UMH — UMH PPTYS INC
Reported value held$598.93M
Funds holding (latest)39
SectorReal Estate
Funds holding (Q2 2026)33
Institutional value$462.68M · 30.69M sh
New / Add / Cut / Exit4 / 21 / 8 / 1
Top-5 / Top-10 concentration63.8% / 80.4%
Institutional holdings change
Accumulating +9.2%
(+2.57M sh)
Institutional value change
Up +14.5%
As of Q2 2026, 33 SEC-registered investment managers reported holding UMH (UMH PPTYS INC) in their latest 13F filings, with a combined reported value of $462.68M across 30.69M shares. That is +9.2% by share count (+2.57M shares) versus the previous quarter, while reported value moved +14.5%. Ownership is concentrated: the five largest holders account for 63.8% of reported value and the top ten for 80.4%.
Compared with the prior quarter, 4 opened new positions, 21 added to existing stakes, 8 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
UMH is classified in the Real Estate sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
Q2 2026 — 33 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 8.40M | $127.14M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.65M | $55.20M | 0.00% | Reduce |
| Capital Research Global Investors history | 3.03M | $45.95M | 0.01% | Add |
| Geode Capital Management history | 2.32M | $35.18M | 0.00% | Add |
| Goldman Sachs Group history | 2.09M | $31.68M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.31M | $19.86M | 0.00% | Add |
| Bank of America Corp history | 1.03M | $15.65M | 0.00% | Add |
| Two Sigma Investments history | 1.01M | $15.29M | 0.01% | Add |
| Northern Trust Corp history | 883.27K | $13.37M | 0.00% | Reduce |
| First Eagle Investment Management history | 833.22K | $12.61M | 0.02% | Add |
| Invesco Ltd history | 788.83K | $11.94M | 0.00% | Add |
| Citadel Advisors history | 744.61K | $11.27M | 0.00% | Add |
| AQR Capital Management history | 731.29K | $11.07M | 0.00% | Add |
| Morgan Stanley history | 497.07K | $7.53M | 0.00% | Add |
| BNY Mellon history | 476.38K | $7.21M | 0.00% | Add |
| Citigroup Inc history | 447.18K | $6.77M | 0.00% | Add |
| Wells Fargo & Co history | 387.84K | $5.87M | 0.00% | Add |
| Legal & General Investment Management America history | 335.51K | $5.08M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 315.02K | $4.86M | 0.00% | New |
| Marshall Wace history | 307.60K | $4.66M | 0.00% | New |
| Renaissance Technologies history | 172.87K | $2.62M | 0.00% | New |
| Arrowstreet Capital history | 164.26K | $2.49M | 0.00% | New |
| D. E. Shaw & Co history | 132.40K | $2.00M | 0.00% | Add |
| UBS Group AG history | 125.26K | $1.90M | 0.00% | Reduce |
| Deutsche Bank AG history | 106.06K | $1.61M | 0.00% | Add |
| Lazard Asset Management history | 102.57K | $1.55M | 0.00% | Add |
| Manulife Financial history | 64.37K | $974.56K | 0.00% | Add |
| Amundi US history | 44.82K | $678.61K | 0.00% | Reduce |
| Millennium Management history | 15.36K | $232.49K | 0.00% | Reduce |
| Prudential Financial history | 13.74K | $207.99K | 0.00% | Add |
| Balyasny Asset Management history | 13.68K | $207.13K | 0.00% | Reduce |
| PNC Financial Services history | 519 | $7.86K | 0.00% | Add |
| T. Rowe Price Associates history | 135.28K | $2.05K | 0.00% | Add |
Q1 2026 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| BlackRock Inc history | 7.92M | $114.26M | 0.00% | Reduce |
| Fidelity Management & Research (FMR) history | 3.73M | $53.81M | 0.00% | Add |
| Capital Research Global Investors history | 2.61M | $37.63M | 0.01% | Hold |
| Goldman Sachs Group history | 2.31M | $33.27M | 0.00% | Add |
| Geode Capital Management history | 2.13M | $30.76M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.24M | $17.93M | 0.00% | Add |
