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 $1.01 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
15,909
shares
|
$240,703
0.0% of portfolio
|
Q2 2024
Reduced 41.64%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
15,637
shares
|
$236,587
0.06% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,328
shares
|
$231,912
0.01% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
15,214
shares
|
$230,187
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
15,000
shares
|
$226,950
0.14% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Klp Kapitalforvaltning As
Oslo, Q8 |
Jul 23, 2025 Q2 2025 |
14,600
shares
|
$220,898
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,505
shares
|
$219,460
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
14,385
shares
|
$217,645
0.01% of portfolio
|
Q2 2025
Added 468.58%
|
|
|
Nisa Investment Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
14,286
shares
|
$216,147
0.0% of portfolio
|
Q2 2025
Reduced 36.17%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
13,836
shares
|
$209,338
0.0% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,820
shares
|
$209,096
0.0% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
13,400
shares
|
$202,742
0.03% of portfolio
|
Q3 2019
New holding
|
|
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
Aug 07, 2025 Q2 2025 |
13,221
shares
|
$200,033
0.09% of portfolio
|
Q2 2025
Added 27.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
13,062
shares
|
$197,628
0.0% of portfolio
|
Q2 2025
Added 67.5%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
12,913
shares
|
$195,373
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
12,907
shares
|
$195,282
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,528
shares
|
$189,548
0.0% of portfolio
|
Q2 2025
Reduced 2.52%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
12,517
shares
|
$189,382
0.0% of portfolio
|
Q2 2025
Reduced 13.78%
|
|
|
Bfsg, LLC
|
Jul 14, 2025 Q2 2025 |
11,815
shares
|
$178,760
0.02% of portfolio
|
Q4 2024
Reduced 7.08%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
11,764
shares
|
$177,989
0.01% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Jul 29, 2025 Q2 2025 |
11,612
shares
|
$175,689
0.27% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
11,547
shares
|
$174,706
0.1% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
11,333
shares
|
$171,468
0.04% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
11,297
shares
|
$170,923
0.05% of portfolio
|
Q1 2023
New holding
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
11,091
shares
|
$167,806
0.0% of portfolio
|
Q2 2025
Added 11.14%
|