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 278 institutions that hold shares in the stock, with a total of 65.1 Million shares, which have been reported (via 13F filing form) to have a value of $984 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 07, 2025 Q3 2025 |
7,984,615
shares
|
$121 Million
0.0% of portfolio
|
Q3 2025
Added 0.97%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
5,238,276
shares
|
$79.2 Million
0.0% of portfolio
|
Q2 2024
Added 7.37%
|
|
|
T. Rowe Price Investment Management, Inc.
Baltimore, MD |
Nov 14, 2025 Q3 2025 |
4,148,679
shares
|
$62.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 32.07%
|
|
|
Capital Research Global Investors
Los Angeles, CA |
Nov 13, 2025 Q3 2025 |
3,671,303
shares
|
$55.5 Million
0.01% of portfolio
|
Q3 2025
Reduced 32.9%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2025 Q3 2025 |
3,515,131
shares
|
$53.1 Million
0.0% of portfolio
|
Q3 2025
Added 1.13%
|
|
|
American Century Companies Inc
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
2,332,497
shares
|
$35.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
2,055,674
shares
|
$31.1 Million
0.0% of portfolio
|
Q3 2025
Added 2.82%
|
|
|
Private Management Group Inc
|
Nov 13, 2025 Q3 2025 |
1,680,180
shares
|
$25.4 Million
0.74% of portfolio
|
Q3 2025
New holding
|
|
|
William Blair Investment Management, LLC
Chicago, IL |
Nov 12, 2025 Q3 2025 |
1,656,802
shares
|
$25 Million
0.07% of portfolio
|
Q3 2025
Reduced 5.71%
|
|
|
Copeland Capital Management, LLC
|
Oct 17, 2025 Q3 2025 |
1,592,544
shares
|
$24.1 Million
0.5% of portfolio
|
Q3 2025
Reduced 37.6%
|
|
|
Jennison Associates LLC
|
Oct 30, 2025 Q3 2025 |
1,588,276
shares
|
$24 Million
0.01% of portfolio
|
Q3 2025
Added 3.38%
|
|
|
Sg Americas Securities, LLC
|
Jan 09, 2026 Q4 2025 |
1,493,476
shares
|
$22.6 Million
0.03% of portfolio
|
Q4 2025
Added 629.33%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
1,470,755
shares
|
$22.2 Million
0.14% of portfolio
|
Q3 2025
Added 35.71%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 10, 2025 Q3 2025 |
1,180,457
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Nuveen Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
1,163,880
shares
|
$17.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 12, 2025 Q3 2025 |
1,162,492
shares
|
$17.6 Million
0.0% of portfolio
|
Q3 2025
Added 4.23%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,065,889
shares
|
$16.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.37%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,058,667
shares
|
$16 Million
0.0% of portfolio
|
Q3 2025
Reduced 9.88%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
945,491
shares
|
$14.3 Million
0.0% of portfolio
|
Q3 2025
Added 1.77%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
884,975
shares
|
$13.4 Million
0.0% of portfolio
|
Q3 2025
Added 50.67%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
846,409
shares
|
$12.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.55%
|
|
|
Alliancebernstein L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
810,177
shares
|
$12.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 23.44%
|
|
|
Citigroup Inc
|
Nov 10, 2025 Q3 2025 |
760,243
shares
|
$11.5 Million
0.01% of portfolio
|
Q3 2025
Added 141.8%
|
|
|
First Eagle Investment Management, LLC
|
Nov 12, 2025 Q3 2025 |
670,419
shares
|
$10.1 Million
0.02% of portfolio
|
Q3 2025
Added 12.86%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
597,594
shares
|
$9.03 Million
0.0% of portfolio
|
Q3 2025
Added 26.26%
|
|