- Type / Class
- Equity / REIT
- Shares outstanding
- 86,005,647
- Total 13F shares
- 6,889,195
- Share change
- +845,197
- Total reported value
- $67,370,700
- Price per share
- $9.78
- Number of holders
- 79
- Value change
- +$8,255,393
- Number of buys
- 41
- Number of sells
- 13
Quarterly Holders Quick Answers
What is CUSIP 903002103?
CUSIP 903002103 identifies UMH - UMH PROPERTIES, INC. - REIT in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
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- Latest 13F filings for newly reported positions across managers.
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- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 903002103:
Top shareholders of UMH - UMH PROPERTIES, INC. - REIT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
2%
|
1,677,454
|
$15,801,000 | — | 31 Dec 2013 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
0.79%
|
683,004
|
$6,434,000 | — | 31 Dec 2013 | |
| Robert E. Robotti |
13F
|
Individual |
0.79%
|
675,259
|
$6,360,000 | — | 31 Dec 2013 | |
| BlackRock Fund Advisors |
13F
|
Company |
0.57%
|
488,930
|
$4,606,000 | — | 31 Dec 2013 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.49%
|
418,916
|
$3,946,000 | — | 31 Dec 2013 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.27%
|
232,540
|
$2,191,000 | — | 31 Dec 2013 | |
| STATE STREET CORP |
13F
|
Company |
0.24%
|
203,165
|
$1,913,000 | — | 31 Dec 2013 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.15%
|
128,952
|
$1,215,000 | — | 31 Dec 2013 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.14%
|
124,304
|
$1,171,000 | — | 31 Dec 2013 | |
| MORGAN STANLEY |
13F
|
Company |
0.13%
|
113,061
|
$1,066,000 | — | 31 Dec 2013 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.13%
|
110,736
|
$1,032,000 | — | 31 Dec 2013 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.11%
|
90,722
|
$854,000 | — | 31 Dec 2013 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.1%
|
86,178
|
$812,000 | — | 31 Dec 2013 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.1%
|
82,487
|
$777,000 | — | 31 Dec 2013 | |
| BARD ASSOCIATES INC |
13F
|
Company |
0.08%
|
69,575
|
$655,000 | — | 31 Dec 2013 | |
| Coe Capital Management, LLC |
13F
|
Company |
0.08%
|
65,700
|
$619,000 | — | 31 Dec 2013 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.07%
|
63,650
|
$599,000 | — | 31 Dec 2013 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.07%
|
61,638
|
$581,000 | — | 31 Dec 2013 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.07%
|
58,658
|
$547,000 | — | 31 Dec 2013 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0.06%
|
55,869
|
$526,000 | — | 31 Dec 2013 | |
| TEACHERS ADVISORS, LLC |
13F
|
Company |
0.06%
|
53,751
|
$506,000 | — | 31 Dec 2013 | |
| RMR Advisors LLC |
13F
|
Company |
0.06%
|
51,495
|
$485,000 | — | 31 Dec 2013 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.05%
|
39,800
|
$375,000 | — | 31 Dec 2013 | |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
13F
|
Company |
0.04%
|
31,724
|
$299,000 | — | 31 Dec 2013 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.04%
|
30,210
|
$285,000 | — | 31 Dec 2013 | |
| LPL Financial LLC |
13F
|
Company |
0.03%
|
29,500
|
$278,000 | — | 31 Dec 2013 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.03%
|
23,480
|
$221,000 | — | 31 Dec 2013 | |
| PALISADE CAPITAL MANAGEMENT, LP |
13F
|
Company |
0.03%
|
21,779
|
$205,000 | — | 31 Dec 2013 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.02%
|
20,934
|
$197,000 | — | 31 Dec 2013 | |
| Cutter & CO Brokerage, Inc. |
13F
|
Company |
0.02%
|
20,700
|
$195,000 | — | 31 Dec 2013 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.02%
|
20,040
|
$189,000 | — | 31 Dec 2013 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.02%
|
19,848
|
$187,000 | — | 31 Dec 2013 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.02%
|
18,382
|
$173,000 | — | 31 Dec 2013 | |
| HOURGLASS CAPITAL, LLC |
13F
|
Company |
0.02%
|
17,025
|
$160,000 | — | 31 Dec 2013 | |
| BLACKROCK ADVISORS LLC |
13F
|
Company |
0.02%
|
15,977
|
$151,000 | — | 31 Dec 2013 | |
| ROFFMAN MILLER ASSOCIATES INC /PA/ |
13F
|
Company |
0.02%
|
14,910
|
$140,000 | — | 31 Dec 2013 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.01%
|
12,734
|
$120,000 | — | 31 Dec 2013 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.01%
|
11,410
|
$108,000 | — | 31 Dec 2013 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
0.01%
|
11,455
|
$107,907 | — | 31 Dec 2013 | |
| STRS OHIO |
13F
|
Company |
0.01%
|
11,188
|
$105,000 | — | 31 Dec 2013 | |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
13F
|
Company |
0.01%
|
10,476
|
$99,000 | — | 31 Dec 2013 | |
| CITIGROUP INC |
13F
|
Company |
0.01%
|
10,192
|
$96,000 | — | 31 Dec 2013 | |
| MANAGED ACCOUNT ADVISORS LLC |
13F
|
Company |
0.01%
|
8,003
|
$75,000 | — | 31 Dec 2013 | |
| UBS AG |
13F
|
Company |
0.01%
|
7,435
|
$70,000 | — | 31 Dec 2013 | |
| DEUTSCHE BANK AG\ |
13F
|
Company |
0.01%
|
6,551
|
$61,000 | — | 31 Dec 2013 | |
| DELTA ASSET MANAGEMENT LLC/TN |
13F
|
Company |
0.01%
|
5,000
|
$47,000 | — | 31 Dec 2013 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0%
|
3,799
|
$36,000 | — | 31 Dec 2013 | |
| METROPOLITAN LIFE INSURANCE CO/NY |
13F
|
Company |
0%
|
3,314
|
$31,000 | — | 31 Dec 2013 | |
| Apriem Advisors |
13F
|
Company |
0%
|
3,000
|
$28,000 | — | 31 Dec 2013 | |
| Partnervest Advisory Services LLC |
13F
|
Company |
0%
|
2,300
|
$22,000 | — | 31 Dec 2013 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q1 2014
As of 31 Mar 2014,
UMH PROPERTIES, INC. - REIT (UMH) was held by
79 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
6,889,195 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, BlackRock Institutional Trust Company, N.A., ROBOTTI ROBERT, BlackRock Fund Advisors, VANGUARD GROUP INC, RUTABAGA CAPITAL MANAGEMENT LLC/MA, NORTHERN TRUST CORP, State Street Corp, State of New Jersey Common Pension Fund A, and Bank of New York Mellon Corp.
This page lists
79
institutional shareholders reporting positions in this security
for the Q1 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2014 vs Q4 2013 Across Filers
Q4 2013 holders
71
Q1 2014 holders
79
Holder diff
8
| Investor | Q4 2013 Shares | Q1 2014 Shares | Share Diff | Share Chg % | Q4 2013 Value $ | Q1 2014 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.