Institutional Ownership Umh Properties, Inc. (UMH)
This table provides information about the institutional ownership of Umh Properties, Inc. (UMH). We have compiled data on the 245 institutions that hold shares in the stock, with a total of 63 Million shares, which have been reported (via 13F filing form) to have a value of $1.07 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
May 09, 2025 Q1 2025 |
7,523,546
shares
|
$128 Million
0.0% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
May 14, 2025 Q1 2025 |
5,324,531
shares
|
$90.7 Million
0.07% of portfolio
|
Q1 2025
Added 1.39%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,238,276
shares
|
$89.3 Million
0.0% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
May 12, 2025 Q1 2025 |
5,036,608
shares
|
$85.8 Million
0.02% of portfolio
|
Q1 2025
Added 24.92%
|
|
|
State Street Corp
Boston, MA |
May 15, 2025 Q1 2025 |
3,249,865
shares
|
$55.4 Million
0.0% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
2,743,774
shares
|
$46.8 Million
1.06% of portfolio
|
Q1 2025
Reduced 2.99%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
2,105,608
shares
|
$35.9 Million
0.03% of portfolio
|
Q1 2025
Added 0.51%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
1,904,445
shares
|
$32.5 Million
0.11% of portfolio
|
Q1 2025
Reduced 4.42%
|
|
|
Geode Capital Management, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
1,895,794
shares
|
$32.3 Million
0.0% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Jennison Associates LLC
|
May 02, 2025 Q1 2025 |
1,385,644
shares
|
$23.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.26%
|
|
|
Northern Trust Corp
Chicago, IL |
May 13, 2025 Q1 2025 |
1,229,968
shares
|
$21 Million
0.0% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Private Management Group Inc
|
May 06, 2025 Q1 2025 |
1,228,101
shares
|
$20.9 Million
0.91% of portfolio
|
Q1 2025
Reduced 0.44%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,163,880
shares
|
$19.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
May 13, 2025 Q1 2025 |
1,100,819
shares
|
$18.8 Million
0.01% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,098,050
shares
|
$18.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 4.02%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
1,030,375
shares
|
$17.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.85%
|
|
|
Nuveen, LLC
Charlotte, NC |
May 12, 2025 Q1 2025 |
1,027,230
shares
|
$17.5 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
May 09, 2025 Q1 2025 |
1,021,526
shares
|
$17.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.67%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
985,112
shares
|
$16.8 Million
0.15% of portfolio
|
Q1 2025
Added 7.73%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
896,183
shares
|
$15.3 Million
0.01% of portfolio
|
Q1 2025
Added 1090.96%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
846,409
shares
|
$14.4 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
May 13, 2025 Q1 2025 |
572,607
shares
|
$9.76 Million
0.27% of portfolio
|
Q1 2025
Reduced 8.72%
|
|
|
First Eagle Investment Management, LLC
|
May 12, 2025 Q1 2025 |
560,519
shares
|
$9.55 Million
0.02% of portfolio
|
Q1 2025
Added 49.11%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
495,889
shares
|
$8.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.86%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
483,116
shares
|
$8.23 Million
0.07% of portfolio
|
Q4 2024
New holding
|