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UMH Properties (UMH) Institutional Ownership

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$15.06 -0.14 (-0.89%)
As of 01:46 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)
149
Total
Institutional Inflows
(last 12 months)
$349.44M
Number of
Institutional Sellers
(last 12 months)
77
Total
Institutional Outflows
(last 12 months)
$158.16M
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UMH Institutional Buying and Selling by Quarter

UMH Properties Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/14/2026Ulland Investment Advisors LLC79,795$1.23M0.9%+5.0%0.093%
10/8/2026Farther Finance Advisors LLC2,039$31K0.0%+56.1%0.002%
10/5/2026Pensionfund Sabic45,564$702K0.6%+7.0%0.053%
10/5/2026Pensionfund PDN94,900$1.46M0.6%+6.7%0.111%
9/9/2026Tidal Investments LLC24,795$375K0.0%-9.8%0.029%
9/9/2026Engineers Gate Manager LP52,153$790K0.0%+90.4%0.061%
9/9/2026Squarepoint Ops LLC82,376$1.25M0.0%-7.3%0.096%
9/8/2026Allworth Financial LP2,970$45K0.0%+321.9%0.003%
8/27/2026Corient Private Wealth LP10,795$163K0.0%N/A0.013%
8/26/2026Amundi44,822$679K0.0%-26.0%0.052%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al19,810$300K0.0%N/A0.023%
8/20/2026Private Management Group Inc.1,970,696$29.84M0.8%+1.7%2.308%
8/20/2026Wedbush Securities Inc.189,997$2.88M0.1%+1.2%0.223%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC445,154$6.74M0.0%+5.8%0.521%
8/19/2026Nissay Asset Management Corp Japan12,784$194K0.0%+8.0%0.015%
8/19/2026Hsbc Holdings PLC157,910$2.39M0.0%+12.6%0.185%
8/18/2026Pacific Heights Asset Management LLC700,000$10.60M0.3%N/A0.820%
8/18/2026Public Employees Retirement System of Ohio91,954$1.39M0.0%N/A0.108%
8/17/2026Bank of America Corp DE1,033,986$15.66M0.0%N/A1.211%
8/15/2026Jupiter Topco LLC31,802$481K0.0%N/A0.037%
8/14/2026Hsbc Holdings PLC157,910$2.39M0.0%N/A0.185%
8/14/2026Legal & General Group Plc335,512$5.08M0.0%N/A0.393%
8/14/2026The Manufacturers Life Insurance Company64,370$975K0.0%N/A0.075%
8/13/2026Connor Clark & Lunn Investment Management Ltd.58,156$880K0.0%N/A0.068%
8/13/2026Capital Square LLC17,963$274K0.1%N/A0.021%
8/13/2026Globeflex Capital L P35,200$533K0.1%N/A0.041%
8/12/2026Quantbot Technologies LP53,350$808K0.0%N/A0.062%
8/12/2026William Blair Investment Management LLC672,085$10.18M0.0%N/A0.787%
8/12/2026EP Wealth Advisors LLC11,048$167K0.0%N/A0.013%
8/12/2026Bard Associates Inc.8,450$128K0.0%N/A0.010%
8/12/2026Ieq Capital LLC27,690$419K0.0%N/A0.032%
8/11/2026Allworth Financial LP2,970$45K0.0%N/A0.003%
8/10/2026NewEdge Wealth LLC15,287$231K0.0%N/A0.018%
8/7/2026BlackRock Inc.8,397,572$127.14M0.0%N/A9.860%
8/7/2026Deutsche Bank AG106,063$1.61M0.0%N/A0.125%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.70,496$1.07M0.0%N/A0.083%
8/6/2026Bank of New York Mellon Corp476,378$7.21M0.0%N/A0.559%
8/6/2026State of Wyoming4,783$72K0.0%N/A0.006%
8/6/2026GSA Capital Partners LLP41,186$624K0.0%N/A0.048%
7/10/2026Wedge Capital Management L L P NC159,678$2.42M0.0%-4.6%0.187%
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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 Company51,259$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%
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%
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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%


UMH Institutional Ownership - Frequently Asked Questions

During the previous two years, 254 institutional investors and hedge funds held shares of UMH Properties. The most heavily invested institutionals were Vanguard Group Inc. ($129.33M), BlackRock Inc. ($127.14M), T. Rowe Price Investment Management Inc. ($69.79M), State Street Corp ($55.50M), FMR LLC ($53.70M), Capital Research Global Investors ($41.49M), and American Century Companies Inc. ($34.64M).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 226 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: BlackRock Inc. ($8.40M), Raymond James Financial Inc. ($2.49M), Capital Research Global Investors ($2.24M), SG Americas Securities LLC ($1.50M), Bank of America Corp DE ($1.13M), Pacific Heights Asset Management LLC ($1.10M), and Vanguard Group Inc. ($1.04M).

Institutional investors have bought a total of 22,824,628 shares in the last 24 months. This purchase volume represents approximately $349.44M in transactions.

Of the 77 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 ($1.42M), Jennison Associates LLC ($655.24K), William Blair Investment Management LLC ($624.08K), SG Americas Securities LLC ($505.41K), and Strs Ohio ($371.30K).

Institutional investors have sold a total of 10,334,533 shares in the last 24 months. This volume of shares sold represents approximately $158.16M in transactions.


Related Companies

Institutional ownership data for NYSE:UMH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/14/2026. New 13F filings are added each quarter as they're published.
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