UMH Properties Ownership 2024 | Who Owns UMH Properties Now?
Institutional Ownership
29.16%
Insider Ownership
6.80%
Retail Ownership
64.04%
Institutional Holders
87.00
UMH Properties Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 9.46% | 0.00% | 6,538,056 | 160,073 | 2.51% | 104,543,515 | Jun 30, 2024 |
| BLACKROCK INC. | 7.58% | 0.00% | 5,238,276 | 359,532 | 7.37% | 83,760,033 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 7.19% | 0.05% | 4,972,192 | 1,091,562 | 28.13% | 79,506,000 | Jun 30, 2024 |
| AMERICAN CENTURY COMPANIES INC | 4.24% | 0.03% | 2,931,116 | 29,320 | 1.01% | 46,868,545 | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | 3.98% | 0.82% | 2,752,170 | 330,263 | 13.64% | 44,007,193 | Jun 30, 2024 |
| FMR LLC | 3.95% | 0.00% | 2,729,369 | 472 | 0.02% | 43,642,605 | Jun 30, 2024 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.90% | 0.08% | 2,003,749 | -4,115 | -0.20% | 32,039,947 | Jun 30, 2024 |
| STATE STREET CORP | 2.81% | 0.00% | 1,939,515 | 58,264 | 3.10% | 31,012,845,000 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.38% | 0.00% | 1,644,089 | 120,635 | 7.92% | 26,294,173 | Jun 30, 2024 |
| JENNISON ASSOCIATES LLC | 1.92% | 0.01% | 1,327,049 | 21,431 | 1.64% | 21,219,513 | Jun 30, 2024 |
| PRIVATE MANAGEMENT GROUP INC | 1.89% | 0.80% | 1,307,532 | -2,450 | -0.19% | 20,907,437 | Jun 30, 2024 |
| BANK OF AMERICA CORP /DE/ | 1.67% | 0.00% | 1,155,195 | 10,612 | 0.93% | 18,471,575 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.40% | 0.00% | 966,682 | 22,844 | 2.42% | 15,456,101 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.35% | 0.00% | 930,833 | 55,930 | 6.39% | 14,884,020 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.28% | 0.00% | 884,130 | 66,010 | 8.07% | 14,137,239 | Jun 30, 2024 |
| D.A. DAVIDSON & CO. | 1.26% | 0.12% | 871,668 | 47,256 | 5.73% | 13,937,984,000 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.26% | 0.00% | 868,810 | 34,922 | 4.19% | 13,892,272,000 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 1.26% | 0.01% | 868,525 | 43,154 | 5.23% | 13,887,711 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.04% | 0.25% | 720,905 | 56,528 | 8.51% | 11,527,271 | Jun 30, 2024 |
| MORGAN STANLEY | 0.87% | 0.00% | 601,330 | -229,117 | -27.59% | 9,615,282 | Jun 30, 2024 |
UMH Properties's largest institutional shareholder is VANGUARD GROUP INC, holding 9.46% of the company's total share outstanding, currently valued at $104.54M. The top 10 institutional shareholders own together 46.40% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| LDR CAPITAL MANAGEMENT LLC | 0.34% | 3.44% | 236,461 | - | - | 3,781,011 | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | 3.98% | 0.82% | 2,752,170 | 330,263 | 13.64% | 44,007,193 | Jun 30, 2024 |
| PRIVATE MANAGEMENT GROUP INC | 1.89% | 0.80% | 1,307,532 | -2,450 | -0.19% | 20,907,437 | Jun 30, 2024 |
| ROBOTTI ROBERT | 0.43% | 0.74% | 294,610 | -9,212 | -3.03% | 4,710,814 | Jun 30, 2024 |
| CALDWELL SUTTER CAPITAL, INC. | 0.13% | 0.72% | 91,494 | -527 | -0.57% | 1,462,989 | Jun 30, 2024 |
| WEALTHTRUST AXIOM LLC | 0.19% | 0.68% | 129,065 | -500 | -0.39% | 2,063,749 | Jun 30, 2024 |
| MEIXLER INVESTMENT MANAGEMENT, LTD. | 0.04% | 0.36% | 29,118 | -525 | -1.77% | 465,597 | Jun 30, 2024 |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 0.36% | 0.31% | 250,000 | - | - | 3,997,500 | Jun 30, 2024 |
| BARD ASSOCIATES INC | 0.07% | 0.30% | 49,235 | - | - | 787,268 | Jun 30, 2024 |
| LOKKEN INVESTMENT GROUP LLC | 0.06% | 0.29% | 39,122 | - | - | 625,561 | Jun 30, 2024 |
| HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 0.12% | 0.28% | 84,295 | 25,720 | 43.91% | 1,348,000 | Jun 30, 2024 |
| HEARTLAND ADVISORS INC | 0.43% | 0.27% | 300,000 | - | - | 4,797,000 | Jun 30, 2024 |
| SILVER LAKE ADVISORY, LLC | 0.17% | 0.27% | 115,741 | 4,667 | 4.20% | 1,850,701 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.04% | 0.25% | 720,905 | 56,528 | 8.51% | 11,527,271 | Jun 30, 2024 |
| MCILRATH & ECK, LLC | 0.15% | 0.24% | 102,099 | -3,404 | -3.23% | 1,632,567 | Jun 30, 2024 |
| MONTAG A & ASSOCIATES INC | 0.39% | 0.22% | 270,911 | - | - | 4,331,864 | Jun 30, 2024 |
| NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.25% | 0.21% | 176,186 | - | - | 2,817,214 | Jun 30, 2024 |
| VERT ASSET MANAGEMENT LLC | 0.04% | 0.16% | 25,598 | 1,284 | 5.28% | 409,312 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.03% | 0.15% | 17,950 | 17,950 | 100.00% | 287,021 | Jun 30, 2024 |
| CUSTOM INDEX SYSTEMS, LLC | 0.02% | 0.13% | 14,402 | 14,402 | 100.00% | 230,288 | Jun 30, 2024 |
The largest UMH Properties shareholder by % of total assets is LDR CAPITAL MANAGEMENT LLC. The company owns 236.46K shares of UMH Properties (UMH), representing 3.44% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 7.19% | 0.05% | 4,972,192 | 1,091,562 | 28.13% | 79,506,000 | Jun 30, 2024 |
| BLACKROCK INC. | 7.58% | 0.00% | 5,238,276 | 359,532 | 7.37% | 83,760,033 | Jun 30, 2024 |
| COPELAND CAPITAL MANAGEMENT, LLC | 3.98% | 0.82% | 2,752,170 | 330,263 | 13.64% | 44,007,193 | Jun 30, 2024 |
| DEUTSCHE BANK AG\ | 0.52% | 0.00% | 357,905 | 318,402 | 806.02% | 5,722,901 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 0.82% | 0.00% | 569,479 | 205,393 | 56.41% | 9,105,969 | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | 0.57% | 0.01% | 390,948 | 179,962 | 85.30% | 6,251,259 | Jun 30, 2024 |
| VANGUARD GROUP INC | 9.46% | 0.00% | 6,538,056 | 160,073 | 2.51% | 104,543,515 | Jun 30, 2024 |
| MARSHALL WACE, LLP | 0.21% | 0.00% | 143,829 | 143,829 | 100.00% | 2,299,826 | Jun 30, 2024 |
| UBS OCONNOR LLC | 0.19% | 0.13% | 131,800 | 131,800 | 100.00% | 2,107,482 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.38% | 0.00% | 1,644,089 | 120,635 | 7.92% | 26,294,173 | Jun 30, 2024 |
| AQR CAPITAL MANAGEMENT LLC | 0.18% | 0.00% | 127,087 | 92,625 | 268.77% | 2,032,121 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.10% | 0.00% | 68,260 | 68,260 | 100.00% | 1,091,477 | Jun 30, 2024 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.28% | 0.00% | 884,130 | 66,010 | 8.07% | 14,137,239 | Jun 30, 2024 |
