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UMH Properties (UMH) Institutional Ownership

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$18.27 -0.28 (-1.51%)
As of 10:56 AM 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)
103
Total
Institutional Inflows
(last 12 months)
$99.46M
Number of
Institutional Sellers
(last 12 months)
46
Total
Institutional Outflows
(last 12 months)
$43.02M
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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
1/21/2025Silver Lake Advisory LLC111,379$2.10M0.9%-0.8%0.141%
1/17/2025 SG Americas Securities LLC36,228$684K0.0%+43.5%0.046%
1/16/2025 Ulland Investment Advisors LLC3,915$74K0.0%+291.5%0.005%
1/15/2025 Wealthcare Advisory Partners LLC15,929$301K0.0%-28.8%0.020%
1/7/2025 Diversified Trust Co17,436$329K0.0%+12.6%0.022%
1/6/2025 Pensionfund DSM Netherlands47,900$904K0.6%-17.3%0.061%
12/26/2024JPMorgan Chase & Co.410,856$8.08M0.0%+20.0%0.521%
12/19/2024Principal Financial Group Inc.34,314$675K0.0%N/A0.043%
11/27/2024Franklin Resources Inc.236,025$4.42M0.0%N/A0.299%
11/25/2024Tidal Investments LLC25,174$495K0.0%N/A0.032%
11/16/2024Geode Capital Management LLC1,703,794$33.52M0.0%+3.6%2.159%
11/15/2024Vestcor Inc56,873$1.12M0.0%N/A0.072%
11/15/2024Barclays PLC160,406$3.16M0.0%+101.1%0.203%
11/15/2024Public Employees Retirement System of Ohio97,624$1.92M0.0%+4.2%0.124%
11/15/2024Nomura Asset Management Co. Ltd.82,200$1.62M0.0%+4.1%0.104%
11/15/2024Brookfield Corp ON220,163$4.33M0.0%N/A0.279%
11/15/2024Jane Street Group LLC37,091$730K0.0%-67.1%0.047%
11/15/2024Virtus Investment Advisers Inc.14,600$287K0.2%N/A0.019%
11/15/2024State Street Corp2,802,604$55.13M0.0%+44.5%3.552%
11/15/2024Stifel Financial Corp167,789$3.30M0.0%+4.7%0.213%
11/15/2024Quarry LP3,797$75K0.0%+904.5%0.005%
11/15/2024Point72 Asset Management L.P.2,632$52K0.0%-67.7%0.003%
11/15/2024NFJ Investment Group LLC164,516$3.24M0.1%-24.0%0.209%
11/15/2024Centiva Capital LP31,428$618K0.0%+4.0%0.040%
11/14/2024Verition Fund Management LLC19,523$384K0.0%N/A0.025%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC335,874$6.61M0.0%+476.3%0.426%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank33,306$655K0.0%+74.2%0.042%
11/13/2024Quantbot Technologies LP50,183$987K0.0%+297.5%0.064%
11/13/2024FMR LLC2,729,895$53.70M0.0%+0.0%3.460%
11/13/2024D.A. Davidson & CO.872,734$17.17M0.1%+0.1%1.106%
11/13/2024Loomis Sayles & Co. L P2,431$48K0.0%+2,760.0%0.003%
11/13/2024Daiwa Securities Group Inc.22,773$448K0.0%+10.7%0.029%
11/12/2024Penserra Capital Management LLC40,479$796K0.0%-2.6%0.051%
11/12/2024Cerity Partners LLC39,608$779K0.0%-79.5%0.050%
11/12/2024Eagle Asset Management Inc.181,657$3.51M0.0%N/A0.230%
11/12/2024Charles Schwab Investment Management Inc.940,792$18.51M0.0%+6.4%1.192%
11/9/2024Intech Investment Management LLC16,264$320K0.0%N/A0.021%
11/8/2024Jennison Associates LLC1,317,275$25.91M0.0%-0.7%1.677%
11/7/2024Quest Partners LLC2,292$45K0.0%-78.3%0.003%
11/6/2024Cornercap Investment Counsel Inc.24,328$479K0.1%-49.4%0.031%
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11/5/2024Sumitomo Mitsui Trust Group Inc.75,287$1.48M0.0%+3.1%0.096%
11/4/2024Meixler Investment Management Ltd.24,418$480K0.4%-16.1%0.031%
11/4/2024Los Angeles Capital Management LLC24,175$476K0.0%N/A0.031%
11/4/2024State of New Jersey Common Pension Fund D383,616$7.55M0.0%-4.9%0.489%
10/31/2024Principal Financial Group Inc.34,314$675K0.0%N/A0.044%
10/31/2024Concurrent Investment Advisors LLC31,190$614K0.0%N/A0.040%
10/30/2024Asset Management One Co. Ltd.97,168$1.91M0.0%+3.3%0.124%
10/29/2024Van ECK Associates Corp11,140$214K0.0%N/A0.014%
10/29/2024Clear Creek Financial Management LLC45,379$893K0.1%+11.6%0.058%
10/29/2024Private Management Group Inc.1,249,903$24.59M0.9%-4.4%1.592%
10/28/2024US Bancorp DE2,477$49K0.0%+261.1%0.003%
10/25/2024abrdn plc12,779$251K0.0%N/A0.016%
10/24/2024State of Alaska Department of Revenue31,304$614K0.0%+2.2%0.040%
10/23/2024Mirae Asset Global Investments Co. Ltd.2,596$50K0.0%+36.8%0.004%
10/23/2024IFM Investors Pty Ltd14,953$294K0.0%N/A0.019%
10/22/2024 International Assets Investment Management LLC24,511$482K0.0%+4,595.6%0.031%
10/22/2024Maryland Capital Advisors Inc.1,320$26K0.0%N/A0.002%
10/21/2024LDR Capital Management LLC167,091$3.29M3.7%-29.3%0.213%
10/21/2024Copeland Capital Management LLC2,761,116$54.31M0.9%+0.3%3.516%
10/18/2024Raymond James & Associates846,409$16.65M0.0%-2.5%1.078%
