UMH in the 13F filings

Umh Pptys Inc · CUSIP 903002103

Sector · Real estate Theme · Real estate investment trusts

Quarter

Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024 Q3 2024 Q4 2022 Q2 2022 Q4 2021 Q1 2018

Quarter end: 31 Dec 2025; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 4 Feb 2026
Managers listing it: 20; at least, of 95 tracked, among listed positions
Comparable managers: 92; filed both Q3 2025 and Q4 2025; 2 listed it in both
Shares listed: 11,077,697; combined, among listed positions
Reported value: $176m; combined, at the quarter end

Among the 92 comparable managers: 13 buyers (opened or added shares) and 10 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +1,370,089.

Managers listing UMH in Q4 2025

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2025, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

ActionShare of book at least

20 of 20 holders

				Action		Filing
Fidelity (FMR LLC)	3,600,575	$57m	under 0.1%	Added	+873,186	17 Feb 2026 (the filing on sec.gov)
Capital Research Global Investors	2,607,487	$41m	under 0.1%	Trimmed	-1,063,816	11 Feb 2026 (the filing on sec.gov)
AllianceBernstein LP	1,238,877	$20m	under 0.1%	Added	+428,700	17 Feb 2026 (the filing on sec.gov)
Point72 Asset Management LP	1,008,065	$16m	under 0.1%	Added	+972,719	17 Feb 2026 (the filing on sec.gov)
First Eagle Investment Management LLC	716,419	$11m	under 0.1%	Added	+46,000	4 Feb 2026 (the filing on sec.gov)
Invesco Ltd	602,771	$9.6m	under 0.1%	Added	+401,990	19 Feb 2026 (the filing on sec.gov)
AQR Capital Management LLC	280,973	$4.5m	under 0.1%	Added	+227,382	17 Feb 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	249,543	$4.0m	under 0.1%	Trimmed	-22,990	27 Oct 2026 (the filing on sec.gov)
Two Sigma Investments LP	111,109	$1.8m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
Citadel Advisors LLC	104,233	$1.7m	under 0.1%	Added	+24,860	17 Feb 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	97,373	$1.6m	under 0.1%	Added	+13,520	17 Feb 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	86,362	$1.4m	under 0.1%	Trimmed	-55,353	17 Feb 2026 (the filing on sec.gov)
Two Sigma Advisers LP	80,800	$1.3m	under 0.1%	New	new	17 Feb 2026 (the filing on sec.gov)
GAMCO Investors Inc	66,900	$1.1m	under 0.1%	Trimmed	-2,000	5 Feb 2026 (the filing on sec.gov)
Marshall Wace LLP	66,395	$1.1m	under 0.1%	New	new	13 Feb 2026 (the filing on sec.gov)
Squarepoint Ops LLC	48,420	$770k	under 0.1%	Added	+6,966	13 Feb 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	31,802	$506k	under 0.1%	Held	0	17 Feb 2026 (the filing on sec.gov)
Quantbot Technologies LP	31,157	$496k	under 0.1%	Trimmed	-22,066	10 Feb 2026 (the filing on sec.gov)
Susquehanna International Group LLP	25,876	$412k	under 0.1%	Added	+8,684	17 Feb 2026 (the filing on sec.gov)
Millennium Management LLC	22,560	$359k	under 0.1%	Trimmed	-6,105	17 Feb 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2025 to Q4 2025, among managers that listed it in both quarters or opened it.

Increases

Point72 Asset Management LPexisting position · 1,008,065 shares now+972,719
Fidelity (FMR LLC)existing position · 3,600,575 shares now+873,186
AllianceBernstein LPexisting position · 1,238,877 shares now+428,700
Invesco Ltdexisting position · 602,771 shares now+401,990
AQR Capital Management LLCexisting position · 280,973 shares now+227,382

Reductions

Capital Research Global Investorsexisting position · 2,607,487 shares now-1,063,816
Balyasny Asset Management LLCexisting position · 86,362 shares now-55,353
Neuberger Berman Group LLCexisting position · 249,543 shares now-22,990
Quantbot Technologies LPexisting position · 31,157 shares now-22,066
Millennium Management LLCexisting position · 22,560 shares now-6,105

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (3)

Exited (4)

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.

2 in Q3 2024 to 2 in Q2 2026

Tracked managers listing it, at least.

the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.

UMH by quarter
Quarter	Holders	Reported value	Buyers	Sellers
Q1 2018	1	$1.2m	n.a.	n.a.
Q4 2021	2	$8.6m	n.a.	n.a.
Q2 2022	1	$32m	n.a.	n.a.
Q4 2022	1	$28m	n.a.	n.a.
Q3 2024	2	$39m	2	0
Q4 2024	2	$83m	2	0
Q1 2025	2	$105m	2	0
Q2 2025	2	$102m	2	0
Q3 2025	2	$64m	1	1
Q4 2025	2	$53m	13	10
Q1 2026	2	$49m	15	6
Q2 2026	2	$59m	15	9

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

UMH and WELL →UMH and EQIX →UMH and PLD →Choose a stock to compare with UMH →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own UMH, latest filings →Back to the 13F Explorer →

Provided for information purposes only, not financial advice. The holdings shown here and anything drawn from them are illustrative, produced from assumptions you control, and must not be relied on for any investment, financial or business decision. Read the full notice

Not advice, and not a recommendation. Everything L3VLUP publishes is provided for information purposes only. Nothing here is financial, investment, legal, tax or accounting advice, a personal recommendation, or an offer or solicitation to buy or sell any security or financial instrument. It takes no account of anyone’s objectives, financial situation or needs.

Not a regulated adviser. L3VLUP does not provide regulated financial services. Speak to a suitably qualified and regulated professional before acting on anything you read here.

Illustrative figures. Default values are plausible starting points chosen so a model has somewhere to begin. They are not data, not a view on any company, and not calibrated to anything. Outputs move with whatever you type in.

Third-party data. Where live figures appear they come from third parties, including public filings and market feeds. They may be delayed, incomplete, restated, mis-tagged at source or simply wrong, and their providers do not endorse or verify this page. Every figure links to where it came from. Check it there before relying on it. Past performance is not a guide to future performance.

Company names and logos. Names, tickers and logos are the trademarks of their owners and appear only to identify the company whose public figures are being used. L3VLUP is not affiliated with, sponsored by or endorsed by any company shown, none of them took part in preparing the exercise, and nothing here is a statement by or about any of them. See third-party names and marks.

No warranty, and limited liability. This page is provided “as is” without warranty of any kind. To the fullest extent permitted by law, L3VLUP accepts no liability for any loss or damage arising from use of, or reliance on, anything on it. Nothing in this notice limits any liability that cannot lawfully be limited.

Full terms: Information Purposes and No Advice · Terms