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UMH Properties (UMH) Institutional Ownership

UMH Properties logo
$15.30 -0.01 (-0.03%)
Closing price 05/22/2026 03:59 PM Eastern
Extended Trading
$15.30 0.00 (0.00%)
As of 05/22/2026 04:10 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.

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

Current
Institutional Ownership
Percentage
75.40%
Number of
Institutional Buyers
(last 12 months)
150
Total
Institutional Inflows
(last 12 months)
$196.64M
Number of
Institutional Sellers
(last 12 months)
91
Total
Institutional Outflows
(last 12 months)
$180.07M
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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
5/19/2026 McIlrath & Eck LLC137,878$1.99M0.1%-42.8%0.162%
5/19/2026 Bank of America Corp DE1,026,424$14.81M0.0%-6.3%1.205%
5/18/2026 Amundi60,547$874K0.0%+45.6%0.071%
5/18/2026 Royal Bank of Canada86,710$1.25M0.0%-4.1%0.102%
5/16/2026 The Manufacturers Life Insurance Company 51,259$740K0.0%-1.5%0.060%
5/16/2026 Quantinno Capital Management LP77,463$1.12M0.0%-5.4%0.091%
5/16/2026 Lazard Asset Management LLC99,506$1.44M0.0%+11.8%0.117%
5/15/2026 Entropy Technologies LP15,589$225K0.0%N/A0.018%
5/14/2026 Public Employees Retirement System of Ohio91,641$1.32M0.0%-17.0%0.108%
5/14/2026 Sei Investments Co.133,726$1.93M0.0%+10.4%0.157%
5/13/2026 NewEdge Wealth LLC15,336$221K0.0%+18.8%0.018%
5/13/2026 First Trust Advisors LP87,881$1.27M0.0%+695.1%0.103%
5/7/2026 Dimensional Fund Advisors LP1,175,769$16.97M0.0%+3.8%1.381%
5/7/2026 AlphaCentric Advisors LLC10,000$144K0.1%N/A0.012%
5/6/2026 Jennison Associates LLC933,034$13.46M0.0%-31.2%1.095%
5/6/2026 Copeland Capital Management LLC1,130,858$16.32M0.4%-1.7%1.328%
5/5/2026 D.A. Davidson & CO.1,771,311$25.56M0.2%+4.2%2.080%
5/5/2026 Bank of New York Mellon Corp421,924$6.09M0.0%-2.2%0.496%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS36,135$521K0.0%+40.0%0.042%
4/30/2026 Hsbc Holdings PLC140,232$2.02M0.0%+7.8%0.165%
4/30/2026 Summit Securities Group LLC3,160$46K0.0%N/A0.004%
4/30/2026 Sumitomo Mitsui Trust Group Inc.90,725$1.31M0.0%-0.8%0.107%
4/30/2026 Resona Asset Management Co. Ltd.36,275$522K0.0%+7.8%0.043%
4/28/2026 Abel Hall LLC10,434$151K0.0%N/A0.012%
4/28/2026 Cherokee Insurance Co409,004$5.90M2.2%+3.4%0.481%
4/25/2026 Strs Ohio99,500$1.44M0.0%-42.3%0.117%
4/25/2026 Keybank National Association OH35,609$514K0.0%-15.8%0.042%
4/24/2026 Deprince Race & Zollo Inc.169,431$2.45M0.0%-23.2%0.199%
4/23/2026 Inspire Investing LLC35,667$515K0.0%+21.2%0.042%
4/23/2026 North Star Investment Management Corp.168,020$2.43M0.1%-4.9%0.198%
4/16/2026 SG Americas Securities LLC988,065$14.26M0.0%-33.8%1.162%
3/20/2026 Hsbc Holdings PLC130,125$2.07M0.0%+24.3%0.153%
3/6/2026 Hsbc Holdings PLC130,125$2.07M0.0%+24.3%0.153%
2/19/2026 T. Rowe Price Investment Management Inc.4,386,288$69.79M0.0%+5.7%5.146%
2/19/2026 Invesco Ltd.602,771$9.59M0.0%+200.2%0.707%
2/18/2026 Mercer Global Advisors Inc. ADV28,188$448K0.0%+32.2%0.033%
2/18/2026 EP Wealth Advisors LLC10,644$169K0.0%N/A0.012%
2/18/2026 Uniplan Investment Counsel Inc.16,538$263K0.1%N/A0.019%
2/18/2026 VARCOV Co.27,274$434K0.2%N/A0.032%
2/18/2026 Susquehanna Portfolio Strategies LLC111,190$1.77M0.0%+155.7%0.130%
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2/18/2026 Millennium Management LLC22,560$359K0.0%-21.3%0.026%
2/18/2026 Inspire Investing LLC29,417$468K0.0%-3.8%0.035%
2/18/2026 Engineers Gate Manager LP50,592$805K0.0%-2.5%0.059%
2/18/2026 Balyasny Asset Management L.P.86,362$1.37M0.0%-39.1%0.101%
2/17/2026 Guggenheim Capital LLC10,521$167K0.0%N/A0.012%