| STATE STREET CORP | 2.81% | 0.00% | 1,939,515 | 58,264 | 3.10% | 31,012,845,000 | Jun 30, 2024 |
| KENNEDY CAPITAL MANAGEMENT LLC | 1.04% | 0.25% | 720,905 | 56,528 | 8.51% | 11,527,271 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 1.35% | 0.00% | 930,833 | 55,930 | 6.39% | 14,884,020 | Jun 30, 2024 |
| TWO SIGMA INVESTMENTS, LP | 0.07% | 0.00% | 51,391 | 51,391 | 100.00% | 821,742 | Jun 30, 2024 |
| D.A. DAVIDSON & CO. | 1.26% | 0.12% | 871,668 | 47,256 | 5.73% | 13,937,984,000 | Jun 30, 2024 |
| RAYMOND JAMES & ASSOCIATES | 1.26% | 0.01% | 868,525 | 43,154 | 5.23% | 13,887,711 | Jun 30, 2024 |
| ENVESTNET ASSET MANAGEMENT INC | 0.61% | 0.00% | 421,850 | 41,774 | 10.99% | 6,745,384 | Jun 30, 2024 |
As of Jun 30 2024, UMH Properties's largest institutional buyer is T. ROWE PRICE INVESTMENT MANAGEMENT, INC.. The company purchased 1.09M stocks of UMH, valued at $79.51M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MILLENNIUM MANAGEMENT LLC | 0.21% | 0.00% | 144,013 | -430,331 | -74.93% | 2,302,768 | Jun 30, 2024 |
| CERITY PARTNERS LLC | 0.28% | 0.01% | 193,191 | -249,595 | -56.37% | 3,089,125 | Jun 30, 2024 |
| MORGAN STANLEY | 0.87% | 0.00% | 601,330 | -229,117 | -27.59% | 9,615,282 | Jun 30, 2024 |
| STATE OF NEW JERSEY COMMON PENSION FUND D | 0.58% | 0.03% | 403,349 | -203,413 | -33.52% | 6,449,550 | Jun 30, 2024 |
| JPMORGAN CHASE & CO | 0.50% | 0.00% | 342,276 | -199,578 | -36.83% | 5,472,993 | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -105,000 | -100.00% | - | Jun 30, 2024 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | - | - | - | -83,128 | -100.00% | - | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.32% | 0.00% | 220,146 | -69,814 | -24.08% | 3,521,000 | Jun 30, 2024 |
| KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.09% | 0.07% | 64,689 | -60,604 | -48.37% | 1,034,377 | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -58,757 | -100.00% | - | Jun 30, 2024 |
| AMERIPRISE FINANCIAL INC | 0.40% | 0.00% | 277,820 | -50,084 | -15.27% | 4,442,345 | Jun 30, 2024 |
| UBS GROUP AG | 0.11% | 0.00% | 74,488 | -44,541 | -37.42% | 1,191,063 | Jun 30, 2024 |
| COMMONWEALTH EQUITY SERVICES, LLC | 0.03% | 0.00% | 19,113 | -38,708 | -66.94% | 306,000 | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -37,714 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -30,022 | -100.00% | - | Jun 30, 2024 |
| BARCLAYS PLC | 0.12% | 0.00% | 79,746 | -29,678 | -27.12% | 1,275,000 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.08% | 0.00% | 58,284 | -29,651 | -33.72% | 931,961 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.00% | 0.00% | 1,898 | -22,377 | -92.18% | 29,381 | Jun 30, 2024 |
| SCOUT INVESTMENTS, INC. | 0.33% | 0.10% | 228,457 | -21,877 | -8.74% | 3,653,027 | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -19,358 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, UMH Properties's biggest institutional seller is MILLENNIUM MANAGEMENT LLC. The company sold -0.43M shares of UMH, valued at $2.30M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| MARSHALL WACE, LLP | 0.21% | 0.00% | 143,829 | 143,829 | 100.00% | 2,299,826 | Jun 30, 2024 |
| UBS OCONNOR LLC | 0.19% | 0.13% | 131,800 | 131,800 | 100.00% | 2,107,482 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 0.10% | 0.00% | 68,260 | 68,260 | 100.00% | 1,091,477 | Jun 30, 2024 |
| GLOBEFLEX CAPITAL L P | 0.05% | 0.06% | 35,200 | 35,200 | 100.00% | 562,848 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.05% | 0.00% | 34,355 | 34,355 | 100.00% | 549,336 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.00% | 30,913 | 30,913 | 100.00% | 494,299 | Jun 30, 2024 |
| AVANTAX ADVISORY SERVICES, INC. | 0.04% | 0.00% | 25,269 | 25,269 | 100.00% | 404,056 | Jun 30, 2024 |
| EXODUSPOINT CAPITAL MANAGEMENT, LP | 0.03% | 0.00% | 20,340 | 20,340 | 100.00% | 325,000 | Jun 30, 2024 |
| CORTON CAPITAL INC. | 0.03% | 0.15% | 17,950 | 17,950 | 100.00% | 287,021 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.03% | 0.01% | 17,683 | 17,683 | 100.00% | 282,751 | Jun 30, 2024 |
| CUSTOM INDEX SYSTEMS, LLC | 0.02% | 0.13% | 14,402 | 14,402 | 100.00% | 230,288 | Jun 30, 2024 |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 0.01% | 0.00% | 5,579 | 5,579 | 100.00% | 89,000 | Jun 30, 2024 |
| RIDGEWOOD INVESTMENTS LLC | 0.01% | 0.04% | 4,448 | 4,448 | 100.00% | 71,123 | Jun 30, 2024 |
| SMARTLEAF ASSET MANAGEMENT LLC | 0.00% | 0.00% | 117 | 117 | 100.00% | 1,811 | Jun 30, 2024 |
UMH Properties's largest new institutional shareholder by number of shares is MARSHALL WACE, LLP, purchased 143.83K shares, valued at $2.30M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -105,000 | -100.00% | - | Jun 30, 2024 |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | - | - | - | -83,128 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -58,757 | -100.00% | - | Jun 30, 2024 |
| HRT FINANCIAL LP | - | - | - | -37,714 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -30,022 | -100.00% | - | Jun 30, 2024 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | - | - | - | -19,358 | -100.00% | - | Jun 30, 2024 |
| GRAHAM CAPITAL MANAGEMENT, L.P. | - | - | - | -19,032 | -100.00% | - | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | - | - | - | -11,200 | -100.00% | - | Jun 30, 2024 |
| METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -5,201 | -100.00% | - | Jun 30, 2024 |
| ENTRYPOINT CAPITAL, LLC | - | - | - | -2,020 | -100.00% | - | Jun 30, 2024 |
| GW&K INVESTMENT MANAGEMENT, LLC | - | - | - | -851 | -100.00% | - | Jun 30, 2024 |
| PNC FINANCIAL SERVICES GROUP, INC. | - | - | - | -600 | -100.00% | - | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | - | - | - | -500 | -100.00% | - | Jun 30, 2024 |
| PARALLEL ADVISORS, LLC | - | - | - | -407 | -100.00% | - | Jun 30, 2024 |
| CIBC PRIVATE WEALTH GROUP, LLC | - | - | - | -144 | -100.00% | - | Jun 30, 2024 |
| HARBOR INVESTMENT ADVISORY, LLC | - | - | - | -89 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -12 | -100.00% | - | Jun 30, 2024 |
UMH Properties's largest sold out institutional shareholder by shares sold is RENAISSANCE TECHNOLOGIES LLC, sold -0.10M shares, valued at -, as of undefined.