| Bank of America Corp history | 1.03M | $14.81M | 0.00% | Reduce |
| Northern Trust Corp history | 940.09K | $13.57M | 0.00% | Reduce |
| Two Sigma Investments history | 813.22K | $11.73M | 0.01% | Add |
| First Eagle Investment Management history | 764.92K | $11.04M | 0.01% | Add |
| Invesco Ltd history | 679.11K | $9.80M | 0.00% | Add |
| Morgan Stanley history | 481.55K | $6.95M | 0.00% | Add |
| Citigroup Inc history | 435.77K | $6.29M | 0.00% | Add |
| BNY Mellon history | 421.92K | $6.09M | 0.00% | Reduce |
| Legal & General Investment Management America history | 346.79K | $5.00M | 0.00% | Reduce |
| Wells Fargo & Co history | 343.32K | $4.95M | 0.00% | Reduce |
| Citadel Advisors history | 329.80K | $4.76M | 0.00% | Add |
| UBS Group AG history | 303.78K | $4.38M | 0.00% | Add |
| AQR Capital Management history | 289.70K | $4.18M | 0.00% | Add |
| Millennium Management history | 210.88K | $3.04M | 0.00% | Add |
| Point72 Asset Management history | 191.25K | $2.76M | 0.00% | Reduce |
| D. E. Shaw & Co history | 125.33K | $1.81M | 0.00% | New |
| Lazard Asset Management history | 99.51K | $1.44M | 0.00% | Add |
| Deutsche Bank AG history | 98.10K | $1.42M | 0.00% | Reduce |
| Amundi US history | 60.55K | $873.69K | 0.00% | Add |
| Manulife Financial history | 51.26K | $739.67K | 0.00% | Reduce |
| Balyasny Asset Management history | 41.41K | $597.49K | 0.00% | Reduce |
| Prudential Financial history | 12.54K | $180.92K | 0.00% | New |
| PNC Financial Services history | 253 | $3.65K | 0.00% | Reduce |
| T. Rowe Price Associates history | 112.94K | $1.63K | 0.00% | Add |
Q4 2025 — 32 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 8.13M | $129.33M | 0.00% | Add |
| BlackRock Inc history | 8.03M | $127.77M | 0.00% | Add |
| Fidelity Management & Research (FMR) history | 3.60M | $57.29M | 0.00% | Add |
| Capital Research Global Investors history | 2.61M | $41.49M | 0.01% | Reduce |
| Geode Capital Management history | 2.07M | $32.98M | 0.00% | Add |
| Goldman Sachs Group history | 1.87M | $29.67M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.22M | $19.42M | 0.00% | Add |
| Bank of America Corp history | 1.09M | $17.42M | 0.00% | Add |
| Point72 Asset Management history | 1.01M | $16.04M | 0.02% | Add |
| Northern Trust Corp history | 969.72K | $15.43M | 0.00% | Reduce |
| First Eagle Investment Management history | 716.42K | $11.40M | 0.02% | Add |
| Invesco Ltd history | 602.77K | $9.59M | 0.00% | Add |
| Morgan Stanley history | 467.56K | $7.44M | 0.00% | Reduce |
| BNY Mellon history | 431.48K | $6.86M | 0.00% | Add |
| Wells Fargo & Co history | 403.72K | $6.42M | 0.00% | Add |
| Legal & General Investment Management America history | 395.58K | $6.29M | 0.00% | Add |
| Citigroup Inc history | 372.27K | $5.92M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 283.91K | $4.52M | 0.00% | Reduce |
| AQR Capital Management history | 280.97K | $4.47M | 0.00% | Add |
| UBS Group AG history | 257.98K | $4.10M | 0.00% | Add |
| Citadel Advisors history | 158.73K | $2.53M | 0.00% | Add |
| Two Sigma Investments history | 111.11K | $1.77M | 0.00% | New |
| Deutsche Bank AG history | 103.66K | $1.65M | 0.00% | Add |
| Lazard Asset Management history | 89.01K | $1.42M | 0.00% | Add |
| Balyasny Asset Management history | 86.36K | $1.37M | 0.00% | Reduce |
| Marshall Wace history | 66.39K | $1.06M | 0.00% | New |
| Manulife Financial history | 52.02K | $827.64K | 0.00% | Add |
| Amundi US history | 41.59K | $661.65K | 0.00% | Hold |
| Janus Henderson Group history | 31.80K | $506.13K | 0.00% | Hold |
