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UMH Properties (UMH) Institutional Ownership

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$16.44 -0.15 (-0.87%)
Closing price 03:59 PM Eastern
Extended Trading
$16.31 -0.13 (-0.81%)
As of 06:20 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)
146
Total
Institutional Inflows
(last 12 months)
$318.77M
Number of
Institutional Sellers
(last 12 months)
79
Total
Institutional Outflows
(last 12 months)
$158.64M
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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
8/14/2026Legal & General Group Plc335,512$5.08M0.0%N/A0.393%
8/14/2026The Manufacturers Life Insurance Company 64,370$975K0.0%N/A0.075%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.58,156$880K0.0%N/A0.068%
8/13/2026 Capital Square LLC17,963$274K0.1%N/A0.021%
8/13/2026 Globeflex Capital L P35,200$533K0.1%N/A0.041%
8/12/2026 Quantbot Technologies LP53,350$808K0.0%N/A0.062%
8/12/2026 William Blair Investment Management LLC672,085$10.18M0.0%N/A0.787%
8/12/2026 EP Wealth Advisors LLC11,048$167K0.0%N/A0.013%
8/12/2026 Bard Associates Inc.8,450$128K0.0%N/A0.010%
8/12/2026 Ieq Capital LLC27,690$419K0.0%N/A0.032%
8/11/2026 Allworth Financial LP2,970$45K0.0%N/A0.003%
8/10/2026 NewEdge Wealth LLC15,287$231K0.0%N/A0.018%
8/7/2026 BlackRock Inc.8,397,572$127.14M0.0%N/A9.860%
8/7/2026 Deutsche Bank AG106,063$1.61M0.0%N/A0.125%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.70,496$1.07M0.0%N/A0.083%
8/6/2026 Bank of New York Mellon Corp476,378$7.21M0.0%N/A0.559%
8/6/2026 State of Wyoming4,783$72K0.0%N/A0.006%
8/6/2026 GSA Capital Partners LLP41,186$624K0.0%N/A0.048%
7/10/2026 Wedge Capital Management L L P NC159,678$2.42M0.0%-4.6%0.187%
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%
5/18/2026 Amundi60,547$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%
5/16/2026 Quantinno 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%
5/15/2026 Entropy 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%
5/13/2026 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%
4/30/2026Hsbc Holdings PLC140,232$2.02M0.0%+7.8%0.165%
4/30/2026 Summit Securities Group LLC3,160$46K0.0%N/A0.004%
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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%
4/24/2026Deprince 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%
3/20/2026Hsbc 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%
2/18/2026 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%
2/18/2026VARCOV 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%
2/18/2026 Inspire 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%
2/17/2026 Guggenheim Capital LLC10,521$167K0.0%N/A0.012%
2/17/2026AQR Capital Management LLC280,973$4.47M0.0%+424.3%0.330%
2/17/2026 Cetera Investment Advisers18,535$295K0.0%-20.4%0.022%
2/17/2026Lazard 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%
2/17/2026 Russell 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%
2/17/2026 Captrust 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%
2/16/2026 Panagora Asset Management Inc.157,419$2.51M0.0%-25.4%0.185%
2/16/2026 Mariner LLC14,938$238K0.0%N/A0.018%
2/16/2026Kennedy Capital Management LLC597,144$9.50M0.2%+11.4%0.701%
2/16/2026 Arax Advisory Partners1,832$29K0.0%-53.3%0.002%
2/16/2026Barclays 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%
2/13/2026Charles 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%
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2/13/2026Van 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%
2/13/2026Wells 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%
2/12/2026 Hohimer Wealth Management LLC12,528$199K0.0%-13.8%0.015%
2/12/2026MetLife Investment Management LLC46,979$747K0.0%+2.7%0.055%
2/12/2026 Dimensional Fund Advisors LP1,132,805$18.02M0.0%-2.6%1.329%


UMH Institutional Ownership - Frequently Asked Questions

During the previous two years, 252 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 223 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 ($1.53M), Vanguard Group Inc. ($1.04M), Nuveen LLC ($1.03M), and Alliancebernstein L.P. ($982.91K).

Institutional investors have bought a total of 20,782,304 shares in the last 24 months. This purchase volume represents approximately $318.77M 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 10,361,523 shares in the last 24 months. This volume of shares sold represents approximately $158.64M in transactions.



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 8/14/2026. New 13F filings are added each quarter as they're published.
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