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 $1.08 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
434,293
shares
|
$7.42 Million
0.0% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Sei Investments CO
Oaks, PA |
May 14, 2025 Q1 2025 |
420,658
shares
|
$7.18 Million
0.01% of portfolio
|
Q1 2025
Added 13.35%
|
|
|
State Of New Jersey Common Pension Fund D
|
May 13, 2025 Q1 2025 |
411,742
shares
|
$7.03 Million
0.04% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
State Of Wisconsin Investment Board
Madison, WI |
May 15, 2025 Q1 2025 |
375,207
shares
|
$6.41 Million
0.02% of portfolio
|
Q1 2025
Added 8.45%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
373,722
shares
|
$6.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.83%
|
|
|
Russell Investments Group, Ltd.
|
May 13, 2025 Q1 2025 |
366,810
shares
|
$6.27 Million
0.01% of portfolio
|
Q1 2025
Added 71.94%
|
|
|
Legal & General Group PLC
London, X0 |
May 15, 2025 Q1 2025 |
357,174
shares
|
$6.1 Million
0.0% of portfolio
|
Q4 2023
Reduced 84.88%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
292,758
shares
|
$5 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
291,558
shares
|
$4.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
271,064
shares
|
$4.63 Million
0.0% of portfolio
|
Q1 2025
Reduced 43.28%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
266,398
shares
|
$4.55 Million
0.84% of portfolio
|
Q1 2025
Added 161.35%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
May 05, 2025 Q1 2025 |
265,811
shares
|
$4.54 Million
0.25% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Marshall Wace, LLP
London, X0 |
May 15, 2025 Q1 2025 |
265,238
shares
|
$4.53 Million
0.01% of portfolio
|
Q1 2025
Reduced 46.51%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
264,145
shares
|
$4.51 Million
0.01% of portfolio
|
Q1 2025
Reduced 21.13%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
263,818
shares
|
$4.51 Million
0.0% of portfolio
|
Q1 2025
Reduced 15.71%
|
|
|
Pacific Heights Asset Management LLC
|
Apr 29, 2025 Q1 2025 |
250,000
shares
|
$4.27 Million
0.33% of portfolio
|
Q4 2020
Added 25.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
241,779
shares
|
$4.13 Million
0.0% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Panagora Asset Management Inc
Boston, MA |
May 15, 2025 Q1 2025 |
210,499
shares
|
$3.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 31.31%
|
|
|
Deprince Race & Zollo Inc
Winter Park, FL |
May 15, 2025 Q1 2025 |
196,827
shares
|
$3.36 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Scout Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
196,646
shares
|
$3.36 Million
0.11% of portfolio
|
Q3 2024
Reduced 13.92%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
191,545
shares
|
$3.27 Million
0.0% of portfolio
|
Q1 2025
Added 2.91%
|
|
|
Wedbush Securities Inc
|
May 06, 2025 Q1 2025 |
183,337
shares
|
$3.13 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.72%
|
|
|
Franklin Resources Inc
San Mateo, CA |
May 13, 2025 Q1 2025 |
182,877
shares
|
$3.12 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.69%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
181,657
shares
|
$3.1 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Invesco Ltd.
Atlanta, GA |
May 12, 2025 Q1 2025 |
180,719
shares
|
$3.09 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.22%
|