Purchases and Sales Made in Q3 2025 in Umh Properties, Inc. (UMH)
This table provides information about the institutional ownership of Umh Properties, Inc. (UMH) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
387K+ 35.71% |
$5.69M - $6.71M
|
1.47M
$21.3M
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
205KNew |
$3.01M - $3.55M
|
205K
$2.96M
|
|
|
Oct 17, 2025
Q3 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
22.3K+ 13.1% |
$328K - $387K
|
193K
$2.79M
|
|
|
Oct 15, 2025
Q3 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
7.03K+ 29.86% |
$103K - $122K
|
30.6K
$442K
|
|
|
Oct 23, 2025
Q3 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
5.02K+ 13.27% |
$73.8K - $87.1K
|
42.9K
$620K
|
|
|
Oct 22, 2025
Q3 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.42K+ 3.78% |
$64.9K - $76.7K
|
121K
$1.75M
|
|
|
Oct 23, 2025
Q3 2025
|
Klp Kapitalforvaltning As
Oslo, Q8 |
BUY
|
- |
3.6K+ 24.66% |
$52.9K - $62.4K
|
18.2K
$263K
|
|
|
Oct 20, 2025
Q3 2025
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
2.1K+ 7.01% |
$30.8K - $36.4K
|
32K
$464K
|
|
|
Oct 14, 2025
Q3 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.52K+ 1.38% |
$22.3K - $26.4K
|
112K
$1.62M
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
BUY
|
- |
1.46K+ 41.48% |
$21.4K - $25.3K
|
4.98K
$72.1K
|
|
|
Oct 20, 2025
Q3 2025
|
Diversified Trust CO
|
BUY
|
- |
1.03K+ 8.71% |
$15.1K - $17.8K
|
12.8K
$185K
|
|
|
Oct 22, 2025
Q3 2025
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
975+ 0.38% |
$14.3K - $16.9K
|
257K
$3.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
550+ 90.91% |
$8.08K - $9.54K
|
1.16K
$16.7K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
501+ 41.99% |
$7.36K - $8.69K
|
1.69K
$24.5K
|
|
|
Oct 14, 2025
Q3 2025
|
Ifm Investors Pty LTD
|
BUY
|
- |
295+ 2.36% |
$4.33K - $5.12K
|
12.8K
$185K
|
|
|
Oct 02, 2025
Q3 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
269+ 95.73% |
$3.95K - $4.66K
|
550
$7.96K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100+ 0.06% |
$1.47K - $1.73K
|
175K
$2.53M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
54+ 4.85% |
$793 - $936
|
1.17K
$16.9K
|
|
|
Oct 02, 2025
Q3 2025
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
32New |
$470 - $555
|
32
$463
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
30New |
$441 - $520
|
30
$434
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-6- 40.0% |
$88.1 - $104
|
9
$130
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-372- 2.97% |
$5.46K - $6.45K
|
12.2K
$176K
|
|
|
Oct 08, 2025
Q3 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-847- 89.53% |
$12.4K - $14.7K
|
99
$1.43K
|
|
|
Oct 23, 2025
Q3 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-2.25K- 15.73% |
$33K - $39K
|
12K
$174K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Investment Management LLC
Atlanta, GA |
SELL
|
- |
-7.02K- 31.85% |
$103K - $122K
|
15K
$217K
|
|
|
Oct 17, 2025
Q3 2025
|
Copeland Capital Management, LLC
|
SELL
|
- |
-960K- 37.6% |
$14.1M - $16.6M
|
1.59M
$23M
|