- Type / Class
- Equity / REIT
- Shares outstanding
- 86,005,647
- Total 13F shares
- 26,909,597
- Share change
- +1,437,678
- Total reported value
- $515,314,387
- Put/Call ratio
- 3.7%
- Price per share
- $19.17
- Number of holders
- 136
- Value change
- +$27,948,794
- Number of buys
- 56
- Number of sells
- 56
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
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- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
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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%
|
3,838,599
|
$56,851,000 | — | 31 Dec 2020 | |
| BlackRock Finance, Inc. |
13F
|
Company |
3.4%
|
2,913,722
|
$43,153,000 | — | 31 Dec 2020 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
3%
|
2,570,225
|
$38,064,000 | — | 31 Dec 2020 | |
| FMR LLC |
13F
|
Company |
2.8%
|
2,425,496
|
$35,922,000 | — | 31 Dec 2020 | |
| INVESTMENT COUNSELORS OF MARYLAND LLC |
13F
|
Company |
2%
|
1,722,274
|
$25,507,000 | — | 31 Dec 2020 | |
| STATE STREET CORP |
13F
|
Company |
1%
|
861,398
|
$12,757,000 | — | 31 Dec 2020 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
0.81%
|
699,820
|
$10,364,000 | — | 31 Dec 2020 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.72%
|
619,302
|
$9,172,000 | — | 31 Dec 2020 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.66%
|
564,367
|
$8,359,000 | — | 31 Dec 2020 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.57%
|
493,733
|
$7,312,000 | — | 31 Dec 2020 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.57%
|
488,659
|
$7,237,000 | — | 31 Dec 2020 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.48%
|
417,095
|
$6,177,000 | — | 31 Dec 2020 | |
| Invesco Ltd. |
13F
|
Company |
0.44%
|
376,590
|
$5,578,000 | — | 31 Dec 2020 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.41%
|
350,304
|
$5,188,000 | — | 31 Dec 2020 | |
| Robert E. Robotti |
13F
|
Individual |
0.4%
|
342,297
|
$5,069,000 | — | 31 Dec 2020 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.39%
|
334,961
|
$4,961,000 | — | 31 Dec 2020 | |
| Walthausen & Co., LLC |
13F
|
Company |
0.37%
|
321,890
|
$4,767,000 | — | 31 Dec 2020 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.35%
|
299,492
|
$4,435,000 | — | 31 Dec 2020 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.34%
|
289,964
|
$4,295,000 | — | 31 Dec 2020 | |
| Boston Partners |
13F
|
Company |
0.32%
|
275,931
|
$4,086,000 | — | 31 Dec 2020 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.32%
|
275,339
|
$4,078,000 | — | 31 Dec 2020 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.29%
|
250,000
|
$3,702,000 | — | 31 Dec 2020 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.28%
|
241,466
|
$3,521,000 | — | 31 Dec 2020 | |
| RUTABAGA CAPITAL MANAGEMENT LLC/MA |
13F
|
Company |
0.26%
|
223,711
|
$3,313,000 | — | 31 Dec 2020 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.25%
|
217,595
|
$3,223,000 | — | 31 Dec 2020 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.24%
|
203,964
|
$3,022,000 | — | 31 Dec 2020 | |
| AXA S.A. |
13F
|
Company |
0.21%
|
181,711
|
$2,691,000 | — | 31 Dec 2020 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.19%
|
163,358
|
$2,525,000 | — | 31 Dec 2020 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.18%
|
156,334
|
$2,315,000 | — | 31 Dec 2020 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.16%
|
137,400
|
$2,035,000 | — | 31 Dec 2020 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.15%
|
132,900
|
$1,968,000 | — | 31 Dec 2020 | |
| MORGAN STANLEY |
13F
|
Company |
0.15%
|
126,973
|
$1,880,000 | — | 31 Dec 2020 | |
| SHUFRO ROSE & CO LLC |
13F
|
Company |
0.14%
|
117,450
|
$1,739,000 | — | 31 Dec 2020 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.13%
|
115,059
|
$1,704,000 | — | 31 Dec 2020 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.13%
|
110,597
|
$1,638,000 | — | 31 Dec 2020 | |
| Silver Lake Advisory, LLC |
13F
|
Company |
0.13%
|
108,467
|
$1,606,000 | — | 31 Dec 2020 | |
| Knights of Columbus Asset Advisors LLC |
13F
|
Company |
0.12%
|
99,516
|
$1,474,000 | — | 31 Dec 2020 | |
| FIRST TRUST ADVISORS LP |
13F
|
Company |
0.11%
|
97,004
|
$1,437,000 | — | 31 Dec 2020 | |
| GW HENSSLER & ASSOCIATES LTD |
13F
|
Company |
0.11%
|
96,368
|
$1,427,000 | — | 31 Dec 2020 | |
| Pdn Pensionfund |
13F
|
Individual |
0.11%
|
94,900
|
$1,285,000 | — | 31 Dec 2020 | |
| Swiss National Bank |
13F
|
Company |
0.1%
|
84,000
|
$1,244,000 | — | 31 Dec 2020 | |
| GAMCO INVESTORS, INC. ET AL |
13F
|
Company |
0.09%
|
81,700
|
$1,210,000 | — | 31 Dec 2020 | |
| CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM |
13F
|
Company |
0.09%
|
81,620
|
$1,209,000 | — | 31 Dec 2020 | |
| Ziegler Capital Management, LLC |
13F
|
Company |
0.09%
|
79,634
|
$1,179,000 | — | 31 Dec 2020 | |
| McIlrath & Eck, LLC |
13F
|
Company |
0.09%
|
78,983
|
$1,170,000 | — | 31 Dec 2020 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.09%
|
77,200
|
$1,143,000 | — | 31 Dec 2020 | |
| Sumitomo Mitsui Trust Group, Inc. |
13F
|
Company |
0.09%
|
73,629
|
$1,090,000 | — | 31 Dec 2020 | |
| PEAPACK GLADSTONE FINANCIAL CORP |
13F
|
Company |
0.08%
|
72,951
|
$1,080,000 | — | 31 Dec 2020 | |
| Asset Management One Co., Ltd. |
13F
|
Company |
0.08%
|
65,833
|
$969,000 | — | 31 Dec 2020 | |
| THRIVENT FINANCIAL FOR LUTHERANS |
13F
|
Company |
0.07%
|
62,169
|
$920,000 | — | 31 Dec 2020 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q1 2021
As of 31 Mar 2021,
UMH PROPERTIES, INC. - REIT (UMH) was held by
136 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
26,909,597 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., FMR LLC, INVESTMENT COUNSELORS OF MARYLAND LLC, Russell Investments Group, Ltd., Copeland Capital Management, LLC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, DIMENSIONAL FUND ADVISORS LP, and ROYAL BANK OF CANADA.
This page lists
136
institutional shareholders reporting positions in this security
for the Q1 2021 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2021 vs Q4 2020 Across Filers
Q4 2020 holders
125
Q1 2021 holders
136
Holder diff
11
| Investor | Q4 2020 Shares | Q1 2021 Shares | Share Diff | Share Chg % | Q4 2020 Value $ | Q1 2021 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.