UMH Properties Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 7.92 M | $114.26 M | -1.41% | 9.31% |
| 05/08/2026 | 4.08 M | $58.89 M | 100.00% | 4.80% | |
| FMR LLC | 05/15/2026 | 3.73 M | $53.81 M | 3.56% | 4.39% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 05/15/2026 | 3.67 M | $53.01 M | -16.26% | 4.32% |
| STATE STREET CORP | 05/15/2026 | 3.51 M | $50.63 M | 0.58% | 4.13% |
| 05/15/2026 | 3.38 M | $48.82 M | 100.00% | 3.98% | |
| CAPITAL RESEARCH GLOBAL INVESTORS | 05/13/2026 | 2.61 M | $37.63 M | 0.00% | 3.07% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 2.31 M | $33.27 M | 23.63% | 2.71% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 2.13 M | $30.76 M | 2.82% | 2.51% |
| PRIVATE MANAGEMENT GROUP INC | 05/08/2026 | 1.94 M | $27.95 M | 5.15% | 2.28% |
| D.A. DAVIDSON & CO. | 05/05/2026 | 1.77 M | $25.56 M | 4.18% | 2.08% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 1.24 M | $17.93 M | 1.82% | 1.46% |
| ALLIANCEBERNSTEIN L.P. | 05/15/2026 | 1.20 M | $19.11 M | -3.03% | 1.41% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 1.18 M | $16.97 M | 3.79% | 1.38% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 05/08/2026 | 1.17 M | $16.88 M | 3.26% | 1.38% |
| COPELAND CAPITAL MANAGEMENT, LLC | 05/06/2026 | 1.13 M | $16.32 M | -1.65% | 1.33% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 1.03 M | $14.81 M | -6.26% | 1.21% |
| SG AMERICAS SECURITIES, LLC | 04/16/2026 | 988.07 K | $14.26 M | -33.84% | 1.16% |
| RAYMOND JAMES FINANCIAL INC | 05/14/2026 | 971.43 K | $14.02 M | 3.57% | 1.14% |
| NORTHERN TRUST CORP | 05/14/2026 | 940.09 K | $13.57 M | -3.06% | 1.11% |
| JENNISON ASSOCIATES LLC | 05/06/2026 | 933.03 K | $13.46 M | -31.17% | 1.10% |
| TWO SIGMA INVESTMENTS, LP | 05/15/2026 | 813.22 K | $11.73 M | 631.91% | 0.96% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 05/14/2026 | 764.92 K | $11.04 M | 6.77% | 0.90% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 05/14/2026 | 738.85 K | $10.64 M | -0.83% | 0.87% |
| INVESCO LTD. | 05/12/2026 | 679.11 K | $9.80 M | 12.66% | 0.80% |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 05/08/2026 | 650.00 K | $9.38 M | 0.00% | 0.76% |
| KENNEDY CAPITAL MANAGEMENT LLC | 05/13/2026 | 595.48 K | $8.59 M | -0.28% | 0.70% |
| VANGUARD FIDUCIARY TRUST CO | 05/08/2026 | 568.51 K | $8.20 M | 100.00% | 0.67% |
| MORGAN STANLEY | 05/15/2026 | 481.55 K | $6.95 M | 2.99% | 0.57% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 05/05/2026 | 458.77 K | $6.62 M | -1.38% | 0.54% |
| CITIGROUP INC | 05/11/2026 | 435.77 K | $6.29 M | 17.05% | 0.51% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 421.92 K | $6.09 M | -2.21% | 0.50% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 420.71 K | $6.07 M | -0.04% | 0.49% |
| CHEROKEE INSURANCE CO | 04/28/2026 | 409.00 K | $5.90 M | 3.36% | 0.48% |
| RUSSELL INVESTMENTS GROUP, LTD. | 05/08/2026 | 388.83 K | $5.61 M | -2.16% | 0.46% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 346.79 K | $5.00 M | -12.33% | 0.41% |
| STATE OF WISCONSIN INVESTMENT BOARD | 05/15/2026 | 344.12 K | $4.97 M | -7.97% | 0.40% |
| WELLS FARGO & COMPANY/MN | 05/11/2026 | 343.32 K | $4.95 M | -14.96% | 0.40% |
| CITADEL ADVISORS LLC | 05/15/2026 | 303.80 K | $4.38 M | 191.46% | 0.36% |
| UBS GROUP AG | 05/05/2026 | 303.78 K | $4.38 M | 17.75% | 0.36% |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 289.70 K | $4.18 M | 3.11% | 0.34% |
| JPMORGAN CHASE & CO | 05/13/2026 | 280.30 K | $4.04 M | -1.27% | 0.33% |
| MONTAG A & ASSOCIATES INC | 04/29/2026 | 261.65 K | $3.78 M | 0.00% | 0.31% |
| NEUBERGER BERMAN GROUP LLC | 05/14/2026 | 244.52 K | $3.53 M | -2.01% | 0.29% |
| CONNORS INVESTOR SERVICES INC | 05/15/2026 | 238.64 K | $3.44 M | 2.24% | 0.28% |
| ENVESTNET ASSET MANAGEMENT INC | 05/04/2026 | 214.46 K | $3.09 M | -7.47% | 0.25% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 210.88 K | $3.04 M | 834.75% | 0.25% |
| 05/05/2026 | 198.90 K | $2.87 M | -14.67% | 0.23% | |
| POINT72 ASSET MANAGEMENT, L.P. | 05/15/2026 | 191.25 K | $2.76 M | -81.03% | 0.22% |
| WEDBUSH SECURITIES INC | 04/21/2026 | 187.76 K | $2.71 M | -1.85% | 0.22% |
UMH Properties Inc institutional Ownership - FAQ's
During the previous two years, 344 institutional investors and hedge funds held shares of UMH Properties Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 7.92 M
FMR LLC: 3.73 M
T. Rowe Price Investment Management, Inc.: 3.67 M
STATE STREET CORP: 3.51 M
Capital Research Global Investors: 2.61 M
GOLDMAN SACHS GROUP INC: 2.31 M
78.77% of UMH Properties Inc stock is owned by institutional investors.
Institutional investors have bought a total of 83.45 M shares in the last 24 months. This purchase volume represents approximately $1.25 B in transactions.