UMH Properties Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| Walthausen Funds | 1.45% | 49,561 | - | - | Apr 30, 2023 |
| PIONEER REAL ESTATE SHARES | 0.89% | 34,184 | - | - | Mar 31, 2023 |
| Copeland Trust | 0.56% | 31,359 | - | - | Feb 29, 2024 |
| HEARTLAND GROUP INC | 0.53% | 300,000 | -200,000 | -40.00% | Mar 31, 2024 |
| Bread & Butter Fund Inc. | 0.33% | 1,000 | - | - | Jun 30, 2020 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 0.29% | 2,277,600 | -2,400 | -0.11% | Mar 31, 2024 |
| WANGER ADVISORS TRUST | 0.22% | 117,127 | - | - | Mar 31, 2024 |
| Seven Hills Realty Trust | 0.21% | 195,796 | - | - | Dec 31, 2020 |
| Manager Directed Portfolios | 0.15% | 23,900 | - | - | Jan 31, 2024 |
| Forward Funds | 0.14% | 295,038 | - | - | Sep 30, 2022 |
| PRUDENTIAL JENNISON BLEND FUND, INC. | 0.13% | 82,607 | 6,821 | 9.00% | Feb 29, 2024 |
| World Funds Trust | 0.12% | 68,052 | - | - | Jan 31, 2024 |
| AMERICAN CENTURY CAPITAL PORTFOLIOS INC | 0.11% | 2,339,913 | 36,815 | 1.60% | Mar 31, 2024 |
| RMB INVESTORS TRUST | 0.08% | 42,504 | - | - | Dec 31, 2023 |
| VANGUARD VALLEY FORGE FUNDS | 0.08% | 39,327 | - | - | Mar 31, 2024 |
| Seven Hills Realty Trust | 0.07% | 66,650 | - | - | Dec 31, 2020 |
| STATE STREET INSTITUTIONAL FUNDS | 0.06% | 44,257 | 44,257 | - | Mar 31, 2024 |
| Forward Funds | 0.05% | 110,000 | - | - | Sep 30, 2022 |
| VANGUARD SPECIALIZED FUNDS | 0.05% | 2,504,152 | 123,751 | 5.20% | Jan 31, 2024 |
| COHEN & STEERS TOTAL RETURN REALTY FUND INC | 0.05% | 20,000 | - | - | Dec 31, 2023 |
| Kelly Strategic ETF Trust | 0.04% | 1,064 | - | - | Feb 29, 2024 |
| ADVISORS' INNER CIRCLE FUND | 0.04% | 893,100 | - | - | Jan 31, 2024 |
| AMG Funds I | 0.03% | 68,290 | - | - | Jan 31, 2024 |
| HARBOR FUNDS | 0.03% | 595,830 | - | - | Jan 31, 2024 |
| PERMANENT PORTFOLIO FAMILY OF FUNDS | 0.02% | 250,000 | - | - | Jan 31, 2024 |
| Harbor ETF Trust | 0.02% | 99,424 | - | - | Jan 31, 2024 |
| BNY Mellon Strategic Funds, Inc. | 0.02% | 45,690 | - | - | Mar 31, 2024 |
| COLUMBIA ACORN TRUST | 0.02% | 54,329 | - | - | Mar 31, 2024 |
| QUANTITATIVE MASTER SERIES LLC | 0.02% | 99,139 | - | - | Mar 31, 2024 |
| AMG FUNDS III | 0.02% | 79,761 | - | - | Mar 28, 2024 |
| DEUTSCHE DWS INVESTMENTS VIT FUNDS | 0.02% | 9,015 | - | - | Mar 31, 2024 |
| NORTHERN LIGHTS FUND TRUST II | 0.02% | 174,561 | 72,000 | 70.20% | Feb 29, 2024 |
| SPIRIT OF AMERICA INVESTMENT FUND INC | 0.01% | 10,500 | - | - | Feb 29, 2024 |
| Columbia Funds Variable Series Trust II | 0.01% | 324,764 | -13,618 | -4.02% | Mar 31, 2024 |
| Nuveen Real Asset Income & Growth Fund | 0.01% | 25,424 | - | - | Mar 31, 2024 |
| WILLIAM BLAIR FUNDS | 0.01% | 797,555 | 4,257 | 0.54% | Mar 31, 2024 |
| PRUDENTIAL JENNISON SMALL CO FUND, INC. | 0.01% | 30,074 | - | - | Mar 28, 2024 |
| VANGUARD INDEX FUNDS | 0.01% | 2,868,565 | -1,185,621 | -29.24% | Mar 31, 2024 |
| Virtus Investment Trust | 0.01% | 221,116 | -14,556 | -6.18% | Mar 28, 2024 |
| JANUS INVESTMENT FUND | 0.01% | 1,663,454 | - | - | Dec 31, 2023 |
| FORUM FUNDS II | 0.01% | 5,300 | - | - | Jan 31, 2024 |
| KP Funds | 0.01% | 235,871 | - | - | Sep 30, 2020 |
| FIDELITY SECURITIES FUND | 0.01% | 470,304 | - | - | Jan 31, 2024 |
| COHEN & STEERS QUALITY INCOME REALTY FUND INC | 0.00% | 45,000 | - | - | Dec 31, 2023 |
| IndexIQ ETF Trust | 0.00% | 10,197 | 9,004 | 754.74% | Jan 31, 2024 |
| TIAA SEPARATE ACCOUNT VA 1 | 0.00% | 994 | - | - | Mar 31, 2024 |
| CLEARWATER INVESTMENT TRUST | 0.00% | 42,058 | - | - | Mar 28, 2024 |
| SCHWAB CAPITAL TRUST | 0.00% | 163,764 | 9,168 | 5.93% | Jan 31, 2024 |
| FIDELITY SECURITIES FUND | 0.00% | 335,723 | - | - | Jan 31, 2024 |
| MML SERIES INVESTMENT FUND | 0.00% | 29,749 | 1,683 | 6.00% | Dec 31, 2023 |
| Mutual of America Variable Insurance Portfolios, Inc. | 0.00% | 2,178 | - | - | Sep 30, 2023 |
| Nushares ETF Trust | 0.00% | 21,293 | - | - | Jan 31, 2024 |
| ETF Series Solutions | 0.00% | 58,738 | 12,338 | 26.59% | Feb 29, 2024 |
| FIDELITY CONCORD STREET TRUST | 0.00% | 558,333 | 28,458 | 5.37% | Feb 29, 2024 |
| NUVEEN INVESTMENT FUNDS INC | 0.00% | 88,614 | - | - | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.00% | 61,461 | - | - | Mar 31, 2024 |
| FIDELITY SELECT PORTFOLIOS | 0.00% | 167,300 | - | - | Feb 29, 2024 |
