UMH PPTYS INC UMH
COM · REIT · CUSIP 903002103
Real estate developer
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($201.2k this quarter). Holder counts are more reliable. Shares outstanding: 55.7m as of 2022-11-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.10. Options: 3 managers hold calls ($329.2k notional), 3 hold puts ($117.1k).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 177 |
| Q4 2022 | 174 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $345.0k | $403.0k | 1.17 |
| Q4 2022 | $329.2k | $117.1k | 0.36 |
Biggest buyers
| AMERICAN CENTURY COMPANIES INC | New | +987.6k |
| JPMORGAN CHASE & CO | Added | +475.9k |
| RAYMOND JAMES & ASSOCIATES | Added | +312.3k |
| HEARTLAND ADVISORS INC | Added | +194.1k |
| T. Rowe Price Investment Management, Inc. | Added | +191.7k |
| GOLDMAN SACHS GROUP INC | Added | +146.8k |
| RENAISSANCE TECHNOLOGIES LLC | New | +142.2k |
| MILLENNIUM MANAGEMENT LLC | New | +116.2k |
| SEI INVESTMENTS CO | Added | +104.9k |
| BlackRock Inc. | Added | +90.5k |
Biggest sellers
| JANUS HENDERSON GROUP PLC | Reduced | -1.6m |
| LOOMIS SAYLES & CO L P | Sold out | -377.8k |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) | Sold out | -226.2k |
| DekaBank Deutsche Girozentrale | Sold out | -180.0k |
| GW&K Investment Management, LLC | Reduced | -97.8k |
| WESTFIELD CAPITAL MANAGEMENT CO LP | Reduced | -95.8k |
| Invesco Ltd. | Reduced | -95.5k |
| VICTORY CAPITAL MANAGEMENT INC | Sold out | -84.4k |
| MORGAN STANLEY | Reduced | -84.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -72.6k |
Biggest calls
| CITADEL ADVISORS LLC | Added | $317.2k19.7k shares |
| SIMPLEX TRADING, LLC | Reduced | $12.0k800 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Biggest puts
| CITADEL ADVISORS LLC | New | $111.1k6.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $6.0k400 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | Unchanged | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-07-30 | 9.7% |
Erez REIT Opportunities LP
13D · may seek influence
no change · filed 2026-09-29
Stated purposeOn September 28, 2026, Erez Asset Management launched a campaign website located at www.saveUMH.com and issued a presentation (the "September 28 Presentation") outlining its "case for change" at the Issuer and disclosing that it intends to seek Board change and solicit shareholders in support of such change at the Issuer's upcoming annual meeting. The foregoing description of the September 28 Presentation does not purport to be complete and is qualified in its entirety by reference to the full text of the September 28 Presentation, attached hereto as Exhibit 99.1, and is incorporated herein by reference. Full filing |
5.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: T. Rowe Price Investment Management, Inc. (4.3%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), Capital Research Global Investors (4.3%, 2025-11-13)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $3.0k | 1 | $69.0k | — |
| Q1 2022 | 2 | $26.8k | 1 | $374.8k | — |
| Q2 2022 | 2 | $117.2k | 1 | $24.0k | — |
| Q3 2022 | 1 | $3.0k | 0 | — | — |
| Q4 2022 | 5 | $52.9k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-15 | Mitchell William Edward Director · UMH Properties, Inc. | Bought | $1.0k61 shares |
| 2022-12-15 | PRUITT ANGELA D. Director · UMH Properties, Inc. | Bought | $1.0k61 shares |
| 2022-12-15 | LANDY SAMUEL A President and CEO, director · UMH Properties, Inc. | Bought | $1.0k61 shares |
| 2022-12-15 | LANDY SAMUEL A President and CEO, director · UMH Properties, Inc. | Bought | $1.0k61 shares |
| 2022-11-15 | PRUITT ANGELA D. Director · UMH Properties, Inc. | Bought | $1.0k59 shares |
| 2022-11-15 | Mitchell William Edward Director · UMH Properties, Inc. | Bought | $1.0k59 shares |
| 2022-11-15 | QUIGLEY KENNETH K JR Director · UMH Properties, Inc. | Bought | $1.0k59 shares |
| 2022-11-15 | LANDY SAMUEL A President and CEO, director · UMH Properties, Inc. | Bought | $1.0k59 shares |
| 2022-11-15 | LANDY SAMUEL A President and CEO, director · UMH Properties, Inc. | Bought | $1.0k59 shares |
| 2022-10-17 | Mitchell William Edward Director · UMH Properties, Inc. | Bought | $1.0k64 shares |
| 2022-10-17 | PRUITT ANGELA D. Director · UMH Properties, Inc. | Bought | $1.0k64 shares |
