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 226 institutions that hold shares in the stock, with a total of 55.5 Million shares, which have been reported (via 13F filing form) to have a value of $998 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ulland Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
3,915
shares
|
$70,430
0.05% of portfolio
|
Q4 2024
Added 291.5%
|
|
|
Quarry LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,797
shares
|
$68,308
0.02% of portfolio
|
Q3 2024
Added 904.5%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
3,740
shares
|
$67,282
0.0% of portfolio
|
Q2 2024
Reduced 5.32%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Nov 14, 2024 Q3 2024 |
2,632
shares
|
$47,349
0.0% of portfolio
|
Q3 2024
Reduced 67.74%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
2,477
shares
|
$44,561
0.0% of portfolio
|
Q3 2024
Added 261.08%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
2,443
shares
|
$43,949
0.0% of portfolio
|
Q3 2024
Added 0.62%
|
|
|
Loomis Sayles & CO L P
|
Nov 13, 2024 Q3 2024 |
2,431
shares
|
$43,733
0.0% of portfolio
|
Q3 2024
Added 2760.0%
|
|
|
Quest Partners LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
2,292
shares
|
$41,233
0.0% of portfolio
|
Q3 2024
Reduced 78.28%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,265
shares
|
$40,747
0.01% of portfolio
|
Q2 2022
Reduced 3.37%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,219
shares
|
$39,919
0.0% of portfolio
|
Q3 2024
Reduced 70.9%
|
|
|
Mirae Asset Global Investments Co., Ltd.
|
Jan 27, 2025 Q4 2024 |
2,082
shares
|
$37,455
0.0% of portfolio
|
Q4 2024
Reduced 19.8%
|
|
|
Amalgamated Bank
New York, NY |
Oct 30, 2024 Q3 2024 |
2,043
shares
|
$36,753
0.0% of portfolio
|
Q1 2024
Reduced 62.87%
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Jan 28, 2025 Q4 2024 |
2,000
shares
|
$35,980
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,816
shares
|
$32,669
0.01% of portfolio
|
Q3 2024
Added 14.79%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
1,805
shares
|
$32,471
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Pathway Financial Advisers, LLC
Auburn, IN |
Jan 29, 2025 Q4 2024 |
1,313
shares
|
$23,620
0.01% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Cbiz Investment Advisory Services, LLC
|
Nov 12, 2024 Q3 2024 |
1,230
shares
|
$22,127
0.0% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,096
shares
|
$19,717
0.0% of portfolio
|
Q2 2024
Reduced 86.01%
|
|
|
Retirement Wealth Solutions LLC
Marshfield, WI |
Jan 15, 2025 Q4 2024 |
941
shares
|
$16,928
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
687
shares
|
$12,359
0.0% of portfolio
|
Q4 2024
Added 10.81%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
602
shares
|
$10,829
0.0% of portfolio
|
Q3 2024
Added 32.31%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
592
shares
|
$10,650
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
541
shares
|
$9,732
0.0% of portfolio
|
Q3 2024
Reduced 94.8%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
377
shares
|
$6,782
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
350
shares
|
$6,296
0.0% of portfolio
|
Q3 2024
New holding
|