| VANGUARD EXPLORER FUND | 0.00% | 30,350 | - | - | Jan 31, 2024 |
| FIDELITY COVINGTON TRUST | 0.00% | 44,957 | 2,510 | 5.91% | Jan 31, 2024 |
| SCHWAB INVESTMENTS | 0.00% | 131,445 | - | - | Jan 31, 2024 |
| Calvert Variable Products, Inc. | 0.00% | 6,199 | - | - | Mar 31, 2024 |
| GOLDMAN SACHS VARIABLE INSURANCE TRUST | 0.00% | 9,429 | 3,716 | 65.04% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.00% | 26,635 | - | - | Mar 31, 2024 |
| CARILLON SERIES TRUST | 0.00% | 115,152 | -7,911 | -6.43% | Mar 31, 2024 |
| MUTUAL OF AMERICA INVESTMENT CORP | 0.00% | 83,128 | -6,752 | -7.51% | Mar 31, 2024 |
| INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST | 0.00% | 74,215 | - | - | Jan 31, 2024 |
| NORTHWESTERN MUTUAL SERIES FUND INC | 0.00% | 176,800 | 51,500 | 41.10% | Mar 31, 2024 |
| ALPS ETF Trust | 0.00% | 18,317 | 475 | 2.66% | Feb 29, 2024 |
| JPMORGAN INSURANCE TRUST | 0.00% | 17,971 | -729 | -3.90% | Mar 31, 2023 |
| VANGUARD INSTITUTIONAL INDEX FUNDS | 0.00% | 39,642 | -3,053 | -7.15% | Mar 31, 2024 |
| Two Roads Shared Trust | 0.00% | 49,100 | 14,825 | 43.25% | Jan 31, 2024 |
| Cambria ETF Trust | 0.00% | 11,200 | - | - | Jan 31, 2024 |
| Invesco Exchange-Traded Fund Trust II | 0.00% | 367,686 | - | - | Jan 31, 2024 |
| SCHWAB STRATEGIC TRUST | 0.00% | 649,083 | 44,986 | 7.45% | Feb 29, 2024 |
| Managed Portfolio Series | 0.00% | 24,328 | 24,328 | - | Mar 31, 2024 |
| VANGUARD VARIABLE INSURANCE FUNDS | 0.00% | 50,830 | -29 | -0.06% | Mar 31, 2024 |
| T. Rowe Price Index Trust, Inc. | 0.00% | 19,236 | 385 | 2.04% | Mar 31, 2024 |
| STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 0.00% | 4,032 | 1,325 | 48.95% | Mar 31, 2024 |
| BMO FUNDS, INC. | 0.00% | 31,159 | -3,436 | -9.93% | Nov 30, 2021 |
| SSGA FUNDS | 0.00% | 330 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.00% | 7,123 | -31 | -0.43% | Mar 31, 2024 |
| Dunham Funds | 0.00% | 48,407 | - | - | Jan 31, 2024 |
| COLLEGE RETIREMENT EQUITIES FUND | 0.00% | 733,709 | 43,750 | 6.34% | Mar 31, 2024 |
| DFA INVESTMENT DIMENSIONS GROUP INC | 0.00% | 653,425 | 14,505 | 2.27% | Jan 31, 2024 |
| Tidal ETF Trust | 0.00% | 8,471 | 4,595 | 118.55% | Jan 31, 2024 |
| INVESCO EXCHANGE-TRADED FUND TRUST | 0.00% | 51,753 | 48 | 0.09% | Jan 31, 2024 |
| Voya VARIABLE PORTFOLIOS INC | 0.00% | 19,973 | -2,980 | -12.98% | Mar 31, 2024 |
| SunAmerica Specialty Series | 0.00% | 302 | - | - | Apr 30, 2021 |
| Global X Funds | 0.00% | 25,088 | 2,626 | 11.69% | Jan 31, 2024 |
| RBC FUNDS TRUST | 0.00% | 61,040 | 13,370 | 28.05% | Mar 28, 2024 |
| NORTHERN FUNDS | 0.00% | 70,538 | 4,292 | 6.48% | Mar 28, 2024 |
| PFM Multi-Manager Series Trust | 0.00% | 400 | - | - | Dec 31, 2023 |
| Advisors' Inner Circle Fund III | 0.00% | 54,435 | 819 | 1.53% | Jan 31, 2024 |
| Investment Managers Series Trust II | 0.00% | 5,980 | 5,980 | - | Mar 31, 2024 |
| WILMINGTON FUNDS | 0.00% | 5,237 | - | - | Jan 31, 2024 |
| SPDR INDEX SHARES FUNDS | 0.00% | 92,404 | 1,043 | 1.14% | Mar 31, 2024 |
| Voya PARTNERS INC | 0.00% | 36,944 | -1,050 | -2.76% | Mar 31, 2024 |
| PIONEER VARIABLE CONTRACTS TRUST /MA/ | 0.00% | 10,105 | - | - | Mar 28, 2024 |
| Victory Portfolios II | 0.00% | 20,432 | - | - | Mar 31, 2024 |
| MANNING & NAPIER FUND, INC. | 0.00% | 17,740 | - | - | Jan 31, 2024 |
UMH Properties's largest mutual fund holder by % of total assets is "Walthausen Funds", owning 49.56K shares, compromising 1.45% of its total assets.
UMH Properties Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 87 | -55.38% |
| 31 Mar, 24 | 195 | -2.99% |
| 31 Dec, 23 | 201 | 6.35% |
| 30 Sep, 23 | 189 | 5.00% |
| 30 Jun, 23 | 180 | -2.17% |
| 31 Mar, 23 | 184 | 8.24% |
| 31 Dec, 22 | 170 | - |
| 30 Sep, 22 | 170 | -5.56% |
| 30 Jun, 22 | 180 | -7.22% |
| 31 Mar, 22 | 194 | 7.78% |
| 31 Dec, 21 | 180 | 7.78% |
| 30 Sep, 21 | 167 | 3.73% |
| 30 Jun, 21 | 161 | 13.38% |
| 31 Mar, 21 | 142 | 8.40% |
| 31 Dec, 20 | 131 | 3.15% |
| 30 Sep, 20 | 127 | 3.25% |
| 30 Jun, 20 | 123 | -4.65% |
| 31 Mar, 20 | 129 | 1.57% |
| 31 Dec, 19 | 127 | -4.51% |
| 30 Sep, 19 | 133 | -3.62% |
| 30 Jun, 19 | 138 | 6.15% |
| 31 Mar, 19 | 130 | -3.70% |
| 31 Dec, 18 | 135 | 3.85% |
| 30 Sep, 18 | 130 | 5.69% |
| 30 Jun, 18 | 123 | -0.81% |
