UMH Properties (UMH) Institutional Ownership

$15.54
+0.17 (+1.11%)
(As of 04/22/2024 ET)

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

Current
Institutional Ownership
Percentage
75.40%
Number of
Institutional Buyers
(last 12 months)
89
Total
Institutional Inflows
(last 12 months)
$106.04M
Number of
Institutional Sellers
(last 12 months)
38
Total
Institutional Outflows
(last 12 months)
$50.33M
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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
4/22/2024Raymond James & Associates825,371$13.40M0.0%+24.1%1.190%
4/19/2024State of Alaska Department of Revenue28,798$467K0.0%+2.4%0.042%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.69,952$1.14M0.0%+3.0%0.101%
4/15/2024Wealthcare Advisory Partners LLC15,615$254K0.0%+7.5%0.023%
4/8/2024Pensionfund Sabic29,564$480K0.1%+11.3%0.043%
4/3/2024Pensionfund DSM Netherlands57,900$940K0.5%+5.5%0.084%
3/25/2024Quadrature Capital Ltd21,234$325K0.0%N/A0.031%
3/11/2024Vanguard Group Inc.6,541,226$100.21M0.0%+10.6%9.434%
2/20/2024Quarry LP3,079$47K0.0%-22.2%0.005%
2/15/2024Penn Capital Management Company LLC194,646$2.98M0.3%+6.4%0.293%
2/14/2024Scout Investments Inc.266,256$4.08M0.1%-1.5%0.401%
2/13/2024Bard Associates Inc.49,835$763K0.3%+2.2%0.075%
2/9/2024Nomura Asset Management Co. Ltd.71,100$1.09M0.0%+12.3%0.107%
2/9/2024Aigen Investment Management LP18,314$281K0.1%N/A0.028%
2/9/2024GW&K Investment Management LLC6,752$103K0.0%-99.3%0.010%
2/9/2024D.A. Davidson & CO.659,062$10.10M0.1%+0.2%0.993%
2/8/2024Panagora Asset Management Inc.118,724$1.82M0.0%N/A0.179%
2/8/2024Quadrant Capital Group LLC5,379$82K0.0%+52.7%0.008%
2/8/2024Heartland Advisors Inc.598,400$9.17M0.5%+1.0%0.901%
2/8/2024Mitsubishi UFJ Asset Management Co. Ltd.37,160$551K0.0%+10.7%0.056%
2/8/2024M&G Investment Management Ltd.10,895$163K0.0%-6.9%0.016%
2/7/2024Boston Partners35,777$548K0.0%-30.0%0.054%
2/7/2024BNP Paribas Financial Markets33,426$512K0.0%-17.2%0.050%
2/7/2024Teacher Retirement System of Texas11,045$169K0.0%-50.4%0.017%
2/7/2024Montag A & Associates Inc.279,415$4.28M0.2%-0.9%0.421%
2/6/2024Charles Schwab Investment Management Inc.800,569$12.27M0.0%+7.8%1.206%
2/6/2024Wealthcare Advisory Partners LLC14,525$223K0.0%+26.7%0.022%
2/6/2024SRS Capital Advisors Inc.2,158$33K0.0%+382.8%0.003%
2/6/2024Swiss National Bank122,200$1.87M0.0%-3.7%0.184%
2/6/2024New York Life Investment Management LLC10,197$156K0.0%N/A0.015%
2/5/2024WealthTrust Axiom LLC134,814$2.07M0.7%+1.1%0.203%
2/5/2024Russell Investments Group Ltd.228,307$3.50M0.0%+6.8%0.344%
2/2/2024Meixler Investment Management Ltd.29,393$450K0.4%+6.1%0.044%
2/2/2024State of New Jersey Common Pension Fund D571,357$8.75M0.0%+1.8%0.860%
2/2/2024Bfsg LLC12,760$195K0.0%+18.8%0.019%
2/2/2024Private Management Group Inc.1,316,789$20.17M0.8%+27.1%1.983%
2/1/2024Jennison Associates LLC1,300,603$19.93M0.0%-7.0%1.959%
1/31/2024Knights of Columbus Asset Advisors LLC244,569$3.75M0.2%+102.9%0.368%
1/30/2024Strs Ohio12,200$186K0.0%+6.1%0.018%
