Recent Quarter Total Invested
$860.80 M
Recent Quarter Institutional Ownership Percentage
77.87%
Total Invested of Last Quarter
$841.45 M
Ownership Percentage of Last Quarter
74.96%
UMH Properties, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| VANGUARD GROUP INC | 08/13/2024 | 6.54 M | $104.54 M | 2.51% | 9.46% |
| BLACKROCK INC. | 08/13/2024 | 5.24 M | $83.76 M | 7.37% | 7.58% |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 08/14/2024 | 4.97 M | $79.51 M | 28.13% | 7.19% |
| AMERICAN CENTURY COMPANIES INC | 08/07/2024 | 2.93 M | $46.87 M | 1.01% | 4.24% |
| COPELAND CAPITAL MANAGEMENT, LLC | 07/26/2024 | 2.75 M | $44.01 M | 13.64% | 3.98% |
| FMR LLC | 08/13/2024 | 2.73 M | $43.64 M | 0.02% | 3.95% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 08/08/2024 | 2.00 M | $32.04 M | -0.20% | 2.90% |
| STATE STREET CORP | 08/14/2024 | 1.94 M | $31.01 M | 3.10% | 2.81% |
| GEODE CAPITAL MANAGEMENT, LLC | 08/09/2024 | 1.64 M | $26.29 M | 7.92% | 2.38% |
| JENNISON ASSOCIATES LLC | 08/05/2024 | 1.33 M | $21.22 M | 1.64% | 1.92% |
| PRIVATE MANAGEMENT GROUP INC | 08/06/2024 | 1.31 M | $20.91 M | -0.19% | 1.89% |
| BANK OF AMERICA CORP /DE/ | 08/14/2024 | 1.16 M | $18.47 M | 0.93% | 1.67% |
| DIMENSIONAL FUND ADVISORS LP | 08/09/2024 | 966,682 | $15.46 M | 2.42% | 1.40% |
| NUVEEN ASSET MANAGEMENT, LLC | 08/09/2024 | 930,833 | $14.88 M | 6.39% | 1.35% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 08/12/2024 | 884,130 | $14.14 M | 8.07% | 1.28% |
| D.A. DAVIDSON & CO. | 08/01/2024 | 871,668 | $13.94 M | 5.73% | 1.26% |
| NORTHERN TRUST CORP | 08/14/2024 | 868,810 | $13.89 M | 4.19% | 1.26% |
| RAYMOND JAMES & ASSOCIATES | 07/19/2024 | 868,525 | $13.89 M | 5.23% | 1.26% |
| KENNEDY CAPITAL MANAGEMENT LLC | 08/14/2024 | 720,905 | $11.53 M | 8.51% | 1.04% |
| MORGAN STANLEY | 08/14/2024 | 601,330 | $9.62 M | -27.59% | 0.87% |
| GOLDMAN SACHS GROUP INC | 08/13/2024 | 569,479 | $9.11 M | 56.41% | 0.82% |
| ENVESTNET ASSET MANAGEMENT INC | 08/08/2024 | 421,850 | $6.75 M | 10.99% | 0.61% |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 08/07/2024 | 403,349 | $6.45 M | -33.52% | 0.58% |
| SEI INVESTMENTS CO | 08/13/2024 | 394,433 | $6.31 M | 2.30% | 0.57% |
| QUBE RESEARCH & TECHNOLOGIES LTD | 08/14/2024 | 390,948 | $6.25 M | 85.30% | 0.57% |
| BANK OF NEW YORK MELLON CORP | 07/25/2024 | 388,861 | $6.22 M | 9.66% | 0.56% |
| DEUTSCHE BANK AG\ | 08/14/2024 | 357,905 | $5.72 M | 806.02% | 0.52% |
| JPMORGAN CHASE & CO | 08/12/2024 | 342,276 | $5.47 M | -36.83% | 0.50% |
| STATE OF WISCONSIN INVESTMENT BOARD | 08/14/2024 | 318,866 | $5.10 M | -0.65% | 0.46% |
| HEARTLAND ADVISORS INC | 08/08/2024 | 300,000 | $4.80 M | 0.00% | 0.43% |
| ROBOTTI ROBERT | 08/14/2024 | 294,610 | $4.71 M | -3.03% | 0.43% |
| NEUBERGER BERMAN GROUP LLC | 08/13/2024 | 293,849 | $4.70 M | 1.07% | 0.43% |
| WELLS FARGO & COMPANY/MN | 08/13/2024 | 293,493 | $4.69 M | 1.16% | 0.42% |
| AMERIPRISE FINANCIAL INC | 08/14/2024 | 277,820 | $4.44 M | -15.27% | 0.40% |
| MONTAG A & ASSOCIATES INC | 07/31/2024 | 270,911 | $4.33 M | 0.00% | 0.39% |
| PANAGORA ASSET MANAGEMENT INC | 07/29/2024 | 259,114 | $4.14 M | 14.41% | 0.37% |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 08/07/2024 | 250,000 | $4.00 M | 0.00% | 0.36% |
| LDR CAPITAL MANAGEMENT LLC | 07/26/2024 | 236,461 | $3.78 M | 0.00% | 0.34% |
| SCOUT INVESTMENTS, INC. | 08/12/2024 | 228,457 | $3.65 M | -8.74% | 0.33% |
| ROYAL BANK OF CANADA | 08/14/2024 | 220,146 | $3.52 M | -24.08% | 0.32% |
| WEDBUSH SECURITIES INC | 08/07/2024 | 220,053 | $3.52 M | 4.10% | 0.32% |
| NFJ INVESTMENT GROUP, LLC | 08/14/2024 | 216,486 | $3.46 M | -6.98% | 0.31% |
| RUSSELL INVESTMENTS GROUP, LTD. | 08/08/2024 | 203,865 | $3.26 M | -3.97% | 0.29% |
| CERITY PARTNERS LLC | 08/13/2024 | 193,191 | $3.09 M | -56.37% | 0.28% |
| INVESCO LTD. | 08/13/2024 | 193,065 | $3.09 M | 3.61% | 0.28% |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 08/06/2024 | 176,186 | $2.82 M | 0.00% | 0.25% |
| STIFEL FINANCIAL CORP | 08/13/2024 | 160,243 | $2.56 M | 18.24% | 0.23% |
| MILLENNIUM MANAGEMENT LLC | 08/14/2024 | 144,013 | $2.30 M | -74.93% | 0.21% |
| MARSHALL WACE, LLP | 08/14/2024 | 143,829 | $2.30 M | 100.00% | 0.21% |
| UBS OCONNOR LLC | 08/14/2024 | 131,800 | $2.11 M | 100.00% | 0.19% |
UMH Properties, Inc.institutional Ownership - Frequently Asked Questions
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Who are the largest shareholders of UMH shares?
During the previous two years, 251 institutional investors and hedge funds held shares of UMH Properties, Inc.. The most heavily invested institutionals were:
VANGUARD GROUP INC: 6.54 M
BlackRock Inc.: 5.24 M
T. Rowe Price Investment Management, Inc.: 4.97 M
AMERICAN CENTURY COMPANIES INC: 2.93 M
Copeland Capital Management, LLC: 2.75 M
FMR LLC: 2.73 M
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What percentage of UMH Properties, Inc. stock is owned by institutional investors?
77.87% of UMH Properties, Inc. stock is owned by institutional investors.
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How much institutional buying is happening at UMH ?
Institutional investors have bought a total of 61.85 M shares in the last 24 months. This purchase volume represents approximately $1.22 B in transactions.