Latest Institutional Transactions on Umh Properties, Inc. (UMH)
This table provides information on the latest institutional transactions involving Umh Properties, Inc. (UMH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Resona Asset Management Co.,Ltd.
Koto Ku,Tokyo, M0 |
BUY
|
- |
3.44K+ 11.05% |
$50.6K - $59.7K
|
34.6K
$492K
|
|
|
Oct 30, 2025
Q3 2025
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
4.07K+ 30.76% |
$59.7K - $70.5K
|
17.3K
$246K
|
|
|
Oct 30, 2025
Q3 2025
|
Universal Beteiligungs Und Servicegesellschaft Mb H
Frankfurt Am Main, 2M |
BUY
|
- |
42K+ 81.73% |
$617K - $728K
|
93.4K
$1.33M
|
|
|
Oct 30, 2025
Q3 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
5+ 8.33% |
$73.5 - $86.7
|
65
$924
|
|
|
Oct 30, 2025
Q3 2025
|
Strs Ohio
|
SELL
|
- |
-201K- 42.63% |
$2.95M - $3.48M
|
270K
$3.84M
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-388- 32.12% |
$5.7K - $6.73K
|
820
$11.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Teacher Retirement System Of Texas
Austin, TX |
SELL
|
- |
-13.3K- 16.45% |
$196K - $231K
|
67.7K
$962K
|
|
|
Oct 30, 2025
Q3 2025
|
Delta Financial Advisors LLC
|
BUY
|
- |
15KNew |
$220K - $260K
|
15K
$213K
|
|
|
Oct 30, 2025
Q3 2025
|
Jennison Associates LLC
|
BUY
|
- |
51.9K+ 3.38% |
$763K - $900K
|
1.59M
$22.6M
|
|
|
Oct 29, 2025
Q3 2025
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
200+ 53.05% |
$2.94K - $3.47K
|
577
$8.2K
|
|
|
Oct 29, 2025
Q3 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-1.45K- 1.62% |
$21.3K - $25.1K
|
88K
$1.25M
|
|
|
Oct 29, 2025
Q3 2025
|
Pacific Heights Asset Management LLC
|
BUY
|
- |
150K+ 60.0% |
$2.2M - $2.6M
|
400K
$5.69M
|
|
|
Oct 29, 2025
Q3 2025
|
Ldr Capital Management LLC
New York, NY |
SELL
|
- |
-37.5K- 27.12% |
$550K - $650K
|
101K
$1.43M
|
|
|
Oct 29, 2025
Q3 2025
|
Vert Asset Management LLC
Sausalito, CA |
BUY
|
- |
1.09K+ 3.15% |
$16K - $18.9K
|
35.7K
$507K
|
|
|
Oct 28, 2025
Q3 2025
|
Bfsg, LLC
|
BUY
|
- |
2.5K+ 21.16% |
$36.7K - $43.4K
|
14.3K
$204K
|
|
|
Oct 27, 2025
Q3 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
4.79K+ 5.94% |
$70.4K - $83K
|
85.4K
$1.21M
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.83K- 6.19% |
$26.8K - $31.7K
|
27.7K
$394K
|
|
|
Oct 27, 2025
Q3 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
198+ 66.67% |
$2.91K - $3.43K
|
495
$7.04K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
388New |
$5.7K - $6.73K
|
388
$5.52K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
205KNew |
$3.01M - $3.55M
|
205K
$2.91M
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.02K+ 13.27% |
$73.8K - $87.1K
|
42.9K
$610K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 15.73% |
$33K - $39K
|
12K
$171K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.46K+ 41.48% |
$21.4K - $25.3K
|
4.98K
$70.8K
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.6K+ 24.66% |
$52.9K - $62.4K
|
18.2K
$259K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.42K+ 3.78% |
$64.9K - $76.7K
|
121K
$1.72M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
387K+ 35.71% |
$5.69M - $6.71M
|
1.47M
$20.9M
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 0.06% |
$1.47K - $1.73K
|
175K
$2.49M
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
975+ 0.38% |
$14.3K - $16.9K
|
257K
$3.65M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-372- 2.97% |
$5.46K - $6.45K
|
12.2K
$173K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
501+ 41.99% |
$7.36K - $8.69K
|
1.69K
$24.1K
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-6- 40.0% |
$88.1 - $104
|
9
$128
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
1.03K+ 8.71% |
$15.1K - $17.8K
|
12.8K
$182K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2.1K+ 7.01% |
$30.8K - $36.4K
|
32K
$456K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
30New |
$441 - $520
|
30
$427
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-960K- 37.6% |
$14.1M - $16.6M
|
1.59M
$22.6M
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
22.3K+ 13.1% |
$328K - $387K
|
193K
$2.74M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.03K+ 29.86% |
$103K - $122K
|
30.6K
$435K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
550+ 90.91% |
$8.08K - $9.54K
|
1.16K
$16.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.52K+ 1.38% |
$22.3K - $26.4K
|
112K
$1.59M
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
295+ 2.36% |
$4.33K - $5.12K
|
12.8K
$182K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54+ 4.85% |
$793 - $936
|
1.17K
$16.6K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.02K- 31.85% |
$103K - $122K
|
15K
$214K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-847- 89.53% |
$12.4K - $14.7K
|
99
$1.41K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
269+ 95.73% |
$3.95K - $4.66K
|
550
$7.82K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
32New |
$470 - $555
|
32
$455
|
|
| Q2 2025 | |||||||
|
Oct 08, 2025
Q2 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
1.4K+ 6.73% |
$22.9K - $26.3K
|
22.2K
$316K
|
|
|
Sep 04, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
5.26K+ 67.5% |
$86.1K - $99.1K
|
13.1K
$186K
|
|
|
Aug 27, 2025
Q2 2025
|
Squarepoint Ops LLC
New York, NY |
SELL
|
- |
-22.9K- 38.75% |
$375K - $431K
|
36.2K
$515K
|
|
|
Aug 18, 2025
Q2 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2+ 0.48% |
$32.7 - $37.6
|
418
$5.94K
|
|
|
Aug 18, 2025
Q2 2025
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
330+ 3.0% |
$5.4K - $6.21K
|
11.3K
$161K
|
|