Security key
903002103
- Type / Class
- Equity / REIT
- Shares outstanding
- 85,425,419
- Total 13F shares
- 36,157,080
- Share change
- +1,913,152
- Total reported value
- $888,852,327
- Put/Call ratio
- 1727%
- Price per share
- $24.59
- Number of holders
- 188
- Value change
- +$43,545,672
- Number of buys
- 106
- Number of sells
- 69
Report period
Q1 2022
Institutions
188
Top holders
10
UMH full security history
Newer quarter: Q2 2022
Previous quarter: Q4 2021
UMH PROPERTIES, INC. SEC filings
UMH PROPERTIES, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 903002103
Recent filing periods:
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 first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings 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 |
5.7%
|
4,875,575
|
$133,250,000 | — | 31 Dec 2021 | |
| BlackRock Finance, Inc. |
13F
|
Company |
3.8%
|
3,226,989
|
$88,194,000 | — | 31 Dec 2021 | |
| FMR LLC |
13F
|
Company |
2.8%
|
2,396,091
|
$65,485,000 | — | 31 Dec 2021 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2%
|
1,683,975
|
$46,023,000 | — | 31 Dec 2021 | |
| Copeland Capital Management, LLC |
13F
|
Company |
1.8%
|
1,569,110
|
$42,884,000 | — | 31 Dec 2021 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.1%
|
956,464
|
$26,140,000 | — | 31 Dec 2021 | |
| STATE STREET CORP |
13F
|
Company |
1.1%
|
931,641
|
$25,462,000 | — | 31 Dec 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
903,806
|
$24,701,000 | — | 31 Dec 2021 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
0.83%
|
705,531
|
$19,282,000 | — | 31 Dec 2021 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.78%
|
670,095
|
$18,313,000 | — | 31 Dec 2021 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.77%
|
655,616
|
$17,918,000 | — | 31 Dec 2021 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.75%
|
643,196
|
$17,580,000 | — | 31 Dec 2021 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.7%
|
593,720
|
$16,226,000 | — | 31 Dec 2021 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.67%
|
572,150
|
$15,635,000 | — | 31 Dec 2021 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.64%
|
543,973
|
$14,867,000 | — | 31 Dec 2021 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.61%
|
524,213
|
$14,327,000 | — | 31 Dec 2021 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.61%
|
522,577
|
$14,282,000 | — | 31 Dec 2021 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.59%
|
501,697
|
$13,712,000 | — | 31 Dec 2021 | |
| B&I Capital AG |
13F
|
Company |
0.57%
|
489,917
|
$13,389,000 | — | 31 Dec 2021 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.54%
|
457,527
|
$12,504,000 | — | 31 Dec 2021 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.5%
|
427,425
|
$11,676,000 | — | 31 Dec 2021 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.47%
|
399,539
|
$10,920,000 | — | 31 Dec 2021 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.47%
|
397,652
|
$10,868,000 | — | 31 Dec 2021 | |
| HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND |
13F
|
Company |
0.46%
|
390,500
|
$10,672,000 | — | 31 Dec 2021 | |
| Invesco Ltd. |
13F
|
Company |
0.44%
|
373,877
|
$10,218,000 | — | 31 Dec 2021 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.42%
|
355,478
|
$9,715,000 | — | 31 Dec 2021 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.41%
|
346,971
|
$9,278,000 | — | 31 Dec 2021 | |
| Robert E. Robotti |
13F
|
Individual |
0.39%
|
334,825
|
$9,150,000 | — | 31 Dec 2021 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.35%
|
303,123
|
$8,284,000 | — | 31 Dec 2021 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.34%
|
293,301
|
$8,016,000 | — | 31 Dec 2021 | |
| REAL ESTATE MANAGEMENT SERVICES LLC |
13F
|
Company |
0.31%
|
263,800
|
$7,210,000 | — | 31 Dec 2021 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.29%
|
250,000
|
$6,832,000 | — | 31 Dec 2021 | |
| Nicholas Investment Partners, LP |
13F
|
Company |
0.29%
|
246,808
|
$6,745,000 | — | 31 Dec 2021 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.29%
|
243,935
|
$6,565,000 | — | 31 Dec 2021 | |
| Verition Fund Management LLC |
13F
|
Company |
0.28%
|
240,201
|
$6,565,000 | — | 31 Dec 2021 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.28%
|
239,300
|
$6,540,000 | — | 31 Dec 2021 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.27%
|
233,164
|
$6,372,000 | — | 31 Dec 2021 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.25%
|
213,472
|
$5,834,000 | — | 31 Dec 2021 | |
| Knights of Columbus Asset Advisors LLC |
13F
|
Company |
0.24%
|
201,794
|
$5,515,000 | — | 31 Dec 2021 | |
| RUTABAGA CAPITAL MANAGEMENT LLC/MA |
13F
|
Company |
0.23%
|
198,611
|
$5,428,000 | — | 31 Dec 2021 | |
| CITADEL ADVISORS LLC |
13F
|
Company |
0.23%
|
196,247
|
$5,363,000 | — | 31 Dec 2021 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.23%
|
192,301
|
$4,777,000 | — | 31 Dec 2021 | |
| Monarch Partners Asset Management LLC |
13F
|
Company |
0.22%
|
184,485
|
$5,042,000 | — | 31 Dec 2021 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.2%
|
172,703
|
$4,720,000 | — | 31 Dec 2021 | |
| MORGAN STANLEY |
13F
|
Company |
0.18%
|
156,392
|
$4,275,000 | — | 31 Dec 2021 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.17%
|
145,419
|
$3,974,000 | — | 31 Dec 2021 | |
| AXA S.A. |
13F
|
Company |
0.16%
|
138,600
|
$3,788,000 | — | 31 Dec 2021 | |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
13F
|
Company |
0.16%
|
138,172
|
$3,776,000 | — | 31 Dec 2021 | |
| Koshinski Asset Management, Inc. |
13F
|
Company |
0.16%
|
137,450
|
$3,756,506 | — | 31 Dec 2021 | |
| Walthausen & Co., LLC |
13F
|
Company |
0.15%
|
128,419
|
$3,510,000 | — | 31 Dec 2021 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q1 2022
As of 31 Mar 2022,
UMH PROPERTIES, INC. - REIT (UMH) was held by
188 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
36,157,080 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., FMR LLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, Copeland Capital Management, LLC, JANUS HENDERSON GROUP PLC, STATE STREET CORP, JENNISON ASSOCIATES LLC, GEODE CAPITAL MANAGEMENT, LLC, and DIMENSIONAL FUND ADVISORS LP.
This page lists
188
institutional shareholders reporting positions in this security
for the Q1 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2022 vs Q4 2021 Across Filers
Q4 2021 holders
171
Q1 2022 holders
188
Holder diff
17
| Investor | Q4 2021 Shares | Q1 2022 Shares | Share Diff | Share Chg % | Q4 2021 Value $ | Q1 2022 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.