| 2022-10-17 | LANDY SAMUEL A President and CEO, director · UMH Properties, Inc. | Bought | $1.0k64 shares |
| 2022-10-17 | LANDY SAMUEL A President and CEO, director · UMH Properties, Inc. | Bought | $1.0k64 shares |
| 2022-10-11 | HIRSCH MATTHEW I Director · UMH Properties, Inc. | Bought | $49.9k3.2k shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 5.3m $85.0m | Added +39.2k |
| BlackRock Inc. 0.00% of their portfolio | 3.7m $59.9m | Added +90.5k |
| FMR LLC 0.00% of their portfolio | 2.8m $44.9m | Reduced -574 |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 2.2m $35.3m | Added +3.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio | 1.9m $30.3m | Reduced -72.6k |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 1.7m $27.7m | Reduced -1.6m |
| Copeland Capital Management, LLC 0.71% of their portfolio | 1.7m $26.9m | Added +62.7k |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $24.6m | Added +69.5k |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.15% of their portfolio | 1.2m $19.9m | Reduced -95.8k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.1m $17.2m | Added +33.3k |
| AMERICAN CENTURY COMPANIES INC 0.01% of their portfolio | 987.6k $15.9m | New |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 923.9k $14.9m | Added +475.9k |
| GW&K Investment Management, LLC 0.14% of their portfolio | 877.5k $14.1m | Reduced -97.8k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 837.5k $13.5m | Added +191.7k |
| B&I Capital AG 4.43% of their portfolio | 783.4k $12.6m | Added +19.5k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 690.7k $11.1m | Added +2.4k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 627.0k $10.1m | Added +27.6k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 600.4k $9.7m | Added +29.2k |
| HEARTLAND ADVISORS INC 0.55% of their portfolio | 544.1k $8.8m | Added +194.1k |
| Invesco Ltd. 0.00% of their portfolio | 511.2k $8.2m | Reduced -95.5k |
| State of New Jersey Common Pension Fund D 0.03% of their portfolio | 467.4k $7.5m | Unchanged |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 456.0k $7.3m | Added +146.8k |
| D.A. DAVIDSON & CO. 0.08% of their portfolio | 424.0k $6.8m | Added +29.0k |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 379.1k $6.1m | Added +3.4k |
| RAYMOND JAMES & ASSOCIATES 0.01% of their portfolio | 371.8k $6.0m | Added +312.3k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 337.7k $5.4m | Reduced -6.1k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 318.2k $5.1m | Reduced -36.7k |
| ROBOTTI ROBERT 1.01% of their portfolio | 315.9k $5.1m | Reduced -2.1k |
| MORGAN STANLEY 0.00% of their portfolio | 312.2k $5.0m | Reduced -84.3k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 299.7k $4.8m | Added +3.3k |
| SCOUT INVESTMENTS, INC. 0.10% of their portfolio | 289.8k $4.7m | Reduced -4.8k |
| MONTAG A & ASSOCIATES INC 0.31% of their portfolio | 286.3k $4.6m | Reduced -17.9k |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 283.9k $4.6m | Reduced -7.3k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 269.3k $4.3m | Reduced -5.8k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 258.3k $4.2m | Reduced -3.1k |
| Pacific Heights Asset Management LLC 0.39% of their portfolio | 250.0k $4.0m | Unchanged |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 244.9k $3.9m | Reduced -69.1k |
| Knights of Columbus Asset Advisors LLC 0.39% of their portfolio | 231.0k $3.7m | Added +11.5k |
| LDR Capital Management LLC 1.88% of their portfolio | 213.0k $3.4m | Added +45.2k |
| EAGLE ASSET MANAGEMENT INC 0.02% of their portfolio | 196.8k $3.2m | Added +22.3k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 195.3k $3.1m | Reduced -183 |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 195.3k $3.1m | Added +22.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 183.0k $2.9m | Reduced -7.0k |
| Penn Capital Management Company, LLC 0.26% of their portfolio | 158.4k $2.6m | Reduced -2.4k |
| BARCLAYS PLC 0.00% of their portfolio | 146.8k $2.4m | First filing |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 142.2k $2.3m | New |
| SEI INVESTMENTS CO 0.00% of their portfolio | 137.7k $2.2m | Added +104.9k |
| Swiss National Bank 0.00% of their portfolio | 126.4k $2.0m | Added +4.2k |
