UMH Properties, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 02/11/2025 | 7.51 M | $141.72 M | 11.93% | 9.93% |
| BLACKROCK FUNDING, INC. /DE | 02/07/2025 | 7.23 M | $136.56 M | 8.53% | 9.57% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 02/14/2025 | 5.25 M | $99.15 M | 1.11% | 6.95% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 02/13/2025 | 4.03 M | $76.12 M | 124.52% | 5.33% |
| STATE STREET CORP | 02/14/2025 | 3.18 M | $60.08 M | 13.55% | 4.21% |
| COPELAND CAPITAL MANAGEMENT, LLC | 01/24/2025 | 2.83 M | $53.40 M | 2.44% | 3.74% |
| FMR LLC | 02/13/2025 | 2.72 M | $51.44 M | -0.19% | 3.60% |
| AMERICAN CENTURY COMPANIES INC | 02/11/2025 | 2.10 M | $39.55 M | -10.12% | 2.77% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 1.99 M | $37.62 M | 2.49% | 2.64% |
| GEODE CAPITAL MANAGEMENT, LLC | 02/12/2025 | 1.84 M | $34.72 M | 7.91% | 2.43% |
| JENNISON ASSOCIATES LLC | 01/24/2025 | 1.46 M | $27.61 M | 11.03% | 1.93% |
| RAYMOND JAMES FINANCIAL INC | 02/13/2025 | 1.24 M | $23.40 M | 100.00% | 1.64% |
| PRIVATE MANAGEMENT GROUP INC | 01/27/2025 | 1.23 M | $23.29 M | -1.31% | 1.63% |
| NUVEEN ASSET MANAGEMENT, LLC | 02/14/2025 | 1.16 M | $21.97 M | -5.52% | 1.54% |
| DIMENSIONAL FUND ADVISORS LP | 02/13/2025 | 1.06 M | $20.10 M | 5.16% | 1.41% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 02/06/2025 | 1.03 M | $19.42 M | 9.31% | 1.36% |
| D.A. DAVIDSON & CO. | 01/31/2025 | 914,417 | $17.26 M | 4.78% | 1.21% |
| BROOKFIELD CORP /ON/ | 02/14/2025 | 666,534 | $12.58 M | 202.75% | 0.88% |
| KENNEDY CAPITAL MANAGEMENT LLC | 02/13/2025 | 627,283 | $11.84 M | -2.83% | 0.83% |
| MARSHALL WACE, LLP | 02/13/2025 | 495,900 | $9.36 M | -22.45% | 0.66% |
| APG ASSET MANAGEMENT US INC. | 02/13/2025 | 483,116 | $9.12 M | 100.00% | 0.64% |
| GOLDMAN SACHS GROUP INC | 02/11/2025 | 477,882 | $9.02 M | 52.77% | 0.63% |
| JPMORGAN CHASE & CO | 02/12/2025 | 460,406 | $8.69 M | 12.06% | 0.61% |
| ENVESTNET ASSET MANAGEMENT INC | 02/13/2025 | 433,246 | $8.18 M | -0.04% | 0.57% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 01/31/2025 | 389,742 | $7.36 M | 1.60% | 0.52% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 02/10/2025 | 375,919 | $7.10 M | 90.35% | 0.50% |
| SEI INVESTMENTS CO | 02/11/2025 | 355,197 | $6.71 M | 2.82% | 0.47% |
| LEGAL & GENERAL GROUP PLC | 02/13/2025 | 353,449 | $6.67 M | 2.67% | 0.47% |
| BANK OF NEW YORK MELLON CORP | 02/04/2025 | 346,333 | $6.54 M | 8.79% | 0.46% |
| STATE OF WISCONSIN INVESTMENT BOARD | 02/14/2025 | 345,963 | $6.53 M | 8.50% | 0.46% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 02/14/2025 | 334,926 | $6.32 M | 16.30% | 0.44% |
| CITIGROUP INC | 02/12/2025 | 312,998 | $5.91 M | 540.12% | 0.41% |
| PANAGORA ASSET MANAGEMENT INC | 02/13/2025 | 306,470 | $5.79 M | -2.80% | 0.41% |
| NEUBERGER BERMAN GROUP LLC | 02/13/2025 | 301,854 | $5.70 M | -0.35% | 0.40% |
| WELLS FARGO & COMPANY/MN | 02/13/2025 | 297,480 | $5.62 M | 2.20% | 0.39% |
| INVESCO LTD. | 02/13/2025 | 278,981 | $5.27 M | 24.14% | 0.37% |
| MONTAG A & ASSOCIATES INC | 01/30/2025 | 267,411 | $5.05 M | -1.29% | 0.35% |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 02/07/2025 | 250,000 | $4.72 M | 0.00% | 0.33% |
| UBS GROUP AG | 02/14/2025 | 214,306 | $4.05 M | 121.79% | 0.28% |
| RUSSELL INVESTMENTS GROUP, LTD. | 02/13/2025 | 213,340 | $4.03 M | -1.44% | 0.28% |
| TEACHER RETIREMENT SYSTEM OF TEXAS | 02/11/2025 | 198,760 | $3.75 M | 169.60% | 0.26% |
| FRANKLIN RESOURCES INC | 02/12/2025 | 189,877 | $3.58 M | -19.55% | 0.25% |
| WEDBUSH SECURITIES INC | 02/13/2025 | 186,551 | $3.52 M | -0.18% | 0.25% |
| ROYAL BANK OF CANADA | 02/14/2025 | 186,136 | $3.51 M | 1.36% | 0.25% |
| BARCLAYS PLC | 02/13/2025 | 178,124 | $3.36 M | 11.05% | 0.24% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 02/10/2025 | 174,981 | $3.30 M | -0.68% | 0.23% |
| STIFEL FINANCIAL CORP | 02/13/2025 | 173,584 | $3.28 M | 3.45% | 0.23% |
| NFJ INVESTMENT GROUP, LLC | 02/13/2025 | 162,532 | $3.07 M | -1.21% | 0.22% |
| SWISS NATIONAL BANK | 02/10/2025 | 146,800 | $2.77 M | 12.40% | 0.19% |
| AMERIPRISE FINANCIAL INC | 02/14/2025 | 136,690 | $2.58 M | -43.06% | 0.18% |
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UMH Properties, Inc. institutional Ownership - FAQ's
During the previous two years, 284 institutional investors and hedge funds held shares of UMH Properties, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 7.51 M
BlackRock Funding, Inc. /DE: 7.23 M
T. Rowe Price Investment Management, Inc.: 5.25 M
Capital Research Global Investors: 4.03 M
STATE STREET CORP: 3.18 M
Copeland Capital Management, LLC: 2.83 M
71.30% of UMH Properties, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 78.81 M shares in the last 24 months. This purchase volume represents approximately $1.39 B in transactions.