Recent Quarter Total Invested
$1.17 B
Recent Quarter Institutional Ownership Percentage
78.68%
Total Invested of Last Quarter
$862.20 M
Ownership Percentage of Last Quarter
75.5%
UMH Properties, Inc. Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| 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% |
| 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 | 11/12/2024 | 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% |
| NFJ INVESTMENT GROUP, LLC | 11/14/2024 | 164,516 | $3.24 M | -24.01% | 0.22% |
| BARCLAYS PLC | 11/19/2024 | 160,406 | $3.16 M | 101.15% | 0.21% |
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, 254 institutional investors and hedge funds held shares of UMH Properties, Inc.. The most heavily invested institutionals were:
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
AMERICAN CENTURY COMPANIES INC: 2.33 M
Capital Research Global Investors: 1.8 M
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What percentage of UMH Properties, Inc. stock is owned by institutional investors?
78.68% 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 59.75 M shares in the last 24 months. This purchase volume represents approximately $1.15 B in transactions.