Go Pro

UMH Properties (UMH) Institutional Ownership

UMH Properties logo
$15.47 -0.05 (-0.30%)
Closing price 07/2/2026 03:59 PM Eastern
Extended Trading
$15.52 +0.04 (+0.27%)
As of 07/2/2026 07:48 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)
$196.37M
Number of
Institutional Sellers
(last 12 months)
89
Total
Institutional Outflows
(last 12 months)
$176.07M
Get UMH Insider Trade Alerts

Want to know when executives and insiders are buying or selling UMH Properties stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

SMS is currently available in Australia, Belgium, Canada, France, Germany, Ireland, Italy, New Zealand, the Netherlands, Singapore, South Africa, Spain, Switzerland, the United Kingdom, and the United States. By entering your phone number and clicking the sign-up button, you agree to receive periodic text messages from MarketBeat at the phone number you submitted, including texts that may be sent using an automatic telephone dialing system. Message and data rates may apply. Message frequency will vary. Messages will consist of stock alerts, news stories, and partner advertisements/offers. Consent is not a condition of the purchase of any goods or services. Text HELP for help/customer support. Unsubscribe at any time by replying "STOP" to any text message that you receive from MarketBeat or by visiting our mailing preferences page. Read our full terms of service and privacy policy.
Skip Chart & View Institutional Buying and Selling Data

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
5/19/2026McIlrath & Eck LLC137,878$1.99M0.1%-42.8%0.162%
5/19/2026Bank of America Corp DE1,026,424$14.81M0.0%-6.3%1.205%
5/18/2026Amundi60,547$874K0.0%+45.6%0.071%
5/18/2026Royal Bank of Canada86,710$1.25M0.0%-4.1%0.102%
5/16/2026The Manufacturers Life Insurance Company 51,259$740K0.0%-1.5%0.060%
5/16/2026Quantinno Capital Management LP77,463$1.12M0.0%-5.4%0.091%
5/16/2026Lazard Asset Management LLC99,506$1.44M0.0%+11.8%0.117%
5/15/2026Entropy Technologies LP15,589$225K0.0%N/A0.018%
5/14/2026Public Employees Retirement System of Ohio91,641$1.32M0.0%-17.0%0.108%
5/14/2026Sei Investments Co.133,726$1.93M0.0%+10.4%0.157%
5/13/2026NewEdge Wealth LLC15,336$221K0.0%+18.8%0.018%
5/13/2026First Trust Advisors LP87,881$1.27M0.0%+695.1%0.103%
5/7/2026Dimensional Fund Advisors LP1,175,769$16.97M0.0%+3.8%1.381%
5/7/2026AlphaCentric Advisors LLC10,000$144K0.1%N/A0.012%
5/6/2026Jennison Associates LLC933,034$13.46M0.0%-31.2%1.095%
5/6/2026Copeland Capital Management LLC1,130,858$16.32M0.4%-1.7%1.328%
5/5/2026D.A. Davidson & CO.1,771,311$25.56M0.2%+4.2%2.080%
5/5/2026Bank of New York Mellon Corp421,924$6.09M0.0%-2.2%0.496%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS36,135$521K0.0%+40.0%0.042%
4/30/2026Hsbc Holdings PLC140,232$2.02M0.0%+7.8%0.165%
4/30/2026Summit Securities Group LLC3,160$46K0.0%N/A0.004%
4/30/2026Sumitomo Mitsui Trust Group Inc.90,725$1.31M0.0%-0.8%0.107%
4/30/2026Resona Asset Management Co. Ltd.36,275$522K0.0%+7.8%0.043%
4/28/2026Abel Hall LLC10,434$151K0.0%N/A0.012%
4/28/2026Cherokee Insurance Co409,004$5.90M2.2%+3.4%0.481%
4/25/2026Strs Ohio99,500$1.44M0.0%-42.3%0.117%
4/25/2026Keybank National Association OH35,609$514K0.0%-15.8%0.042%
4/24/2026Deprince Race & Zollo Inc.169,431$2.45M0.0%-23.2%0.199%
4/23/2026Inspire Investing LLC35,667$515K0.0%+21.2%0.042%
4/23/2026North Star Investment Management Corp.168,020$2.43M0.1%-4.9%0.198%
4/16/2026SG Americas Securities LLC988,065$14.26M0.0%-33.8%1.162%
3/20/2026Hsbc Holdings PLC130,125$2.07M0.0%+24.3%0.153%
3/6/2026Hsbc Holdings PLC130,125$2.07M0.0%+24.3%0.153%
2/19/2026T. Rowe Price Investment Management Inc.4,386,288$69.79M0.0%+5.7%5.146%
2/19/2026Invesco Ltd.602,771$9.59M0.0%+200.2%0.707%
2/18/2026Mercer Global Advisors Inc. ADV28,188$448K0.0%+32.2%0.033%
2/18/2026EP Wealth Advisors LLC10,644$169K0.0%N/A0.012%
2/18/2026Uniplan Investment Counsel Inc.16,538$263K0.1%N/A0.019%
2/18/2026VARCOV Co.27,274$434K0.2%N/A0.032%
2/18/2026Susquehanna Portfolio Strategies LLC111,190$1.77M0.0%+155.7%0.130%
Read now. Do not delete. You’ve been warned. (Ad)

Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.tc pixel

Don’t be left behind. Click here now.
2/18/2026Millennium Management LLC22,560$359K0.0%-21.3%0.026%
2/18/2026Inspire Investing LLC29,417$468K0.0%-3.8%0.035%
2/18/2026Engineers Gate Manager LP50,592$805K0.0%-2.5%0.059%
2/18/2026Balyasny Asset Management L.P.86,362$1.37M0.0%-39.1%0.101%
2/17/2026Guggenheim Capital LLC10,521$167K0.0%N/A0.012%
2/17/2026AQR Capital Management LLC280,973$4.47M0.0%+424.3%0.330%
2/17/2026Cetera Investment Advisers18,535$295K0.0%-20.4%0.022%
2/17/2026Lazard Asset Management LLC89,013$1.42M0.0%+3.8%0.104%
2/17/2026Price T Rowe Associates Inc. MD97,373$1.55M0.0%+16.1%0.114%
2/17/2026T. Rowe Price Investment Management Inc.2,101,433$33.43M0.0%-49.3%2.466%
2/17/2026Osaic Holdings Inc.13,399$213K0.0%+33.3%0.016%
2/17/2026Public Employees Retirement System of Ohio110,422$1.76M0.0%-3.2%0.130%
2/17/2026Russell Investments Group Ltd.397,422$6.32M0.0%+2.3%0.466%
2/17/2026State of Wisconsin Investment Board373,910$5.95M0.0%+5.5%0.439%
2/17/2026Captrust Financial Advisors11,251$179K0.0%N/A0.013%
2/17/2026Royal Bank of Canada90,422$1.44M0.0%-25.5%0.106%
2/16/2026Squarepoint Ops LLC48,420$770K0.0%+16.8%0.057%
2/16/2026Panagora Asset Management Inc.157,419$2.51M0.0%-25.4%0.185%
2/16/2026Mariner LLC14,938$238K0.0%N/A0.018%
2/16/2026Kennedy Capital Management LLC597,144$9.50M0.2%+11.4%0.701%
2/16/2026Arax Advisory Partners1,832$29K0.0%-53.3%0.002%
2/16/2026Barclays PLC166,624$2.65M0.0%+3.0%0.195%
2/16/2026Bard Associates Inc.8,450$134K0.0%-70.5%0.010%
2/13/2026Kestra Advisory Services LLC5,236$83K0.0%N/A0.006%
2/13/2026Meixler Investment Management Ltd.21,100$336K0.2%+9.5%0.025%
2/13/2026Marshall Wace LLP66,395$1.06M0.0%N/A0.078%
2/13/2026CANADA LIFE ASSURANCE Co146,029$2.32M0.0%+10.8%0.171%
2/13/2026Stifel Financial Corp79,783$1.27M0.0%-25.9%0.094%
2/13/2026Schroder Investment Management Group745,056$11.89M0.0%N/A0.874%
2/13/2026Charles Schwab Investment Management Inc.1,220,448$19.42M0.0%+3.4%1.432%
2/13/2026State Street Corp3,488,250$55.50M0.0%-0.8%4.093%
2/13/2026Van ECK Associates Corp21,466$342K0.0%+10.9%0.025%
2/13/2026Boston Partners31,314$498K0.0%-11.0%0.037%
2/13/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC420,874$6.70M0.0%N/A0.494%
2/13/2026Wells Fargo & Company MN403,718$6.42M0.0%+11.8%0.474%
2/13/2026Macquarie Group Ltd.37,454$596K0.0%+9.8%0.044%
2/13/2026Quadrant Capital Group LLC33,947$540K0.0%-8.8%0.040%
2/12/2026Federation des caisses Desjardins du Quebec6,416$102K0.0%+28.7%0.008%
2/12/2026Hohimer Wealth Management LLC12,528$199K0.0%-13.8%0.015%
2/12/2026MetLife Investment Management LLC46,979$747K0.0%+2.7%0.055%
2/12/2026Dimensional Fund Advisors LP1,132,805$18.02M0.0%-2.6%1.329%
2/12/2026EntryPoint Capital LLC74,479$1.19M0.5%-10.7%0.087%
2/12/2026APG Asset Management US Inc.679,926$10.82M0.1%+40.7%0.798%
2/12/2026Alps Advisors Inc.13,732$218K0.0%-33.0%0.016%
2/12/2026Swiss National Bank159,200$2.53M0.0%+2.8%0.187%
2/12/2026Nuveen LLC169,119$2.69M0.0%-1.8%0.198%
2/12/2026UniSuper Management Pty Ltd15,900$253K0.0%-23.2%0.019%
2/12/2026Private Management Group Inc.1,842,229$29.31M0.9%+9.6%2.161%
2/11/2026Inceptionr LLC36,192$576K0.2%+182.9%0.042%
2/11/2026Metis Global Partners LLC19,157$305K0.0%+8.6%0.022%
PH: Do THESE 4 things to your bank account now … (Ad)

