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 |
|---|---|---|---|---|---|
|
Binnacle Investments Inc
Urbandale, IA |
Aug 15, 2025 Q2 2025 |
1,250
shares
|
$18,912
0.01% of portfolio
|
Q2 2025
Added 27.16%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
1,216
shares
|
$18,398
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
1,208
shares
|
$18,277
0.0% of portfolio
|
Q2 2025
Added 3926.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
1,193
shares
|
$18,050
0.0% of portfolio
|
Q2 2025
Added 5.11%
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
1,170
shares
|
$17,702
0.0% of portfolio
|
Q2 2025
Added 417.7%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,114
shares
|
$16,854
0.0% of portfolio
|
Q2 2025
Reduced 44.3%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jul 07, 2025 Q2 2025 |
946
shares
|
$14,312
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
669
shares
|
$10,121
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
605
shares
|
$9,153
0.0% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
603
shares
|
$9,123
0.0% of portfolio
|
Q2 2025
Reduced 12.23%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
496
shares
|
$7,504
0.0% of portfolio
|
Q2 2025
Added 1884.0%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
418
shares
|
$6,324
0.0% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
388
shares
|
$5,870
0.0% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
377
shares
|
$5,704
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
370
shares
|
$5,598
0.0% of portfolio
|
Q2 2025
Added 162.41%
|
|
|
Hemington Wealth Management
|
Jul 24, 2025 Q2 2025 |
305
shares
|
$4,614
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
297
shares
|
$4,493
0.0% of portfolio
|
Q2 2025
Reduced 56.83%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
281
shares
|
$4,251
0.0% of portfolio
|
Q2 2025
Reduced 16.12%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
253
shares
|
$3,827
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
189
shares
|
$2,859
0.0% of portfolio
|
Q2 2025
Reduced 82.39%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
180
shares
|
$2,723
0.0% of portfolio
|
Q2 2025
Added 44.0%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
150
shares
|
$2,269
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
128
shares
|
$1,936
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
123
shares
|
$1,860
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
114
shares
|
$1,724
0.0% of portfolio
|
Q1 2025
Reduced 24.0%
|