Latest Institutional Transactions on Umh Properties, Inc. (UMH)
This table provides information on the latest institutional transactions involving Umh Properties, Inc. (UMH) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 16, 2025
Q2 2025
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-750- 6.98% |
$12.3K - $14.1K
|
10K
$151K
|
|
|
Jul 14, 2025
Q2 2025
|
Ridgewood Investments LLC
|
BUY
|
- |
15+ 0.33% |
$245 - $282
|
4.5K
$67.9K
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
28.5KNew |
$499K - $542K
|
28.5K
$431K
|
|
|
Jun 30, 2025
Q1 2025
|
Pensionfund Dsm Netherlands
|
SELL
|
- |
-4K- 8.35% |
$70K - $76K
|
43.9K
$663K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
669New |
$11.7K - $12.7K
|
669
$10.1K
|
|
|
May 15, 2025
Q1 2025
|
Verition Fund Management LLC
Greenwich, CT |
SELL
|
- |
-25.1K- 50.15% |
$439K - $477K
|
25K
$377K
|
|
|
May 14, 2025
Q1 2025
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
BUY
|
- |
2.6K+ 14.36% |
$45.5K - $49.4K
|
20.7K
$313K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-300Closed |
$5.25K - $5.7K
|
0
$0
|
|
|
May 13, 2025
Q1 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1.88KNew |
$32.8K - $35.6K
|
1.88K
$28.3K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
5.46KNew |
$95.5K - $104K
|
5.46K
$82.5K
|
|
|
May 13, 2025
Q1 2025
|
Cibc World Markets Corp
New York, NY |
BUY
|
- |
16KNew |
$281K - $305K
|
16K
$242K
|
|
|
May 13, 2025
Q1 2025
|
Employees Retirement System Of Texas
|
SELL
|
- |
-98.1K- 72.16% |
$1.72M - $1.86M
|
37.9K
$572K
|
|
|
May 12, 2025
Q1 2025
|
South State Corp
|
BUY
|
- |
26New |
$455 - $494
|
26
$393
|
|
|
May 12, 2025
Q1 2025
|
Stone House Investment Management, LLC
|
BUY
|
- |
1.82KNew |
$31.8K - $34.5K
|
1.82K
$27.4K
|
|
|
May 09, 2025
Q1 2025
|
Costello Asset Management, Inc
|
BUY
|
- |
103New |
$1.8K - $1.96K
|
103
$1.56K
|
|
|
May 07, 2025
Q1 2025
|
Marshall Investment Management, LLC
Littleton, CO |
BUY
|
- |
172New |
$3.01K - $3.27K
|
172
$2.6K
|
|
|
May 07, 2025
Q1 2025
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
21.8KNew |
$381K - $414K
|
21.8K
$329K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-36- 24.0% |
$630 - $684
|
114
$1.72K
|
|
|
May 05, 2025
Q1 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.6K- 0.6% |
$28K - $30.4K
|
266K
$4.02M
|
|
|
Apr 28, 2025
Q1 2025
|
Principal Financial Group Inc
Des Moines, IA |
BUY
|
- |
1.36K+ 3.64% |
$23.8K - $25.9K
|
38.8K
$587K
|
|
|
Apr 25, 2025
Q1 2025
|
Amalgamated Bank
New York, NY |
BUY
|
- |
461+ 22.56% |
$8.06K - $8.76K
|
2.5K
$37.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
26New |
$455 - $494
|
26
$393
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-2K- 50.0% |
$35K - $38K
|
2K
$30.2K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
32.2KNew |
$563K - $611K
|
32.2K
$486K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
22New |
$385 - $418
|
22
$332
|
|
|
Apr 17, 2025
Q1 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
20New |
$350 - $380
|
20
$302
|
|
| Q4 2024 | |||||||
|
Jun 09, 2025
Q4 2024
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
667KNew |
$12.1M - $13.2M
|
667K
$10.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Nuveen Asset Management, LLC
Chicago, IL |
SELL
|
- |
-68K- 5.52% |
$1.24M - $1.35M
|
1.16M
$17.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-8.61K- 41.96% |
$157K - $171K
|
11.9K
$180K
|
|
|
Feb 14, 2025
Q4 2024
|
Clear Alpha Technologies LP
Greenwich, CT |
BUY
|
- |
19.8KNew |
$360K - $393K
|
19.8K
$299K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
150New |
$2.73K - $2.98K
|
150
$2.27K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
128New |
$2.33K - $2.54K
|
128
$1.93K
|
|
|
Feb 14, 2025
Q4 2024
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
BUY
|
- |
37New |
$674 - $734
|
37
$559
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
483KNew |
$8.8M - $9.59M
|
483K
$7.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
6.9KNew |
$126K - $137K
|
6.9K
$104K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-2K- 11.76% |
$36.4K - $39.7K
|
15K
$227K
|
|
|
Feb 12, 2025
Q4 2024
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
20KNew |
$363K - $396K
|
20K
$302K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
65New |
$1.18K - $1.29K
|
65
$982
|
|
|
Feb 06, 2025
Q4 2024
|
Cornerstone Investment Partners, LLC
|
BUY
|
- |
10.4KNew |
$190K - $207K
|
10.4K
$157K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
123New |
$2.24K - $2.44K
|
123
$1.86K
|
|
|
Feb 04, 2025
Q4 2024
|
Los Angeles Capital Management LLC
|
SELL
|
- |
-9.19K- 38.01% |
$167K - $182K
|
15K
$226K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
70New |
$1.27K - $1.39K
|
70
$1.06K
|
|
|
Jan 28, 2025
Q4 2024
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
6.34K+ 56.03% |
$115K - $126K
|
17.7K
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
11.4KNew |
$207K - $226K
|
11.4K
$172K
|
|
|
Jan 22, 2025
Q4 2024
|
Hunter Perkins Capital Management, LLC
|
BUY
|
- |
3.33K+ 3.94% |
$60.5K - $66K
|
87.6K
$1.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
100New |
$1.82K - $1.99K
|
100
$1.51K
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
4New |
$64.2 - $81.7
|
4
$60.4
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
BUY
|
- |
129KNew |
$2.06M - $2.63M
|
129K
$1.94M
|
|
|
Nov 14, 2024
Q3 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
14.6KNew |
$234K - $298K
|
14.6K
$221K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-47.7K- 36.21% |
$765K - $975K
|
84.1K
$1.27M
|
|