UMH Properties Ownership | Who Owns UMH Properties?
UMH Properties Ownership Summary
UMH Properties is owned by 78.68% institutional investors, 6.27% insiders, and 15.05% retail investors. Vanguard group is the largest institutional shareholder, holding 9.46% of UMH shares. T. Rowe Price Small-Cap Value is the top mutual fund, with 3.88% of its assets in UMH Properties shares.
UMH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UMH Properties | 78.68% | 6.27% | 15.05% |
| Sector | Real Estate Stocks | 63.99% | 7.35% | 28.66% |
| Industry | Residential REIT Stocks | 77.83% | 4.68% | 17.48% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 6.54M | 9.46% | $104.54M |
| Blackrock | 5.24M | 7.58% | $83.76M |
| T. rowe price investment management | 4.97M | 7.19% | $79.51M |
| American century companies | 2.93M | 4.24% | $46.87M |
| Copeland capital management | 2.75M | 3.98% | $44.01M |
| Fmr | 2.73M | 3.95% | $43.64M |
| William blair investment management | 2.00M | 2.90% | $32.04M |
| State street | 1.94M | 2.81% | $31.01M |
| Geode capital management | 1.64M | 2.38% | $26.29M |
| Jennison associates | 1.33M | 1.92% | $21.22M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ldr capital management | 236.46K | 3.44% | $3.78M |
| Copeland capital management | 2.75M | 0.82% | $44.01M |
| Private management group | 1.31M | 0.80% | $20.91M |
| Caldwell sutter capital | 91.49K | 0.72% | $1.46M |
| Wealthtrust axiom | 129.06K | 0.68% | $2.06M |
| Meixler investment management | 29.12K | 0.36% | $465.60K |
| Pacific heights asset management | 250.00K | 0.31% | $4.00M |
| Bard associates | 49.23K | 0.30% | $787.27K |
| Lokken investment group | 39.12K | 0.29% | $625.56K |
| Hunter perkins capital management | 84.30K | 0.28% | $1.35M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 4.97M | 0.05% | 1.09M |
| Blackrock | 5.24M | 0.00% | 359.53K |
| Copeland capital management | 2.75M | 0.82% | 330.26K |
| Deutsche bank ag\ | 357.90K | 0.00% | 318.40K |
| Goldman sachs group | 569.48K | 0.00% | 205.39K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Millennium management | 144.01K | 0.00% | -430.33K |
| Robotti robert | - | - | -294.61K |
| Cerity partners | 193.19K | 0.01% | -249.59K |
| Morgan stanley | 601.33K | 0.00% | -229.12K |
| State of new jersey common pension fund d | 403.35K | 0.03% | -203.41K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Marshall wace, llp | 143.83K | 0.00% | 143.83K | $2.30M |
| Ubs oconnor | 131.80K | 0.13% | 131.80K | $2.11M |
| First trust advisors lp | 68.26K | 0.00% | 68.26K | $1.09M |
| Globeflex capital l p | 35.20K | 0.06% | 35.20K | $562.85K |
| Corebridge financial | 34.35K | 0.00% | 34.35K | $549.34K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -12.00 |
| Sound income strategies | -15.00 |
| Harbor investment advisory | -89.00 |
| Cibc private wealth group | -144.00 |
| Parallel advisors | -407.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 220 | 12.82% | 59,490,867 | 10.33% | 78 | 1.38% | 126 | 23.53% | 59 | 11.32% |
| Jun 30, 2024 | 192 | -1.54% | 53,832,664 | 3.88% | 77 | 1.39% | 102 | 0.99% | 53 | -13.11% |
| Mar 31, 2024 | 195 | -2.99% | 51,823,004 | 1.96% | 74 | 1.30% | 101 | -16.53% | 61 | 24.49% |
| Dec 31, 2023 | 201 | 6.35% | 50,827,955 | 4.52% | 75 | 1.36% | 121 | 18.63% | 49 | -3.92% |
| Sep 30, 2023 | 189 | 5.00% | 48,629,467 | 4.14% | 74 | 1.29% | 102 | 4.08% | 51 | 13.33% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| T. Rowe Price Small-Cap Value | 3.05M | 3.88% | - |
| Vanguard Real Estate Index Investor | 2.63M | 3.35% | -4.04K |
| Fidelity US REIT Mother Fund | 2.39M | 3.04% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.01M | 2.56% | 3.71K |
| American Century Small Cap Value Inv | 1.81M | 2.30% | -525.00K |
| American Century U.S. Small Cap Value | 1.81M | 2.30% | -525.00K |
| American Funds SMALLCAP World A | 1.80M | 2.29% | 1.80M |
| iShares Russell 2000 ETF | 1.67M | 2.13% | -3.77K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 1.62M | 2.07% | 124.09K |
| Vanguard Institutional Extnd Mkt Idx Tr | 985.94K | 1.26% | 13.57K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 13, 2024 | LANDY SAMUEL A | President and CEO | Sell | $977.50K |
| Aug 15, 2024 | Conway Kiernan | - | Sell | $52.76K |
| Jun 18, 2024 | LANDY MICHAEL P | - | Buy | $72.61K |
| May 28, 2024 | LANDY SAMUEL A | President and CEO | Sell | $375.31K |
| Apr 03, 2024 | Taft Brett | EVP and COO | Sell | $155.92K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 1 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | 1 | 2 |
| 2024 Q1 | 5 | 1 |
| 2023 Q4 | 8 | 2 |
UMH Ownership FAQ
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