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 66.5 Million shares, which have been reported (via 13F filing form) to have a value of $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Aug 11, 2025 Q2 2025 |
7,907,970
shares
|
$128 Million
0.0% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Aug 14, 2025 Q2 2025 |
6,107,591
shares
|
$99.1 Million
0.06% of portfolio
|
Q2 2025
Added 14.71%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
5,471,303
shares
|
$88.7 Million
0.02% of portfolio
|
Q2 2025
Added 8.63%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,238,276
shares
|
$85 Million
0.0% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
State Street Corp
Boston, MA |
Aug 14, 2025 Q2 2025 |
3,475,892
shares
|
$56.4 Million
0.0% of portfolio
|
Q2 2025
Added 6.95%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
2,552,058
shares
|
$41.4 Million
0.91% of portfolio
|
Q2 2025
Reduced 6.99%
|
|
|
American Century Companies Inc
Kansas City, MO |
Aug 12, 2025 Q2 2025 |
2,389,308
shares
|
$38.8 Million
0.02% of portfolio
|
Q2 2025
Added 13.47%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
1,999,240
shares
|
$32.4 Million
0.0% of portfolio
|
Q2 2025
Added 5.46%
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Jul 29, 2025 Q2 2025 |
1,757,148
shares
|
$28.5 Million
0.09% of portfolio
|
Q2 2025
Reduced 7.73%
|
|
|
Jennison Associates LLC
|
Aug 01, 2025 Q2 2025 |
1,536,362
shares
|
$24.9 Million
0.02% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Private Management Group Inc
|
Aug 12, 2025 Q2 2025 |
1,218,717
shares
|
$19.8 Million
0.75% of portfolio
|
Q2 2025
Reduced 0.76%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,189,252
shares
|
$19.3 Million
0.0% of portfolio
|
Q2 2025
Added 8.31%
|
|
|
Northern Trust Corp
Chicago, IL |
Aug 13, 2025 Q2 2025 |
1,174,768
shares
|
$19.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.49%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,163,880
shares
|
$18.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
1,126,243
shares
|
$18.3 Million
0.0% of portfolio
|
Q2 2025
Added 10.25%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Aug 12, 2025 Q2 2025 |
1,115,275
shares
|
$18.1 Million
0.0% of portfolio
|
Q2 2025
Added 1.31%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
1,083,734
shares
|
$17.6 Million
0.13% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
Alliancebernstein L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
1,058,160
shares
|
$17.2 Million
0.01% of portfolio
|
Q2 2025
Added 18.07%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
929,074
shares
|
$15.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
846,409
shares
|
$13.7 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
First Eagle Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
594,019
shares
|
$9.63 Million
0.02% of portfolio
|
Q2 2025
Added 5.98%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
587,345
shares
|
$9.53 Million
0.0% of portfolio
|
Q2 2025
Added 116.68%
|
|
|
Kennedy Capital Management, Inc.
St Louis, MO |
Aug 13, 2025 Q2 2025 |
550,879
shares
|
$8.94 Million
0.23% of portfolio
|
Q2 2025
Reduced 3.79%
|
|
|
Nuveen, LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
541,930
shares
|
$8.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 47.24%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Aug 14, 2025 Q2 2025 |
536,004
shares
|
$8.69 Million
0.0% of portfolio
|
Q2 2025
Added 604.75%
|