10/10/2024 Inspire Investing LLC21,243$418K0.0%-4.9%0.027%
10/9/2024 Pensionfund Sabic24,564$483K0.2%-16.9%0.031%
10/3/2024 SG Americas Securities LLC25,244$497K0.0%N/A0.032%
9/16/2024Cubist Systematic Strategies LLC22,290$356K0.0%N/A0.032%
8/23/2024Orleans Capital Management Corp LA17,000$272K0.2%-5.6%0.023%
8/19/2024Point72 Asset Management L.P.8,158$130K0.0%-27.2%0.012%
8/16/2024Silver Lake Advisory LLC115,741$1.85M0.3%+4.2%0.164%
8/15/2024Susquehanna Fundamental Investments LLC12,367$198K0.0%-14.1%0.018%
8/15/2024The Manufacturers Life Insurance Company45,929$734K0.0%+3.9%0.065%
8/15/2024AQR Capital Management LLC127,087$2.03M0.0%+268.8%0.181%
8/14/2024Squarepoint Ops LLC23,785$380K0.0%-26.2%0.032%
8/14/2024Cubist Systematic Strategies LLC22,290$356K0.0%N/A0.030%
8/14/2024Marshall Wace LLP143,829$2.30M0.0%N/A0.196%
8/14/2024Magnetar Financial LLC17,683$283K0.0%N/A0.024%
8/14/2024ProShare Advisors LLC16,320$261K0.0%+49.1%0.022%
8/13/2024Sei Investments Co.394,433$6.31M0.0%+2.3%0.536%
8/13/2024Public Employees Retirement Association of Colorado17,636$282K0.0%-7.9%0.024%
8/9/2024Dimensional Fund Advisors LP966,682$15.46M0.0%+2.4%1.373%
8/8/2024Envestnet Asset Management Inc.421,850$6.75M0.0%+11.0%0.599%
8/8/2024William Blair Investment Management LLC2,003,749$32.04M0.1%-0.2%2.846%
8/8/2024Cornercap Investment Counsel Inc.48,046$768K0.1%+2.4%0.068%
8/8/2024American Century Companies Inc.2,931,116$46.87M0.0%+1.0%4.163%
8/8/2024State of New Jersey Common Pension Fund D403,349$6.45M0.0%-33.5%0.573%
8/7/2024Wedbush Securities Inc.220,053$3.52M0.1%+4.1%0.313%
8/6/2024Private Management Group Inc.1,307,532$20.91M0.8%-0.2%1.857%
8/6/2024Quest Partners LLC10,552$169K0.0%+337.7%0.015%
8/6/2024Custom Index Systems LLC14,402$230K0.1%N/A0.020%
8/5/2024Arizona State Retirement System18,445$295K0.0%+6.4%0.026%
8/1/2024Rhumbline Advisers112,860$1.81M0.0%+12.4%0.160%
8/1/2024D.A. Davidson & CO.871,668$13.94M0.1%+5.7%1.238%
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7/31/2024Commonwealth Equity Services LLC19,113$306K0.0%-66.9%0.027%
7/29/2024Panagora Asset Management Inc.259,114$4.14M0.0%+14.4%0.368%
7/29/2024Zurcher Kantonalbank Zurich Cantonalbank19,119$306K0.0%+12.4%0.027%
7/29/2024 Ridgewood Investments LLC4,448$71K0.0%N/A0.006%
7/26/2024Bailard Inc.13,500$216K0.0%-40.5%0.019%
7/26/2024Bank of New York Mellon Corp388,861$6.22M0.0%+9.7%0.552%
7/25/2024Clear Creek Financial Management LLC40,659$650K0.1%+5.8%0.058%
7/20/2024 Nisa Investment Advisors LLC21,401$342K0.0%-14.0%0.030%
7/19/2024Raymond James & Associates868,525$13.89M0.0%+5.2%1.234%
7/19/2024Sumitomo Mitsui Trust Holdings Inc.73,033$1.17M0.0%+4.4%0.104%
(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, 161 institutional investors and hedge funds held shares of UMH Properties. The most heavily invested institutionals were Vanguard Group Inc. ($103.58M), State Street Corp ($55.13M), Copeland Capital Management LLC ($54.31M), FMR LLC ($53.70M), American Century Companies Inc. ($46.87M), Geode Capital Management LLC ($33.52M), and William Blair Investment Management LLC ($32.04M).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 140 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. ($2.66M), Private Management Group Inc. ($1.32M), State Street Corp ($863.09K), Raymond James & Associates ($809.05K), Copeland Capital Management LLC ($751.80K), Vanguard Group Inc. ($629.43K), and Kennedy Capital Management LLC ($472.31K).

How much institutional buying is happening at UMH Properties?

Institutional investors have bought a total of 13,598,915 shares in the last 24 months. This purchase volume represents approximately $217.90M in transactions.

Which UMH Properties major shareholders have been selling company stock?

Of the 74 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 ($902.42K), Heartland Advisors Inc. ($298.40K), Nordea Investment Management AB ($291.64K), Vanguard Group Inc. ($275.30K), Hunter Perkins Capital Management LLC ($236.34K), and William Blair Investment Management LLC ($235.60K).

How much institutional selling is happening at UMH Properties?

Institutional investors have sold a total of 5,214,437 shares in the last 24 months. This volume of shares sold represents approximately $82.12M in transactions.



This page (NYSE:UMH) was last updated on 1/22/2025 by MarketBeat.com Staff
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