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UMH Properties (UMH) Institutional Ownership

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$16.90 -0.01 (-0.06%)
Closing price 07/18/2025 03:59 PM Eastern
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$16.92 +0.02 (+0.09%)
As of 07/18/2025 04:20 PM Eastern
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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)
$274.94M
Number of
Institutional Sellers
(last 12 months)
71
Total
Institutional Outflows
(last 12 months)
$57.59M
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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
7/18/2025 Vert Asset Management LLC34,594$581K0.2%-7.3%0.041%
7/17/2025 Stockman Wealth Management Inc.10,000$168K0.0%-7.0%0.012%
7/16/2025 State of Alaska Department of Revenue37,849$634K0.0%+9.1%0.045%
7/15/2025 Public Employees Retirement System of Ohio111,394$1.87M0.0%+8.0%0.132%
7/11/2025 IFM Investors Pty Ltd12,517$210K0.0%-13.8%0.015%
6/30/2025 Pensionfund DSM Netherlands43,900$821K0.5%-8.4%0.052%
6/27/2025Goldman Sachs Group Inc.271,064$5.07M0.0%-43.3%0.322%
6/18/2025Voya Investment Management LLC19,006$355K0.0%-5.4%0.023%
6/3/2025Inspire Investing LLC22,379$418K0.0%+4.7%0.027%
5/29/2025Rhumbline Advisers119,392$2.23M0.0%-1.7%0.142%
5/28/2025Strs Ohio13,600$254K0.0%N/A0.016%
5/21/2025 IFM Investors Pty Ltd14,517$271K0.0%-12.8%0.017%
5/16/2025McIlrath & Eck LLC266,398$4.98M0.6%+161.3%0.317%
5/16/2025Goldman Sachs Group Inc.271,064$5.07M0.0%-43.3%0.322%
5/16/2025UniSuper Management Pty Ltd20,700$387K0.0%+14.4%0.025%
5/16/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.42,976$804K0.0%+4.6%0.051%
5/16/2025Alliancebernstein L.P.896,183$16.76M0.0%+1,091.0%1.066%
5/16/2025AQR Capital Management LLC48,043$898K0.0%-42.4%0.057%
5/16/2025Amundi41,420$778K0.0%+15.6%0.049%
5/15/2025EP Wealth Advisors LLC10,196$191K0.0%N/A0.012%
5/15/2025Royal Bank of Canada191,545$3.58M0.0%+2.9%0.228%
5/15/2025Panagora Asset Management Inc.210,499$3.94M0.0%-31.3%0.250%
5/15/2025State of Wyoming15,243$285K0.0%-45.8%0.018%
5/14/2025Samalin Investment Counsel LLC10,381$194K0.1%N/A0.012%
5/14/2025WealthTrust Axiom LLC123,280$2.31M0.7%-4.0%0.147%
5/14/2025MetLife Investment Management LLC44,866$839K0.0%-1.6%0.053%
5/14/2025Jump Financial LLC10,042$188K0.0%N/A0.012%
5/14/2025T. Rowe Price Investment Management Inc.5,324,531$99.57M0.1%+1.4%6.333%
5/14/2025EntryPoint Capital LLC11,456$214K0.1%-39.9%0.014%
5/14/2025Hsbc Holdings PLC64,392$1.20M0.0%+8.6%0.077%
5/13/2025Northern Trust Corp1,229,968$23M0.0%+4.2%1.463%
5/13/2025Summit Securities Group LLC1,876$35K0.0%N/A0.002%
5/13/2025Raymond James Financial Inc.1,030,375$19.27M0.0%-16.9%1.226%
5/13/2025State of New Jersey Common Pension Fund D411,742$7.70M0.0%+5.6%0.490%
5/13/2025American Century Companies Inc.2,105,608$39.38M0.0%+0.5%2.504%
5/13/2025Aberdeen Group plc19,132$358K0.0%+3.6%0.023%
5/13/2025Russell Investments Group Ltd.366,810$6.86M0.0%+71.9%0.436%
5/13/2025Resona Asset Management Co. Ltd.31,870$596K0.0%+9.6%0.038%
5/13/2025Stone House Investment Management LLC1,816$34K0.0%N/A0.002%
5/12/2025Nuveen LLC1,027,230$19.21M0.0%N/A1.222%
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5/12/2025Invesco Ltd.180,719$3.38M0.0%-35.2%0.215%
5/12/2025Swiss National Bank145,300$2.72M0.0%-1.0%0.173%
5/9/2025Deutsche Bank AG82,605$1.55M0.0%+0.8%0.098%
5/9/2025Charles Schwab Investment Management Inc.1,021,526$19.10M0.0%-0.7%1.215%
5/9/2025Vanguard Group Inc.7,523,546$140.69M0.0%+0.2%8.949%
5/8/2025Shufro Rose & Co. LLC86,050$1.61M0.1%-0.9%0.102%
5/8/2025XTX Topco Ltd21,782$407K0.0%N/A0.026%
5/7/2025Picton Mahoney Asset Management20,548$384K0.0%-27.0%0.024%
5/7/2025Zurcher Kantonalbank Zurich Cantonalbank 43,834$820K0.0%-20.1%0.052%
5/7/2025Private Management Group Inc.1,228,101$22.97M0.8%-0.4%1.461%
5/6/2025Avantax Advisory Services Inc.26,263$491K0.0%+2.6%0.032%
5/6/2025Wedbush Securities Inc.183,337$3.43M0.1%-1.7%0.222%
