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UMH Properties (UMH) Institutional Ownership

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$17.03 -0.13 (-0.76%)
As of 05/20/2025 03:58 PM Eastern

Institutional Ownership Changes (13F Filings) for UMH Properties (NYSE:UMH)

Current
Institutional Ownership
Percentage
75.40%
Number of
Institutional Buyers
(last 12 months)
147
Total
Institutional Inflows
(last 12 months)
$275.64M
Number of
Institutional Sellers
(last 12 months)
70
Total
Institutional Outflows
(last 12 months)
$53.55M
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UMH Institutional Buying and Selling by Quarter

UMH Properties Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 McIlrath & Eck LLC266,398$4.98M0.6%+161.3%0.317%
5/16/2025 Goldman Sachs Group Inc.271,064$5.07M0.0%-43.3%0.322%
5/16/2025 UniSuper Management Pty Ltd20,700$387K0.0%+14.4%0.025%
5/16/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.42,976$804K0.0%+4.6%0.051%
5/16/2025 Alliancebernstein L.P.896,183$16.76M0.0%+1,091.0%1.066%
5/16/2025 AQR Capital Management LLC48,043$898K0.0%-42.4%0.057%
5/16/2025 Amundi41,420$778K0.0%+15.6%0.049%
5/15/2025 EP Wealth Advisors LLC10,196$191K0.0%N/A0.012%
5/15/2025 Royal Bank of Canada191,545$3.58M0.0%+2.9%0.228%
5/15/2025 Panagora Asset Management Inc.210,499$3.94M0.0%-31.3%0.250%
5/15/2025 State of Wyoming15,243$285K0.0%-45.8%0.018%
5/14/2025 Samalin Investment Counsel LLC10,381$194K0.1%N/A0.012%
5/14/2025 WealthTrust Axiom LLC123,280$2.31M0.7%-4.0%0.147%
5/14/2025 MetLife Investment Management LLC44,866$839K0.0%-1.6%0.053%
5/14/2025 Jump Financial LLC10,042$188K0.0%N/A0.012%
5/14/2025 T. Rowe Price Investment Management Inc.5,324,531$99.57M0.1%+1.4%6.333%
5/14/2025 EntryPoint Capital LLC11,456$214K0.1%-39.9%0.014%
5/14/2025 Hsbc Holdings PLC64,392$1.20M0.0%+8.6%0.077%
5/13/2025 Northern Trust Corp1,229,968$23M0.0%+4.2%1.463%
5/13/2025 Summit Securities Group LLC1,876$35K0.0%N/A0.002%
5/13/2025 Raymond James Financial Inc.1,030,375$19.27M0.0%-16.9%1.226%
5/13/2025 State of New Jersey Common Pension Fund D411,742$7.70M0.0%+5.6%0.490%
5/13/2025 American Century Companies Inc.2,105,608$39.38M0.0%+0.5%2.504%
5/13/2025 Aberdeen Group plc19,132$358K0.0%+3.6%0.023%
5/13/2025 Russell Investments Group Ltd.366,810$6.86M0.0%+71.9%0.436%
5/13/2025 Resona Asset Management Co. Ltd.31,870$596K0.0%+9.6%0.038%
5/13/2025 Stone House Investment Management LLC1,816$34K0.0%N/A0.002%
5/12/2025 Nuveen LLC1,027,230$19.21M0.0%N/A1.222%
5/12/2025 Invesco Ltd.180,719$3.38M0.0%-35.2%0.215%
5/12/2025 Swiss National Bank145,300$2.72M0.0%-1.0%0.173%
5/9/2025 Deutsche Bank AG82,605$1.55M0.0%+0.8%0.098%
5/9/2025 Charles Schwab Investment Management Inc.1,021,526$19.10M0.0%-0.7%1.215%
5/9/2025 Vanguard Group Inc.7,523,546$140.69M0.0%+0.2%8.949%
5/8/2025 Shufro Rose & Co. LLC86,050$1.61M0.1%-0.9%0.102%
5/8/2025 XTX Topco Ltd21,782$407K0.0%N/A0.026%
5/7/2025 Picton Mahoney Asset Management20,548$384K0.0%-27.0%0.024%
5/7/2025 Zurcher Kantonalbank Zurich Cantonalbank 43,834$820K0.0%-20.1%0.052%
5/7/2025 Private Management Group Inc.1,228,101$22.97M0.8%-0.4%1.461%
5/6/2025 Avantax Advisory Services Inc.26,263$491K0.0%+2.6%0.032%
5/6/2025 Wedbush Securities Inc.183,337$3.43M0.1%-1.7%0.222%
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5/5/2025 Allianz Asset Management GmbH42,121$788K0.0%N/A0.051%
5/5/2025 Montag A & Associates Inc.265,811$4.97M0.2%-0.6%0.322%
5/5/2025 Jennison Associates LLC1,385,644$25.91M0.0%-5.3%1.678%
5/2/2025 Bailard Inc.17,000$318K0.0%+11.1%0.021%
4/30/2025 Cerity Partners LLC12,852$240K0.0%-42.7%0.016%
4/30/2025 Alps Advisors Inc.14,894$279K0.0%-6.6%0.018%
