47,079$725.0K0.0%IndexVery LowOverland Park, KS2026-11-02
Pensionfund Sabic
45,564$7020.8%YieldVery LowSittard, Philippines2026-10-05
State of Alaska, Department of Revenue
43,751$6730.0%CoreVery LowJuneau, AK2026-10-15
Inspire Investing, LLC
41,319$636.3K0.0%GARPHighMeridian, ID2026-10-22
Vert Asset Management LLC
40,943$630.5K0.2%YieldLowSausalito, CA2026-10-28
Thrivent Financial for Lutherans
33,310$5130.0%GARPMediumMinneapolis, MN2026-11-05
Koshinski Asset Management, Inc.
32,331$497.9K0.0%ETFLowDecatur, IL2026-10-29
Wealth Enhancement Advisory Services, LLC
32,060$484.1K0.0%CoreLowPlymouth, MN2026-10-13
Daiwa Securities Group Inc.
31,156$479.8K0.0%GrowthMediumChiyoda-Ku,Tokyo, Mexico2026-10-29
LDR Capital Management LLC
26,198$403.4K0.5%YieldHighNew York, NY2026-10-14
Y-Intercept (Hong Kong) Ltd
25,395$391.1K0.0%ValueVery HighHong Kong, South Korea2026-10-16
DekaBank Deutsche Girozentrale
24,490$3790.0%CoreLowFrankfurt, Hong Kong2026-10-27
Meixler Investment Management, Ltd.
23,600$363.4K0.2%YieldMediumShow Low, AZ2026-11-03
Capital Square, LLC
23,325$359.2K0.2%YieldMediumAthens, TN2026-10-19
Keybank National Association
23,012$354.4K0.0%CoreLowBrooklyn, OH2026-11-04
Arizona State Retirement System
22,788$350.9K0.0%IndexVery LowPhoenix, AZ2026-11-03
Strs Ohio
22,500$346.5K0.0%CoreMediumColumbus, OH2026-10-30
Concurrent Investment Advisors, LLC
21,638$333.2K0.0%GrowthMediumTampa, FL2026-10-16
Wealthcare Advisory Partners LLC
20,898$321.8K0.0%ETFLowWest Chester, PA2026-10-21
BCO Wealth Management LLC
19,954$307.3K0.2%ETFLowCarlsbad, NM2026-10-14
Virginia Retirement Systems ET Al
19,810$305.1K0.0%CoreMediumRichmond, VA2026-10-28
State of Wyoming
18,519$285.2K0.0%ValueHighCheyenne, WY2026-10-28
Sumitomo Mitsui DS Asset Management Company, Ltd
17,656$271.9K0.0%IndexVery LowTokyo, Mexico2026-10-20
Inscription Capital, LLC
16,693$257.1K0.0%GARPMediumHouston, TX2026-11-02
IFM Investors Pty Ltd
16,320$251.3K0.0%IndexVery LowMelbourne, China2026-10-14
Bfsg, LLC
15,865$244.3K0.0%CoreLowIrvine, CA2026-10-30
Achmea Investment Management B.V.
15,576$240.1K0.0%CoreMediumZeist, Philippines2026-10-30
Samalin Investment Counsel, LLC
15,546$239.4K0.1%YieldMediumChappaqua, NY2026-10-23
Alps Advisors Inc
15,502$238.7K0.0%YieldLowDenver, CO2026-11-03
Hohimer Wealth Management, LLC
15,464$238.1K0.0%CoreHighSeattle, WA2026-11-04
CWA Asset Management Group, LLC
13,078$201.4K0.0%CoreMediumNaples, FL2026-10-19
Delta Financial Advisors LLC
13,000$200.2K0.0%CoreVery LowMetairie, LA2026-10-27
Yoffe Investment Management, LLC
11,612$178.8K0.2%CoreVery LowLemoyne, PA2026-11-02
Certior Financial Group, LLC
11,446$176.3K0.1%ETFMediumKing Of Prussia, PA2026-10-19
Pictet Asset Management Holding SA
10,996$169.3K0.0%GrowthMediumCarouge, Switzerland2026-11-03
Oppenheimer & Co Inc
10,919$168.2K0.0%CoreLowNew York, NY2026-10-26
Abel Hall, LLC
10,480$161.4K0.0%CoreMediumBaton Rouge, LA2026-10-19
ProShare Advisors LLC
10,344$159.3K0.0%GrowthLowBethesda, MD2026-10-29
Kestra Advisory Services, LLC
10,173$156.7K0.0%CoreLowAustin, TX2026-11-02
Stockman Wealth Management, Inc.
10,000$154.0K0.0%CoreLowBillings, MT2026-10-27
Creative Financial Designs Inc
9,059$139.5K0.0%ETFMediumKokomo, IN2026-11-04
AlphaCentric Advisors LLC
5,000$77.0K0.1%CoreHighSan Juan, PR2026-11-03
Exchange Traded Concepts, LLC
3,293$50.7K0.0%GrowthMediumOklahoma City, OK2026-10-28
Signaturefd, LLC
3,189$49.1K0.0%IndexLowAtlanta, GA2026-10-23
Versant Capital Management, Inc
2,386$36.7K0.0%GARPLowPhoenix, AZ2026-10-02
Farther Finance Advisors, LLC
2,039$31.4K0.0%IndexLowSan Francisco, CA2026-10-08
Stone House Investment Management, LLC
1,816$28.0K0.0%ETFMediumTunkhannock, PA2026-10-23
Sterling Capital Management LLC
1,695$26.1K0.0%GARPMediumCharlotte, NC2026-10-22
Lanark Financial, Inc.
