UMH PROPERTIES, INC. - REIT (UMH)

CUSIP: 903002103

Q3 2021 13F Holders as of 30 Sep 2021

Type / Class
Equity / REIT
Shares outstanding
86,005,647
Total 13F shares
31,441,362
Share change
+2,236,864
Total reported value
$720,604,326
Put/Call ratio
22%
Price per share
$22.90
Number of holders
160
Value change
+$51,656,851
Number of buys
87
Number of sells
58

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?
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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
5%
4,283,750
$93,472,000 30 Jun 2021
13F
BlackRock Finance, Inc.
13F
Company
3.5%
3,049,367
$66,537,000 30 Jun 2021
13F
FMR LLC
13F
Company
2.8%
2,396,100
$52,283,000 30 Jun 2021
13F
INVESTMENT COUNSELORS OF MARYLAND LLC
13F
Company
2.3%
1,940,289
$42,337,000 30 Jun 2021
13F
Copeland Capital Management, LLC
13F
Company
1.7%
1,448,450
$31,605,000 30 Jun 2021
13F
STATE STREET CORP
13F
Company
1%
878,308
$19,165,000 30 Jun 2021
13F
GEODE CAPITAL MANAGEMENT, LLC
13F
Company
0.97%
836,007
$18,241,000 30 Jun 2021
13F
JENNISON ASSOCIATES LLC
13F
Company
0.88%
756,121
$16,499,000 30 Jun 2021
13F
Russell Investments Group, Ltd.
13F
Company
0.87%
745,579
$16,266,000 30 Jun 2021
13F
BANK OF MONTREAL /CAN/
13F
Company
0.75%
643,844
$14,590,000 30 Jun 2021
13F
DIMENSIONAL FUND ADVISORS LP
13F
Company
0.73%
625,385
$13,646,000 30 Jun 2021
13F
B&I Capital AG
13F
Company
0.68%
586,993
$12,808,000 30 Jun 2021
13F
MILLENNIUM MANAGEMENT LLC
13F
Company
0.65%
558,143
$12,179,000 30 Jun 2021
13F
NORTHERN TRUST CORP
13F
Company
0.63%
542,435
$11,836,000 30 Jun 2021
13F
D.A. DAVIDSON & CO.
13F
Company
0.6%
512,060
$11,173,000 30 Jun 2021
13F
Invesco Ltd.
13F
Company
0.59%
509,192
$11,112,000 30 Jun 2021
13F
JPMORGAN CHASE & CO
13F
Company
0.59%
505,317
$11,027,000 30 Jun 2021
13F
ROYAL BANK OF CANADA
13F
Company
0.58%
495,622
$10,814,000 30 Jun 2021
13F
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
13F
Company
0.55%
473,958
$10,342,000 30 Jun 2021
13F
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
13F
Company
0.53%
455,166
$9,932,000 30 Jun 2021
13F
HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND
13F
Company
0.53%
454,600
$9,919,000 30 Jun 2021
13F
State of New Jersey Common Pension Fund D
13F
Company
0.53%
451,792
$9,858,000 30 Jun 2021
13F
AMERIPRISE FINANCIAL INC
13F
Company
0.45%
387,365
$8,452,000 30 Jun 2021
13F
Bank of New York Mellon Corp
13F
Company
0.4%
345,657
$7,543,000 30 Jun 2021
13F
Robert E. Robotti
13F
Individual
0.4%
341,327
$7,448,000 30 Jun 2021
13F
MONTAG A & ASSOCIATES INC
13F
Company
0.38%
328,124
$7,160,000 30 Jun 2021
13F
WELLS FARGO & COMPANY/MN
13F
Company
0.38%
327,208
$7,140,000 30 Jun 2021
13F
REAL ESTATE MANAGEMENT SERVICES LLC
13F
Company
0.36%
312,500
$6,819,000 30 Jun 2021
13F
PACIFIC HEIGHTS ASSET MANAGEMENT LLC
13F
Company
0.29%
250,000
$5,455,000 30 Jun 2021
13F
Neuberger Berman Group LLC
13F
Company
0.29%
252,843
$5,437,000 30 Jun 2021
13F
Walthausen & Co., LLC
13F
Company
0.27%
228,550
$4,987,000 30 Jun 2021
13F
Nuveen Asset Management, LLC
13F
Company
0.26%
224,708
$4,904,000 30 Jun 2021
13F
MORGAN STANLEY
13F
Company
0.26%
223,415
$4,876,000 30 Jun 2021
13F
RUTABAGA CAPITAL MANAGEMENT LLC/MA
13F
Company
0.26%
222,911
$4,864,000 30 Jun 2021
13F
PARAMETRIC PORTFOLIO ASSOCIATES LLC
13F
Company
0.22%
189,372
$4,132,000 30 Jun 2021
13F
Boston Partners
13F
Company
0.19%
159,577
$3,482,000 30 Jun 2021
13F
ENVESTNET ASSET MANAGEMENT INC
13F
Company
0.17%
149,392
$3,260,000 30 Jun 2021
13F
CITADEL ADVISORS LLC
13F
Company
0.17%
146,938
$3,206,000 30 Jun 2021
13F
AXA S.A.
13F
Company
0.17%
146,200
$3,190,000 30 Jun 2021
13F
STATE OF WISCONSIN INVESTMENT BOARD
13F
Company
0.17%
142,100
$3,101,000 30 Jun 2021
13F
VICTORY CAPITAL MANAGEMENT INC
13F
Company
0.16%
138,712
$3,027,000 30 Jun 2021
13F
Global IMC LLC
13F
Company
0.16%
134,595
$2,937,000 30 Jun 2021
13F
Saltoro Capital, LP
13F
Company
0.14%
117,250
$2,558,000 30 Jun 2021
13F
RENAISSANCE TECHNOLOGIES LLC
13F
Company
0.13%
115,347
$2,517,000 30 Jun 2021
13F
FIRST TRUST ADVISORS LP
13F
Company
0.13%
111,140
$2,425,000 30 Jun 2021
13F
Silver Lake Advisory, LLC
13F
Company
0.12%
102,414
$2,374,000 30 Jun 2021
13F
WealthTrust Axiom LLC
13F
Company
0.13%
108,065
$2,357,000 30 Jun 2021
13F
McIlrath & Eck, LLC
13F
Company
0.12%
102,902
$2,245,000 30 Jun 2021
13F
Knights of Columbus Asset Advisors LLC
13F
Company
0.12%
99,041
$2,161,000 30 Jun 2021
13F
GW HENSSLER & ASSOCIATES LTD
13F
Company
0.11%
96,368
$2,103,000 30 Jun 2021
13F

Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q3 2021

As of 30 Sep 2021, UMH PROPERTIES, INC. - REIT (UMH) was held by 160 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 31,441,362 shares. The largest 10 holders included VANGUARD GROUP INC, BlackRock Inc., FMR LLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, Copeland Capital Management, LLC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, JENNISON ASSOCIATES LLC, DIMENSIONAL FUND ADVISORS LP, and Russell Investments Group, Ltd.. This page lists 160 institutional shareholders reporting positions in this security for the Q3 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2021 vs Q2 2021 Across Filers

Q2 2021 holders
155
Q3 2021 holders
160
Holder diff
5
Investor Q2 2021 Shares Q3 2021 Shares Share Diff Share Chg % Q2 2021 Value $ Q3 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.