- Type / Class
- Equity / REIT
- Shares outstanding
- 86,005,647
- Total 13F shares
- 50,946,871
- Share change
- +2,199,404
- Total reported value
- $780,386,814
- Put/Call ratio
- 105%
- Price per share
- $15.32
- Number of holders
- 197
- Value change
- +$34,294,923
- Number of buys
- 114
- Number of sells
- 64
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
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- 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 |
6.9%
|
5,911,799
|
$82,883,422 | — | 30 Sep 2023 | |
| BlackRock Finance, Inc. |
13F
|
Company |
5.1%
|
4,413,315
|
$61,874,683 | — | 30 Sep 2023 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
3.2%
|
2,783,908
|
$39,031,000 | — | 30 Sep 2023 | |
| FMR LLC |
13F
|
Company |
3.2%
|
2,727,137
|
$38,234,456 | — | 30 Sep 2023 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.9%
|
2,532,194
|
$35,501,360 | — | 30 Sep 2023 | |
| Copeland Capital Management, LLC |
13F
|
Company |
2.8%
|
2,415,205
|
$33,861,167 | — | 30 Sep 2023 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
2,051,574
|
$28,763,067 | — | 30 Sep 2023 | |
| STATE STREET CORP |
13F
|
Company |
2%
|
1,756,011
|
$24,619,274 | — | 30 Sep 2023 | |
| MONMOUTH REAL ESTATE INVESTMENT CORP |
3/4/5
|
Affiliate |
—
class O/S missing
|
1,391,439
|
$20,871,590 | — | 15 Dec 2021 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.6%
|
1,397,771
|
$19,596,747 | — | 30 Sep 2023 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.5%
|
1,332,990
|
$18,690,684 | — | 30 Sep 2023 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.4%
|
1,186,777
|
$16,638,614 | — | 30 Sep 2023 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
1.2%
|
1,036,353
|
$14,529,669 | — | 30 Sep 2023 | |
| GW&K Investment Management, LLC |
13F
|
Company |
1.1%
|
944,698
|
$13,245,000 | — | 30 Sep 2023 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
0.98%
|
842,407
|
$11,810,558 | — | 30 Sep 2023 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
0.94%
|
809,973
|
$11,355,821 | — | 30 Sep 2023 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.89%
|
765,557
|
$10,733,110 | — | 30 Sep 2023 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.86%
|
742,848
|
$10,414,729 | — | 30 Sep 2023 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.82%
|
706,991
|
$9,912,012 | — | 30 Sep 2023 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.76%
|
657,676
|
$9,220,619 | — | 30 Sep 2023 | |
| Invesco Ltd. |
13F
|
Company |
0.73%
|
625,464
|
$8,769,006 | — | 30 Sep 2023 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.7%
|
603,629
|
$8,462,880 | — | 30 Sep 2023 | |
| HEARTLAND ADVISORS INC |
13F
|
Company |
0.69%
|
592,750
|
$8,310,355 | — | 30 Sep 2023 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.65%
|
561,006
|
$7,865,304 | — | 30 Sep 2023 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.62%
|
532,754
|
$7,469,211 | — | 30 Sep 2023 | |
| MORGAN STANLEY |
13F
|
Company |
0.53%
|
453,728
|
$6,361,282 | — | 30 Sep 2023 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.44%
|
374,805
|
$5,254,768 | — | 30 Sep 2023 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.4%
|
344,123
|
$4,824,734 | — | 30 Sep 2023 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.4%
|
343,547
|
$4,816,535 | — | 30 Sep 2023 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.4%
|
341,404
|
$4,786,488 | — | 30 Sep 2023 | |
| Robert E. Robotti |
13F
|
Individual |
0.35%
|
303,920
|
$4,260,958 | — | 30 Sep 2023 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.34%
|
295,832
|
$4,147,566 | — | 30 Sep 2023 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.33%
|
281,915
|
$3,952,446 | — | 30 Sep 2023 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.33%
|
280,652
|
$3,934,734 | — | 30 Sep 2023 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.32%
|
271,845
|
$3,811,000 | — | 30 Sep 2023 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
0.31%
|
269,158
|
$3,773,595 | — | 30 Sep 2023 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.31%
|
270,434
|
$3,718,467 | — | 30 Sep 2023 | |
| LDR Capital Management LLC |
13F
|
Company |
0.29%
|
251,039
|
$3,519,567 | — | 30 Sep 2023 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.29%
|
250,000
|
$3,505,000 | — | 30 Sep 2023 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.25%
|
217,700
|
$3,052,000 | — | 30 Sep 2023 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.25%
|
213,797
|
$2,997,432 | — | 30 Sep 2023 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.25%
|
211,766
|
$2,968,959 | — | 30 Sep 2023 | |
| NORDEA INVESTMENT MANAGEMENT AB |
13F
|
Company |
0.24%
|
206,576
|
$2,906,524 | — | 30 Sep 2023 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.23%
|
198,628
|
$2,784,764 | — | 30 Sep 2023 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.23%
|
195,344
|
$2,738,723 | — | 30 Sep 2023 | |
| Penn Capital Management Company, LLC |
13F
|
Company |
0.21%
|
183,003
|
$2,565,702 | — | 30 Sep 2023 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.17%
|
142,590
|
$1,999,112 | — | 30 Sep 2023 | |
| TWO SIGMA ADVISERS, LP |
13F
|
Company |
0.16%
|
139,000
|
$1,948,780 | — | 30 Sep 2023 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.16%
|
137,882
|
$1,933,000 | — | 30 Sep 2023 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.16%
|
133,314
|
$1,869,076 | — | 30 Sep 2023 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q4 2023
As of 31 Dec 2023,
UMH PROPERTIES, INC. - REIT (UMH) was held by
197 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
50,946,871 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., T. Rowe Price Investment Management, Inc., AMERICAN CENTURY COMPANIES INC, FMR LLC, Copeland Capital Management, LLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, and PRIVATE MANAGEMENT GROUP INC.
This page lists
197
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2023 vs Q3 2023 Across Filers
Q3 2023 holders
186
Q4 2023 holders
197
Holder diff
11
| Investor | Q3 2023 Shares | Q4 2023 Shares | Share Diff | Share Chg % | Q3 2023 Value $ | Q4 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.