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 225 institutions that hold shares in the stock, with a total of 55.3 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 |
|---|---|---|---|---|---|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
350
shares
|
$6,702
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Nov 12, 2024 Q3 2024 |
305
shares
|
$5,840
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
300
shares
|
$5,745
0.0% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Geneos Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
247
shares
|
$4,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
216
shares
|
$4,136
0.0% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
203
shares
|
$3,887
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
180
shares
|
$3,446
0.0% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
144
shares
|
$2,757
0.0% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
141
shares
|
$2,700
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
130
shares
|
$2,489
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
122
shares
|
$2,336
0.0% of portfolio
|
Q4 2023
Added 8.93%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
98
shares
|
$1,876
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
94
shares
|
$1,800
0.0% of portfolio
|
Q3 2024
Added 308.7%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
81
shares
|
$1,551
0.0% of portfolio
|
Q4 2023
Reduced 30.17%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
79
shares
|
$1,512
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
70
shares
|
$1,340
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 05, 2024 Q3 2024 |
65
shares
|
$1,244
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 29, 2024 Q3 2024 |
56
shares
|
$1,072
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
53
shares
|
$1,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
19
shares
|
$363
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7
shares
|
$134
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
5
shares
|
$95
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
4
shares
|
$76
0.0% of portfolio
|
Q3 2024
New holding
|