4/30/2025 Nisa Investment Advisors LLC22,380$419K0.0%+5.0%0.027%
4/30/2025 Personal CFO Solutions LLC15,637$292K0.1%-6.3%0.019%
4/29/2025 Envestnet Asset Management Inc.434,293$8.12M0.0%+0.2%0.526%
4/29/2025 Penserra Capital Management LLC31,172$582K0.0%-11.1%0.038%
4/29/2025 Cloud Capital Management LLC2,000$37K0.0%N/A0.002%
4/29/2025 Concurrent Investment Advisors LLC29,013$543K0.0%-3.8%0.035%
4/29/2025 Bank of New York Mellon Corp341,545$6.39M0.0%-1.4%0.414%
4/29/2025 IFM Investors Pty Ltd14,953$294K0.0%-10.2%0.018%
4/28/2025 D.A. Davidson & CO.985,112$18.42M0.1%+7.7%1.193%
4/28/2025 Principal Financial Group Inc.38,816$726K0.0%+3.6%0.047%
4/28/2025 Teacher Retirement System of Texas98,560$1.84M0.0%-50.4%0.119%
4/28/2025 Clear Creek Financial Management LLC43,041$805K0.1%-3.3%0.052%
4/25/2025 KBC Group NV1,727$32K0.0%N/A0.002%
4/24/2025 Copeland Capital Management LLC2,743,774$51.31M1.0%-3.0%3.323%
4/24/2025 Diversified Trust Co11,738$220K0.0%-32.7%0.014%
4/23/2025 Golden State Wealth Management LLC4,000$75K0.0%+100.0%0.005%
4/23/2025 Silver Lake Advisory LLC109,000$2.04M0.9%-2.1%0.132%
4/23/2025 Asset Management One Co. Ltd.108,318$2.03M0.0%+7.1%0.131%
4/23/2025 Oppenheimer & Co. Inc.35,962$672K0.0%+19.2%0.044%
4/22/2025 Cherry Creek Investment Advisors Inc.36,083$675K0.4%N/A0.044%
4/22/2025 Advisor Resource Council32,164$578K0.0%N/A0.039%
4/21/2025 LDR Capital Management LLC136,477$2.55M3.1%+3.8%0.165%
4/15/2025 Ulland Investment Advisors LLC9,020$169K0.1%+130.4%0.011%
4/14/2025 Vert Asset Management LLC37,318$698K0.2%+19.3%0.045%
4/8/2025 Rhumbline Advisers119,392$2.23M0.0%-1.7%0.145%
4/7/2025 Summit Global Investments17,255$323K0.0%+26.2%0.021%
4/7/2025 GAMMA Investing LLC6,265$117K0.0%+3,585.3%0.008%
3/18/2025 California State Teachers Retirement System69,547$1.31M0.0%+10.2%0.084%
2/28/2025 Employees Retirement System of Texas136,000$2.57M0.0%N/A0.172%
2/26/2025 Yoffe Investment Management LLC11,612$219K0.3%N/A0.015%
2/25/2025 Shufro Rose & Co. LLC86,850$1.64M0.1%-3.8%0.110%
2/19/2025 GF Fund Management CO. LTD.1,356$26K0.0%N/A0.002%
2/19/2025 Public Employees Retirement System of Ohio103,884$1.96M0.0%+6.4%0.132%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC73,585$1.39M0.0%-78.1%0.093%
2/17/2025 Vident Advisory LLC11,905$225K0.0%-42.0%0.015%
2/17/2025 Squarepoint Ops LLC37,594$710K0.0%-17.7%0.048%
2/17/2025 Tidal Investments LLC17,923$338K0.0%-28.8%0.023%
2/17/2025 State of Wyoming28,146$531K0.1%+240.5%0.036%
2/17/2025 Snowden Capital Advisors LLC31,532$595K0.0%+7.2%0.040%
2/17/2025 ProShare Advisors LLC20,361$384K0.0%+66.2%0.026%
2/17/2025Nuveen Asset Management LLC1,163,880$21.97M0.0%-5.5%1.475%
2/17/2025 MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.41,105$776K0.0%+17.3%0.052%
2/17/2025 Deutsche Bank AG81,923$1.55M0.0%+28.9%0.104%
2/17/2025 Centiva Capital LP38,992$736K0.0%+24.1%0.049%
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2/17/2025 BROOKFIELD Corp ON666,534$12.58M0.1%+202.7%0.845%
2/17/2025 Bank of America Corp DE1,144,077$21.60M0.0%+0.7%1.450%
2/17/2025 BNP Paribas Financial Markets8,094$153K0.0%-43.9%0.010%
2/17/2025 Ameriprise Financial Inc.136,690$2.58M0.0%-43.1%0.173%
2/14/2025 Connors Investor Services Inc.123,117$2.32M0.2%+832.7%0.156%
2/14/2025 Northern Trust Corp1,180,928$22.30M0.0%+27.1%1.497%
2/14/2025 The Manufacturers Life Insurance Company46,783$883K0.0%+2.0%0.059%
2/14/2025 Quarry LP1,701$32K0.0%-55.2%0.002%
2/14/2025 Susquehanna Fundamental Investments LLC11,730$221K0.0%N/A0.015%
2/14/2025 Voya Investment Management LLC20,094$379K0.0%-6.7%0.025%
(Data available from 1/1/2016 forward)

