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: 30 Jun 2026; the date the book describes
Filed: 27 Oct 2026; latest of these filings; the earliest 5 Aug 2026
Managers listing it: 23; at least, of 95 tracked, among listed positions
Comparable managers: 91; filed both Q1 2026 and Q2 2026; 2 listed it in both
Shares listed: 14,022,065; combined, among listed positions
Reported value: $211m; combined, at the quarter end

AllianceBernstein LP. Values in this filing are at the previous quarter end's prices; its share count is the quarter end's.

Among the 91 comparable managers: 15 buyers (opened or added shares) and 9 sellers (trimmed or exited), at least, among listed positions. Their net change in shares was +2,055,112.

Managers listing UMH in Q2 2026

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q1 2026, 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

23 of 23 holders

				Action		Filing
Fidelity (FMR LLC)	3,645,734	$55m	under 0.1%	Trimmed	-83,146	13 Aug 2026 (the filing on sec.gov)
Capital Research Global Investors	3,034,683	$46m	under 0.1%	Added	+427,196	12 Aug 2026 (the filing on sec.gov)
AllianceBernstein LP	1,476,121	$21m	under 0.1%	Added	+274,755	14 Aug 2026 (the filing on sec.gov)
Two Sigma Investments LP	1,010,182	$15m	under 0.1%	Added	+196,966	14 Aug 2026 (the filing on sec.gov)
First Eagle Investment Management LLC	833,219	$13m	under 0.1%	Added	+68,300	5 Aug 2026 (the filing on sec.gov)
Invesco Ltd	788,834	$12m	under 0.1%	Added	+109,726	14 Aug 2026 (the filing on sec.gov)
AQR Capital Management LLC	731,295	$11m	under 0.1%	Added	+441,592	14 Aug 2026 (the filing on sec.gov)
Citadel Advisors LLC	694,910	$11m	under 0.1%	Added	+391,110	2 Sep 2026 (the filing on sec.gov)
Tudor Investment Corp	332,751	$5.0m	under 0.1%	Added	+257,209	14 Aug 2026 (the filing on sec.gov)
Marshall Wace LLP	307,597	$4.7m	under 0.1%	New	new	13 Aug 2026 (the filing on sec.gov)
Neuberger Berman Group LLC	218,817	$3.3m	under 0.1%	Trimmed	-25,699	27 Oct 2026 (the filing on sec.gov)
Renaissance Technologies LLC	172,867	$2.6m	under 0.1%	New	new	13 Aug 2026 (the filing on sec.gov)
Arrowstreet Capital LP	164,256	$2.5m	under 0.1%	New	new	13 Aug 2026 (the filing on sec.gov)
T. Rowe Price Associates Inc	135,275	$2.0m	under 0.1%	Added	+22,340	14 Aug 2026 (the filing on sec.gov)
D. E. Shaw & Co.	132,403	$2.0m	under 0.1%	Added	+7,068	14 Aug 2026 (the filing on sec.gov)
Squarepoint Ops LLC	82,376	$1.2m	under 0.1%	Trimmed	-6,445	14 Aug 2026 (the filing on sec.gov)
GAMCO Investors Inc	66,900	$1.0m	under 0.1%	Held	0	12 Aug 2026 (the filing on sec.gov)
Susquehanna International Group LLP	53,901	$816k	under 0.1%	Added	+8,932	14 Aug 2026 (the filing on sec.gov)
Quantbot Technologies LP	53,350	$808k	under 0.1%	New	new	12 Aug 2026 (the filing on sec.gov)
Janus Henderson Group Ltd	31,802	$481k	under 0.1%	Held	0	14 Aug 2026 (the filing on sec.gov)
Jane Street Group LLC	25,755	$390k	under 0.1%	Trimmed	-81,407	14 Aug 2026 (the filing on sec.gov)
Millennium Management LLC	15,356	$232k	under 0.1%	Trimmed	-195,524	14 Aug 2026 (the filing on sec.gov)
Balyasny Asset Management LLC	13,681	$207k	under 0.1%	Trimmed	-27,725	14 Aug 2026 (the filing on sec.gov)

Largest increases and reductions, by shares

Q1 2026 to Q2 2026, among managers that listed it in both quarters or opened it.

Increases

AQR Capital Management LLCexisting position · 731,295 shares now+441,592
Capital Research Global Investorsexisting position · 3,034,683 shares now+427,196
Citadel Advisors LLCexisting position · 694,910 shares now+391,110
Marshall Wace LLPnew position · 307,597 shares now+307,597
AllianceBernstein LPexisting position · 1,476,121 shares now+274,755

Reductions

Millennium Management LLCexisting position · 15,356 shares now-195,524
Fidelity (FMR LLC)existing position · 3,645,734 shares now-83,146
Jane Street Group LLCexisting position · 25,755 shares now-81,407
Balyasny Asset Management LLCexisting position · 13,681 shares now-27,725
Neuberger Berman Group LLCexisting position · 218,817 shares now-25,699

New positions and exits

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

New (4)

Exited (3)

Point72 Asset Management LPwas $2.8m
ExodusPoint Capital Management LPwas $2.7m
Schonfeld Strategic Advisors LLCwas $761k

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 →

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