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 |
|---|---|---|---|---|---|
|
Pictet Asset Management Holding Sa
Carouge, V8 |
Aug 13, 2025 Q2 2025 |
10,996
shares
|
$166,369
0.0% of portfolio
|
Q2 2025
Reduced 21.91%
|
|
|
Nissay Asset Management Corp
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
10,918
shares
|
$165,189
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
10,313
shares
|
$156,035
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
10,159
shares
|
$153,705
0.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Prudential Financial Inc
Newark, NJ |
Aug 12, 2025 Q2 2025 |
10,060
shares
|
$152,207
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stockman Wealth Management, Inc.
|
Jul 16, 2025 Q2 2025 |
10,000
shares
|
$151,300
0.02% of portfolio
|
Q2 2025
Reduced 6.98%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
7,564
shares
|
$114,443
0.0% of portfolio
|
Q4 2024
Added 22.02%
|
|
|
Montag & Caldwell, LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
6,900
shares
|
$104,397
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
5,367
shares
|
$81,202
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ridgewood Investments LLC
|
Jul 14, 2025 Q2 2025 |
4,497
shares
|
$68,039
0.03% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
4,183
shares
|
$63,288
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3,520
shares
|
$53,257
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
3,108
shares
|
$47,024
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kbc Group Nv
|
Aug 08, 2025 Q2 2025 |
3,005
shares
|
$45,465
0.0% of portfolio
|
Q2 2025
Added 74.0%
|
|
|
Amalgamated Bank
New York, NY |
Aug 04, 2025 Q2 2025 |
2,504
shares
|
$37,885
0.0% of portfolio
|
Q1 2025
Added 22.56%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
2,431
shares
|
$36,781
0.0% of portfolio
|
Q1 2025
Reduced 10.85%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
2,416
shares
|
$36,554
0.0% of portfolio
|
Q2 2025
Reduced 11.11%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 12, 2025 Q2 2025 |
2,274
shares
|
$34,405
0.0% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,265
shares
|
$34,269
0.01% of portfolio
|
Q2 2022
Reduced 3.37%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
2,000
shares
|
$30,260
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,816
shares
|
$27,476
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cbiz Investment Advisory Services, LLC
|
Aug 11, 2025 Q2 2025 |
1,690
shares
|
$25,569
0.0% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jul 21, 2025 Q2 2025 |
1,624
shares
|
$24,571
0.0% of portfolio
|
Q2 2025
Reduced 19.8%
|
|
|
Loomis Sayles & CO L P
|
Aug 13, 2025 Q2 2025 |
1,560
shares
|
$23,602
0.0% of portfolio
|
Q1 2025
Reduced 35.83%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Jul 21, 2025 Q2 2025 |
1,355
shares
|
$20,501
0.0% of portfolio
|
Q2 2025
Reduced 4.58%
|