UMH Properties Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 08/07/2026 | 8.40 M | $127.14 M | 6.06% | 9.88% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 08/13/2026 | 4.23 M | $63.97 M | 3.53% | 4.97% |
| STATE STREET CORP | 08/07/2026 | 3.68 M | $55.71 M | 4.88% | 4.33% |
| FMR LLC | 08/13/2026 | 3.65 M | $55.20 M | -2.23% | 4.29% |
| VANGUARD CAPITAL MANAGEMENT LLC | 08/13/2026 | 3.45 M | $52.20 M | 1.92% | 4.06% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 08/12/2026 | 3.03 M | $45.95 M | 16.38% | 3.57% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/12/2026 | 2.32 M | $35.18 M | 9.01% | 2.73% |
| GOLDMAN SACHS GROUP INC | 08/14/2026 | 2.09 M | $31.68 M | -9.26% | 2.46% |
| PRIVATE MANAGEMENT GROUP INC | 07/31/2026 | 1.97 M | $29.84 M | 1.73% | 2.32% |
| D.A. DAVIDSON & CO. | 07/24/2026 | 1.94 M | $29.42 M | 9.70% | 2.29% |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 08/24/2026 | 1.49 M | $98.53 M | 1,815.61% | 1.76% |
| ALLIANCEBERNSTEIN L.P. | 08/14/2026 | 1.48 M | $21.30 M | 22.87% | 1.74% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/14/2026 | 1.31 M | $19.86 M | 5.58% | 1.54% |
| SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. | 08/14/2026 | 1.31 M | $19.86 M | 100.00% | 1.54% |
| DIMENSIONAL FUND ADVISORS LP | 08/11/2026 | 1.16 M | $17.57 M | -1.28% | 1.37% |
| BANK OF AMERICA CORP /DE/ | 08/14/2026 | 1.03 M | $15.65 M | 0.74% | 1.22% |
| TWO SIGMA INVESTMENTS, LP | 08/14/2026 | 1.01 M | $15.29 M | 24.22% | 1.19% |
| RAYMOND JAMES FINANCIAL INC | 08/14/2026 | 969.90 K | $14.68 M | -0.16% | 1.14% |
| NORTHERN TRUST CORP | 08/13/2026 | 883.27 K | $13.37 M | -6.04% | 1.04% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2026 | 858.17 K | $12.99 M | -76.64% | 1.01% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 08/05/2026 | 833.22 K | $12.61 M | 8.93% | 0.98% |
| BOOTHBAY FUND MANAGEMENT, LLC | 08/14/2026 | 795.64 K | $12.05 M | 1,392.14% | 0.94% |
| INVESCO LTD. | 08/14/2026 | 788.83 K | $11.94 M | 16.16% | 0.93% |
| AQR CAPITAL MANAGEMENT LLC | 08/14/2026 | 731.30 K | $11.07 M | 152.43% | 0.86% |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 08/17/2026 | 700.00 K | $10.60 M | 7.69% | 0.82% |
| CITADEL ADVISORS LLC | 08/14/2026 | 694.91 K | $10.52 M | 128.74% | 0.82% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/12/2026 | 672.09 K | $10.18 M | -42.56% | 0.79% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 08/13/2026 | 670.32 K | $10.35 M | -9.28% | 0.79% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2026 | 580.64 K | $8.79 M | -2.49% | 0.68% |
| VANGUARD FIDUCIARY TRUST CO | 08/13/2026 | 536.74 K | $8.13 M | -5.59% | 0.63% |
| MORGAN STANLEY | 08/13/2026 | 497.07 K | $7.53 M | 3.22% | 0.58% |
| BANK OF NEW YORK MELLON CORP | 08/06/2026 | 476.38 K | $7.21 M | 12.91% | 0.56% |
| CITIGROUP INC | 08/03/2026 | 447.18 K | $6.77 M | 2.62% | 0.53% |
| UBS ASSET MANAGEMENT AMERICAS INC | 08/13/2026 | 445.15 K | $6.74 M | 5.81% | 0.52% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 08/04/2026 | 429.90 K | $6.51 M | -6.29% | 0.51% |
| CHEROKEE INSURANCE CO | 08/03/2026 | 415.16 K | $6.29 M | 1.51% | 0.49% |
| WELLS FARGO & COMPANY/MN | 08/14/2026 | 387.84 K | $5.87 M | 12.97% | 0.46% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/06/2026 | 363.72 K | $5.51 M | -6.46% | 0.43% |
| LEGAL & GENERAL GROUP PLC | 08/14/2026 | 335.51 K | $5.08 M | -3.25% | 0.39% |
| TUDOR INVESTMENT CORP ET AL | 08/14/2026 | 332.75 K | $5.04 M | 340.48% | 0.39% |
| NUVEEN, LLC | 08/11/2026 | 323.70 K | $4.90 M | 88.40% | 0.38% |
| JPMORGAN CHASE & CO | 08/12/2026 | 315.02 K | $4.86 M | 12.39% | 0.37% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2026 | 313.23 K | $4.74 M | -8.98% | 0.37% |
| MARSHALL WACE, LLP | 08/13/2026 | 307.60 K | $4.66 M | 100.00% | 0.36% |
| SG AMERICAS SECURITIES, LLC | 08/07/2026 | 283.31 K | $4.29 M | -71.33% | 0.33% |
| CONNORS INVESTOR SERVICES INC | 08/14/2026 | 274.50 K | $4.16 M | 15.03% | 0.32% |
| MONTAG A & ASSOCIATES INC | 08/05/2026 | 258.35 K | $3.91 M | -1.26% | 0.30% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2026 | 218.82 K | $3.31 M | -10.51% | 0.26% |
| STOREBRAND ASSET MANAGEMENT AS | 08/12/2026 | 198.90 K | $3.01 M | 0.00% | 0.23% |
| WEDBUSH SECURITIES INC | 07/28/2026 | 190.00 K | $2.88 M | 1.19% | 0.22% |
UMH Properties Inc institutional Ownership - FAQ's
During the previous two years, 359 institutional investors and hedge funds held shares of UMH Properties Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 8.4 M
VANGUARD PORTFOLIO MANAGEMENT LLC: 4.23 M
STATE STREET CORP: 3.68 M
FMR LLC: 3.65 M
VANGUARD CAPITAL MANAGEMENT LLC: 3.45 M
Capital Research Global Investors: 3.03 M
77.44% of UMH Properties Inc stock is owned by institutional investors.
Institutional investors have bought a total of 90.22 M shares in the last 24 months. This purchase volume represents approximately $1.35 B in transactions.