UMH Properties Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 01/29/2026 | 8.13 M | $129.33 M | 1.81% | 9.57% |
| BLACKROCK, INC. | 02/12/2026 | 8.03 M | $127.77 M | 4.51% | 9.45% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/19/2026 | 4.39 M | $69.79 M | 5.73% | 5.16% |
| FMR LLC | 02/17/2026 | 3.60 M | $57.29 M | 32.02% | 4.24% |
| STATE STREET CORP | 02/13/2026 | 3.49 M | $55.50 M | -0.76% | 4.10% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/11/2026 | 2.61 M | $41.49 M | -28.98% | 3.07% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/09/2026 | 2.07 M | $32.98 M | 0.83% | 2.44% |
| GOLDMAN SACHS GROUP INC | 03/25/2026 | 1.87 M | $29.67 M | 110.74% | 2.19% |
| PRIVATE MANAGEMENT GROUP INC | 02/12/2026 | 1.84 M | $29.31 M | 9.64% | 2.17% |
| D.A. DAVIDSON & CO. | 01/29/2026 | 1.70 M | $27.05 M | 15.61% | 2.00% |
| SG AMERICAS SECURITIES, LLC | 01/09/2026 | 1.49 M | $23.76 M | 629.33% | 1.76% |
| JENNISON ASSOCIATES LLC | 01/30/2026 | 1.36 M | $21.57 M | -14.65% | 1.60% |
| ALLIANCEBERNSTEIN L.P. | 02/17/2026 | 1.24 M | $19.71 M | 52.91% | 1.46% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/13/2026 | 1.22 M | $19.42 M | 3.39% | 1.44% |
| AMERICAN CENTURY COMPANIES INC | 02/13/2026 | 1.19 M | $18.86 M | -49.17% | 1.40% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/29/2026 | 1.15 M | $18.29 M | -27.80% | 1.35% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/09/2026 | 1.13 M | $18.03 M | -31.61% | 1.33% |
| DIMENSIONAL FUND ADVISORS LP | 02/12/2026 | 1.13 M | $18.02 M | -2.55% | 1.33% |
| BANK OF AMERICA CORP /DE/ | 02/17/2026 | 1.09 M | $17.42 M | 2.72% | 1.29% |
| POINT72 ASSET MANAGEMENT, L.P. | 02/17/2026 | 1.01 M | $16.04 M | 2,751.99% | 1.19% |
| NORTHERN TRUST CORP | 02/17/2026 | 969.72 K | $15.43 M | -8.40% | 1.14% |
| RAYMOND JAMES FINANCIAL INC | 02/18/2026 | 937.97 K | $14.93 M | -0.80% | 1.10% |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 02/13/2026 | 745.06 K | $11.89 M | 100.00% | 0.88% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/04/2026 | 716.42 K | $11.40 M | 6.86% | 0.84% |
| APG ASSET MANAGEMENT US INC. | 02/12/2026 | 679.93 K | $10.82 M | 40.74% | 0.80% |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 02/05/2026 | 650.00 K | $10.34 M | 62.50% | 0.76% |
| INVESCO LTD. | 02/19/2026 | 602.77 K | $9.59 M | 200.21% | 0.71% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2026 | 597.14 K | $9.50 M | 11.40% | 0.70% |
| MORGAN STANLEY | 02/13/2026 | 467.56 K | $7.44 M | -21.76% | 0.55% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 01/30/2026 | 465.19 K | $7.40 M | 4.54% | 0.55% |
| BANK OF NEW YORK MELLON CORP | 02/10/2026 | 431.48 K | $6.86 M | 23.78% | 0.51% |
| UBS ASSET MANAGEMENT AMERICAS INC | 02/13/2026 | 420.87 K | $6.70 M | 100.00% | 0.50% |
| WELLS FARGO & COMPANY/MN | 02/13/2026 | 403.72 K | $6.42 M | 11.81% | 0.48% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/17/2026 | 397.42 K | $6.32 M | 2.33% | 0.47% |
| CHEROKEE INSURANCE CO | 01/29/2026 | 395.72 K | $6.30 M | 1.47% | 0.47% |
| LEGAL & GENERAL GROUP PLC | 02/09/2026 | 395.58 K | $6.29 M | 13.07% | 0.47% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/17/2026 | 373.91 K | $5.95 M | 5.55% | 0.44% |
| CITIGROUP INC | 02/13/2026 | 372.28 K | $5.92 M | -51.03% | 0.44% |
| JPMORGAN CHASE & CO | 02/11/2026 | 283.91 K | $4.52 M | -13.84% | 0.33% |
| AQR CAPITAL MANAGEMENT LLC | 02/17/2026 | 280.97 K | $4.47 M | 424.29% | 0.33% |
| MONTAG A & ASSOCIATES INC | 02/02/2026 | 261.65 K | $4.16 M | -1.57% | 0.31% |
| UBS GROUP AG | 01/29/2026 | 257.98 K | $4.10 M | 8.31% | 0.30% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2026 | 249.54 K | $3.97 M | -8.44% | 0.29% |
| MCILRATH & ECK, LLC | 02/03/2026 | 241.16 K | $3.84 M | -6.14% | 0.28% |
| CONNORS INVESTOR SERVICES INC | 02/09/2026 | 233.40 K | $3.71 M | 36.77% | 0.27% |
| ENVESTNET ASSET MANAGEMENT INC | 02/10/2026 | 231.76 K | $3.69 M | -23.48% | 0.27% |
| DEPRINCE RACE & ZOLLO INC | 01/23/2026 | 220.69 K | $3.51 M | 14.52% | 0.26% |
| WEDBUSH SECURITIES INC | 02/12/2026 | 191.30 K | $3.04 M | -0.02% | 0.23% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 01/30/2026 | 176.62 K | $2.81 M | 0.88% | 0.21% |
| STRS OHIO | 02/02/2026 | 172.50 K | $2.74 M | -36.13% | 0.20% |
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UMH Properties Inc institutional Ownership - FAQ's
During the previous two years, 361 institutional investors and hedge funds held shares of UMH Properties Inc. The most heavily invested institutionals were:
PRIVATE MANAGEMENT GROUP INC: 1.94 M
D.A. DAVIDSON & CO.: 1.77 M
DIMENSIONAL FUND ADVISORS LP: 1.18 M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC: 1.17 M
Copeland Capital Management, LLC: 1.13 M
SG Americas Securities, LLC: 988,065
81.62% of UMH Properties Inc stock is owned by institutional investors.
Institutional investors have bought a total of 85.96 M shares in the last 24 months. This purchase volume represents approximately $1.28 B in transactions.