- Type / Class
- Equity / REIT
- Shares outstanding
- 86,005,647
- Total 13F shares
- 9,767,756
- Share change
- +674,107
- Total reported value
- $93,292,604
- Price per share
- $9.55
- Number of holders
- 82
- Value change
- +$6,445,353
- Number of buys
- 43
- Number of sells
- 23
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.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- 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%
|
1,692,889
|
$16,082,000 | — | 30 Sep 2014 | |
| RUTABAGA CAPITAL MANAGEMENT LLC/MA |
13F
|
Company |
1.5%
|
1,329,091
|
$12,626,000 | — | 30 Sep 2014 | |
| BlackRock Institutional Trust Company, N.A. |
13F
|
Company |
0.99%
|
847,993
|
$8,056,000 | — | 30 Sep 2014 | |
| Boulegeris Investments, Inc. |
13F
|
Company |
0.89%
|
769,029
|
$7,306,000 | — | 30 Sep 2014 | |
| Robert E. Robotti |
13F
|
Individual |
0.8%
|
685,659
|
$6,514,000 | — | 30 Sep 2014 | |
| BlackRock Fund Advisors |
13F
|
Company |
0.57%
|
485,949
|
$4,617,000 | — | 30 Sep 2014 | |
| VANGUARD GROUP INC |
13F
|
Company |
0.54%
|
461,212
|
$4,381,000 | — | 30 Sep 2014 | |
| STATE STREET CORP |
13F
|
Company |
0.28%
|
239,905
|
$2,280,000 | — | 30 Sep 2014 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.27%
|
234,815
|
$2,231,000 | — | 30 Sep 2014 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.2%
|
170,000
|
$1,615,000 | — | 30 Sep 2014 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.19%
|
165,599
|
$1,573,000 | — | 30 Sep 2014 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.17%
|
145,553
|
$1,383,000 | — | 30 Sep 2014 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.15%
|
132,883
|
$1,262,000 | — | 30 Sep 2014 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.13%
|
108,848
|
$1,034,000 | — | 30 Sep 2014 | |
| MORGAN STANLEY |
13F
|
Company |
0.12%
|
107,203
|
$1,018,000 | — | 30 Sep 2014 | |
| RMR Advisors LLC |
13F
|
Company |
0.12%
|
105,693
|
$1,004,000 | — | 30 Sep 2014 | |
| TIAA CREF INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.11%
|
92,591
|
$880,000 | — | 30 Sep 2014 | |
| Coe Capital Management, LLC |
13F
|
Company |
0.1%
|
88,700
|
$842,650 | — | 30 Sep 2014 | |
| BUCKHEAD CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.09%
|
73,929
|
$702,000 | — | 30 Sep 2014 | |
| Advisors Asset Management, Inc. |
13F
|
Company |
0.08%
|
68,024
|
$646,000 | — | 30 Sep 2014 | |
| TEACHERS ADVISORS, LLC |
13F
|
Company |
0.08%
|
66,613
|
$633,000 | — | 30 Sep 2014 | |
| BlackRock Investment Management, LLC |
13F
|
Company |
0.08%
|
65,314
|
$620,000 | — | 30 Sep 2014 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.07%
|
60,138
|
$571,000 | — | 30 Sep 2014 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.07%
|
59,119
|
$559,000 | — | 30 Sep 2014 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.06%
|
48,907
|
$464,000 | — | 30 Sep 2014 | |
| LPL Financial LLC |
13F
|
Company |
0.06%
|
47,653
|
$452,000 | — | 30 Sep 2014 | |
| TEACHERS INSURANCE & ANNUITY ASSOCIATION OF AMERICA |
13F
|
Company |
0.05%
|
44,774
|
$425,000 | — | 30 Sep 2014 | |
| Granite Investment Partners, LLC |
13F
|
Company |
0.05%
|
44,618
|
$424,000 | — | 30 Sep 2014 | |
| STRS OHIO |
13F
|
Company |
0.05%
|
41,991
|
$399,000 | — | 30 Sep 2014 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.05%
|
41,943
|
$398,000 | — | 30 Sep 2014 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.05%
|
39,853
|
$379,000 | — | 30 Sep 2014 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.05%
|
39,800
|
$379,000 | — | 30 Sep 2014 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.04%
|
36,000
|
$342,000 | — | 30 Sep 2014 | |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM |
13F
|
Company |
0.04%
|
35,311
|
$335,000 | — | 30 Sep 2014 | |
| CONNORS INVESTOR SERVICES INC |
13F
|
Company |
0.03%
|
24,513
|
$233,000 | — | 30 Sep 2014 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.03%
|
23,236
|
$221,000 | — | 30 Sep 2014 | |
| RHUMBLINE ADVISERS |
13F
|
Company |
0.02%
|
21,143
|
$201,000 | — | 30 Sep 2014 | |
| Cutter & CO Brokerage, Inc. |
13F
|
Company |
0.02%
|
20,700
|
$197,000 | — | 30 Sep 2014 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.02%
|
20,300
|
$193,000 | — | 30 Sep 2014 | |
| METROPOLITAN LIFE INSURANCE CO/NY |
13F
|
Company |
0.02%
|
19,726
|
$187,000 | — | 30 Sep 2014 | |
| VOYA INVESTMENT MANAGEMENT LLC |
13F
|
Company |
0.02%
|
18,382
|
$175,000 | — | 30 Sep 2014 | |
| Invesco Ltd. |
13F
|
Company |
0.02%
|
17,801
|
$169,000 | — | 30 Sep 2014 | |
| BLACKROCK ADVISORS LLC |
13F
|
Company |
0.02%
|
17,798
|
$169,000 | — | 30 Sep 2014 | |
| Nationwide Fund Advisors |
13F
|
Company |
0.02%
|
14,675
|
$139,000 | — | 30 Sep 2014 | |
| HOURGLASS CAPITAL, LLC |
13F
|
Company |
0.02%
|
14,525
|
$138,000 | — | 30 Sep 2014 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.02%
|
13,865
|
$132,000 | — | 30 Sep 2014 | |
| UBS AG |
13F
|
Company |
0.02%
|
13,295
|
$126,000 | — | 30 Sep 2014 | |
| AMERICAN INTERNATIONAL GROUP, INC. |
13F
|
Company |
0.02%
|
12,926
|
$122,798 | — | 30 Sep 2014 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.01%
|
12,537
|
$119,000 | — | 30 Sep 2014 | |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM |
13F
|
Company |
0.01%
|
10,715
|
$102,000 | — | 30 Sep 2014 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q4 2014
As of 31 Dec 2014,
UMH PROPERTIES, INC. - REIT (UMH) was held by
82 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
9,767,756 shares.
The largest 10 holders included
WELLS FARGO & COMPANY/MN, RUTABAGA CAPITAL MANAGEMENT LLC/MA, BlackRock Institutional Trust Company, N.A., Boulegeris Investments, Inc., ROBOTTI ROBERT, BlackRock Fund Advisors, VANGUARD GROUP INC, State Street Corp, NORTHERN TRUST CORP, and RENAISSANCE TECHNOLOGIES LLC.
This page lists
82
institutional shareholders reporting positions in this security
for the Q4 2014 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2014 vs Q3 2014 Across Filers
Q3 2014 holders
75
Q4 2014 holders
82
Holder diff
7
| Investor | Q3 2014 Shares | Q4 2014 Shares | Share Diff | Share Chg % | Q3 2014 Value $ | Q4 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.