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 |
|---|---|---|---|---|---|
|
Jump Financial, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
10,042
shares
|
$171,517
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
M&G PLC
London, X0 |
May 13, 2025 Q1 2025 |
9,979
shares
|
$170,441
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ulland Investment Advisors, LLC
|
Apr 15, 2025 Q1 2025 |
9,020
shares
|
$154,061
0.14% of portfolio
|
Q1 2025
Added 130.4%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
7,564
shares
|
$129,193
0.01% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
May 12, 2025 Q1 2025 |
6,900
shares
|
$117,851
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
6,265
shares
|
$107,006
0.0% of portfolio
|
Q1 2025
Reduced 94.65%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
5,459
shares
|
$93,239
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ridgewood Investments LLC
|
May 07, 2025 Q1 2025 |
4,482
shares
|
$76,552
0.04% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,740
shares
|
$63,879
0.0% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
2,718
shares
|
$46,423
0.0% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
2,530
shares
|
$43,212
0.0% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Amalgamated Bank
New York, NY |
Apr 25, 2025 Q1 2025 |
2,504
shares
|
$42,768
0.0% of portfolio
|
Q1 2025
Added 22.56%
|
|
|
Quest Partners LLC
New York, NY |
May 14, 2025 Q1 2025 |
2,431
shares
|
$41,521
0.0% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,265
shares
|
$38,686
0.01% of portfolio
|
Q2 2022
Reduced 3.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
2,139
shares
|
$36,534
0.0% of portfolio
|
Q1 2025
Reduced 16.28%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Apr 24, 2025 Q1 2025 |
2,025
shares
|
$34,587
0.0% of portfolio
|
Q1 2025
Reduced 2.74%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
2,000
shares
|
$34,160
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
2,000
shares
|
$34,160
0.0% of portfolio
|
Q1 2025
Added 25.0%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
2,000
shares
|
$34,160
0.01% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Clear Street Markets LLC
|
May 13, 2025 Q1 2025 |
1,876
shares
|
$32,042
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
1,816
shares
|
$31,017
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Kbc Group Nv
|
Apr 25, 2025 Q1 2025 |
1,727
shares
|
$29,497
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Jun 03, 2025 Q1 2025 |
1,679
shares
|
$28,677
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Loomis Sayles & CO L P
|
May 14, 2025 Q1 2025 |
1,560
shares
|
$26,644
0.0% of portfolio
|
Q1 2025
Reduced 35.83%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
1,420
shares
|
$24,253
0.0% of portfolio
|
Q1 2025
Added 4.72%
|