UMH Properties, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11/13/2024 | 6.71 M | $131.92 M | 2.58% | 8.87% |
| BLACKROCK FUNDING, INC. /DE | 11/13/2024 | 6.66 M | $131.10 M | 100.00% | 8.81% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 11/14/2024 | 5.19 M | $102.16 M | 4.46% | 6.87% |
| STATE STREET CORP | 11/14/2024 | 2.80 M | $55.13 M | 44.50% | 3.71% |
| COPELAND CAPITAL MANAGEMENT, LLC | 10/21/2024 | 2.76 M | $54.31 M | 0.33% | 3.65% |
| FMR LLC | 11/13/2024 | 2.73 M | $53.70 M | 0.02% | 3.61% |
| AMERICAN CENTURY COMPANIES INC | 11/12/2024 | 2.33 M | $45.85 M | -20.47% | 3.08% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 11/08/2024 | 1.94 M | $38.24 M | -2.98% | 2.57% |
| CAPITAL RESEARCH GLOBAL INVESTORS | 11/13/2024 | 1.80 M | $35.32 M | 100.00% | 2.38% |
| GEODE CAPITAL MANAGEMENT, LLC | 11/12/2024 | 1.70 M | $33.52 M | 3.63% | 2.25% |
| JENNISON ASSOCIATES LLC | 11/08/2024 | 1.32 M | $25.91 M | -0.74% | 1.74% |
| PRIVATE MANAGEMENT GROUP INC | 10/29/2024 | 1.25 M | $24.59 M | -4.41% | 1.65% |
| NUVEEN ASSET MANAGEMENT, LLC | 11/14/2024 | 1.23 M | $24.23 M | 32.34% | 1.63% |
| BANK OF AMERICA CORP /DE/ | 11/14/2024 | 1.14 M | $22.35 M | -1.64% | 1.50% |
| DIMENSIONAL FUND ADVISORS LP | 11/07/2024 | 1.01 M | $19.91 M | 4.72% | 1.34% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 11/12/2024 | 940,792 | $18.51 M | 6.41% | 1.24% |
| D.A. DAVIDSON & CO. | 11/13/2024 | 872,734 | $17.17 M | 0.12% | 1.15% |
| RAYMOND JAMES & ASSOCIATES | 10/18/2024 | 846,409 | $16.65 M | -2.55% | 1.12% |
| KENNEDY CAPITAL MANAGEMENT LLC | 11/14/2024 | 645,548 | $12.70 M | -10.45% | 0.85% |
| MARSHALL WACE, LLP | 11/14/2024 | 639,427 | $12.58 M | 344.57% | 0.85% |
| MORGAN STANLEY | 11/14/2024 | 548,942 | $10.80 M | -8.71% | 0.73% |
| BALYASNY ASSET MANAGEMENT L.P. | 11/14/2024 | 534,344 | $10.51 M | 100.00% | 0.71% |
| ENVESTNET ASSET MANAGEMENT INC | 11/07/2024 | 433,410 | $8.53 M | 2.74% | 0.57% |
| JPMORGAN CHASE & CO | 11/08/2024 | 410,856 | $8.08 M | 20.04% | 0.54% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 11/04/2024 | 383,616 | $7.55 M | -4.89% | 0.51% |
| SEI INVESTMENTS CO | 11/12/2024 | 345,443 | $6.79 M | -12.42% | 0.46% |
| LEGAL & GENERAL GROUP PLC | 11/14/2024 | 344,258 | $6.77 M | 466.71% | 0.46% |
| STATE OF WISCONSIN INVESTMENT BOARD | 11/14/2024 | 318,866 | $6.27 M | 0.00% | 0.42% |
| BANK OF NEW YORK MELLON CORP | 11/12/2024 | 318,350 | $6.26 M | -18.13% | 0.42% |
| PANAGORA ASSET MANAGEMENT INC | 11/13/2024 | 315,314 | $6.20 M | 21.69% | 0.42% |
| GOLDMAN SACHS GROUP INC | 11/14/2024 | 312,803 | $6.15 M | -45.07% | 0.41% |
| NEUBERGER BERMAN GROUP LLC | 11/14/2024 | 302,903 | $5.96 M | 3.08% | 0.40% |
| WELLS FARGO & COMPANY/MN | 11/13/2024 | 291,066 | $5.73 M | -0.83% | 0.39% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 11/14/2024 | 287,981 | $5.66 M | -26.34% | 0.38% |
| MONTAG A & ASSOCIATES INC | 11/05/2024 | 270,911 | $5.33 M | 0.00% | 0.36% |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 10/28/2024 | 250,000 | $4.92 M | 0.00% | 0.33% |
| AMERIPRISE FINANCIAL INC | 11/14/2024 | 240,075 | $4.72 M | -13.59% | 0.32% |
| FRANKLIN RESOURCES INC | 11/27/2024 | 236,025 | $4.42 M | 100.00% | 0.31% |
| INVESCO LTD. | 11/12/2024 | 224,734 | $4.42 M | 16.40% | 0.30% |
| BROOKFIELD CORP /ON/ | 11/15/2024 | 220,163 | $4.33 M | 100.00% | 0.29% |
| RUSSELL INVESTMENTS GROUP, LTD. | 11/13/2024 | 216,449 | $4.26 M | 6.17% | 0.29% |
| MILLENNIUM MANAGEMENT LLC | 11/14/2024 | 199,095 | $3.92 M | 38.25% | 0.26% |
| FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 11/12/2024 | 197,493 | $3.88 M | 100.00% | 0.26% |
| SCOUT INVESTMENTS, INC. | 11/12/2024 | 196,646 | $3.69 M | -13.92% | 0.26% |
| WEDBUSH SECURITIES INC | 11/08/2024 | 186,888 | $3.68 M | -15.07% | 0.25% |
| ROYAL BANK OF CANADA | 11/14/2024 | 183,640 | $3.61 M | -16.58% | 0.24% |
| EAGLE ASSET MANAGEMENT INC | 11/12/2024 | 181,657 | $3.51 M | 100.00% | 0.24% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 10/30/2024 | 176,186 | $3.47 M | 0.00% | 0.23% |
| STIFEL FINANCIAL CORP | 11/14/2024 | 167,789 | $3.30 M | 4.71% | 0.22% |
| LDR CAPITAL MANAGEMENT LLC | 10/21/2024 | 167,091 | $3.29 M | -29.34% | 0.22% |
UMH Properties, Inc.institutional Ownership - FAQ's
During the previous two years, 271 institutional investors and hedge funds held shares of UMH Properties, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 6.71 M
BlackRock Funding, Inc. /DE: 6.66 M
T. Rowe Price Investment Management, Inc.: 5.19 M
STATE STREET CORP: 2.8 M
Copeland Capital Management, LLC: 2.76 M
FMR LLC: 2.73 M
78.78% of UMH Properties, Inc. stock is owned by institutional investors.
Institutional investors have bought a total of 71.33 M shares in the last 24 months. This purchase volume represents approximately $1.35 B in transactions.