- Type / Class
- Equity / REIT
- Shares outstanding
- 86,005,647
- Total 13F shares
- 25,486,427
- Share change
- -642,237
- Total reported value
- $377,343,085
- Put/Call ratio
- 11%
- Price per share
- $14.81
- Number of holders
- 125
- Value change
- -$8,964,331
- Number of buys
- 52
- Number of sells
- 50
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.
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
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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 |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
4.5%
|
3,828,858
|
$51,843,000 | — | 30 Sep 2020 | |
| BlackRock Finance, Inc. |
13F
|
Company |
3.2%
|
2,791,859
|
$37,802,000 | — | 30 Sep 2020 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
3.2%
|
2,769,533
|
$37,500,000 | — | 30 Sep 2020 | |
| FMR LLC |
13F
|
Company |
2.8%
|
2,395,496
|
$32,435,000 | — | 30 Sep 2020 | |
| INVESTMENT COUNSELORS OF MARYLAND LLC |
13F
|
Company |
1.9%
|
1,634,156
|
$22,126,000 | — | 30 Sep 2020 | |
| STATE STREET CORP |
13F
|
Company |
1%
|
858,739
|
$11,627,000 | — | 30 Sep 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.76%
|
657,871
|
$8,908,000 | — | 30 Sep 2020 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.72%
|
618,030
|
$8,368,000 | — | 30 Sep 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.69%
|
597,336
|
$8,087,000 | — | 30 Sep 2020 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.64%
|
552,852
|
$7,485,000 | — | 30 Sep 2020 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.59%
|
504,601
|
$6,833,000 | — | 30 Sep 2020 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.57%
|
488,250
|
$6,611,000 | — | 30 Sep 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.49%
|
421,764
|
$5,711,000 | — | 30 Sep 2020 | |
| Walthausen & Co., LLC |
13F
|
Company |
0.48%
|
408,730
|
$5,534,000 | — | 30 Sep 2020 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.44%
|
374,694
|
$5,073,000 | — | 30 Sep 2020 | |
| Robert E. Robotti |
13F
|
Individual |
0.39%
|
332,072
|
$4,497,000 | — | 30 Sep 2020 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.37%
|
321,442
|
$4,353,000 | — | 30 Sep 2020 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.35%
|
303,366
|
$4,108,000 | — | 30 Sep 2020 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.34%
|
294,811
|
$3,992,000 | — | 30 Sep 2020 | |
| Boston Partners |
13F
|
Company |
0.33%
|
286,860
|
$3,884,000 | — | 30 Sep 2020 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.3%
|
258,065
|
$3,386,000 | — | 30 Sep 2020 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.28%
|
245,072
|
$3,355,000 | — | 30 Sep 2020 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.29%
|
247,473
|
$3,351,000 | — | 30 Sep 2020 | |
| RUTABAGA CAPITAL MANAGEMENT LLC/MA |
13F
|
Company |
0.26%
|
223,711
|
$3,029,000 | — | 30 Sep 2020 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.23%
|
200,000
|
$2,708,000 | — | 30 Sep 2020 | |
| RMR Advisors LLC |
13F
|
Company |
0.23%
|
195,796
|
$2,651,000 | — | 30 Sep 2020 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.19%
|
166,140
|
$2,568,000 | — | 30 Sep 2020 | |
| AXA S.A. |
13F
|
Company |
0.21%
|
181,711
|
$2,460,000 | — | 30 Sep 2020 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.2%
|
167,827
|
$2,272,000 | — | 30 Sep 2020 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.18%
|
154,500
|
$2,092,000 | — | 30 Sep 2020 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.16%
|
137,682
|
$1,864,000 | — | 30 Sep 2020 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.15%
|
124,956
|
$1,818,000 | — | 30 Sep 2020 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.15%
|
125,647
|
$1,701,000 | — | 30 Sep 2020 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.13%
|
115,009
|
$1,557,000 | — | 30 Sep 2020 | |
| Silver Lake Advisory, LLC |
13F
|
Company |
0.13%
|
108,486
|
$1,469,000 | — | 30 Sep 2020 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.12%
|
105,364
|
$1,427,000 | — | 30 Sep 2020 | |
| SHUFRO ROSE & CO LLC |
13F
|
Company |
0.12%
|
105,150
|
$1,424,000 | — | 30 Sep 2020 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.12%
|
100,789
|
$1,365,000 | — | 30 Sep 2020 | |
| Knights of Columbus Asset Advisors LLC |
13F
|
Company |
0.12%
|
99,516
|
$1,347,000 | — | 30 Sep 2020 | |
| GW HENSSLER & ASSOCIATES LTD |
13F
|
Company |
0.11%
|
96,368
|
$1,305,000 | — | 30 Sep 2020 | |
| MARTINGALE ASSET MANAGEMENT L P |
13F
|
Company |
0.11%
|
95,200
|
$1,290,000 | — | 30 Sep 2020 | |
| Pdn Pensionfund |
13F
|
Individual |
0.11%
|
94,900
|
$1,285,000 | — | 30 Sep 2020 | |
| MORGAN STANLEY |
13F
|
Company |
0.11%
|
93,131
|
$1,261,000 | — | 30 Sep 2020 | |
| Ziegler Capital Management, LLC |
13F
|
Company |
0.1%
|
88,918
|
$1,204,000 | — | 30 Sep 2020 | |
| GAMCO INVESTORS, INC. ET AL |
13F
|
Company |
0.1%
|
84,500
|
$1,144,000 | — | 30 Sep 2020 | |
| Swiss National Bank |
13F
|
Company |
0.1%
|
84,000
|
$1,137,000 | — | 30 Sep 2020 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.1%
|
83,220
|
$1,127,000 | — | 30 Sep 2020 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.09%
|
80,169
|
$1,085,000 | — | 30 Sep 2020 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.08%
|
72,951
|
$988,000 | — | 30 Sep 2020 | |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE |
13F
|
Company |
0.08%
|
67,293
|
$911,000 | — | 30 Sep 2020 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q4 2020
As of 31 Dec 2020,
UMH PROPERTIES, INC. - REIT (UMH) was held by
125 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
25,486,427 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., Russell Investments Group, Ltd., FMR LLC, INVESTMENT COUNSELORS OF MARYLAND LLC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, DIMENSIONAL FUND ADVISORS LP, ROYAL BANK OF CANADA, and NORTHERN TRUST CORP.
This page lists
125
institutional shareholders reporting positions in this security
for the Q4 2020 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2020 vs Q3 2020 Across Filers
Q3 2020 holders
124
Q4 2020 holders
125
Holder diff
1
| Investor | Q3 2020 Shares | Q4 2020 Shares | Share Diff | Share Chg % | Q3 2020 Value $ | Q4 2020 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.