| WealthTrust Axiom LLC 0.71% of their portfolio | 125.8k $2.0m | Added +10.3k |
| Boston Partners 0.00% of their portfolio | 124.1k $2.0m | Added +9.8k |
| MILLENNIUM MANAGEMENT LLC 0.00% of their portfolio | 116.2k $1.9m | New |
| McIlrath & Eck, LLC 0.44% of their portfolio | 106.6k $1.7m | Added +5.2k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 105.7k $1.7m | Added +59.3k |
| Silver Lake Advisory, LLC 1.02% of their portfolio | 103.8k $1.7m | Reduced -305 |
| Aptus Capital Advisors, LLC 0.05% of their portfolio | 101.3k $1.6m | Added +12.4k |
| GW HENSSLER & ASSOCIATES LTD 0.11% of their portfolio | 96.4k $1.6m | Unchanged |
| SHUFRO ROSE & CO LLC 0.12% of their portfolio | 91.0k $1.5m | Added +300 |
| CALDWELL SUTTER CAPITAL, INC. 1.21% of their portfolio | 85.5k $1.4m | First filing |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 82.3k $1.3m | Added +4.2k |
| HST Ventures, LLC 0.92% of their portfolio | 80.6k $1.3m | Added +43.3k |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 79.6k $1.3m | Added +5.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 76.6k $1.2m | Added +2.7k |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 74.9k $1.2m | Reduced -300 |
| Hunter Perkins Capital Management, LLC 0.27% of their portfolio | 74.5k $1.2m | Added +18.0k |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 74.2k $1.2m | Reduced -3.2k |
| PEAPACK GLADSTONE FINANCIAL CORP 0.02% of their portfolio | 73.0k $1.2m | Unchanged |
| Cubist Systematic Strategies, LLC 0.01% of their portfolio | 67.1k $1.1m | Added +48.4k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 65.8k $1.1m | Added +1.9k |
| Pensionfund PDN 0.71% of their portfolio | 62.9k $1.0m | Reduced -56.9k |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 60.4k $973.0k | Reduced -19.3k |
| UBS Group AG 0.00% of their portfolio | 59.4k $957.1k | Added +7.4k |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 58.4k $940.3k | Reduced -3.9k |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 58.4k $940.2k | Reduced -14.2k |
| AXA S.A. 0.00% of their portfolio | 57.1k $919.3k | Added +19.9k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 54.6k $878.3k | Unchanged |
| WEDBUSH SECURITIES INC 0.05% of their portfolio | 53.4k $859.0k | Added +12.6k |
| NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio | 51.3k $825.9k | Added +2.0k |
| North Star Investment Management Corp. 0.07% of their portfolio | 50.8k $817.3k | Added +2.6k |
| STRS OHIO 0.00% of their portfolio | 50.3k $809.0k | Reduced -816 |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 49.5k $799.0k | Added +6.6k |
| BARD ASSOCIATES INC 0.34% of their portfolio | 48.8k $785.3k | Reduced -1.0k |
| Curi Capital, LLC 0.03% of their portfolio | 45.6k $734.9k | Unchanged |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 45.1k $725.9k | Reduced -1.9k |
| Balyasny Asset Management L.P. 0.00% of their portfolio | 42.5k $683.7k | New |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 42.2k $679.0k | Added +113 |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 40.0k $643.7k | Reduced -397 |
| Lee Financial Co 0.11% of their portfolio | 38.3k $616.8k | Added +120 |
| GSA CAPITAL PARTNERS LLP 0.08% of their portfolio | 37.9k $610.0k | Reduced -5.8k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 36.9k $594.4k | Reduced -29 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 30.8k $495.6k | Reduced -920 |
| Pensionfund Sabic 0.16% of their portfolio | 30.6k $492.0k | Unchanged |
| Summit Global Investments 0.04% of their portfolio | 29.9k $481.0k | Unchanged |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 29.6k $476.8k | Added +2.0k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 28.4k $457.1k | Added +3.6k |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 28.2k $454.0k | Reduced -7.8k |
| Penserra Capital Management LLC 0.01% of their portfolio | 28.0k $449.0k | Reduced -827 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 27.3k $438.9k | Unchanged |
| ALPS ADVISORS INC 0.00% of their portfolio | 26.6k $427.6k | New |
| Squarepoint Ops LLC 0.00% of their portfolio | 26.4k $424.8k | New |
| MetLife Investment Management, LLC 0.00% of their portfolio | 26.1k $420.9k | Unchanged |