UMH PROPERTIES, INC. (UMH) — Institutional Holders, Q2 2026 (page 3)
260 institutional investment managers reported a UMH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $976.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 201 to 260. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.
UMH 13F holders ranked 201–260 of 260
| # | Institution | Shares | Value | % of portfolio | QoQShares vs Q1 2026 |
|---|---|---|---|---|---|
| 201 | Versant Capital Management#201 · 2,020 sh | 2,020 | $30.6K | — | -10.1% |
| 202 | Stone House Investment Management#202 · 1,816 sh | 1,816 | $27.5K | — | 0.0% |
| 203 | NBC SECURITIES#203 · 1,625 sh | 1,625 | $24.6K | — | -24.4% |
| 204 | Integrated Wealth Concepts#204 · 1,573 sh | 1,573 | $23.8K | <0.01% | New |
| 205 | Sterling Capital Management#205 · 1,546 sh | 1,546 | $23.4K | — | +196.7% |
| 206 | LOOMIS SAYLES & L P#206 · 1,471 sh | 1,471 | $22.3K | 0.00% | 0.0% |
| 207 | NISA INVESTMENT ADVISORS#207 · 1,465 sh | 1,465 | $22.2K | — | -71.3% |
| 208 | Farther Finance Advisors#208 · 1,306 sh | 1,306 | $19.8K | — | +16.5% |
| 209 | Hilton Head Capital Partners#209 · 1,240 sh | 1,240 | $18.8K | — | -6.3% |
| 210 | IFP Advisors#210 · 1,237 sh | 1,237 | $18.7K | — | +171.3% |
| 211 | GF FUND MANAGEMENT LTD.#211 · 1,097 sh | 1,097 | $16.6K | — | -11.2% |
| 212 | Essential Partners#212 · 972 sh | 972 | $14.7K | — | +80.0% |
| 213 | EverSource Wealth Advisors#213 · 920 sh | 920 | $13.9K | <0.01% | +139.6% |
| 214 | ROTHSCHILD INVESTMENT#214 · 718 sh | 718 | $10.9K | <0.01% | +97.8% |
| 215 | Parallel Advisors#215 · 708 sh | 708 | $10.7K | <0.01% | +6.8% |
| 216 | FIFTH THIRD BANCORP#216 · 684 sh | 684 | $10.4K | 0.00% | -5.8% |
| 217 | EXCHANGE TRADED CONCEPTS#217 · 630 sh | 630 | $9.5K | 0.00% | -37.4% |
| 218 | HUNTINGTON NATIONAL BANK#218 · 619 sh | 619 | $9.4K | 0.00% | +190.6% |
| 219 | GAMMA Investing#219 · 616 sh | 616 | $9.3K | — | +65.6% |
| 220 | UMB Bank, n.a.#220 · 592 sh | 592 | $9.0K | <0.01% | 0.0% |
| 221 | PNC FINANCIAL SERVICES GROUP#221 · 519 sh | 519 | $7.9K | 0.00% | +105.1% |
| 222 | Ares Financial Consulting#222 · 416 sh | 416 | $6.3K | — | 0.0% |
| 223 | Global Retirement Partners#223 · 374 sh | 374 | $5.7K | <0.01% | — |
| 224 | INTERNATIONAL ASSETS INVESTMENT MANAGEMENT#224 · 362 sh | 362 | $5.5K | <0.01% | -60.3% |
| 225 | Mirae Asset Global Investments , Ltd.#225 · 333 sh | 333 | $5.0K | 0.00% | -80.0% |
| 226 | Parkside Financial Bank#226 · 316 sh | 316 | $4.8K | — | +100.0% |
| 227 | Smartleaf Asset Management#227 · 308 sh | 308 | $4.8K | <0.01% | 0.0% |
| 228 | ZIONS BANCORPORATION, NATIONAL ASSOCIATION#228 · 307 sh | 307 | $4.6K | <0.01% | 0.0% |
| 229 | GROUP ONE TRADING, L.P.#229 · 307 sh | 307 | $4.6K | 0.00% | +207.0% |
| 230 | Bare Financial Services#230 · 291 sh | 291 | $4.4K | <0.01% | +167.0% |
| 231 | Owl Creek Wealth Partners#231 · 290 sh | 290 | $4.4K | — | 0.0% |
| 232 | BROWN BROTHERS HARRIMAN#232 · 233 sh | 233 | $3.5K | 0.00% | 0.0% |
| 233 | HHM Wealth Advisors#233 · 200 sh | 200 | $3.0K | <0.01% | -65.3% |
| 234 | ASSETMARK#234 · 182 sh | 182 | $2.8K | — | -0.5% |
| 235 | Synergy Investment Management#235 · 167 sh | 167 | $2.6K | <0.01% | New |
| 236 | True Wealth Design#236 · 163 sh | 163 | $2.5K | — | +45.5% |
| 237 | Clearstead Advisors#237 · 145 sh | 145 | $2.2K | 0.00% | New |
| 238 | Larson Financial Group#238 · 145 sh | 145 | $2.2K | <0.01% | 0.0% |
| 239 | Capital Analysts#239 · 120 sh | 120 | $2.0K | 0.00% | -34.4% |
| 240 | Optiver Holding B.V.#240 · 114 sh | 114 | $1.7K | 0.00% | -57.1% |
| 241 | AMERIFLEX GROUP#241 · 114 sh | 114 | $1.7K | <0.01% | New |
| 242 | Physician Wealth Advisors#242 · 111 sh | 111 | $1.7K | — | New |
| 243 | DANSKE BANK A/S#243 · 100 sh | 100 | $1.5K | 0.00% | 0.0% |
| 244 | Fortitude Family Office#244 · 89 sh | 89 | $1.3K | — | New |
| 245 | Covestor Ltd#245 · 47 sh | 47 | $1.0K | <0.01% | +840.0% |
| 246 | WPG Advisers#246 · 65 sh | 65 | $984.00 | — | 0.0% |
| 247 | FIRST HORIZON NATIONAL#247 · 55 sh | 55 | $833.00 | — | -87.6% |
| 248 | Pinnacle Wealth Planning Services#248 · 54 sh | 54 | $818.00 | — | 0.0% |
| 249 | Retirement Wealth Solutions#249 · 48 sh | 48 | $720.00 | — | 0.0% |
| 250 | Smallwood Wealth Investment Management#250 · 47 sh | 47 | $711.00 | <0.01% | 0.0% |
| 251 | RAFFA WEALTH MANAGEMENT#251 · 37 sh | 37 | $560.00 | <0.01% | 0.0% |
| 252 | MidFirst Bank#252 · 35 sh | 35 | $530.00 | 0.00% | 0.0% |
| 253 | Caitong International Asset Management , Ltd#253 · 24 sh | 24 | $363.00 | 0.00% | -11.1% |
| 254 | Ronald Blue#254 · 22 sh | 22 | $333.00 | — | 0.0% |
| 255 | SJS Investment Consulting#255 · 19 sh | 19 | $288.00 | — | New |
| 256 | Cornerstone Planning Group#256 · 14 sh | 14 | $216.00 | — | -97.4% |
| 257 | Bogart Wealth#257 · 9 sh | 9 | $136.00 | 0.00% | 0.0% |
| 258 | JPL Wealth Management#258 · 4 sh | 4 | $61.00 | 0.00% | New |
| 259 | GHP Investment Advisors#259 · 3 sh | 3 | $46.00 | — | 0.0% |
| 260 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM#260 · 98,531 sh | 98,531 | — | — | +26.5% |
Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.