Security key
903002103
- Type / Class
- Equity / REIT
- Shares outstanding
- 85,425,419
- Total 13F shares
- 65,239,289
- Share change
- +5,227,397
- Total reported value
- $1,231,762,284
- Price per share
- $18.88
- Number of holders
- 228
- Value change
- +$97,535,701
- Number of buys
- 129
- Number of sells
- 78
Report period
Q4 2024
Institutions
228
Top holders
10
UMH full security history
Newer quarter: Q1 2025
Previous quarter: Q3 2024
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 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 |
7.9%
|
6,706,664
|
$131,920,081 | — | 30 Sep 2024 | |
| BlackRock, Inc. |
13F
|
Company |
7.8%
|
6,664,756
|
$131,095,758 | — | 30 Sep 2024 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
6.1%
|
5,193,788
|
$102,162,000 | — | 30 Sep 2024 | |
| STATE STREET CORP |
13F
|
Company |
3.3%
|
2,802,604
|
$55,127,221 | — | 30 Sep 2024 | |
| Copeland Capital Management, LLC |
13F
|
Company |
3.2%
|
2,761,116
|
$54,311,154 | — | 30 Sep 2024 | |
| FMR LLC |
13F
|
Company |
3.2%
|
2,729,895
|
$53,697,033 | — | 30 Sep 2024 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.7%
|
2,330,987
|
$45,850,514 | — | 30 Sep 2024 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
1,943,940
|
$38,237,300 | — | 30 Sep 2024 | |
| Capital Research Global Investors |
13F
|
Company |
2.1%
|
1,795,769
|
$35,322,776 | — | 30 Sep 2024 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2%
|
1,703,794
|
$33,519,741 | — | 30 Sep 2024 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.5%
|
1,317,275
|
$25,910,798 | — | 30 Sep 2024 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
1.5%
|
1,249,903
|
$24,585,592 | — | 30 Sep 2024 | |
| Nuveen Asset Management, LLC |
13F
|
Company |
1.4%
|
1,231,868
|
$24,230,844 | — | 30 Sep 2024 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.3%
|
1,136,246
|
$22,349,956 | — | 30 Sep 2024 | |
| MONMOUTH REAL ESTATE INVESTMENT CORP |
3/4/5
|
Affiliate |
—
class O/S missing
|
1,391,439
|
$20,871,590 | — | 15 Dec 2021 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.2%
|
1,012,312
|
$19,911,226 | — | 30 Sep 2024 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.1%
|
940,792
|
$18,505,379 | — | 30 Sep 2024 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
929,419
|
$18,281,672 | — | 30 Sep 2024 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
1%
|
872,734
|
$17,166,688 | — | 30 Sep 2024 | |
| RAYMOND JAMES & ASSOCIATES |
13F
|
Company |
0.99%
|
846,409
|
$16,648,862 | — | 30 Sep 2024 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.76%
|
645,548
|
$12,697,929 | — | 30 Sep 2024 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.75%
|
639,427
|
$12,577,531 | — | 30 Sep 2024 | |
| MORGAN STANLEY |
13F
|
Company |
0.64%
|
548,942
|
$10,797,708 | — | 30 Sep 2024 | |
| BALYASNY ASSET MANAGEMENT L.P. |
13F
|
Company |
0.63%
|
534,344
|
$10,510,546 | — | 30 Sep 2024 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.51%
|
433,410
|
$8,525,178 | — | 30 Sep 2024 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.48%
|
410,856
|
$8,081,538 | — | 30 Sep 2024 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.45%
|
383,616
|
$7,545,727 | — | 30 Sep 2024 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.4%
|
345,443
|
$6,794,682 | — | 30 Sep 2024 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.39%
|
335,874
|
$6,606,644 | — | 30 Sep 2024 | |
| Legal & General Group Plc |
13F
|
Company |
0.39%
|
335,295
|
$6,595,252 | — | 30 Sep 2024 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.37%
|
318,866
|
$6,272,094 | — | 30 Sep 2024 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.37%
|
318,350
|
$6,261,945 | — | 30 Sep 2024 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.37%
|
315,314
|
$6,202,226 | — | 30 Sep 2024 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.37%
|
312,803
|
$6,152,835 | — | 30 Sep 2024 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.35%
|
302,903
|
$5,958,108 | — | 30 Sep 2024 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.34%
|
291,066
|
$5,725,268 | — | 30 Sep 2024 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.34%
|
287,981
|
$5,664,586 | — | 30 Sep 2024 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.32%
|
270,911
|
$5,328,816 | — | 30 Sep 2024 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.29%
|
250,000
|
$4,917,500 | — | 30 Sep 2024 | |
| AMERIPRISE FINANCIAL INC |
13F
|
Company |
0.28%
|
240,075
|
$4,722,283 | — | 30 Sep 2024 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.28%
|
236,025
|
$4,420,748 | — | 30 Sep 2024 | |
| Invesco Ltd. |
13F
|
Company |
0.26%
|
224,734
|
$4,420,518 | — | 30 Sep 2024 | |
| BROOKFIELD Corp /ON/ |
13F
|
Company |
0.26%
|
220,163
|
$4,330,606 | — | 30 Sep 2024 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.25%
|
216,449
|
$4,257,547 | — | 30 Sep 2024 | |
| MILLENNIUM MANAGEMENT LLC |
13F
|
Company |
0.23%
|
199,095
|
$3,916,199 | — | 30 Sep 2024 | |
| First Eagle Investment Management, LLC |
13F
|
Company |
0.23%
|
197,493
|
$3,884,687 | — | 30 Sep 2024 | |
| SCOUT INVESTMENTS, INC. |
13F
|
Company |
0.23%
|
196,646
|
$3,694,978 | — | 30 Sep 2024 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.22%
|
186,888
|
$3,676,000 | — | 30 Sep 2024 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.21%
|
183,635
|
$3,611,000 | — | 30 Sep 2024 | |
| EAGLE ASSET MANAGEMENT INC |
13F
|
Company |
0.21%
|
181,657
|
$3,513,246 | — | 30 Sep 2024 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q4 2024
As of 31 Dec 2024,
UMH PROPERTIES, INC. - REIT (UMH) was held by
228 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
65,239,289 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., T. Rowe Price Investment Management, Inc., Capital Research Global Investors, STATE STREET CORP, Copeland Capital Management, LLC, FMR LLC, AMERICAN CENTURY COMPANIES INC, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, and GEODE CAPITAL MANAGEMENT, LLC.
This page lists
228
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2024 vs Q3 2024 Across Filers
Q3 2024 holders
219
Q4 2024 holders
228
Holder diff
9
| Investor | Q3 2024 Shares | Q4 2024 Shares | Share Diff | Share Chg % | Q3 2024 Value $ | Q4 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.