Security key
903002103
- Type / Class
- Equity / REIT
- Shares outstanding
- 85,425,419
- Total 13F shares
- 38,998,817
- Share change
- +3,100,527
- Total reported value
- $688,545,045
- Put/Call ratio
- 76%
- Price per share
- $17.66
- Number of holders
- 174
- Value change
- +$48,226,353
- Number of buys
- 98
- Number of sells
- 73
Report period
Q2 2022
Institutions
174
Top holders
10
UMH full security history
Newer quarter: Q3 2022
Previous quarter: Q1 2022
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 |
6%
|
5,139,580
|
$126,383,000 | — | 31 Mar 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
4%
|
3,392,153
|
$83,412,000 | — | 31 Mar 2022 | |
| FMR LLC |
13F
|
Company |
3%
|
2,530,257
|
$62,219,000 | — | 31 Mar 2022 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
1,664,625
|
$40,933,000 | — | 31 Mar 2022 | |
| Copeland Capital Management, LLC |
13F
|
Company |
1.9%
|
1,598,505
|
$39,307,000 | — | 31 Mar 2022 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.8%
|
1,505,340
|
$37,017,000 | — | 31 Mar 2022 | |
| STATE STREET CORP |
13F
|
Company |
1.6%
|
1,352,259
|
$33,252,000 | — | 31 Mar 2022 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.4%
|
1,211,291
|
$29,786,000 | — | 31 Mar 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.1%
|
948,991
|
$23,335,000 | — | 31 Mar 2022 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.79%
|
677,967
|
$16,671,000 | — | 31 Mar 2022 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.78%
|
666,649
|
$16,393,000 | — | 31 Mar 2022 | |
| GW&K Investment Management, LLC |
13F
|
Company |
0.78%
|
664,846
|
$16,349,000 | — | 31 Mar 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.76%
|
651,652
|
$16,025,000 | — | 31 Mar 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.63%
|
538,332
|
$13,238,000 | — | 31 Mar 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.61%
|
523,203
|
$12,865,000 | — | 31 Mar 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.57%
|
484,813
|
$11,923,000 | — | 31 Mar 2022 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.56%
|
481,164
|
$11,793,000 | — | 31 Mar 2022 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.56%
|
480,531
|
$11,814,000 | — | 31 Mar 2022 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.52%
|
446,571
|
$10,981,000 | — | 31 Mar 2022 | |
| Invesco Ltd. |
13F
|
Company |
0.46%
|
389,252
|
$9,571,000 | — | 31 Mar 2022 | |
| B&I Capital AG |
13F
|
Company |
0.45%
|
385,937
|
$9,490,000 | — | 31 Mar 2022 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.45%
|
380,693
|
$9,361,000 | — | 31 Mar 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.44%
|
373,984
|
$9,197,000 | — | 31 Mar 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.4%
|
342,185
|
$8,414,000 | — | 31 Mar 2022 | |
| Robert E. Robotti |
13F
|
Individual |
0.39%
|
332,560
|
$8,177,000 | — | 31 Mar 2022 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.37%
|
318,710
|
$7,836,000 | — | 31 Mar 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.37%
|
315,339
|
$7,755,000 | — | 31 Mar 2022 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.35%
|
297,281
|
$7,310,000 | — | 31 Mar 2022 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.34%
|
293,840
|
$7,226,000 | — | 31 Mar 2022 | |
| Nicholas Investment Partners, LP |
13F
|
Company |
0.33%
|
284,486
|
$6,996,000 | — | 31 Mar 2022 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.29%
|
250,305
|
$6,155,000 | — | 31 Mar 2022 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.29%
|
250,000
|
$6,148,000 | — | 31 Mar 2022 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.27%
|
226,700
|
$5,575,000 | — | 31 Mar 2022 | |
| PARAMETRIC PORTFOLIO ASSOCIATES LLC |
13F
|
Company |
0.26%
|
223,741
|
$5,502,000 | — | 31 Mar 2022 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.25%
|
210,271
|
$5,076,000 | — | 31 Mar 2022 | |
| Knights of Columbus Asset Advisors LLC |
13F
|
Company |
0.24%
|
203,356
|
$5,001,000 | — | 31 Mar 2022 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
0.23%
|
197,940
|
$4,867,000 | — | 31 Mar 2022 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.23%
|
197,728
|
$4,862,000 | — | 31 Mar 2022 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.22%
|
191,169
|
$4,701,000 | — | 31 Mar 2022 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.22%
|
185,806
|
$4,569,000 | — | 31 Mar 2022 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.21%
|
179,060
|
$4,403,000 | — | 31 Mar 2022 | |
| Monarch Partners Asset Management LLC |
13F
|
Company |
0.2%
|
167,804
|
$4,126,000 | — | 31 Mar 2022 | |
| LDR Capital Management LLC |
13F
|
Company |
0.19%
|
160,200
|
$3,939,000 | — | 31 Mar 2022 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.19%
|
158,082
|
$3,888,000 | — | 31 Mar 2022 | |
| MORGAN STANLEY |
13F
|
Company |
0.18%
|
155,081
|
$3,814,000 | — | 31 Mar 2022 | |
| VICTORY CAPITAL MANAGEMENT INC |
13F
|
Company |
0.15%
|
125,424
|
$2,950,000 | — | 31 Mar 2022 | |
| Walthausen & Co., LLC |
13F
|
Company |
0.15%
|
124,319
|
$3,057,000 | — | 31 Mar 2022 | |
| Boston Partners |
13F
|
Company |
0.14%
|
119,138
|
$2,930,000 | — | 31 Mar 2022 | |
| Swiss National Bank |
13F
|
Company |
0.14%
|
115,900
|
$2,850,000 | — | 31 Mar 2022 | |
| RUTABAGA CAPITAL MANAGEMENT LLC/MA |
13F
|
Company |
0.13%
|
112,901
|
$2,776,000 | — | 31 Mar 2022 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q2 2022
As of 30 Jun 2022,
UMH PROPERTIES, INC. - REIT (UMH) was held by
174 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
38,998,817 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., FMR LLC, JANUS HENDERSON GROUP PLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, Copeland Capital Management, LLC, JENNISON ASSOCIATES LLC, STATE STREET CORP, WESTFIELD CAPITAL MANAGEMENT CO LP, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
174
institutional shareholders reporting positions in this security
for the Q2 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2022 vs Q1 2022 Across Filers
Q1 2022 holders
188
Q2 2022 holders
174
Holder diff
-14
| Investor | Q1 2022 Shares | Q2 2022 Shares | Share Diff | Share Chg % | Q1 2022 Value $ | Q2 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.