5/5/2025Allianz Asset Management GmbH42,121$788K0.0%N/A0.051%
5/5/2025Montag A & Associates Inc.265,811$4.97M0.2%-0.6%0.322%
5/5/2025Jennison Associates LLC1,385,644$25.91M0.0%-5.3%1.678%
5/2/2025Bailard Inc.17,000$318K0.0%+11.1%0.021%
4/30/2025Cerity Partners LLC12,852$240K0.0%-42.7%0.016%
4/30/2025Alps Advisors Inc.14,894$279K0.0%-6.6%0.018%
4/30/2025Nisa Investment Advisors LLC22,380$419K0.0%+5.0%0.027%
4/30/2025Personal CFO Solutions LLC15,637$292K0.1%-6.3%0.019%
4/29/2025Envestnet Asset Management Inc.434,293$8.12M0.0%+0.2%0.526%
4/29/2025Penserra Capital Management LLC31,172$582K0.0%-11.1%0.038%
4/29/2025Cloud Capital Management LLC2,000$37K0.0%N/A0.002%
4/29/2025Concurrent Investment Advisors LLC29,013$543K0.0%-3.8%0.035%
4/29/2025Bank 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%
4/28/2025D.A. Davidson & CO.985,112$18.42M0.1%+7.7%1.193%
4/28/2025Principal Financial Group Inc.38,816$726K0.0%+3.6%0.047%
4/28/2025Teacher Retirement System of Texas98,560$1.84M0.0%-50.4%0.119%
4/28/2025Clear Creek Financial Management LLC43,041$805K0.1%-3.3%0.052%
4/25/2025KBC Group NV1,727$32K0.0%N/A0.002%
4/24/2025Copeland 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%
4/23/2025Golden State Wealth Management LLC4,000$75K0.0%+100.0%0.005%
4/23/2025Silver Lake Advisory LLC109,000$2.04M0.9%-2.1%0.132%
4/23/2025Asset Management One Co. Ltd.108,318$2.03M0.0%+7.1%0.131%
4/23/2025Oppenheimer & Co. Inc.35,962$672K0.0%+19.2%0.044%
4/22/2025Cherry Creek Investment Advisors Inc.36,083$675K0.4%N/A0.044%
4/22/2025Advisor Resource Council32,164$578K0.0%N/A0.039%
4/21/2025LDR Capital Management LLC136,477$2.55M3.1%+3.8%0.165%
4/15/2025Ulland Investment Advisors LLC9,020$169K0.1%+130.4%0.011%
4/14/2025 Vert Asset Management LLC37,318$698K0.2%+19.3%0.045%
4/8/2025Rhumbline Advisers119,392$2.23M0.0%-1.7%0.145%
4/7/2025Summit Global Investments17,255$323K0.0%+26.2%0.021%
4/7/2025 GAMMA Investing LLC6,265$117K0.0%+3,585.3%0.008%
3/18/2025California State Teachers Retirement System69,547$1.31M0.0%+10.2%0.084%
2/28/2025Employees Retirement System of Texas136,000$2.57M0.0%N/A0.172%
2/26/2025Yoffe Investment Management LLC11,612$219K0.3%N/A0.015%
2/25/2025Shufro Rose & Co. LLC86,850$1.64M0.1%-3.8%0.110%
2/19/2025GF Fund Management CO. LTD.1,356$26K0.0%N/A0.002%
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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%
2/17/2025Vident Advisory LLC11,905$225K0.0%-42.0%0.015%
2/17/2025Squarepoint Ops LLC37,594$710K0.0%-17.7%0.048%
2/17/2025Tidal Investments LLC17,923$338K0.0%-28.8%0.023%
2/17/2025State of Wyoming28,146$531K0.1%+240.5%0.036%
2/17/2025Snowden Capital Advisors LLC31,532$595K0.0%+7.2%0.040%
2/17/2025ProShare Advisors LLC20,361$384K0.0%+66.2%0.026%
2/17/2025Nuveen Asset Management LLC1,163,880$21.97M0.0%-5.5%1.475%
2/17/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.41,105$776K0.0%+17.3%0.052%
(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 Properties' 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 189 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 14,570,599 shares in the last 24 months. This purchase volume represents approximately $274.94M in transactions.

Which of UMH Properties' major shareholders have been selling company stock?

Of the 71 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: Goldman Sachs Group Inc. ($413.64K), UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC ($262.29K), American Century Companies Inc. ($235.98K), State of New Jersey Common Pension Fund D ($223.15K), Raymond James Financial Inc. ($208.81K), Cerity Partners LLC ($180.34K), and Marshall Wace LLP ($143.53K).

How much institutional selling is happening at UMH Properties?

Institutional investors have sold a total of 3,081,564 shares in the last 24 months. This volume of shares sold represents approximately $57.59M in transactions.



This page (NYSE:UMH) was last updated on 7/21/2025 by MarketBeat.com Staff
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