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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
1,135
shares
|
$19,385
0.0% of portfolio
|
Q1 2025
Reduced 3.73%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,073
shares
|
$18,326
0.0% of portfolio
|
Q1 2025
Reduced 45.0%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
May 13, 2025 Q1 2025 |
983
shares
|
$16,789
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
946
shares
|
$16,157
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
824
shares
|
$14,073
0.0% of portfolio
|
Q1 2025
Added 65.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
687
shares
|
$11,733
0.0% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
669
shares
|
$11,426
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
664
shares
|
$11,341
0.0% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
416
shares
|
$7,105
0.0% of portfolio
|
Q1 2025
Reduced 55.36%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
382
shares
|
$6,524
0.01% of portfolio
|
Q1 2025
Added 329.21%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
377
shares
|
$6,439
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
323
shares
|
$5,516
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
320
shares
|
$5,465
0.0% of portfolio
|
Q4 2024
Added 77.78%
|
|
|
Hemington Wealth Management
|
May 09, 2025 Q1 2025 |
305
shares
|
$5,209
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
297
shares
|
$5,072
0.0% of portfolio
|
Q2 2025
Reduced 56.83%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
226
shares
|
$3,860
0.0% of portfolio
|
Q1 2025
Added 3666.67%
|
|
|
Marshall Investment Management, LLC
Littleton, CO |
May 07, 2025 Q1 2025 |
172
shares
|
$2,937
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
150
shares
|
$2,561
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
141
shares
|
$2,408
0.0% of portfolio
|
Q1 2025
Added 15.57%
|
|
|
Bellwether Advisors, LLC
|
May 07, 2025 Q1 2025 |
128
shares
|
$2,186
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Apr 08, 2025 Q1 2025 |
125
shares
|
$2,135
0.0% of portfolio
|
Q1 2025
Added 19.05%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
123
shares
|
$2,100
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
114
shares
|
$1,947
0.0% of portfolio
|
Q1 2025
Reduced 24.0%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
103
shares
|
$1,759
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
98
shares
|
$1,673
0.0% of portfolio
|
Q3 2022
New holding
|