- Type / Class
- Equity / REIT
- Shares outstanding
- 86,005,647
- Total 13F shares
- 53,943,134
- Share change
- +2,174,328
- Total reported value
- $862,550,437
- Put/Call ratio
- 171%
- Price per share
- $15.99
- Number of holders
- 193
- Value change
- +$34,689,309
- Number of buys
- 102
- Number of sells
- 68
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 |
7.4%
|
6,377,983
|
$103,578,444 | — | 31 Mar 2024 | |
| BlackRock Finance, Inc. |
13F
|
Company |
5.7%
|
4,878,744
|
$79,230,810 | — | 31 Mar 2024 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
4.5%
|
3,880,630
|
$63,022,000 | — | 31 Mar 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
3.4%
|
2,901,796
|
$47,125,167 | — | 31 Mar 2024 | |
| FMR LLC |
13F
|
Company |
3.2%
|
2,728,897
|
$44,317,287 | — | 31 Mar 2024 | |
| Copeland Capital Management, LLC |
13F
|
Company |
2.8%
|
2,421,907
|
$39,331,766 | — | 31 Mar 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
2,007,864
|
$32,607,711 | — | 31 Mar 2024 | |
| STATE STREET CORP |
13F
|
Company |
2.2%
|
1,881,251
|
$30,551,516 | — | 31 Mar 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
1.8%
|
1,523,454
|
$24,744,134 | — | 31 Mar 2024 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
1.5%
|
1,309,982
|
$21,274,108 | — | 31 Mar 2024 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.5%
|
1,305,618
|
$21,203,238 | — | 31 Mar 2024 | |
| MONMOUTH REAL ESTATE INVESTMENT CORP |
3/4/5
|
Affiliate |
—
class O/S missing
|
1,391,439
|
$20,871,590 | — | 15 Dec 2021 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.3%
|
1,144,583
|
$18,588,021 | — | 31 Mar 2024 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.1%
|
943,838
|
$15,327,929 | — | 31 Mar 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
1%
|
874,903
|
$14,208,424 | — | 31 Mar 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
0.97%
|
833,888
|
$13,542,340 | — | 31 Mar 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.97%
|
830,447
|
$13,486,463 | — | 31 Mar 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.96%
|
825,371
|
$13,404,027 | — | 31 Mar 2024 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
0.96%
|
824,412
|
$13,388,458 | — | 31 Mar 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
0.95%
|
818,120
|
$13,286,269 | — | 31 Mar 2024 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.77%
|
664,377
|
$10,789,482 | — | 31 Mar 2024 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.71%
|
606,762
|
$9,853,815 | — | 31 Mar 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.67%
|
574,344
|
$9,327,347 | — | 31 Mar 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.63%
|
541,854
|
$8,799,708 | — | 31 Mar 2024 | |
| Cerity Partners LLC |
13F
|
Company |
0.51%
|
442,786
|
$7,190,844 | — | 31 Mar 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.45%
|
385,571
|
$6,261,744 | — | 31 Mar 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.44%
|
380,076
|
$6,172,430 | — | 31 Mar 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.42%
|
364,086
|
$5,912,757 | — | 31 Mar 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.41%
|
354,612
|
$5,758,906 | — | 31 Mar 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.38%
|
327,904
|
$5,325,157 | — | 31 Mar 2024 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.37%
|
320,965
|
$5,212,472 | — | 31 Mar 2024 | |
| Robert E. Robotti |
13F
|
Individual |
0.35%
|
303,822
|
$4,934,069 | — | 31 Mar 2024 | |
| HEARTLAND ADVISORS INC |
13F
|
Company |
0.35%
|
300,000
|
$4,872,000 | — | 31 Mar 2024 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.34%
|
290,725
|
$4,721,370 | — | 31 Mar 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.34%
|
290,116
|
$4,711,495 | — | 31 Mar 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.34%
|
289,960
|
$4,709,000 | — | 31 Mar 2024 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.31%
|
270,911
|
$4,399,592 | — | 31 Mar 2024 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.29%
|
250,000
|
$4,060,000 | — | 31 Mar 2024 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.29%
|
250,334
|
$3,990,323 | — | 31 Mar 2024 | |
| LDR Capital Management LLC |
13F
|
Company |
0.27%
|
236,461
|
$3,840,127 | — | 31 Mar 2024 | |
| NFJ INVESTMENT GROUP, LLC |
13F
|
Company |
0.27%
|
232,736
|
$3,779,632 | — | 31 Mar 2024 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.26%
|
226,487
|
$3,678,149 | — | 31 Mar 2024 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.25%
|
212,289
|
$3,447,576 | — | 31 Mar 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.25%
|
211,382
|
$3,433,000 | — | 31 Mar 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.25%
|
210,986
|
$3,426,413 | — | 31 Mar 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.22%
|
186,343
|
$3,026,211 | — | 31 Mar 2024 | |
| North Star Investment Management Corp. |
13F
|
Company |
0.2%
|
176,186
|
$2,861,261 | — | 31 Mar 2024 | |
| STIFEL FINANCIAL CORP |
13F
|
Company |
0.16%
|
135,521
|
$2,200,878 | — | 31 Mar 2024 | |
| WealthTrust Axiom LLC |
13F
|
Company |
0.15%
|
129,565
|
$2,104,135 | — | 31 Mar 2024 | |
| Knights of Columbus Asset Advisors LLC |
13F
|
Company |
0.15%
|
125,293
|
$2,034,758 | — | 31 Mar 2024 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q2 2024
As of 30 Jun 2024,
UMH PROPERTIES, INC. - REIT (UMH) was held by
193 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
53,943,134 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock Inc., T. Rowe Price Investment Management, Inc., AMERICAN CENTURY COMPANIES INC, Copeland Capital Management, LLC, FMR LLC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, STATE STREET CORP, GEODE CAPITAL MANAGEMENT, LLC, and JENNISON ASSOCIATES LLC.
This page lists
193
institutional shareholders reporting positions in this security
for the Q2 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2024 vs Q1 2024 Across Filers
Q1 2024 holders
194
Q2 2024 holders
193
Holder diff
-1
| Investor | Q1 2024 Shares | Q2 2024 Shares | Share Diff | Share Chg % | Q1 2024 Value $ | Q2 2024 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.