Security key
903002103
- Type / Class
- Equity / REIT
- Shares outstanding
- 85,425,419
- Total 13F shares
- 41,733,452
- Share change
- +2,059,096
- Total reported value
- $671,923,634
- Put/Call ratio
- 35%
- Price per share
- $16.10
- Number of holders
- 169
- Value change
- +$33,171,717
- Number of buys
- 84
- Number of sells
- 66
Report period
Q4 2022
Institutions
169
Top holders
10
UMH full security history
Newer quarter: Q1 2023
Previous quarter: Q3 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%
|
5,238,667
|
$84,604,000 | — | 30 Sep 2022 | |
| BlackRock Finance, Inc. |
13F
|
Company |
4.2%
|
3,627,103
|
$58,579,000 | — | 30 Sep 2022 | |
| FMR LLC |
13F
|
Company |
3.3%
|
2,786,404
|
$45,000,000 | — | 30 Sep 2022 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
2.6%
|
2,189,416
|
$35,359,000 | — | 30 Sep 2022 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
1,952,583
|
$31,534,000 | — | 30 Sep 2022 | |
| JANUS HENDERSON GROUP PLC |
13F
|
Company |
1.9%
|
1,645,094
|
$26,569,000 | — | 30 Sep 2022 | |
| Copeland Capital Management, LLC |
13F
|
Company |
1.9%
|
1,609,693
|
$25,997,000 | — | 30 Sep 2022 | |
| STATE STREET CORP |
13F
|
Company |
1.7%
|
1,459,458
|
$23,570,000 | — | 30 Sep 2022 | |
| WESTFIELD CAPITAL MANAGEMENT CO LP |
13F
|
Company |
1.6%
|
1,334,898
|
$21,559,000 | — | 30 Sep 2022 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.2%
|
1,033,748
|
$16,695,000 | — | 30 Sep 2022 | |
| GW&K Investment Management, LLC |
13F
|
Company |
1.1%
|
975,297
|
$15,751,000 | — | 30 Sep 2022 | |
| B&I Capital AG |
13F
|
Company |
0.89%
|
763,885
|
$12,337,000 | — | 30 Sep 2022 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.81%
|
688,290
|
$11,116,000 | — | 30 Sep 2022 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
0.76%
|
645,813
|
$10,430,000 | — | 30 Sep 2022 | |
| Invesco Ltd. |
13F
|
Company |
0.71%
|
606,653
|
$9,798,000 | — | 30 Sep 2022 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.7%
|
599,392
|
$9,681,000 | — | 30 Sep 2022 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.67%
|
571,216
|
$9,226,000 | — | 30 Sep 2022 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.55%
|
467,436
|
$7,549,000 | — | 30 Sep 2022 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.52%
|
447,998
|
$7,236,000 | — | 30 Sep 2022 | |
| MORGAN STANLEY |
13F
|
Company |
0.46%
|
396,433
|
$6,402,000 | — | 30 Sep 2022 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.46%
|
394,964
|
$6,378,000 | — | 30 Sep 2022 | |
| LOOMIS SAYLES & CO L P |
13F
|
Company |
0.44%
|
377,833
|
$6,102,000 | — | 30 Sep 2022 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.44%
|
375,614
|
$6,064,000 | — | 30 Sep 2022 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.42%
|
354,907
|
$5,731,000 | — | 30 Sep 2022 | |
| HEARTLAND ADVISORS INC |
13F
|
Company |
0.41%
|
350,000
|
$5,653,000 | — | 30 Sep 2022 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.4%
|
343,781
|
$5,552,000 | — | 30 Sep 2022 | |
| Robert E. Robotti |
13F
|
Individual |
0.37%
|
318,030
|
$5,136,000 | — | 30 Sep 2022 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.37%
|
313,993
|
$5,128,000 | — | 30 Sep 2022 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.36%
|
309,220
|
$4,994,000 | — | 30 Sep 2022 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.36%
|
304,231
|
$4,913,000 | — | 30 Sep 2022 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.35%
|
296,475
|
$4,787,000 | — | 30 Sep 2022 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.34%
|
294,590
|
$4,758,000 | — | 30 Sep 2022 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.34%
|
291,206
|
$4,702,000 | — | 30 Sep 2022 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.32%
|
275,101
|
$4,443,000 | — | 30 Sep 2022 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.31%
|
261,404
|
$4,222,000 | — | 30 Sep 2022 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.29%
|
250,000
|
$4,038,000 | — | 30 Sep 2022 | |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) |
13F
|
Company |
0.26%
|
226,207
|
$3,653,000 | — | 30 Sep 2022 | |
| Knights of Columbus Asset Advisors LLC |
13F
|
Company |
0.26%
|
219,437
|
$3,544,000 | — | 30 Sep 2022 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.23%
|
195,527
|
$3,158,000 | — | 30 Sep 2022 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.22%
|
190,077
|
$3,070,000 | — | 30 Sep 2022 | |
| Deutsche Girozentrale DekaBank |
13F
|
Individual |
0.21%
|
180,000
|
$2,837,000 | — | 30 Sep 2022 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.2%
|
174,413
|
$2,816,000 | — | 30 Sep 2022 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.2%
|
172,447
|
$2,785,000 | — | 30 Sep 2022 | |
| LDR Capital Management LLC |
13F
|
Company |
0.2%
|
167,810
|
$2,710,000 | — | 30 Sep 2022 | |
| Penn Capital Management Company, LLC |
13F
|
Company |
0.19%
|
160,800
|
$2,597,000 | — | 30 Sep 2022 | |
| BARCLAYS PLC |
13F
|
Company |
0.15%
|
128,232
|
$2,071,000 | — | 30 Sep 2022 | |
| Swiss National Bank |
13F
|
Company |
0.14%
|
122,200
|
$1,974,000 | — | 30 Sep 2022 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.14%
|
115,465
|
$1,864,000 | — | 30 Sep 2022 | |
| Boston Partners |
13F
|
Company |
0.13%
|
114,285
|
$1,846,000 | — | 30 Sep 2022 | |
| Silver Lake Advisory, LLC |
13F
|
Company |
0.12%
|
104,135
|
$1,682,000 | — | 30 Sep 2022 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q4 2022
As of 31 Dec 2022,
UMH PROPERTIES, INC. - REIT (UMH) was held by
169 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
41,733,452 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
169
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2022 vs Q3 2022 Across Filers
Q3 2022 holders
168
Q4 2022 holders
169
Holder diff
1
| Investor | Q3 2022 Shares | Q4 2022 Shares | Share Diff | Share Chg % | Q3 2022 Value $ | Q4 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.