| Millennium Management history | 22.56K | $358.93K | 0.00% | Reduce |
| PNC Financial Services history | 298 | $4.74K | 0.00% | Add |
| T. Rowe Price Associates history | 97.37K | $1.55K | 0.00% | Add |
Q3 2025 — 34 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 7.98M | $118.57M | 0.00% | Add |
| BlackRock Inc history | 7.68M | $114.11M | 0.00% | Add |
| Capital Research Global Investors history | 3.67M | $54.52M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | 2.73M | $40.50M | 0.00% | Hold |
| Geode Capital Management history | 2.06M | $30.53M | 0.00% | Add |
| Charles Schwab Investment Management history | 1.18M | $17.53M | 0.00% | Add |
| Bank of America Corp history | 1.07M | $15.83M | 0.00% | Reduce |
| Northern Trust Corp history | 1.06M | $15.72M | 0.00% | Reduce |
| Goldman Sachs Group history | 884.98K | $13.14M | 0.00% | Add |
| Citigroup Inc history | 760.24K | $11.29M | 0.01% | Add |
| First Eagle Investment Management history | 670.42K | $9.96M | 0.02% | Add |
| Morgan Stanley history | 597.59K | $8.87M | 0.00% | Add |
| Renaissance Technologies history | 437.00K | $6.49M | 0.01% | Add |
| Wells Fargo & Co history | 361.06K | $5.36M | 0.00% | Add |
| Legal & General Investment Management America history | 349.84K | $5.20M | 0.00% | Reduce |
| BNY Mellon history | 348.57K | $5.18M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 329.52K | $4.89M | 0.00% | Add |
| UBS Group AG history | 238.17K | $3.54M | 0.00% | Reduce |
| Invesco Ltd history | 200.78K | $2.98M | 0.00% | Reduce |
| Franklin Resources history | 176.68K | $2.62M | 0.00% | Reduce |
| Balyasny Asset Management history | 141.72K | $2.10M | 0.00% | New |
| Citadel Advisors history | 111.17K | $1.65M | 0.00% | New |
| D. E. Shaw & Co history | 100.63K | $1.49M | 0.00% | New |
| Deutsche Bank AG history | 97.92K | $1.45M | 0.00% | Add |
| Lazard Asset Management history | 85.78K | $1.27M | 0.00% | New |
| AQR Capital Management history | 53.59K | $795.83K | 0.00% | Add |
| Manulife Financial history | 51.59K | $766.04K | 0.00% | Reduce |
| Amundi US history | 41.52K | $589.56K | 0.00% | Add |
| Point72 Asset Management history | 35.35K | $524.89K | 0.00% | New |
| Janus Henderson Group history | 31.80K | $471.94K | 0.00% | Hold |
| Millennium Management history | 28.66K | $425.68K | 0.00% | Add |
| Prudential Financial history | 10.10K | $149.99K | 0.00% | Hold |
| T. Rowe Price Associates history | 83.85K | $1.25K | 0.00% | Add |
| PNC Financial Services history | 16 | $238 | 0.00% | Add |
Q2 2025 — 30 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 7.91M | $132.77M | 0.00% | Add |
| BlackRock Inc history | 7.28M | $122.29M | 0.00% | Add |
| Capital Research Global Investors history | 5.47M | $91.86M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 2.73M | $45.79M | 0.00% | Hold |
| Geode Capital Management history | 2.00M | $33.57M | 0.00% | Add |
| Bank of America Corp history | 1.19M | $19.97M | 0.00% | Add |
| Northern Trust Corp history | 1.17M | $19.72M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.13M | $18.91M | 0.00% | Add |
| First Eagle Investment Management history | 594.02K | $9.97M | 0.02% | Add |
| Goldman Sachs Group history | 587.35K | $9.86M | 0.00% | Add |
| Morgan Stanley history | 473.30K | $7.95M | 0.00% | Reduce |
| Legal & General Investment Management America history | 374.51K | $6.29M | 0.00% | Add |
| BNY Mellon history | 360.98K | $6.06M | 0.00% | Add |
| UBS Group AG history | 331.64K | $5.57M | 0.00% | Add |
| Citigroup Inc history | 314.41K | $5.28M | 0.00% | Add |
| JPMorgan Chase & Co history | 299.89K | $5.04M | 0.00% | Reduce |