1,625$25.0K0.0%CoreMediumBirmingham, AL2026-10-26
Nisa Investment Advisors, LLC
1,465$22.6K0.0%IndexVery LowSt. Louis, MO2026-10-20
High Point Wealth Management, LLC
1,419$21.9K0.0%ETFLowChester, NJ2026-11-05
Pathway Financial Advisers, LLC
1,385$21.3K0.0%CoreLowAuburn, IN2026-10-27
Hilton Head Capital Partners, LLC
1,157$17.8K0.0%CoreMediumHilton Head Island, SC2026-10-23
US Bancorp \de\
1,129$17.4K0.0%IndexLowMinneapolis, MN2026-11-05
Gamma Investing LLC
1,092$16.8K0.0%IndexVery LowFoster City, CA2026-10-08
GF Fund Management Co. Ltd.
1,084$16.7K0.0%Agg GrowthMediumGuangzhou, France2026-10-26
IFP Advisors, Inc
963$14.8K0.0%GrowthLowTampa, FL2026-10-16
EverSource Wealth Advisors, LLC
962$14.8K0.0%CoreMediumBirmingham, AL2026-11-04
Essential Partners LLC
871$13.4K0.0%ValueMediumRancho Santa Fe, CA2026-10-14
Parallel Advisors, LLC
798$12.3K0.0%IndexLowSan Francisco, CA2026-11-03
Pension & Wealth Management Advisors, Inc.
714$11.0K0.0%ETFLowWaltham, MA2026-10-16
SJS Investment Consulting Inc.
714$11.0K0.0%ETFVery LowSylvania, OH2026-10-26
Ares Financial Consulting, LLC
416$6.4K0.0%CoreLowCalabasas, CA2026-10-19
Bare Financial Services, Inc
326$5.0K0.0%ETFVery LowGap, PA2026-11-04
Avion Wealth
300$40.0%ETFLowThe Woodlands, TX2026-11-04
Wolff Wiese Magana LLC
300$4.6K0.0%GrowthLowCarslbad, CA2026-10-15
Owl Creek Wealth Partners LLC
290$4.5K0.0%IndexLowGreenwood Village, CO2026-10-20
Carnegie Lake Advisors LLC
285$424.6K0.2%ValueLowPrinceton, NJ2026-11-03
Larson Financial Group LLC
232$3.6K0.0%GrowthLowSt Louis, MO2026-11-05
True Wealth Design, LLC
204$3.1K0.0%ETFMediumAkron, OH2026-10-13
Parkside Financial Bank & Trust
188$2.9K0.0%CoreVery LowSaint Louis, MO2026-10-27
Assetmark, Inc
182$2.8K0.0%ETFLowConcord, CA2026-10-21
Clark Wealth Partners
159$2.4K0.0%ETFVery LowO'Fallon, IL2026-10-19
Root Financial Partners, LLC
159$2.4K0.0%ETFMediumEncinitas, CA2026-10-21
Mirae Asset Global Investments Co., Ltd.
128$2.0K0.0%GrowthLowSeoul, Malaysia2026-11-03
High Note Wealth, LLC
114$1.8K0.0%ETFVery LowDeephaven, MN2026-10-27
Fortitude Family Office, LLC
89$1.4K0.0%ETFMediumScottsdale, AZ2026-10-14
Ascentis Wealth Management, LLC
85$1.3K0.0%Agg GrowthLowDallas, TX2026-11-03
GK Wealth Management LLC
69$1.1K0.0%GARPVery HighReno, NV2026-10-09
WPG Advisers, LLC
65$1.0K0.0%CoreLowBaltimore, MD2026-10-27
First Horizon Corp
55$8470.0%CoreLowMemphis, TN2026-10-26
Pinnacle Wealth Planning Services, Inc.
54$8320.0%GARPLowMansfield, OH2026-10-27
Physician Wealth Advisors, Inc.
52$8010.0%ETFMediumMidvale, UT2026-10-20
Retirement Wealth Solutions LLC
48$7330.0%ETFLowMarshfield, WI2026-10-07
Bell Investment Advisors, Inc
32$4930.0%ETFVery LowOrinda, CA2026-10-29
Covestor Ltd
26$00.0%ValueHighLondon, United Kingdom2026-10-30
Fifth Third Bancorp
25$3850.0%IndexVery LowCincinnati, OH2026-11-05
Blue Trust, Inc.
22$3390.0%ETFLowBrentwood, TN2026-10-15
MassMutual Private Wealth & Trust, FSB
20$3080.0%CoreLowSpringfield, MA2026-10-05
Caitong International Asset Management Co., Ltd
5$770.0%GrowthVery HighHong Kong, South Korea2026-10-29