Purchases and Sales Made in Q2 2025 in Umh Properties, Inc. (UMH)
This table provides information about the institutional ownership of Umh Properties, Inc. (UMH) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2025
Q2 2025
|
Cherry Creek Investment Advisors, Inc.
|
BUY
|
- |
1.2K+ 3.32% |
$19.6K - $22.6K
|
37.3K
$605K
|
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.18K+ 3926.67% |
$19.3K - $22.2K
|
1.21K
$19.6K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.17K+ 5.21% |
$19.1K - $22K
|
23.5K
$382K
|
|
|
Jul 31, 2025
Q2 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
1.12K+ 1.4% |
$18.2K - $21K
|
80.6K
$1.31M
|
|
|
Aug 08, 2025
Q2 2025
|
M&G PLC
London, X0 |
BUY
|
- |
1.11K+ 11.14% |
$18.2K - $20.9K
|
11.1K
$180K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
944+ 417.7% |
$15.4K - $17.8K
|
1.17K
$19K
|
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
762+ 3.15% |
$12.5K - $14.3K
|
25K
$405K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
514+ 1.77% |
$8.41K - $9.67K
|
29.5K
$479K
|
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
471+ 1884.0% |
$7.71K - $8.86K
|
496
$8.05K
|
|
|
Aug 07, 2025
Q2 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
363+ 2.32% |
$5.94K - $6.83K
|
16K
$260K
|
|
|
Aug 11, 2025
Q2 2025
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
320+ 2.15% |
$5.24K - $6.02K
|
15.2K
$247K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
253New |
$4.14K - $4.76K
|
253
$4.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
240+ 1.77% |
$3.93K - $4.52K
|
13.8K
$224K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
229+ 162.41% |
$3.75K - $4.31K
|
370
$6K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
170+ 1.33% |
$2.78K - $3.2K
|
12.9K
$209K
|
|
|
Jul 23, 2025
Q2 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
148+ 0.34% |
$2.42K - $2.79K
|
43.2K
$701K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
135+ 6.31% |
$2.21K - $2.54K
|
2.27K
$36.9K
|
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
BUY
|
- |
100New |
$1.64K - $1.88K
|
100
$1.62K
|
|
|
Aug 11, 2025
Q2 2025
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
91+ 0.79% |
$1.49K - $1.71K
|
11.5K
$187K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
68+ 21.25% |
$1.11K - $1.28K
|
388
$6.29K
|
|
|
Aug 07, 2025
Q2 2025
|
Boston Partners
Boston, MA |
BUY
|
- |
60+ 0.15% |
$982 - $1.13K
|
40.4K
$656K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
58+ 5.11% |
$949 - $1.09K
|
1.19K
$19.4K
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
55+ 44.0% |
$900 - $1.04K
|
180
$2.92K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
54+ 900.0% |
$883 - $1.02K
|
60
$973
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
26+ 0.22% |
$425 - $489
|
11.8K
$191K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
15+ 0.33% |
$245 - $282
|
4.5K
$72.9K
|
|
|
Aug 11, 2025
Q2 2025
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
11+ 0.66% |
$180 - $207
|
1.69K
$27.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
3+ 0.32% |
$49.1 - $56.5
|
946
$15.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Yoffe Investment Management, LLC
Lemoyne, PA |
BUY
|
- |
1+ 0.01% |
$16.4 - $18.8
|
11.6K
$188K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1- 9.09% |
$16.4 - $18.8
|
10
$162
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2- 0.01% |
$32.7 - $37.6
|
26.3K
$426K
|
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-8- 34.78% |
$131 - $151
|
15
$243
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-54- 16.12% |
$883 - $1.02K
|
281
$4.56K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-59- 8.89% |
$965 - $1.11K
|
605
$9.81K
|
|
|
Jul 21, 2025
Q2 2025
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
SELL
|
- |
-65- 4.58% |
$1.06K - $1.22K
|
1.36K
$22K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-84- 12.23% |
$1.37K - $1.58K
|
603
$9.78K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-192- 0.53% |
$3.14K - $3.61K
|
35.8K
$580K
|
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-220- 5.88% |
$3.6K - $4.14K
|
3.52K
$57.1K
|
|
|
Aug 13, 2025
Q2 2025
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-275- 1.48% |
$4.5K - $5.18K
|
18.3K
$297K
|
|
|
Aug 12, 2025
Q2 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-278- 1.0% |
$4.55K - $5.23K
|
27.4K
$444K
|
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
SELL
|
- |
-290- 75.92% |
$4.74K - $5.46K
|
92
$1.49K
|
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-296- 91.64% |
$4.84K - $5.57K
|
27
$438
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
SELL
|
- |
-302- 11.11% |
$4.94K - $5.68K
|
2.42K
$39.2K
|
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-324- 2.52% |
$5.3K - $6.1K
|
12.5K
$203K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-387- 1.59% |
$6.33K - $7.28K
|
23.9K
$388K
|
|
|
Jul 07, 2025
Q2 2025
|
Versant Capital Management, Inc
|
SELL
|
- |
-391- 56.83% |
$6.4K - $7.36K
|
297
$4.82K
|
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-401- 19.8% |
$6.56K - $7.55K
|
1.62K
$26.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-453- 2.63% |
$7.41K - $8.53K
|
16.8K
$273K
|