1/29/2024Koshinski Asset Management Inc.133,790$2.05M0.3%+74.7%0.201%
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1/26/2024Cerity Partners LLC191,234$2.93M0.0%N/A0.288%
1/26/2024Mutual of America Capital Management LLC89,880$1.38M0.0%N/A0.135%
1/25/2024Nisa Investment Advisors LLC24,808$380K0.0%-3.0%0.037%
1/24/2024Mirae Asset Global Investments Co. Ltd.26,635$408K0.0%+11.7%0.040%
1/24/2024 International Assets Investment Management LLC7,904$121K0.0%+1,440.7%0.012%
1/24/2024Asset Management One Co. Ltd.94,317$1.47M0.0%+4.5%0.142%
1/24/2024Arizona State Retirement System17,334$266K0.0%+5.4%0.026%
1/24/2024Clear Creek Financial Management LLC39,623$607K0.1%+62.5%0.060%
1/19/2024Copeland Capital Management LLC2,335,429$35.78M0.7%-3.3%3.517%
1/19/2024State of Alaska Department of Revenue28,130$430K0.0%+6.7%0.042%
1/18/2024Hunter Perkins Capital Management LLC37,350$572K0.1%-71.3%0.056%
1/16/2024Raymond James & Associates664,868$10.19M0.0%+10.1%1.001%
1/12/2024SG Americas Securities LLC30,334$465K0.0%+43.2%0.046%
1/10/2024North Star Investment Management Corp.110,186$1.69M0.1%+5.8%0.166%
1/10/2024Nordea Investment Management AB25,602$395K0.0%-87.6%0.039%
1/8/2024Diversified Trust Co13,657$209K0.0%N/A0.021%
12/19/2023Public Employees Retirement System of Ohio85,067$1.19M0.0%+13.4%0.128%
12/18/2023Vanguard Group Inc.5,911,799$82.88M0.0%-1.9%8.904%
12/6/2023Citigroup Inc.6,338$89K0.0%-64.9%0.010%
11/30/2023American Century Companies Inc.2,532,194$35.50M0.0%+29.5%3.814%
11/22/2023Connors Investor Services Inc.15,300$215K0.0%+24.4%0.023%
11/16/2023McIlrath & Eck LLC105,355$1.48M0.3%-0.9%0.159%
11/15/2023GSA Capital Partners LLP98,442$1.38M0.1%N/A0.148%
11/13/2023Connor Clark & Lunn Investment Management Ltd.22,619$317K0.0%N/A0.034%
11/13/2023Eagle Asset Management Inc.198,628$2.79M0.0%-2.6%0.299%
11/13/2023Stifel Financial Corp122,471$1.72M0.0%+1.3%0.184%
11/13/2023Invesco Ltd.625,464$8.77M0.0%+21.4%0.942%
11/13/2023FMR LLC2,727,137$38.23M0.0%-1.1%4.107%
11/13/2023Envestnet Asset Management Inc.374,805$5.26M0.0%+49.0%0.564%
11/13/2023Nordea Investment Management AB206,576$2.91M0.0%-8.0%0.311%
11/9/2023William Blair Investment Management LLC2,051,574$28.76M0.1%-7.2%3.143%
11/9/2023Lee Financial Co30,882$433K0.1%-6.9%0.047%
11/9/2023Montag A & Associates Inc.281,915$3.95M0.2%-1.4%0.432%
11/9/2023Scout Investments Inc.270,434$3.72M0.1%-2.8%0.414%
11/8/2023State of New Jersey Common Pension Fund D561,006$7.87M0.0%+1.5%0.860%
11/8/2023Charles Schwab Investment Management Inc.742,848$10.42M0.0%+6.6%1.138%
11/8/2023D.A. Davidson & CO.657,676$9.22M0.1%+6.1%1.008%
11/8/2023Spire Wealth Management3,320$47K0.0%+177.8%0.005%
11/8/2023Swiss National Bank126,900$1.78M0.0%+2.3%0.194%
11/8/2023Boston Partners51,077$716K0.0%-2.2%0.078%
11/7/2023Quantbot Technologies LP22,038$309K0.0%-22.1%0.034%
11/7/2023Barclays PLC82,572$1.16M0.0%-46.9%0.127%
11/7/2023Fox Run Management L.L.C.14,852$208K0.1%N/A0.023%
11/7/2023Jump Financial LLC19,972$280K0.0%-36.2%0.031%