In a few short months, the US government could gain unprecedented powers over personal bank accounts - including the ability to track every transaction or freeze funds. Martin D. Weiss, PhD, founder of Weiss Ratings, has identified 4 simple steps Americans can take today to help safeguard their savings before any changes take effect.tc pixel

Discover all 4 steps to help protect your bank account now
2/11/2026Deutsche Bank AG103,663$1.65M0.0%+5.9%0.122%
2/11/2026Fox Run Management L.L.C.19,763$314K0.0%-35.2%0.023%
2/11/2026Cerity Partners LLC17,713$282K0.0%+45.7%0.021%
2/11/2026LPL Financial LLC26,739$425K0.0%-2.3%0.031%
2/11/2026JPMorgan Chase & Co.283,909$4.52M0.0%-13.8%0.333%
2/11/2026Capital Research Global Investors2,607,487$41.49M0.0%-29.0%3.059%
2/11/2026Daiwa Securities Group Inc.30,562$486K0.0%+4.4%0.036%
2/10/2026Goldman Sachs Group Inc.1,865,018$29.67M0.0%+110.7%2.188%
2/10/2026Easterly Investment Partners LLC20,875$332K0.0%N/A0.024%
2/10/2026Nomura 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 12,457,491 shares in the last 24 months. This purchase volume represents approximately $196.37M in transactions.

Of the 89 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 11,400,165 shares in the last 24 months. This volume of shares sold represents approximately $176.07M in transactions.



This page (NYSE:UMH) was last updated on 7/5/2026 by MarketBeat.com Staff.
From Our Partners