2/17/2026 AQR Capital Management LLC280,973$4.47M0.0%+424.3%0.330%
2/17/2026 Cetera Investment Advisers18,535$295K0.0%-20.4%0.022%
2/17/2026 Lazard Asset Management LLC89,013$1.42M0.0%+3.8%0.104%
2/17/2026 Price T Rowe Associates Inc. MD97,373$1.55M0.0%+16.1%0.114%
2/17/2026 T. Rowe Price Investment Management Inc.2,101,433$33.43M0.0%-49.3%2.466%
2/17/2026 Osaic Holdings Inc.13,399$213K0.0%+33.3%0.016%
2/17/2026 Public Employees Retirement System of Ohio110,422$1.76M0.0%-3.2%0.130%
2/17/2026 Russell Investments Group Ltd.397,422$6.32M0.0%+2.3%0.466%
2/17/2026 State of Wisconsin Investment Board373,910$5.95M0.0%+5.5%0.439%
2/17/2026 Captrust Financial Advisors11,251$179K0.0%N/A0.013%
2/17/2026 Royal Bank of Canada90,422$1.44M0.0%-25.5%0.106%
2/16/2026 Squarepoint Ops LLC48,420$770K0.0%+16.8%0.057%
2/16/2026 Panagora Asset Management Inc.157,419$2.51M0.0%-25.4%0.185%
2/16/2026 Mariner LLC14,938$238K0.0%N/A0.018%
2/16/2026 Kennedy Capital Management LLC597,144$9.50M0.2%+11.4%0.701%
2/16/2026 Arax Advisory Partners1,832$29K0.0%-53.3%0.002%
2/16/2026 Barclays PLC166,624$2.65M0.0%+3.0%0.195%
2/16/2026 Bard Associates Inc.8,450$134K0.0%-70.5%0.010%
2/13/2026 Kestra Advisory Services LLC5,236$83K0.0%N/A0.006%
2/13/2026 Meixler Investment Management Ltd.21,100$336K0.2%+9.5%0.025%
2/13/2026 Marshall Wace LLP66,395$1.06M0.0%N/A0.078%
2/13/2026 CANADA LIFE ASSURANCE Co146,029$2.32M0.0%+10.8%0.171%
2/13/2026 Stifel Financial Corp79,783$1.27M0.0%-25.9%0.094%
2/13/2026 Schroder Investment Management Group745,056$11.89M0.0%N/A0.874%
2/13/2026 Charles Schwab Investment Management Inc.1,220,448$19.42M0.0%+3.4%1.432%
2/13/2026 State Street Corp3,488,250$55.50M0.0%-0.8%4.093%
2/13/2026 Van ECK Associates Corp21,466$342K0.0%+10.9%0.025%
2/13/2026 Boston Partners31,314$498K0.0%-11.0%0.037%
2/13/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC420,874$6.70M0.0%N/A0.494%
2/13/2026 Wells Fargo & Company MN403,718$6.42M0.0%+11.8%0.474%
2/13/2026 Macquarie Group Ltd.37,454$596K0.0%+9.8%0.044%
2/13/2026 Quadrant Capital Group LLC33,947$540K0.0%-8.8%0.040%
2/12/2026 Federation des caisses Desjardins du Quebec6,416$102K0.0%+28.7%0.008%
2/12/2026 Hohimer Wealth Management LLC12,528$199K0.0%-13.8%0.015%
2/12/2026 MetLife Investment Management LLC46,979$747K0.0%+2.7%0.055%
2/12/2026 Dimensional Fund Advisors LP1,132,805$18.02M0.0%-2.6%1.329%
2/12/2026 EntryPoint Capital LLC74,479$1.19M0.5%-10.7%0.087%
2/12/2026 APG Asset Management US Inc.679,926$10.82M0.1%+40.7%0.798%
2/12/2026 Alps Advisors Inc.13,732$218K0.0%-33.0%0.016%
2/12/2026 Swiss National Bank159,200$2.53M0.0%+2.8%0.187%
2/12/2026 Nuveen LLC169,119$2.69M0.0%-1.8%0.198%
2/12/2026 UniSuper Management Pty Ltd15,900$253K0.0%-23.2%0.019%
2/12/2026 Private Management Group Inc.1,842,229$29.31M0.9%+9.6%2.161%
2/11/2026 Inceptionr LLC36,192$576K0.2%+182.9%0.042%
2/11/2026 Metis Global Partners LLC19,157$305K0.0%+8.6%0.022%
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2/11/2026 Deutsche Bank AG103,663$1.65M0.0%+5.9%0.122%
2/11/2026 Fox Run Management L.L.C.19,763$314K0.0%-35.2%0.023%
2/11/2026 Cerity Partners LLC17,713$282K0.0%+45.7%0.021%
2/11/2026 LPL Financial LLC26,739$425K0.0%-2.3%0.031%
2/11/2026 JPMorgan Chase & Co.283,909$4.52M0.0%-13.8%0.333%
2/11/2026 Capital Research Global Investors2,607,487$41.49M0.0%-29.0%3.059%
2/11/2026 Daiwa Securities Group Inc.30,562$486K0.0%+4.4%0.036%
2/10/2026 Goldman Sachs Group Inc.1,865,018$29.67M0.0%+110.7%2.188%
2/10/2026 Easterly Investment Partners LLC20,875$332K0.0%N/A0.024%
2/10/2026 Nomura Asset Management Co. Ltd.118,700$1.89M0.0%+4.4%0.139%