UMH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UMH shares?

During the previous two years, 216 institutional investors and hedge funds held shares of UMH Properties. The most heavily invested institutionals were Vanguard Group Inc. ($140.69M), T. Rowe Price Investment Management Inc. ($99.57M), Capital Research Global Investors ($76.12M), State Street Corp ($55.13M), FMR LLC ($53.70M), Copeland Capital Management LLC ($51.31M), and American Century Companies Inc. ($39.38M).Learn more on UMH's institutional investors.

What percentage of UMH Properties stock is owned by institutional investors?

75.40% of UMH Properties stock is owned by institutional investors. Learn more on UMH's institutional investor holdings.

Which institutional investors have been buying UMH Properties stock?

Of the 190 institutional investors that purchased UMH Properties stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($2.48M), Capital Research Global Investors ($2.24M), Vanguard Group Inc. ($1.45M), Private Management Group Inc. ($1.17M), Nuveen LLC ($1.03M), State Street Corp ($863.09K), and Alliancebernstein L.P. ($820.93K).

How much institutional buying is happening at UMH Properties?

Institutional investors have bought a total of 20,244,722 shares in the last 24 months. This purchase volume represents approximately $360.42M in transactions.

Which UMH Properties major shareholders have been selling company stock?

Of the 97 institutional investors that sold UMH Properties stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: GW&K Investment Management LLC ($937.95K), Heartland Advisors Inc. ($298.40K), Vanguard Group Inc. ($275.30K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($262.29K), Hunter Perkins Capital Management LLC ($236.34K), American Century Companies Inc. ($235.98K), and B&I Capital AG ($229.50K).

How much institutional selling is happening at UMH Properties?

Institutional investors have sold a total of 6,012,593 shares in the last 24 months. This volume of shares sold represents approximately $101.80M in transactions.



This page (NYSE:UMH) was last updated on 5/21/2025 by MarketBeat.com Staff
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