Purchases and Sales Made in Q1 2025 in Umh Properties, Inc. (UMH)
This table provides information about the institutional ownership of Umh Properties, Inc. (UMH) during Q1 2025. The information is specifically focused on institutions that hold shares of UMH PROPERTIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
26New |
$455 - $494
|
26
$422
|
|
|
May 13, 2025
Q1 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
23New |
$402 - $437
|
23
$373
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22New |
$385 - $418
|
22
$357
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$350 - $380
|
20
$324
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
20+ 19.05% |
$350 - $380
|
125
$2.03K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
19+ 15.57% |
$332 - $361
|
141
$2.29K
|
|
|
May 07, 2025
Q1 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
12+ 0.27% |
$210 - $228
|
4.48K
$72.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
10+ 0.04% |
$175 - $190
|
24.3K
$394K
|
|
|
May 13, 2025
Q1 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
9+ 14.75% |
$157 - $171
|
70
$1.14K
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 37.5% |
$52.5 - $57
|
11
$178
|
|
|
Apr 08, 2025
Q1 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
2+ 0.21% |
$35 - $38
|
943
$15.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
SELL
|
- |
-1- 0.01% |
$17.5 - $19
|
11.6K
$188K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-36- 24.0% |
$630 - $684
|
114
$1.85K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-38- 1.48% |
$665 - $722
|
2.53K
$41K
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-44- 3.73% |
$770 - $836
|
1.14K
$18.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-57- 2.74% |
$997 - $1.08K
|
2.03K
$32.8K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-70- 73.68% |
$1.22K - $1.33K
|
25
$406
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-123- 0.44% |
$2.15K - $2.34K
|
27.7K
$449K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-147- 68.06% |
$2.57K - $2.79K
|
69
$1.12K
|
|
|
May 01, 2025
Q1 2025
|
Arizona State Retirement System
|
SELL
|
- |
-149- 0.69% |
$2.61K - $2.83K
|
21.5K
$349K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-157- 99.37% |
$2.75K - $2.98K
|
1
$16.2
|
|
|
Apr 25, 2025
Q1 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
SELL
|
- |
-183- 0.23% |
$3.2K - $3.48K
|
79.5K
$1.29M
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-225- 7.65% |
$3.94K - $4.28K
|
2.72K
$44.1K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-249- 27.27% |
$4.36K - $4.73K
|
664
$10.8K
|
|
|
May 14, 2025
Q1 2025
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-296- 10.85% |
$5.18K - $5.62K
|
2.43K
$39.4K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-300Closed |
$5.25K - $5.7K
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-359- 0.26% |
$6.28K - $6.82K
|
136K
$2.21M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-416- 16.28% |
$7.28K - $7.9K
|
2.14K
$34.7K
|
|
|
May 20, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-436- 2.92% |
$7.63K - $8.28K
|
14.5K
$235K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-516- 55.36% |
$9.02K - $9.8K
|
416
$6.75K
|
|
|
May 12, 2025
Q1 2025
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-684- 0.56% |
$12K - $13K
|
122K
$1.99M
|
|
|
May 14, 2025
Q1 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
SELL
|
- |
-718- 1.58% |
$12.6K - $13.6K
|
44.9K
$728K
|
|
|
May 08, 2025
Q1 2025
|
Meixler Investment Management, Ltd.
Show Low, AZ |
SELL
|
- |
-743- 3.93% |
$13K - $14.1K
|
18.2K
$294K
|
|
|
May 14, 2025
Q1 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-750- 0.72% |
$13.1K - $14.3K
|
103K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-800- 0.92% |
$14K - $15.2K
|
86.1K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Loomis Sayles & CO L P
|
SELL
|
- |
-871- 35.83% |
$15.2K - $16.5K
|
1.56K
$25.3K
|
|
|
May 13, 2025
Q1 2025
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-878- 45.0% |
$15.4K - $16.7K
|
1.07K
$17.4K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-958- 3.04% |
$16.8K - $18.2K
|
30.6K
$496K
|
|
|
Apr 30, 2025
Q1 2025
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-1.04K- 6.55% |
$18.3K - $19.8K
|
14.9K
$242K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.06K- 6.33% |
$18.5K - $20.1K
|
15.6K
$254K
|
|
|
May 15, 2025
Q1 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-1.09K- 5.41% |
$19K - $20.7K
|
19K
$308K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1.15K- 3.82% |
$20.1K - $21.9K
|
29K
$471K
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-1.47K- 3.31% |
$25.8K - $28K
|
43K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Swiss National Bank
Zurich, V8 |
SELL
|
- |
-1.5K- 1.02% |
$26.2K - $28.5K
|
145K
$2.36M
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.6K- 0.6% |
$28K - $30.4K
|
266K
$4.31M
|
|
|
Apr 28, 2025
Q1 2025
|
Ifm Investors Pty LTD
|
SELL
|
- |
-1.69K- 10.16% |
$29.6K - $32.1K
|
15K
$243K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.74KClosed |
$30.4K - $33K
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2K- 50.0% |
$35K - $38K
|
2K
$32.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-2K- 2.17% |
$35K - $38K
|
90.2K
$1.46M
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-2.03K- 1.67% |
$35.4K - $38.5K
|
119K
$1.94M
|