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 |
|---|---|---|---|---|---|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
305
shares
|
$5,486
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
300
shares
|
$5,396
0.0% of portfolio
|
Q1 2024
Reduced 30.07%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
270
shares
|
$4,857
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
247
shares
|
$4,443
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
216
shares
|
$3,885
0.0% of portfolio
|
Q3 2024
Added 84.62%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
203
shares
|
$3,651
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
180
shares
|
$3,238
0.0% of portfolio
|
Q3 2024
Added 11.8%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
170
shares
|
$3,058
0.0% of portfolio
|
Q4 2024
Added 80.85%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
144
shares
|
$2,590
0.0% of portfolio
|
Q3 2024
Reduced 10.56%
|
|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
141
shares
|
$2,536
0.0% of portfolio
|
Q3 2024
Added 200.0%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
122
shares
|
$2,194
0.0% of portfolio
|
Q4 2023
Added 8.93%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Jan 13, 2025 Q4 2024 |
100
shares
|
$1,798
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
98
shares
|
$1,763
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
81
shares
|
$1,457
0.0% of portfolio
|
Q4 2023
Reduced 30.17%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
70
shares
|
$1,259
0.0% of portfolio
|
Q3 2024
Added 133.33%
|
|
|
Sierra Ocean, LLC
Ripon, CA |
Jan 30, 2025 Q4 2024 |
70
shares
|
$1,259
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
65
shares
|
$1,169
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
61
shares
|
$1,097
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jan 27, 2025 Q4 2024 |
56
shares
|
$1,007
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 08, 2024 Q3 2024 |
53
shares
|
$953
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
19
shares
|
$341
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
7
shares
|
$125
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
5
shares
|
$89
0.0% of portfolio
|
Q3 2024
Reduced 16.67%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 15, 2024 Q3 2024 |
4
shares
|
$71
0.0% of portfolio
|
Q3 2024
New holding
|