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 66.3 Million shares, which have been reported (via 13F filing form) to have a value of $942 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 |
|
Pro Share Advisors LLC
|
Aug 07, 2025 Q2 2025 |
16,014
shares
|
$227,719
0.0% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
15,909
shares
|
$226,225
0.0% of portfolio
|
Q2 2024
Reduced 41.64%
|
|
|
Personal Cfo Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
15,637
shares
|
$222,358
0.06% of portfolio
|
Q1 2025
Reduced 6.33%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
15,328
shares
|
$217,964
0.01% of portfolio
|
Q2 2025
Reduced 7.04%
|
|
|
Alps Advisors Inc
Denver, CO |
Aug 11, 2025 Q2 2025 |
15,214
shares
|
$216,343
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Oct 09, 2025 Q3 2025 |
15,020
shares
|
$213,584
0.0% of portfolio
|
Q3 2025
Reduced 31.85%
|
|
|
Delta Financial Advisors LLC
|
Oct 30, 2025 Q3 2025 |
15,000
shares
|
$213,300
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Orleans Capital Management Corp
Mandeville, LA |
Aug 13, 2025 Q2 2025 |
15,000
shares
|
$213,300
0.14% of portfolio
|
Q4 2024
Reduced 11.76%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,505
shares
|
$206,261
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
14,385
shares
|
$204,554
0.01% of portfolio
|
Q2 2025
Added 468.58%
|
|
|
Bfsg, LLC
|
Oct 28, 2025 Q3 2025 |
14,315
shares
|
$203,559
0.02% of portfolio
|
Q3 2025
Added 21.16%
|
|
|
Crestwood Advisors Group LLC
|
Aug 05, 2025 Q2 2025 |
13,836
shares
|
$196,747
0.0% of portfolio
|
Q2 2025
Added 1.77%
|
|
|
Quantinno Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
13,820
shares
|
$196,520
0.0% of portfolio
|
Q2 2025
Reduced 28.07%
|
|
|
Nj State Employees Deferred Compensation Plan
|
Aug 05, 2025 Q2 2025 |
13,400
shares
|
$190,548
0.03% of portfolio
|
Q3 2019
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
13,062
shares
|
$185,741
0.0% of portfolio
|
Q2 2025
Added 67.5%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
12,913
shares
|
$183,622
0.0% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
12,907
shares
|
$183,537
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ifm Investors Pty LTD
|
Oct 14, 2025 Q3 2025 |
12,812
shares
|
$182,186
0.0% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Diversified Trust CO
|
Oct 20, 2025 Q3 2025 |
12,789
shares
|
$181,859
0.0% of portfolio
|
Q3 2025
Added 8.71%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
12,156
shares
|
$172,858
0.0% of portfolio
|
Q3 2025
Reduced 2.97%
|
|
|
Nisa Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
12,039
shares
|
$171,194
0.0% of portfolio
|
Q3 2025
Reduced 15.73%
|
|
|
Yoffe Investment Management, LLC
Lemoyne, PA |
Oct 24, 2025 Q3 2025 |
11,612
shares
|
$165,122
0.22% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Entry Point Capital, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
11,547
shares
|
$164,198
0.1% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Hohimer Wealth Management, LLC
|
Aug 18, 2025 Q2 2025 |
11,333
shares
|
$161,155
0.04% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Firestone Capital Management
|
Aug 08, 2025 Q2 2025 |
11,297
shares
|
$160,643
0.05% of portfolio
|
Q1 2023
New holding
|