- Type / Class
- Equity / REIT
- Shares outstanding
- 86,005,647
- Total 13F shares
- 68,983,098
- Share change
- +3,165,465
- Total reported value
- $1,158,491,265
- Price per share
- $16.79
- Number of holders
- 232
- Value change
- +$52,639,570
- Number of buys
- 114
- Number of sells
- 95
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 |
8.7%
|
7,523,546
|
$140,690,310 | — | 31 Mar 2025 | |
| BlackRock, Inc. |
13F
|
Company |
8.3%
|
7,180,721
|
$134,279,490 | — | 31 Mar 2025 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
6.2%
|
5,324,531
|
$99,569,000 | — | 31 Mar 2025 | |
| Capital Research Global Investors |
13F
|
Company |
5.9%
|
5,036,608
|
$94,184,570 | — | 31 Mar 2025 | |
| STATE STREET CORP |
13F
|
Company |
3.8%
|
3,249,865
|
$60,772,476 | — | 31 Mar 2025 | |
| Copeland Capital Management, LLC |
13F
|
Company |
3.2%
|
2,743,774
|
$51,308,575 | — | 31 Mar 2025 | |
| FMR LLC |
13F
|
Company |
3.2%
|
2,726,126
|
$50,978,560 | — | 31 Mar 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.4%
|
2,105,608
|
$39,374,870 | — | 31 Mar 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,904,445
|
$35,613,122 | — | 31 Mar 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.2%
|
1,895,794
|
$35,458,488 | — | 31 Mar 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.6%
|
1,385,644
|
$25,911,544 | — | 31 Mar 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
1,229,968
|
$23,000,401 | — | 31 Mar 2025 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
1.4%
|
1,228,101
|
$22,965,489 | — | 31 Mar 2025 | |
| 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 |
1.3%
|
1,100,819
|
$20,585,084 | — | 31 Mar 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.3%
|
1,098,050
|
$20,533,527 | — | 31 Mar 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.2%
|
1,030,375
|
$19,268,014 | — | 31 Mar 2025 | |
| Nuveen, LLC |
13F
|
Company |
1.2%
|
1,027,230
|
$19,209,202 | — | 31 Mar 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.2%
|
1,021,526
|
$19,102,536 | — | 31 Mar 2025 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
1.1%
|
985,112
|
$18,421,594 | — | 31 Mar 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1%
|
896,183
|
$16,758,622 | — | 31 Mar 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.67%
|
572,607
|
$10,707,751 | — | 31 Mar 2025 | |
| First Eagle Investment Management, LLC |
13F
|
Company |
0.65%
|
560,519
|
$10,481,705 | — | 31 Mar 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.58%
|
495,889
|
$9,273,143 | — | 31 Mar 2025 | |
| APG Asset Management US Inc. |
13F
|
Company |
0.56%
|
483,116
|
$9,029,438 | — | 31 Mar 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.5%
|
434,293
|
$8,121,285 | — | 31 Mar 2025 | |
| SEI INVESTMENTS CO |
13F
|
Company |
0.49%
|
420,658
|
$7,866,412 | — | 31 Mar 2025 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.48%
|
411,742
|
$7,699,576 | — | 31 Mar 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.44%
|
375,207
|
$7,016,371 | — | 31 Mar 2025 | |
| Cherokee Insurance Co |
13F
|
Company |
0.43%
|
373,978
|
$6,993,392 | — | 31 Mar 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.43%
|
373,722
|
$6,988,601 | — | 31 Mar 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.43%
|
366,810
|
$6,859,343 | — | 31 Mar 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.42%
|
357,174
|
$6,679,153 | — | 31 Mar 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.4%
|
341,545
|
$6,386,890 | — | 31 Mar 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.34%
|
292,758
|
$5,474,574 | — | 31 Mar 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.34%
|
291,558
|
$5,452,136 | — | 31 Mar 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.32%
|
271,064
|
$5,068,897 | — | 31 Mar 2025 | |
| McIlrath & Eck, LLC |
13F
|
Company |
0.31%
|
266,398
|
$4,981,643 | — | 31 Mar 2025 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.31%
|
265,811
|
$4,970,663 | — | 31 Mar 2025 | |
| MARSHALL WACE, LLP |
13F
|
Company |
0.31%
|
265,238
|
$4,959,951 | — | 31 Mar 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.31%
|
264,145
|
$4,939,512 | — | 31 Mar 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.31%
|
263,818
|
$4,933,396 | — | 31 Mar 2025 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.29%
|
250,000
|
$4,675,000 | — | 31 Mar 2025 | |
| UBS Group AG |
13F
|
Company |
0.28%
|
241,779
|
$4,521,268 | — | 31 Mar 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.24%
|
210,499
|
$3,936,331 | — | 31 Mar 2025 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
0.23%
|
196,827
|
$3,680,665 | — | 31 Mar 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.22%
|
191,543
|
$3,583,000 | — | 31 Mar 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.21%
|
183,337
|
$3,428,000 | — | 31 Mar 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.21%
|
182,877
|
$3,419,800 | — | 31 Mar 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.21%
|
180,719
|
$3,379,446 | — | 31 Mar 2025 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q2 2025
As of 30 Jun 2025,
UMH PROPERTIES, INC. - REIT (UMH) was held by
232 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
68,983,098 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., T. Rowe Price Investment Management, Inc., Capital Research Global Investors, STATE STREET CORP, FMR LLC, Copeland Capital Management, LLC, AMERICAN CENTURY COMPANIES INC, GEODE CAPITAL MANAGEMENT, LLC, and WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC.
This page lists
233
institutional shareholders reporting positions in this security
for the Q2 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q2 2025 vs Q1 2025 Across Filers
Q1 2025 holders
237
Q2 2025 holders
232
Holder diff
-5
| Investor | Q1 2025 Shares | Q2 2025 Shares | Share Diff | Share Chg % | Q1 2025 Value $ | Q2 2025 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.