UMH Properties, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/07/2025 | 7.98 M | $118.57 M | 0.97% | 9.51% |
| BLACKROCK, INC. | 11/12/2025 | 7.68 M | $114.11 M | 5.50% | 9.15% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2025 | 4.15 M | $61.61 M | -32.07% | 4.94% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2025 | 3.67 M | $54.52 M | -32.90% | 4.37% |
| STATE STREET CORP | 11/14/2025 | 3.52 M | $52.20 M | 1.13% | 4.19% |
| FMR LLC | 11/13/2025 | 2.73 M | $40.50 M | 0.02% | 3.25% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2025 | 2.33 M | $34.64 M | -2.38% | 2.78% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2025 | 2.06 M | $30.53 M | 2.82% | 2.45% |
| PRIVATE MANAGEMENT GROUP INC | 11/13/2025 | 1.68 M | $24.95 M | 37.86% | 2.00% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 1.66 M | $24.60 M | -5.71% | 1.97% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/17/2025 | 1.59 M | $23.65 M | -37.60% | 1.90% |
| JENNISON ASSOCIATES LLC | 10/30/2025 | 1.59 M | $23.59 M | 3.38% | 1.89% |
| D.A. DAVIDSON & CO. | 10/22/2025 | 1.47 M | $21.84 M | 35.71% | 1.75% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/10/2025 | 1.18 M | $17.53 M | 4.81% | 1.41% |
| DIMENSIONAL FUND ADVISORS LP | 11/12/2025 | 1.16 M | $17.26 M | 4.23% | 1.38% |
| BANK OF AMERICA CORP /DE/ | 11/14/2025 | 1.07 M | $15.83 M | -10.37% | 1.27% |
| NORTHERN TRUST CORP | 11/14/2025 | 1.06 M | $15.72 M | -9.88% | 1.26% |
| RAYMOND JAMES FINANCIAL INC | 11/14/2025 | 945.49 K | $14.04 M | 1.77% | 1.13% |
| GOLDMAN SACHS GROUP INC | 11/14/2025 | 884.98 K | $13.14 M | 50.67% | 1.05% |
| ALLIANCEBERNSTEIN L.P. | 11/14/2025 | 810.18 K | $12.03 M | -23.44% | 0.96% |
| CITIGROUP INC | 11/10/2025 | 760.24 K | $11.29 M | 141.80% | 0.91% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2025 | 670.42 K | $9.96 M | 12.86% | 0.80% |
| MORGAN STANLEY | 11/14/2025 | 597.59 K | $8.87 M | 26.26% | 0.71% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/13/2025 | 536.03 K | $7.96 M | -2.70% | 0.64% |
| APG ASSET MANAGEMENT US INC. | 11/12/2025 | 483.12 K | $7.11 M | 0.00% | 0.58% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/07/2025 | 445.00 K | $6.61 M | 6.14% | 0.53% |
| RENAISSANCE TECHNOLOGIES LLC | 11/13/2025 | 437.00 K | $6.49 M | 142.24% | 0.52% |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 10/29/2025 | 400.00 K | $5.94 M | 60.00% | 0.48% |
| CHEROKEE INSURANCE CO | 11/07/2025 | 390.00 K | $5.79 M | 2.86% | 0.46% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2025 | 388.39 K | $5.77 M | 15.38% | 0.46% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2025 | 371.64 K | $5.52 M | 89.17% | 0.44% |
| WELLS FARGO & COMPANY/MN | 11/13/2025 | 361.06 K | $5.36 M | 24.62% | 0.43% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2025 | 354.26 K | $5.26 M | -3.07% | 0.42% |
| LEGAL & GENERAL GROUP PLC | 11/13/2025 | 349.84 K | $5.20 M | -6.59% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 11/03/2025 | 348.58 K | $5.18 M | -3.44% | 0.42% |
| JPMORGAN CHASE & CO | 11/26/2025 | 329.53 K | $4.89 M | 9.88% | 0.39% |
| ENVESTNET ASSET MANAGEMENT INC | 11/05/2025 | 302.88 K | $4.50 M | -27.78% | 0.36% |
| NEUBERGER BERMAN GROUP LLC | 11/12/2025 | 272.53 K | $4.05 M | -3.96% | 0.32% |
| STRS OHIO | 10/30/2025 | 270.10 K | $4.01 M | -42.63% | 0.32% |
| MONTAG A & ASSOCIATES INC | 11/12/2025 | 265.81 K | $3.95 M | 0.00% | 0.32% |
| MCILRATH & ECK, LLC | 10/22/2025 | 256.94 K | $3.82 M | 0.38% | 0.31% |
| UBS GROUP AG | 11/13/2025 | 238.17 K | $3.54 M | -28.18% | 0.28% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2025 | 211.15 K | $3.14 M | 0.60% | 0.25% |
| SG AMERICAS SECURITIES, LLC | 10/23/2025 | 204.77 K | $3.04 M | 100.00% | 0.24% |
| INVESCO LTD. | 11/13/2025 | 200.78 K | $2.98 M | -1.49% | 0.24% |
| DEPRINCE RACE & ZOLLO INC | 10/17/2025 | 192.70 K | $2.86 M | 13.10% | 0.23% |
| WEDBUSH SECURITIES INC | 11/06/2025 | 191.34 K | $2.84 M | 6.07% | 0.23% |
| FRANKLIN RESOURCES INC | 11/13/2025 | 176.68 K | $2.62 M | -0.74% | 0.21% |
| CUBIST SYSTEMATIC STRATEGIES, LLC | 11/14/2025 | 175.42 K | $2.61 M | 100.00% | 0.21% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/22/2025 | 175.08 K | $2.60 M | 0.06% | 0.21% |
UMH Properties, Inc. institutional Ownership - FAQ's
During the previous two years, 334 institutional investors and hedge funds held shares of UMH Properties, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 7.98 M
BlackRock, Inc.: 7.68 M
T. Rowe Price Investment Management, Inc.: 4.15 M
Capital Research Global Investors: 3.67 M
STATE STREET CORP: 3.52 M
FMR LLC: 2.73 M
79.27% of UMH Properties, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 82.41 M shares in the last 24 months. This purchase volume represents approximately $1.20 B in transactions.