| Wells Fargo & Co history | 289.73K | $4.86M | 0.00% | Reduce |
| Invesco Ltd history | 203.83K | $3.42M | 0.00% | Add |
| Renaissance Technologies history | 180.40K | $3.03M | 0.00% | New |
| Franklin Resources history | 177.99K | $2.99M | 0.00% | Reduce |
| Marshall Wace history | 161.69K | $2.71M | 0.00% | Reduce |
| Deutsche Bank AG history | 88.75K | $1.49M | 0.00% | Add |
| Manulife Financial history | 53.47K | $897.73K | 0.00% | Add |
| Amundi US history | 36.49K | $625.86K | 0.00% | Reduce |
| AQR Capital Management history | 36.17K | $607.23K | 0.00% | Reduce |
| Janus Henderson Group history | 31.80K | $533.64K | 0.00% | Hold |
| Millennium Management history | 17.19K | $288.67K | 0.00% | New |
| Prudential Financial history | 10.06K | $181.31K | 0.00% | New |
| T. Rowe Price Associates history | 80.19K | $1.35K | 0.00% | Add |
| PNC Financial Services history | 10 | $168 | 0.00% | Reduce |
Q1 2025 — 28 funds
| Fund | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|
| Vanguard Group history | 7.52M | $140.69M | 0.00% | Hold |
| BlackRock Inc history | 7.18M | $134.28M | 0.00% | Reduce |
| Capital Research Global Investors history | 5.04M | $94.18M | 0.02% | Add |
| Fidelity Management & Research (FMR) history | 2.73M | $50.98M | 0.00% | Hold |
| Geode Capital Management history | 1.90M | $35.46M | 0.00% | Add |
| Northern Trust Corp history | 1.23M | $23.00M | 0.00% | Add |
| Bank of America Corp history | 1.10M | $20.53M | 0.00% | Reduce |
| Charles Schwab Investment Management history | 1.02M | $19.10M | 0.00% | Reduce |
| First Eagle Investment Management history | 560.52K | $10.48M | 0.02% | Add |
| Morgan Stanley history | 495.89K | $9.27M | 0.00% | Reduce |
| JPMorgan Chase & Co history | 373.72K | $6.99M | 0.00% | Reduce |
| Legal & General Investment Management America history | 357.17K | $6.68M | 0.00% | Add |
| BNY Mellon history | 341.55K | $6.39M | 0.00% | Reduce |
| Wells Fargo & Co history | 291.56K | $5.45M | 0.00% | Reduce |
| Goldman Sachs Group history | 271.06K | $5.07M | 0.00% | Reduce |
| Marshall Wace history | 265.24K | $4.96M | 0.01% | Reduce |
| Citigroup Inc history | 263.82K | $4.93M | 0.00% | Reduce |
| UBS Group AG history | 241.78K | $4.52M | 0.00% | Add |
| Franklin Resources history | 182.88K | $3.42M | 0.00% | Reduce |
| Invesco Ltd history | 180.72K | $3.38M | 0.00% | Reduce |
| Deutsche Bank AG history | 82.61K | $1.54M | 0.00% | Add |
| Manulife Financial history | 48.47K | $906.30K | 0.00% | Add |
| AQR Capital Management history | 48.04K | $898.40K | 0.00% | Reduce |
| Amundi US history | 41.42K | $777.87K | 0.00% | Add |
| Principal Global Investors history | 38.82K | $725.86K | 0.00% | Add |
| Janus Henderson Group history | 31.80K | $594.86K | 0.00% | Hold |
| T. Rowe Price Associates history | 73.53K | $1.38K | 0.00% | Add |
| PNC Financial Services history | 11 | $206 | 0.00% | Add |
New Positions (Q2 2026)
- JPMorgan Chase & Co 315.02K sh · $4.86M
- Marshall Wace 307.60K sh · $4.66M
- Renaissance Technologies 172.87K sh · $2.62M
- Arrowstreet Capital 164.26K sh · $2.49M
Fully Exited (vs previous quarter)
- Point72 Asset Management sold 191.25K sh · $2.76M
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 | Q4 2021 | Q3 2021 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | 8.40M | 7.92M | 8.03M | 7.68M | 7.28M | 7.18M | 7.23M | 6.66M | — | — | — | — | — | — | — | — | — | — | — | — |
| Fidelity Management & Research (FMR) | 3.65M | 3.73M | 3.60M | 2.73M | 2.73M | 2.73M | 2.72M | 2.73M | 2.73M | 2.73M | 2.73M | 2.73M | 2.76M | 2.76M | 2.79M | 2.79M | 2.79M | 2.53M | 2.40M | 2.40M |