| 31 Mar, 18 | 124 | 0.81% |
| 31 Dec, 17 | 123 | 4.24% |
| 30 Sep, 17 | 118 | 7.27% |
| 30 Jun, 17 | 110 | 4.76% |
| 31 Mar, 17 | 105 | -2.78% |
| 31 Dec, 16 | 108 | 8.00% |
| 30 Sep, 16 | 100 | 4.17% |
| 30 Jun, 16 | 96 | 5.49% |
| 31 Mar, 16 | 91 | 1.11% |
| 31 Dec, 15 | 90 | 7.14% |
| 30 Sep, 15 | 84 | -2.33% |
| 30 Jun, 15 | 86 | - |
| 31 Mar, 15 | 86 | 3.61% |
| 31 Dec, 14 | 83 | 7.79% |
| 30 Sep, 14 | 77 | 1.32% |
| 30 Jun, 14 | 76 | -3.80% |
| 31 Mar, 14 | 79 | 12.86% |
| 31 Dec, 13 | 70 | - |
| 30 Sep, 13 | 70 | 2.94% |
| 30 Jun, 13 | 68 | 277.78% |
| 31 Mar, 13 | 18 | -14.29% |
| 31 Dec, 12 | 21 | - |
| 30 Sep, 12 | 21 | -8.70% |
| 30 Jun, 12 | 23 | 9.52% |
| 31 Mar, 12 | 21 | -16.00% |
| 31 Dec, 11 | 25 | 56.25% |
| 30 Sep, 11 | 16 | -11.11% |
| 30 Jun, 11 | 18 | 12.50% |
| 31 Mar, 11 | 16 | 23.08% |
| 31 Dec, 10 | 13 | 8.33% |
| 30 Sep, 10 | 12 | 20.00% |
| 30 Jun, 10 | 10 | 11.11% |
| 31 Mar, 10 | 9 | -25.00% |
| 31 Dec, 09 | 12 | 33.33% |
| 30 Sep, 09 | 9 | -25.00% |
| 30 Jun, 09 | 12 | 300.00% |
| 31 Mar, 09 | 3 | - |
| 31 Dec, 08 | 3 | -25.00% |
| 30 Sep, 08 | 4 | -20.00% |
| 30 Jun, 08 | 5 | -16.67% |
| 31 Mar, 08 | 6 | - |
| 31 Dec, 07 | 6 | - |
| 30 Sep, 07 | 6 | 20.00% |
| 30 Jun, 07 | 5 | 25.00% |
| 31 Mar, 07 | 4 | - |
| 31 Dec, 06 | 4 | -33.33% |
| 30 Sep, 06 | 6 | 20.00% |
| 30 Jun, 06 | 5 | 400.00% |
| 30 Mar, 06 | 1 | - |
As of 30 Jun 24, 87 institutions are holding UMH Properties's shares, representing a decrease of -55.38% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 20,159,327 | -61.10% |
| 31 Mar, 24 | 51,823,004 | 1.96% |
| 31 Dec, 23 | 50,827,955 | 4.52% |
| 30 Sep, 23 | 48,629,467 | 4.14% |
| 30 Jun, 23 | 46,694,763 | 8.23% |
| 31 Mar, 23 | 43,145,610 | 3.49% |
| 31 Dec, 22 | 41,689,849 | 5.21% |
| 30 Sep, 22 | 39,625,203 | 1.57% |
| 30 Jun, 22 | 39,010,846 | 7.59% |
| 31 Mar, 22 | 36,258,580 | 5.07% |
| 31 Dec, 21 | 34,510,215 | 9.76% |
| 30 Sep, 21 | 31,441,504 | 0.98% |
| 30 Jun, 21 | 31,137,294 | 15.71% |
| 31 Mar, 21 | 26,910,134 | 5.52% |
| 31 Dec, 20 | 25,501,326 | -2.44% |
| 30 Sep, 20 | 26,140,158 | 0.19% |
| 30 Jun, 20 | 26,091,034 | -2.31% |
| 31 Mar, 20 | 26,707,944 | 0.57% |
| 31 Dec, 19 | 26,555,561 | 5.17% |
| 30 Sep, 19 | 25,249,966 | 1.28% |
| 30 Jun, 19 | 24,930,071 | 6.28% |
| 31 Mar, 19 | 23,457,744 | 3.40% |
| 31 Dec, 18 | 22,686,805 | 5.35% |
| 30 Sep, 18 | 21,534,086 | -0.21% |
| 30 Jun, 18 | 21,578,535 | 9.06% |
| 31 Mar, 18 | 19,786,228 | 1.53% |
| 31 Dec, 17 | 19,487,460 | 1.27% |
| 30 Sep, 17 | 19,243,035 | 4.82% |
| 30 Jun, 17 | 18,358,821 | 21.38% |
| 31 Mar, 17 | 15,124,636 | 10.96% |
| 31 Dec, 16 | 13,631,264 | 10.82% |
| 30 Sep, 16 | 12,300,641 | 6.12% |
| 30 Jun, 16 | 11,590,965 | 4.04% |
| 31 Mar, 16 | 11,140,988 | -1.82% |
| 31 Dec, 15 | 11,348,055 | 3.51% |
| 30 Sep, 15 | 10,963,646 | 2.48% |
| 30 Jun, 15 | 10,697,943 | 5.33% |
| 31 Mar, 15 | 10,156,858 | 3.75% |
| 31 Dec, 14 | 9,789,422 | 7.76% |
| 30 Sep, 14 | 9,084,124 | 15.60% |
| 30 Jun, 14 | 7,858,029 | 14.06% |
| 31 Mar, 14 | 6,889,202 | 13.98% |
| 31 Dec, 13 | 6,044,414 | 6.38% |
| 30 Sep, 13 | 5,682,064 | 5.50% |
| 30 Jun, 13 | 5,386,095 | 185.45% |
| 31 Mar, 13 | 1,886,859 | 6.34% |
| 31 Dec, 12 | 1,774,281 | -2.19% |
| 30 Sep, 12 | 1,814,012 | -25.75% |
| 30 Jun, 12 | 2,443,087 | 3.42% |
| 31 Mar, 12 | 2,362,258 | 2.90% |
| 31 Dec, 11 | 2,295,574 | 109.26% |
| 30 Sep, 11 | 1,097,006 | -14.10% |
| 30 Jun, 11 | 1,277,007 | 17.81% |
| 31 Mar, 11 | 1,083,990 | 21.88% |
| 31 Dec, 10 | 889,395 | -0.18% |
| 30 Sep, 10 | 891,033 | 5.29% |
| 30 Jun, 10 | 846,259 | 32.48% |
| 31 Mar, 10 | 638,776 | -7.67% |
| 31 Dec, 09 | 691,831 | 139.36% |
| 30 Sep, 09 | 289,030 | 0.39% |
| 30 Jun, 09 | 287,905 | 27.36% |
| 31 Mar, 09 | 226,062 | -4.31% |
| 31 Dec, 08 | 236,252 | 52.55% |
| 30 Sep, 08 | 154,873 | 246.07% |
| 30 Jun, 08 | 44,752 | -86.57% |
| 31 Mar, 08 | 333,346 | -4.51% |
| 31 Dec, 07 | 349,105 | -11.83% |
| 30 Sep, 07 | 395,953 | 4.77% |
| 30 Jun, 07 | 377,932 | 3.14% |
| 31 Mar, 07 | 366,434 | -12.50% |
| 31 Dec, 06 | 418,784 | -1.77% |
| 30 Sep, 06 | 426,310 | -3.71% |
| 30 Jun, 06 | 442,742 | 88448.40% |
| 30 Mar, 06 | 500 | - |
UMH Properties (UMH) has 20.16M shares outstanding as of 30 Jun 24, down -61.10% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 29.16% | 0.52% |
