Security key
903002103
- Type / Class
- Equity / REIT
- Shares outstanding
- 85,425,419
- Total 13F shares
- 39,676,505
- Share change
- -18,124
- Total reported value
- $640,759,147
- Put/Call ratio
- 112%
- Price per share
- $16.15
- Number of holders
- 168
- Value change
- -$1,389,248
- Number of buys
- 88
- Number of sells
- 69
Report period
Q3 2022
Institutions
168
Top holders
10
UMH full security history
Newer quarter: Q4 2022
Previous quarter: Q2 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 |
6.1%
|
5,243,805
|
$92,606,000 | — | 30 Jun 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
4.2%
|
3,615,312
|
$63,846,000 | — | 30 Jun 2022 | |
| FMR LLC |
13F
|
Company |
3.3%
|
2,788,819
|
$49,251,000 | — | 30 Jun 2022 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
2.1%
|
1,807,968
|
$31,928,000 | — | 30 Jun 2022 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
1,627,548
|
$28,742,000 | — | 30 Jun 2022 | |
| Copeland Capital Management, LLC |
13F
|
Company |
1.9%
|
1,583,759
|
$27,969,000 | — | 30 Jun 2022 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.8%
|
1,508,144
|
$26,634,000 | — | 30 Jun 2022 | |
| STATE STREET CORP |
13F
|
Company |
1.7%
|
1,441,532
|
$25,457,000 | — | 30 Jun 2022 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
1.7%
|
1,419,139
|
$25,062,000 | — | 30 Jun 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.2%
|
1,030,384
|
$18,196,000 | — | 30 Jun 2022 | |
| GW&K Investment Management, LLC |
13F
|
Company |
1.1%
|
977,180
|
$17,257,000 | — | 30 Jun 2022 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.8%
|
683,773
|
$12,075,000 | — | 30 Jun 2022 | |
| PRICE T ROWE ASSOCIATES INC /MD/ |
13F
|
Company |
0.78%
|
666,679
|
$11,774,000 | — | 30 Jun 2022 | |
| B&I Capital AG |
13F
|
Company |
0.73%
|
623,737
|
$11,015,000 | — | 30 Jun 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.69%
|
587,294
|
$10,372,000 | — | 30 Jun 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.67%
|
569,843
|
$10,063,000 | — | 30 Jun 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.65%
|
556,505
|
$9,830,000 | — | 30 Jun 2022 | |
| Invesco Ltd. |
13F
|
Company |
0.59%
|
507,208
|
$8,958,000 | — | 30 Jun 2022 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.55%
|
470,995
|
$8,317,000 | — | 30 Jun 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.53%
|
456,732
|
$8,066,000 | — | 30 Jun 2022 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.53%
|
455,023
|
$8,035,000 | — | 30 Jun 2022 | |
| MORGAN STANLEY |
13F
|
Company |
0.46%
|
391,638
|
$6,917,000 | — | 30 Jun 2022 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.43%
|
367,474
|
$6,357,000 | — | 30 Jun 2022 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.43%
|
364,369
|
$6,435,000 | — | 30 Jun 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.41%
|
352,147
|
$6,219,000 | — | 30 Jun 2022 | |
| Robert E. Robotti |
13F
|
Individual |
0.39%
|
334,205
|
$5,902,000 | — | 30 Jun 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.36%
|
306,961
|
$5,422,000 | — | 30 Jun 2022 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.35%
|
302,933
|
$5,350,000 | — | 30 Jun 2022 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.35%
|
302,081
|
$5,335,000 | — | 30 Jun 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.34%
|
290,916
|
$5,137,000 | — | 30 Jun 2022 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.32%
|
270,493
|
$4,777,000 | — | 30 Jun 2022 | |
| LAZARD ASSET MANAGEMENT LLC |
13F
|
Company |
0.32%
|
270,092
|
$4,769,000 | — | 30 Jun 2022 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.29%
|
250,000
|
$4,415,000 | — | 30 Jun 2022 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.28%
|
240,113
|
$4,240,000 | — | 30 Jun 2022 | |
| Monarch Partners Asset Management LLC |
13F
|
Company |
0.28%
|
237,695
|
$4,198,000 | — | 30 Jun 2022 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.25%
|
217,422
|
$3,840,000 | — | 30 Jun 2022 | |
| Knights of Columbus Asset Advisors LLC |
13F
|
Company |
0.24%
|
205,727
|
$3,633,000 | — | 30 Jun 2022 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.23%
|
200,619
|
$3,543,000 | — | 30 Jun 2022 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.23%
|
195,876
|
$3,459,000 | — | 30 Jun 2022 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.22%
|
184,412
|
$3,257,000 | — | 30 Jun 2022 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.21%
|
178,911
|
$3,159,000 | — | 30 Jun 2022 | |
| Penn Capital Management Company, LLC |
13F
|
Company |
0.19%
|
159,083
|
$2,809,000 | — | 30 Jun 2022 | |
| LDR Capital Management LLC |
13F
|
Company |
0.17%
|
149,200
|
$2,635,000 | — | 30 Jun 2022 | |
| BARCLAYS PLC |
13F
|
Company |
0.15%
|
125,195
|
$2,211,000 | — | 30 Jun 2022 | |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
13F
|
Company |
0.14%
|
122,420
|
$2,162,000 | — | 30 Jun 2022 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.14%
|
120,092
|
$2,121,000 | — | 30 Jun 2022 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.14%
|
116,100
|
$2,050,000 | — | 30 Jun 2022 | |
| Swiss National Bank |
13F
|
Company |
0.14%
|
115,900
|
$2,047,000 | — | 30 Jun 2022 | |
| Boston Partners |
13F
|
Company |
0.13%
|
113,063
|
$1,997,000 | — | 30 Jun 2022 | |
| Walthausen & Co., LLC |
13F
|
Company |
0.12%
|
105,019
|
$1,855,000 | — | 30 Jun 2022 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q3 2022
As of 30 Sep 2022,
UMH PROPERTIES, INC. - REIT (UMH) was held by
168 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
39,676,505 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., FMR LLC, JENNISON ASSOCIATES LLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, JANUS HENDERSON GROUP PLC, Copeland Capital Management, LLC, STATE STREET CORP, WESTFIELD CAPITAL MANAGEMENT CO LP, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
168
institutional shareholders reporting positions in this security
for the Q3 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2022 vs Q2 2022 Across Filers
Q2 2022 holders
174
Q3 2022 holders
168
Holder diff
-6
| Investor | Q2 2022 Shares | Q3 2022 Shares | Share Diff | Share Chg % | Q2 2022 Value $ | Q3 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.