11/7/2023Meixler Investment Management Ltd.27,693$388K0.3%+43.4%0.042%
11/4/2023Nomura Asset Management Co. Ltd.63,300$887K0.0%+5.0%0.097%
11/3/2023WealthTrust Axiom LLC133,314$1.87M0.7%+1.4%0.204%
11/2/2023Nisa Investment Advisors LLC25,576$359K0.0%+6.5%0.039%
11/1/2023Knights of Columbus Asset Advisors LLC120,550$1.69M0.2%+2.8%0.185%
11/1/2023Daiwa Securities Group Inc.18,897$265K0.0%+8.8%0.029%
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10/31/2023Stockman Wealth Management Inc.10,750$151K0.0%-31.7%0.016%
10/31/2023Jennison Associates LLC1,397,771$19.60M0.0%-1.6%2.142%
10/30/2023Private Management Group Inc.1,036,353$14.53M0.6%+609.8%1.588%
10/30/2023LDR Capital Management LLC251,039$3.52M2.1%+14.7%0.385%
10/30/2023Sumitomo Mitsui Trust Holdings Inc.67,894$952K0.0%+14.6%0.104%
10/26/2023Inspire Investing LLC22,017$309K0.0%N/A0.034%
10/26/2023Advisor Partners II LLC10,313$145K0.0%N/A0.016%
10/25/2023Zurcher Kantonalbank Zurich Cantonalbank17,017$239K0.0%+29.7%0.026%
10/24/2023Bank of New York Mellon Corp343,547$4.82M0.0%+0.6%0.526%
10/24/2023Raymond James & Associates603,629$8.46M0.0%+6.6%0.925%
(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, 148 institutional investors and hedge funds held shares of UMH Properties. The most heavily invested institutionals were Vanguard Group Inc. ($100.21M), FMR LLC ($38.23M), Copeland Capital Management LLC ($35.78M), American Century Companies Inc. ($35.50M), William Blair Investment Management LLC ($28.76M), Private Management Group Inc. ($20.17M), and Jennison Associates LLC ($19.93M).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 121 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: American Century Companies Inc. ($2.63M), Private Management Group Inc. ($1.32M), Jennison Associates LLC ($1.24M), Copeland Capital Management LLC ($831.45K), Raymond James & Associates ($766.91K), Vanguard Group Inc. ($629.43K), and Heartland Advisors Inc. ($549.75K).

How much institutional buying is happening at UMH Properties?

Institutional investors have bought a total of 13,669,296 shares in the last 24 months. This purchase volume represents approximately $220.50M in transactions.

Which UMH Properties major shareholders have been selling company stock?

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: GW&K Investment Management LLC ($1.04M), Jennison Associates LLC ($892.64K), Nordea Investment Management AB ($458.81K), B&I Capital AG ($333.48K), Lazard Asset Management LLC ($314.58K), William Blair Investment Management LLC ($287.91K), and Hunter Perkins Capital Management LLC ($236.34K).

How much institutional selling is happening at UMH Properties?

Institutional investors have sold a total of 5,213,830 shares in the last 24 months. This volume of shares sold represents approximately $84.78M in transactions.


This page (NYSE:UMH) was last updated on 4/23/2024 by MarketBeat.com Staff

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