UMH
UMH Properties, Inc. · Real Estate · REIT - Residential
Momentum inputs (comparable managers):
holder breadth -30.0% ·
share flow -5.8% ·
net new positions -20.0%
· formula
Broad distribution: falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2024
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 32.06K | $484,112 | n/a | −1 |
| Q2 2026 | 98 | -1 | 45.89M | $694.00M | +5 | −8 |
| Q1 2026 | 104 | +4 | 45.03M | $651.60M | +7 | −3 |
| Q4 2025 | 99 | 0 | 49.57M | $788.66M | +2 | −2 |
| Q3 2025 | 16 | +2 | 27.00M | $400.90M | +3 | −1 |
| Q2 2025 | 11 | +2 | 23.94M | $401.95M | +2 | n/a |
| Q1 2025 | 6 | 0 | 5.60M | $104.78M | n/a | n/a |
| Q4 2024 | 6 | -3 | 5.71M | $107.89M | n/a | −3 |
| Q3 2024 | 8 | -1 | 2.88M | $56.68M | +1 | −2 |
| Q2 2024 | 9 | n/a | 2.30M | $36.82M | n/a | n/a |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | State Street Global Advisors ✦ (passive) | 3.18M | n/a | $60.08M | 0.0% | n/c | 1 | SEC ↗ |
| 2 | Geode Capital Management ✦ (passive) | 1.84M | +7.9% | $34.72M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 3 | Marshall Wace ✦ | 495.90K | -22.4% | $9.36M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 4 | AQR Capital Management ✦ | 83.43K | -13.6% | $1.58M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 5 | GAMCO Investors ✦ | 70.30K | -5.4% | $1.33M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 6 | T. Rowe Price ✦ | 43.42K | +17.6% | $820,000 | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Millennium Management | $3.92M | was 0.0% |
| Arrowstreet Capital | $2.53M | was 0.0% |
| Point72 Asset Management | $51,762 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 265 holders, 66.66M shares, $881.23M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Officer · EVP, CFO, Treasurer · 68 sh @ 14.62 · $1,000
Director · 68 sh @ 14.62 · $1,000
Director · 1.30K sh @ 15.30 · $19,890
Director · 67 sh @ 14.88 · $1,000
Officer · EVP, CFO, Treasurer · 67 sh @ 14.88 · $1,000
Director · 500 sh @ 16.46 · $8,230
Officer · EVP, CFO, Treasurer · 64 sh @ 15.62 · $1,000
Director · 64 sh @ 15.62 · $1,000
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
4.0% of class · View original SEC filing ↗
4.0% of class · View original SEC filing ↗