| 31 Mar, 24 | 74.96% | 1.30% |
| 31 Dec, 23 | 76.00% | 1.36% |
| 30 Sep, 23 | 74.73% | 1.29% |
| 30 Jun, 23 | 76.25% | 1.43% |
| 31 Mar, 23 | 73.02% | 1.33% |
| 31 Dec, 22 | 74.20% | 1.40% |
| 30 Sep, 22 | 72.74% | 1.40% |
| 30 Jun, 22 | 71.96% | 1.50% |
| 31 Mar, 22 | 69.33% | 1.25% |
| 31 Dec, 21 | 74.48% | 1.72% |
| 30 Sep, 21 | 65.81% | 1.40% |
| 30 Jun, 21 | 68.47% | 1.70% |
| 31 Mar, 21 | 63.50% | 1.70% |
| 31 Dec, 20 | 61.08% | 1.51% |
| 30 Sep, 20 | 63.57% | 1.59% |
| 30 Jun, 20 | 63.31% | 1.50% |
| 31 Mar, 20 | 64.87% | 1.47% |
| 31 Dec, 19 | 66.54% | 1.71% |
| 30 Sep, 19 | 62.33% | 1.58% |
| 30 Jun, 19 | 62.88% | 1.71% |
| 31 Mar, 19 | 60.70% | 1.60% |
| 31 Dec, 18 | 61.53% | 1.82% |
| 30 Sep, 18 | 58.19% | 1.67% |
| 30 Jun, 18 | 58.96% | 1.92% |
| 31 Mar, 18 | 55.38% | 1.56% |
| 31 Dec, 17 | 59.64% | 1.87% |
| 30 Sep, 17 | 56.43% | 1.69% |
| 30 Jun, 17 | 57.79% | 2.27% |
| 31 Mar, 17 | 50.49% | 2.10% |
| 31 Dec, 16 | 49.02% | 2.52% |
| 30 Sep, 16 | 44.10% | 2.45% |
| 30 Jun, 16 | 42.44% | 2.51% |
| 31 Mar, 16 | 41.08% | 2.32% |
| 31 Dec, 15 | 42.06% | 2.44% |
| 30 Sep, 15 | 41.55% | 2.39% |
| 30 Jun, 15 | 41.71% | 2.49% |
| 31 Mar, 15 | 40.96% | 2.63% |
| 31 Dec, 14 | 39.48% | 2.50% |
| 30 Sep, 14 | 39.78% | 3.13% |
| 30 Jun, 14 | 35.63% | 3.39% |
| 31 Mar, 14 | 32.40% | 4.01% |
| 31 Dec, 13 | 28.43% | 2.90% |
| 30 Sep, 13 | 31.33% | 3.58% |
| 30 Jun, 13 | 29.60% | 25.29% |
| 31 Mar, 13 | 10.82% | 10.45% |
| 31 Dec, 12 | 10.17% | 8.31% |
| 30 Sep, 12 | 11.06% | 4.77% |
| 30 Jun, 12 | 15.23% | 6.55% |
| 31 Mar, 12 | 15.24% | 6.95% |
| 31 Dec, 11 | 14.81% | 26.66% |
| 30 Sep, 11 | 7.45% | 9.43% |
| 30 Jun, 11 | 8.89% | 14.68% |
| 31 Mar, 11 | 7.78% | 16.04% |
| 31 Dec, 10 | 6.97% | 14.38% |
| 30 Sep, 10 | 6.96% | 15.40% |
| 30 Jun, 10 | 6.72% | 24.89% |
| 31 Mar, 10 | 5.20% | 14.14% |
| 31 Dec, 09 | 6.06% | 95.85% |
| 30 Sep, 09 | 2.51% | 38.19% |
| 30 Jun, 09 | 2.57% | 61.42% |
| 31 Mar, 09 | 2.04% | 43.32% |
| 31 Dec, 08 | 2.17% | 107.92% |
| 30 Sep, 08 | 1.42% | 834.91% |
| 30 Jun, 08 | 0.41% | 4.30% |
| 31 Mar, 08 | 3.09% | 28.19% |
| 31 Dec, 07 | 3.31% | 23.78% |
| 30 Sep, 07 | 3.73% | 28.77% |
| 30 Jun, 07 | 3.60% | 28.84% |
| 31 Mar, 07 | 3.53% | 21.66% |
| 31 Dec, 06 | 4.04% | 22.98% |
| 30 Sep, 06 | 4.19% | 21.66% |
| 30 Jun, 06 | 4.40% | 17077000.00% |
| 30 Mar, 06 | 0.01% | - |
As of 30 Jun 24, UMH Properties is held by 29.16% institutional shareholders, representing a 0.52% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 46 | -54.46% |
| 31 Mar, 24 | 101 | -16.53% |
| 31 Dec, 23 | 121 | 18.63% |
| 30 Sep, 23 | 102 | 4.08% |
| 30 Jun, 23 | 98 | -14.04% |
| 31 Mar, 23 | 114 | 28.09% |
| 31 Dec, 22 | 89 | -3.26% |
| 30 Sep, 22 | 92 | -11.54% |
| 30 Jun, 22 | 104 | -2.80% |
| 31 Mar, 22 | 107 | 4.90% |
| 31 Dec, 21 | 102 | 12.09% |
| 30 Sep, 21 | 91 | -7.14% |
| 30 Jun, 21 | 98 | 60.66% |
| 31 Mar, 21 | 61 | 7.02% |
| 31 Dec, 20 | 57 | -5.00% |
| 30 Sep, 20 | 60 | -4.76% |
| 30 Jun, 20 | 63 | 3.28% |
| 31 Mar, 20 | 61 | -8.96% |
| 31 Dec, 19 | 67 | 1.52% |
| 30 Sep, 19 | 66 | -9.59% |
| 30 Jun, 19 | 73 | 17.74% |
| 31 Mar, 19 | 62 | -11.43% |
| 31 Dec, 18 | 70 | 11.11% |
| 30 Sep, 18 | 63 | -1.56% |
| 30 Jun, 18 | 64 | -3.03% |
| 31 Mar, 18 | 66 | -5.71% |
| 31 Dec, 17 | 70 | -4.11% |
| 30 Sep, 17 | 73 | 12.31% |
| 30 Jun, 17 | 65 | 14.04% |
| 31 Mar, 17 | 57 | 7.55% |
| 31 Dec, 16 | 53 | 6.00% |
| 30 Sep, 16 | 50 | 8.70% |
| 30 Jun, 16 | 46 | 6.98% |
| 31 Mar, 16 | 43 | -2.27% |
| 31 Dec, 15 | 44 | 22.22% |
| 30 Sep, 15 | 36 | -25.00% |
| 30 Jun, 15 | 48 | 6.67% |
| 31 Mar, 15 | 45 | -2.17% |
| 31 Dec, 14 | 46 | 12.20% |
| 30 Sep, 14 | 41 | 5.13% |
| 30 Jun, 14 | 39 | -4.88% |
| 31 Mar, 14 | 41 | 20.59% |
| 31 Dec, 13 | 34 | -2.86% |
| 30 Sep, 13 | 35 | -39.66% |
| 30 Jun, 13 | 58 | 625.00% |
| 31 Mar, 13 | 8 | -27.27% |
| 31 Dec, 12 | 11 | -15.38% |
| 30 Sep, 12 | 13 | -7.14% |
| 30 Jun, 12 | 14 | 40.00% |
| 31 Mar, 12 | 10 | -28.57% |
| 31 Dec, 11 | 14 | 75.00% |
| 30 Sep, 11 | 8 | -38.46% |
| 30 Jun, 11 | 13 | 85.71% |
| 31 Mar, 11 | 7 | 16.67% |
| 31 Dec, 10 | 6 | - |
| 30 Sep, 10 | 6 | -33.33% |
| 30 Jun, 10 | 9 | 50.00% |
| 31 Mar, 10 | 6 | - |
| 31 Dec, 09 | 6 | 100.00% |
| 30 Sep, 09 | 3 | -72.73% |
| 30 Jun, 09 | 11 | 266.67% |
