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 277 institutions that hold shares in the stock, with a total of 63.7 Million shares, which have been reported (via 13F filing form) to have a value of $962 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Nov 13, 2025 Q3 2025 |
1,366
shares
|
$20,640
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Nov 06, 2025 Q3 2025 |
1,343
shares
|
$20,292
0.0% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Binnacle Investments Inc
Urbandale, IA |
Nov 14, 2025 Q3 2025 |
1,209
shares
|
$18,267
0.01% of portfolio
|
Q3 2025
Reduced 3.28%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
1,168
shares
|
$17,648
0.0% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,155
shares
|
$17,452
0.0% of portfolio
|
Q3 2025
Added 90.91%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 06, 2025 Q3 2025 |
1,107
shares
|
$16,726
0.0% of portfolio
|
Q3 2025
Reduced 34.5%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
1,083
shares
|
$16,364
0.0% of portfolio
|
Q3 2025
Added 875.68%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
820
shares
|
$12,390
0.0% of portfolio
|
Q3 2025
Reduced 32.12%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
727
shares
|
$10,984
0.0% of portfolio
|
Q3 2025
Reduced 40.21%
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
669
shares
|
$10,108
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Oct 29, 2025 Q3 2025 |
577
shares
|
$8,718
0.0% of portfolio
|
Q3 2025
Added 53.05%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
550
shares
|
$8,310
0.0% of portfolio
|
Q3 2025
Added 95.73%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
507
shares
|
$7,660
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
501
shares
|
$7,570
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Versant Capital Management, Inc
|
Oct 27, 2025 Q3 2025 |
495
shares
|
$7,479
0.0% of portfolio
|
Q3 2025
Added 66.67%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
454
shares
|
$6,859
0.0% of portfolio
|
Q3 2025
Reduced 24.71%
|
|
|
First Horizon Corp
Memphis, TN |
Oct 24, 2025 Q3 2025 |
388
shares
|
$5,862
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
388
shares
|
$5,862
0.0% of portfolio
|
Q2 2025
Added 21.25%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
372
shares
|
$5,620
0.0% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
331
shares
|
$5,001
0.0% of portfolio
|
Q3 2025
Added 1125.93%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
325
shares
|
$4,910
0.0% of portfolio
|
Q3 2025
Reduced 34.48%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
305
shares
|
$4,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
279
shares
|
$4,215
0.0% of portfolio
|
Q3 2025
Added 10.28%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2025 Q3 2025 |
236
shares
|
$3,565
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
214
shares
|
$3,233
0.0% of portfolio
|
Q3 2025
New holding
|
|