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 247 institutions that hold shares in the stock, with a total of 66.2 Million shares, which have been reported (via 13F filing form) to have a value of $941 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History | 
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History | 
|               
                
   
      Apg Asset Management Us Inc.
       
                                 
              New York, NY  | 
              Aug 12, 2025 Q2 2025 | 
                 483,116 
                shares            
               | 
              
                 
                    $6.87 Million
                    0.06% of portfolio                               
                         
                 | 
              
                 
                    Q4 2024
                      New holding
                                         
                 | 
              |
|               
                
   
      Morgan Stanley
       
                                 
              New York, NY  | 
              Aug 15, 2025 Q2 2025 | 
                 473,300 
                shares            
               | 
              
                 
                    $6.73 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 4.56%
                                         
                 | 
              |
|               
                
   
      Envestnet Asset Management Inc
      
   
                                 
               | 
              Jul 31, 2025 Q2 2025 | 
                 419,419 
                shares            
               | 
              
                 
                    $5.96 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 3.42%
                                         
                 | 
              |
|               
                
   
      State Of New Jersey Common Pension Fund D
      
   
                                 
               | 
              Jul 31, 2025 Q2 2025 | 
                 419,242 
                shares            
               | 
              
                 
                    $5.96 Million
                    0.03% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 1.82%
                                         
                 | 
              |
|               
                
   
      Pacific Heights Asset Management LLC
      
   
                                 
               | 
              Oct 29, 2025 Q3 2025 | 
                 400,000 
                shares            
               | 
              
                 
                    $5.69 Million
                    0.28% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 60.0%
                                         
                 | 
              |
|               
                
   
      Cherokee Insurance CO
       
                                 
              Sterling Heights, MI  | 
              Aug 08, 2025 Q2 2025 | 
                 379,138 
                shares            
               | 
              
                 
                    $5.39 Million
                    2.78% of portfolio                               
                         
                 | 
              
                 
                    Q1 2025
                      Added 1.24%
                                         
                 | 
              |
|               
                
   
      Legal & General Group PLC
       
                                 
              London, X0  | 
              Aug 12, 2025 Q2 2025 | 
                 374,511 
                shares            
               | 
              
                 
                    $5.33 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 4.85%
                                         
                 | 
              |
|               
                
   
      Jpmorgan Chase & CO
       
                                 
              New York, NY  | 
              May 12, 2025 Q1 2025 | 
                 373,722 
                shares            
               | 
              
                 
                    $5.31 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q1 2025
                      Reduced 18.83%
                                         
                 | 
              |
|               
                
   
      State Of Wisconsin Investment Board
       
                                 
              Madison, WI  | 
              Aug 14, 2025 Q2 2025 | 
                 365,488 
                shares            
               | 
              
                 
                    $5.2 Million
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 2.59%
                                         
                 | 
              |
|               
                
   
      Russell Investments Group, Ltd.
      
   
                                 
               | 
              Aug 13, 2025 Q2 2025 | 
                 336,602 
                shares            
               | 
              
                 
                    $4.79 Million
                    0.01% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 8.24%
                                         
                 | 
              |
|               
                
   
      Ubs Group Ag
      
   
                                 
               | 
              Aug 14, 2025 Q2 2025 | 
                 331,643 
                shares            
               | 
              
                 
                    $4.72 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 37.17%
                                         
                 | 
              |
|               
                
   
      Citigroup Inc
      
   
                                 
               | 
              Aug 11, 2025 Q2 2025 | 
                 314,409 
                shares            
               | 
              
                 
                    $4.47 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 19.18%
                                         
                 | 
              |
|               
                
   
      Wells Fargo & Company
       
                                 
              San Francisco, CA  | 
              Aug 14, 2025 Q2 2025 | 
                 289,734 
                shares            
               | 
              
                 
                    $4.12 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 0.63%
                                         
                 | 
              |
|               
                
   
      Neuberger Berman Group LLC
       
                                 
              New York, NY  | 
              Aug 25, 2025 Q2 2025 | 
                 283,771 
                shares            
               | 
              
                 
                    $4.04 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 3.07%
                                         
                 | 
              |
|               
                
   
      Strs Ohio
      
   
                                 
               | 
              Oct 30, 2025 Q3 2025 | 
                 270,100 
                shares            
               | 
              
                 
                    $3.84 Million
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Reduced 42.63%
                                         
                 | 
              |
|               
                
   
      Montag A & Associates Inc
       
                                 
              Atlanta, GA  | 
              Aug 07, 2025 Q2 2025 | 
                 265,811 
                shares            
               | 
              
                 
                    $3.78 Million
                    0.22% of portfolio                               
                         
                 | 
              
                 
                    Q1 2025
                      Reduced 0.6%
                                         
                 | 
              |
|               
                
   
      Mc Ilrath & Eck, LLC
      
   
                                 
               | 
              Oct 22, 2025 Q3 2025 | 
                 256,937 
                shares            
               | 
              
                 
                    $3.65 Million
                    0.52% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 0.38%
                                         
                 | 
              |
|               
                
   
      Panagora Asset Management Inc
       
                                 
              Boston, MA  | 
              Aug 13, 2025 Q2 2025 | 
                 209,881 
                shares            
               | 
              
                 
                    $2.98 Million
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 0.29%
                                         
                 | 
              |
|               
                
   
      Sg Americas Securities, LLC
      
   
                                 
               | 
              Oct 23, 2025 Q3 2025 | 
                 204,773 
                shares            
               | 
              
                 
                    $2.91 Million
                    0.01% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      New holding
                                         
                 | 
              |
|               
                
   
      Invesco Ltd.
       
                                 
              Atlanta, GA  | 
              Aug 13, 2025 Q2 2025 | 
                 203,827 
                shares            
               | 
              
                 
                    $2.9 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 12.79%
                                         
                 | 
              |
|               
                
   
      Scout Investments, Inc.
      
   
                                 
               | 
              Nov 12, 2024 Q3 2024 | 
                 196,646 
                shares            
               | 
              
                 
                    $2.8 Million
                    0.11% of portfolio                               
                         
                 | 
              
                 
                    Q3 2024
                      Reduced 13.92%
                                         
                 | 
              |
|               
                
   
      Qube Research & Technologies LTD
       
                                 
              London, X0  | 
              Aug 14, 2025 Q2 2025 | 
                 196,458 
                shares            
               | 
              
                 
                    $2.79 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Reduced 25.62%
                                         
                 | 
              |
|               
                
   
      Deprince Race & Zollo Inc
       
                                 
              Winter Park, FL  | 
              Oct 17, 2025 Q3 2025 | 
                 192,704 
                shares            
               | 
              
                 
                    $2.74 Million
                    0.06% of portfolio                               
                         
                 | 
              
                 
                    Q3 2025
                      Added 13.1%
                                         
                 | 
              |
|               
                
   
      Barclays PLC
       
                                 
              London, X0  | 
              Aug 14, 2025 Q2 2025 | 
                 185,845 
                shares            
               | 
              
                 
                    $2.64 Million
                    0.0% of portfolio                               
                         
                 | 
              
                 
                    Q2 2025
                      Added 38.8%
                                         
                 | 
              |
|               
                
   
      Eagle Asset Management Inc
       
                                 
              St Petersburg, FL  | 
              Nov 12, 2024 Q3 2024 | 
                 181,657 
                shares            
               | 
              
                 
                    $2.58 Million
                    0.02% of portfolio                               
                         
                 | 
              
                 
                    Q3 2024
                      New holding
                                         
                 |