| 31 Mar, 09 | 3 | - |
| 31 Dec, 08 | 3 | 50.00% |
| 30 Sep, 08 | 2 | 100.00% |
| 30 Jun, 08 | 1 | -75.00% |
| 31 Mar, 08 | 4 | 33.33% |
| 31 Dec, 07 | 3 | - |
| 30 Sep, 07 | 3 | - |
| 30 Jun, 07 | 3 | -25.00% |
| 31 Mar, 07 | 4 | 300.00% |
| 31 Dec, 06 | 1 | -75.00% |
| 30 Sep, 06 | 4 | -20.00% |
| 30 Jun, 06 | 5 | 400.00% |
| 30 Mar, 06 | 1 | - |
46 institutional shareholders have increased their position in UMH stock as of 30 Jun 24 compared to 101 in the previous quarter (a -54.46% decrease).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 18 | -70.49% |
| 31 Mar, 24 | 61 | 24.49% |
| 31 Dec, 23 | 49 | -3.92% |
| 30 Sep, 23 | 51 | 13.33% |
| 30 Jun, 23 | 45 | 18.42% |
| 31 Mar, 23 | 38 | -24.00% |
| 31 Dec, 22 | 50 | 2.04% |
| 30 Sep, 22 | 49 | 2.08% |
| 30 Jun, 22 | 48 | -18.64% |
| 31 Mar, 22 | 59 | 25.53% |
| 31 Dec, 21 | 47 | 6.82% |
| 30 Sep, 21 | 44 | 18.92% |
| 30 Jun, 21 | 37 | -26.00% |
| 31 Mar, 21 | 50 | 21.95% |
| 31 Dec, 20 | 41 | 5.13% |
| 30 Sep, 20 | 39 | 14.71% |
| 30 Jun, 20 | 34 | -12.82% |
| 31 Mar, 20 | 39 | 21.88% |
| 31 Dec, 19 | 32 | -21.95% |
| 30 Sep, 19 | 41 | 17.14% |
| 30 Jun, 19 | 35 | -22.22% |
| 31 Mar, 19 | 45 | 21.62% |
| 31 Dec, 18 | 37 | -17.78% |
| 30 Sep, 18 | 45 | 45.16% |
| 30 Jun, 18 | 31 | -3.13% |
| 31 Mar, 18 | 32 | -5.88% |
| 31 Dec, 17 | 34 | 30.77% |
| 30 Sep, 17 | 26 | - |
| 30 Jun, 17 | 26 | -13.33% |
| 31 Mar, 17 | 30 | -21.05% |
| 31 Dec, 16 | 38 | 52.00% |
| 30 Sep, 16 | 25 | 4.17% |
| 30 Jun, 16 | 24 | 14.29% |
| 31 Mar, 16 | 21 | 10.53% |
| 31 Dec, 15 | 19 | -24.00% |
| 30 Sep, 15 | 25 | 25.00% |
| 30 Jun, 15 | 20 | -16.67% |
| 31 Mar, 15 | 24 | 41.18% |
| 31 Dec, 14 | 17 | 6.25% |
| 30 Sep, 14 | 16 | 6.67% |
| 30 Jun, 14 | 15 | 25.00% |
| 31 Mar, 14 | 12 | -25.00% |
| 31 Dec, 13 | 16 | 23.08% |
| 30 Sep, 13 | 13 | 225.00% |
| 30 Jun, 13 | 4 | -20.00% |
| 31 Mar, 13 | 5 | - |
| 31 Dec, 12 | 5 | 66.67% |
| 30 Sep, 12 | 3 | -25.00% |
| 30 Jun, 12 | 4 | -33.33% |
| 31 Mar, 12 | 6 | 20.00% |
| 31 Dec, 11 | 5 | 25.00% |
| 30 Sep, 11 | 4 | 100.00% |
| 30 Jun, 11 | 2 | -50.00% |
| 31 Mar, 11 | 4 | 100.00% |
| 31 Dec, 10 | 2 | -50.00% |
| 30 Sep, 10 | 4 | 300.00% |
| 30 Jun, 10 | 1 | - |
| 31 Mar, 10 | 1 | -50.00% |
| 31 Dec, 09 | 2 | 100.00% |
| 30 Sep, 09 | 1 | - |
| 30 Jun, 09 | 1 | - |
| 31 Mar, 09 | - | - |
| 31 Dec, 08 | - | -100.00% |
| 30 Sep, 08 | 2 | - |
| 30 Jun, 08 | 2 | - |
| 31 Mar, 08 | 2 | -33.33% |
| 31 Dec, 07 | 3 | 50.00% |
| 30 Sep, 07 | 2 | - |
| 30 Jun, 07 | 2 | - |
| 31 Mar, 07 | - | -100.00% |
| 31 Dec, 06 | 2 | 100.00% |
| 30 Sep, 06 | 1 | - |
| 30 Jun, 06 | - | - |
| 30 Mar, 06 | - | - |
18 institutional shareholders have reduced their position in UMH stock as of 30 Jun 24 compared to 61 in the previous quarter (a -70.49% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 87 | -55.38% | 20,159,327 | -61.10% | 29.16% | 0.52% | 46 | -54.46% | 18 | -70.49% |
| 31 Mar, 24 | 195 | -2.99% | 51,823,004 | 1.96% | 74.96% | 1.30% | 101 | -16.53% | 61 | 24.49% |
| 31 Dec, 23 | 201 | 6.35% | 50,827,955 | 4.52% | 76.00% | 1.36% | 121 | 18.63% | 49 | -3.92% |
| 30 Sep, 23 | 189 | 5.00% | 48,629,467 | 4.14% | 74.73% | 1.29% | 102 | 4.08% | 51 | 13.33% |
| 30 Jun, 23 | 180 | -2.17% | 46,694,763 | 8.23% | 76.25% | 1.43% | 98 | -14.04% | 45 | 18.42% |
| 31 Mar, 23 | 184 | 8.24% | 43,145,610 | 3.49% | 73.02% | 1.33% | 114 | 28.09% | 38 | -24.00% |
| 31 Dec, 22 | 170 | - | 41,689,849 | 5.21% | 74.20% | 1.40% | 89 | -3.26% | 50 | 2.04% |
| 30 Sep, 22 | 170 | -5.56% | 39,625,203 | 1.57% | 72.74% | 1.40% | 92 | -11.54% | 49 | 2.08% |
| 30 Jun, 22 | 180 | -7.22% | 39,010,846 | 7.59% | 71.96% | 1.50% | 104 | -2.80% | 48 | -18.64% |
| 31 Mar, 22 | 194 | 7.78% | 36,258,580 | 5.07% | 69.33% | 1.25% | 107 | 4.90% | 59 | 25.53% |
| 31 Dec, 21 | 180 | 7.78% | 34,510,215 | 9.76% | 74.48% | 1.72% | 102 | 12.09% | 47 | 6.82% |
| 30 Sep, 21 | 167 | 3.73% | 31,441,504 | 0.98% | 65.81% | 1.40% | 91 | -7.14% | 44 | 18.92% |
| 30 Jun, 21 | 161 | 13.38% | 31,137,294 | 15.71% | 68.47% | 1.70% | 98 | 60.66% | 37 | -26.00% |
| 31 Mar, 21 | 142 | 8.40% | 26,910,134 | 5.52% | 63.50% | 1.70% | 61 | 7.02% | 50 | 21.95% |
| 31 Dec, 20 | 131 | 3.15% | 25,501,326 | -2.44% | 61.08% | 1.51% | 57 | -5.00% | 41 | 5.13% |