UMH Institutional Ownership - Frequently Asked Questions

During the previous two years, 250 institutional investors and hedge funds held shares of UMH Properties. The most heavily invested institutionals were Vanguard Group Inc. ($129.33M), T. Rowe Price Investment Management Inc. ($69.79M), State Street Corp ($55.50M), FMR LLC ($53.70M), Capital Research Global Investors ($41.49M), American Century Companies Inc. ($34.64M), and Geode Capital Management LLC ($32.98M).Learn more on UMH Properties' institutional investors.

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

Of the 222 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. ($2.49M), Capital Research Global Investors ($2.24M), SG Americas Securities LLC ($1.53M), Vanguard Group Inc. ($1.04M), Nuveen LLC ($1.03M), Alliancebernstein L.P. ($982.91K), and Goldman Sachs Group Inc. ($980.04K).

Institutional investors have bought a total of 12,472,098 shares in the last 24 months. This purchase volume represents approximately $196.64M in transactions.

Of the 91 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: Capital Research Global Investors ($2.86M), T. Rowe Price Investment Management Inc. ($2.05M), Copeland Capital Management LLC ($1.61M), William Blair Investment Management LLC ($771.38K), Jennison Associates LLC ($655.24K), SG Americas Securities LLC ($505.41K), and Strs Ohio ($371.30K).

Institutional investors have sold a total of 11,614,096 shares in the last 24 months. This volume of shares sold represents approximately $180.07M in transactions.



This page (NYSE:UMH) was last updated on 5/25/2026 by MarketBeat.com Staff.
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