| Capital Research Global Investors | 3.03M | 2.61M | 2.61M | 3.67M | 5.47M | 5.04M | 4.03M | 1.80M | — | — | — | — | — | — | — | — | — | — | — | — |
| Geode Capital Management | 2.32M | 2.13M | 2.07M | 2.06M | 2.00M | 1.90M | 1.84M | 1.70M | 1.64M | 1.52M | 1.48M | 1.33M | 1.23M | 1.13M | 1.07M | 1.03M | 1.03M | 948.99K | 903.81K | 880.44K |
| Goldman Sachs Group | 2.09M | 2.31M | 1.87M | 884.98K | 587.35K | 271.06K | 477.88K | 312.80K | 569.48K | 364.09K | 265.95K | 142.59K | 168.18K | 145.37K | 455.98K | 309.22K | 240.11K | 158.08K | 213.47K | 172.40K |
| Charles Schwab Investment Management | 1.31M | 1.24M | 1.22M | 1.18M | 1.13M | 1.02M | 1.03M | 940.79K | 884.13K | 818.12K | 800.57K | 742.85K | 696.56K | 656.19K | 627.00K | 599.39K | 587.29K | 538.33K | 501.70K | 491.86K |
| Bank of America Corp | 1.03M | 1.03M | 1.09M | 1.07M | 1.19M | 1.10M | 1.14M | 1.14M | 1.16M | 1.14M | 1.18M | 1.19M | 1.19M | 222.98K | 105.67K | 46.34K | 68.50K | 26.09K | 25.12K | 11.81K |
| Two Sigma Investments | 1.01M | 813.22K | 111.11K | — | — | — | — | — | 51.39K | — | 46.00K | 78.83K | 143.17K | 182.75K | 19.53K | 24.71K | 120.09K | 191.17K | 42.71K | 30.18K |
| Northern Trust Corp | 883.27K | 940.09K | 969.72K | 1.06M | 1.17M | 1.23M | 1.18M | 929.42K | 868.81K | 833.89K | 799.37K | 765.56K | 710.27K | 671.08K | 600.38K | 571.22K | 569.84K | 523.20K | 522.58K | 522.89K |
| First Eagle Investment Management | 833.22K | 764.92K | 716.42K | 670.42K | 594.02K | 560.52K | 375.92K | 197.49K | — | — | — | — | — | — | — | — | — | — | — | — |
| Invesco Ltd | 788.83K | 679.11K | 602.77K | 200.78K | 203.83K | 180.72K | 278.98K | 224.73K | 193.06K | 186.34K | 246.18K | 625.46K | 515.19K | 576.90K | 511.16K | 606.65K | 507.21K | 389.25K | 373.88K | 475.88K |
| Citadel Advisors | 744.61K | 329.80K | 158.73K | 111.17K | — | — | — | 28.00K | 116.30K | 79.63K | 136.06K | 65.84K | 81.00K | 139.44K | 26.60K | 17.70K | 15.90K | 10.50K | 226.85K | 131.78K |
| AQR Capital Management | 731.29K | 289.70K | 280.97K | 53.59K | 36.17K | 48.04K | 83.43K | 96.51K | 127.09K | 34.46K | 30.62K | 27.49K | — | 12.93K | — | — | 58.43K | 59.35K | 67.89K | 24.95K |
| Morgan Stanley | 497.07K | 481.55K | 467.56K | 597.59K | 473.30K | 495.89K | 569.08K | 548.94K | 601.33K | 830.45K | 535.67K | 453.73K | 478.74K | 408.45K | 312.16K | 396.48K | 391.64K | 155.08K | 156.40K | 175.21K |
| BNY Mellon | 476.38K | 421.92K | 431.48K | 348.57K | 360.98K | 341.55K | 346.33K | 318.35K | 388.86K | 354.61K | 363.80K | 343.55K | 341.65K | 317.29K | 318.19K | 354.91K | 352.15K | 373.99K | 355.48K | 380.93K |
| Citigroup Inc | 447.18K | 435.77K | 372.27K | 760.24K | 314.41K | 263.82K | 313.00K | 48.90K | 17.21K | 13.37K | 11.22K | 6.34K | 18.04K | 1.44K | 2.78K | 9.14K | 14.95K | 12.77K | 11.86K | 8.99K |
| Wells Fargo & Co | 387.84K | 343.32K | 403.72K | 361.06K | 289.73K | 291.56K | 297.48K | 291.07K | 293.49K | 290.12K | 297.80K | 295.83K | 306.87K | 304.03K | 299.73K | 296.48K | 290.92K | 342.19K | 397.65K | 375.99K |
| Legal & General Investment Management America | 335.51K | 346.79K | 395.58K | 349.84K | 374.51K | 357.17K | 353.45K | 344.26K | 60.75K | 53.49K | 54.00K | 53.83K | 39.62K | 24.59K | 23.17K | 22.32K | 20.95K | 19.70K | 19.05K | 18.32K |
| JPMorgan Chase & Co | 315.02K | — | 283.91K | 329.52K | 299.89K | 373.72K | 460.41K | 410.86K | 342.28K | 541.85K | 510.89K | 706.99K | 742.78K | 955.72K | 923.94K | 448.00K | 456.73K | 484.81K | 524.21K | 483.29K |
| Marshall Wace | 307.60K | — | 66.39K | — | 161.69K | 265.24K | 495.90K | 639.43K | 143.83K | — | — | — | — | — | — | — | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details