- Type / Class
- Equity / REIT
- Shares outstanding
- 86,005,647
- Total 13F shares
- 46,613,519
- Share change
- +3,465,751
- Total reported value
- $744,892,184
- Put/Call ratio
- 134%
- Price per share
- $15.98
- Number of holders
- 176
- Value change
- +$56,082,520
- Number of buys
- 95
- Number of sells
- 73
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?
Open the full security ownership history page.
Next holder-history checks
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- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 903002103:
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 |
6.3%
|
5,377,005
|
$79,525,903 | — | 31 Mar 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
4.5%
|
3,872,436
|
$57,273,336 | — | 31 Mar 2023 | |
| FMR LLC |
13F
|
Company |
3.2%
|
2,755,606
|
$40,755,409 | — | 31 Mar 2023 | |
| Copeland Capital Management, LLC |
13F
|
Company |
2.8%
|
2,398,601
|
$35,475,000 | — | 31 Mar 2023 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.5%
|
2,170,582
|
$32,102,908 | — | 31 Mar 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.4%
|
2,053,811
|
$30,375,865 | — | 31 Mar 2023 | |
| STATE STREET CORP |
13F
|
Company |
1.9%
|
1,614,223
|
$23,871,557 | — | 31 Mar 2023 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.7%
|
1,430,323
|
$21,154,476 | — | 31 Mar 2023 | |
| MONMOUTH REAL ESTATE INVESTMENT CORP |
3/4/5
|
Affiliate |
—
class O/S missing
|
1,391,439
|
$20,871,590 | — | 15 Dec 2021 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.3%
|
1,134,700
|
$16,782,218 | — | 31 Mar 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
1.2%
|
996,143
|
$14,734,000 | — | 31 Mar 2023 | |
| GW&K Investment Management, LLC |
13F
|
Company |
1.1%
|
980,556
|
$14,502,000 | — | 31 Mar 2023 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
1.1%
|
946,826
|
$14,004,000 | — | 31 Mar 2023 | |
| B&I Capital AG |
13F
|
Company |
1%
|
888,635
|
$13,142,912 | — | 31 Mar 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.88%
|
758,463
|
$11,217,401 | — | 31 Mar 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.78%
|
671,080
|
$9,925,273 | — | 31 Mar 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.76%
|
656,188
|
$9,705,021 | — | 31 Mar 2023 | |
| HEARTLAND ADVISORS INC |
13F
|
Company |
0.69%
|
592,250
|
$8,759,378 | — | 31 Mar 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.67%
|
576,897
|
$8,532,307 | — | 31 Mar 2023 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.62%
|
529,711
|
$7,831,315 | — | 31 Mar 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.58%
|
495,540
|
$7,329,029 | — | 31 Mar 2023 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.54%
|
467,436
|
$6,913,378 | — | 31 Mar 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.54%
|
462,448
|
$6,840,000 | — | 31 Mar 2023 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.48%
|
413,190
|
$6,111,080 | — | 31 Mar 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.47%
|
408,447
|
$6,040,942 | — | 31 Mar 2023 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.44%
|
380,216
|
$5,623,392 | — | 31 Mar 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.42%
|
359,040
|
$5,310,194 | — | 31 Mar 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.37%
|
317,289
|
$4,692,709 | — | 31 Mar 2023 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.37%
|
315,671
|
$4,669,000 | — | 31 Mar 2023 | |
| Robert E. Robotti |
13F
|
Individual |
0.36%
|
310,665
|
$4,594,735 | — | 31 Mar 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.35%
|
304,034
|
$4,496,674 | — | 31 Mar 2023 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.33%
|
286,512
|
$4,237,512 | — | 31 Mar 2023 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.33%
|
286,311
|
$4,234,537 | — | 31 Mar 2023 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.31%
|
262,826
|
$3,887,190 | — | 31 Mar 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.3%
|
257,670
|
$3,811,000 | — | 31 Mar 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.3%
|
256,989
|
$3,801,044 | — | 31 Mar 2023 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.29%
|
250,000
|
$3,697,500 | — | 31 Mar 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.27%
|
236,340
|
$3,495,466 | — | 31 Mar 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.27%
|
230,200
|
$3,405,000 | — | 31 Mar 2023 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.27%
|
230,150
|
$3,403,919 | — | 31 Mar 2023 | |
| LDR Capital Management LLC |
13F
|
Company |
0.26%
|
223,501
|
$3,305,580 | — | 31 Mar 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
0.26%
|
222,978
|
$3,297,838 | — | 31 Mar 2023 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.26%
|
221,345
|
$3,233,850 | — | 31 Mar 2023 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.24%
|
210,460
|
$3,112,000 | — | 31 Mar 2023 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.23%
|
195,344
|
$2,889,138 | — | 31 Mar 2023 | |
| Cerity Partners LLC |
13F
|
Company |
0.23%
|
193,708
|
$2,864,941 | — | 31 Mar 2023 | |
| TWO SIGMA INVESTMENTS, LP |
13F
|
Company |
0.21%
|
182,755
|
$2,702,946 | — | 31 Mar 2023 | |
| Penn Capital Management Company, LLC |
13F
|
Company |
0.2%
|
171,105
|
$2,530,643 | — | 31 Mar 2023 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
0.17%
|
146,393
|
$2,165,152 | — | 31 Mar 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.17%
|
145,368
|
$2,149,993 | — | 31 Mar 2023 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q2 2023
As of 30 Jun 2023,
UMH PROPERTIES, INC. - REIT (UMH) was held by
176 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
46,613,519 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., FMR LLC, Copeland Capital Management, LLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, T. Rowe Price Investment Management, Inc., AMERICAN CENTURY COMPANIES INC, STATE STREET CORP, JENNISON ASSOCIATES LLC, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
176
institutional shareholders reporting positions in this security
for the Q2 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2023 vs Q1 2023 Across Filers
Q1 2023 holders
181
Q2 2023 holders
176
Holder diff
-5
| Investor | Q1 2023 Shares | Q2 2023 Shares | Share Diff | Share Chg % | Q1 2023 Value $ | Q2 2023 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.