| 30 Sep, 20 | 127 | 3.25% | 26,140,158 | 0.19% | 63.57% | 1.59% | 60 | -4.76% | 39 | 14.71% |
| 30 Jun, 20 | 123 | -4.65% | 26,091,034 | -2.31% | 63.31% | 1.50% | 63 | 3.28% | 34 | -12.82% |
| 31 Mar, 20 | 129 | 1.57% | 26,707,944 | 0.57% | 64.87% | 1.47% | 61 | -8.96% | 39 | 21.88% |
| 31 Dec, 19 | 127 | -4.51% | 26,555,561 | 5.17% | 66.54% | 1.71% | 67 | 1.52% | 32 | -21.95% |
| 30 Sep, 19 | 133 | -3.62% | 25,249,966 | 1.28% | 62.33% | 1.58% | 66 | -9.59% | 41 | 17.14% |
| 30 Jun, 19 | 138 | 6.15% | 24,930,071 | 6.28% | 62.88% | 1.71% | 73 | 17.74% | 35 | -22.22% |
| 31 Mar, 19 | 130 | -3.70% | 23,457,744 | 3.40% | 60.70% | 1.60% | 62 | -11.43% | 45 | 21.62% |
| 31 Dec, 18 | 135 | 3.85% | 22,686,805 | 5.35% | 61.53% | 1.82% | 70 | 11.11% | 37 | -17.78% |
| 30 Sep, 18 | 130 | 5.69% | 21,534,086 | -0.21% | 58.19% | 1.67% | 63 | -1.56% | 45 | 45.16% |
| 30 Jun, 18 | 123 | -0.81% | 21,578,535 | 9.06% | 58.96% | 1.92% | 64 | -3.03% | 31 | -3.13% |
| 31 Mar, 18 | 124 | 0.81% | 19,786,228 | 1.53% | 55.38% | 1.56% | 66 | -5.71% | 32 | -5.88% |
| 31 Dec, 17 | 123 | 4.24% | 19,487,460 | 1.27% | 59.64% | 1.87% | 70 | -4.11% | 34 | 30.77% |
| 30 Sep, 17 | 118 | 7.27% | 19,243,035 | 4.82% | 56.43% | 1.69% | 73 | 12.31% | 26 | - |
| 30 Jun, 17 | 110 | 4.76% | 18,358,821 | 21.38% | 57.79% | 2.27% | 65 | 14.04% | 26 | -13.33% |
| 31 Mar, 17 | 105 | -2.78% | 15,124,636 | 10.96% | 50.49% | 2.10% | 57 | 7.55% | 30 | -21.05% |
| 31 Dec, 16 | 108 | 8.00% | 13,631,264 | 10.82% | 49.02% | 2.52% | 53 | 6.00% | 38 | 52.00% |
| 30 Sep, 16 | 100 | 4.17% | 12,300,641 | 6.12% | 44.10% | 2.45% | 50 | 8.70% | 25 | 4.17% |
| 30 Jun, 16 | 96 | 5.49% | 11,590,965 | 4.04% | 42.44% | 2.51% | 46 | 6.98% | 24 | 14.29% |
| 31 Mar, 16 | 91 | 1.11% | 11,140,988 | -1.82% | 41.08% | 2.32% | 43 | -2.27% | 21 | 10.53% |
| 31 Dec, 15 | 90 | 7.14% | 11,348,055 | 3.51% | 42.06% | 2.44% | 44 | 22.22% | 19 | -24.00% |
| 30 Sep, 15 | 84 | -2.33% | 10,963,646 | 2.48% | 41.55% | 2.39% | 36 | -25.00% | 25 | 25.00% |
| 30 Jun, 15 | 86 | - | 10,697,943 | 5.33% | 41.71% | 2.49% | 48 | 6.67% | 20 | -16.67% |
| 31 Mar, 15 | 86 | 3.61% | 10,156,858 | 3.75% | 40.96% | 2.63% | 45 | -2.17% | 24 | 41.18% |
| 31 Dec, 14 | 83 | 7.79% | 9,789,422 | 7.76% | 39.48% | 2.50% | 46 | 12.20% | 17 | 6.25% |
| 30 Sep, 14 | 77 | 1.32% | 9,084,124 | 15.60% | 39.78% | 3.13% | 41 | 5.13% | 16 | 6.67% |
| 30 Jun, 14 | 76 | -3.80% | 7,858,029 | 14.06% | 35.63% | 3.39% | 39 | -4.88% | 15 | 25.00% |
| 31 Mar, 14 | 79 | 12.86% | 6,889,202 | 13.98% | 32.40% | 4.01% | 41 | 20.59% | 12 | -25.00% |
| 31 Dec, 13 | 70 | - | 6,044,414 | 6.38% | 28.43% | 2.90% | 34 | -2.86% | 16 | 23.08% |
| 30 Sep, 13 | 70 | 2.94% | 5,682,064 | 5.50% | 31.33% | 3.58% | 35 | -39.66% | 13 | 225.00% |
| 30 Jun, 13 | 68 | 277.78% | 5,386,095 | 185.45% | 29.60% | 25.29% | 58 | 625.00% | 4 | -20.00% |
| 31 Mar, 13 | 18 | -14.29% | 1,886,859 | 6.34% | 10.82% | 10.45% | 8 | -27.27% | 5 | - |
| 31 Dec, 12 | 21 | - | 1,774,281 | -2.19% | 10.17% | 8.31% | 11 | -15.38% | 5 | 66.67% |
| 30 Sep, 12 | 21 | -8.70% | 1,814,012 | -25.75% | 11.06% | 4.77% | 13 | -7.14% | 3 | -25.00% |
| 30 Jun, 12 | 23 | 9.52% | 2,443,087 | 3.42% | 15.23% | 6.55% | 14 | 40.00% | 4 | -33.33% |
| 31 Mar, 12 | 21 | -16.00% | 2,362,258 | 2.90% | 15.24% | 6.95% | 10 | -28.57% | 6 | 20.00% |
| 31 Dec, 11 | 25 | 56.25% | 2,295,574 | 109.26% | 14.81% | 26.66% | 14 | 75.00% | 5 | 25.00% |
| 30 Sep, 11 | 16 | -11.11% | 1,097,006 | -14.10% | 7.45% | 9.43% | 8 | -38.46% | 4 | 100.00% |
| 30 Jun, 11 | 18 | 12.50% | 1,277,007 | 17.81% | 8.89% | 14.68% | 13 | 85.71% | 2 | -50.00% |
| 31 Mar, 11 | 16 | 23.08% | 1,083,990 | 21.88% | 7.78% | 16.04% | 7 | 16.67% | 4 | 100.00% |
| 31 Dec, 10 | 13 | 8.33% | 889,395 | -0.18% | 6.97% | 14.38% | 6 | - | 2 | -50.00% |
| 30 Sep, 10 | 12 | 20.00% | 891,033 | 5.29% | 6.96% | 15.40% | 6 | -33.33% | 4 | 300.00% |
| 30 Jun, 10 | 10 | 11.11% | 846,259 | 32.48% | 6.72% | 24.89% | 9 | 50.00% | 1 | - |
| 31 Mar, 10 | 9 | -25.00% | 638,776 | -7.67% | 5.20% | 14.14% | 6 | - | 1 | -50.00% |
| 31 Dec, 09 | 12 | 33.33% | 691,831 | 139.36% | 6.06% | 95.85% | 6 | 100.00% | 2 | 100.00% |
| 30 Sep, 09 | 9 | -25.00% | 289,030 | 0.39% | 2.51% | 38.19% | 3 | -72.73% | 1 | - |
| 30 Jun, 09 | 12 | 300.00% | 287,905 | 27.36% | 2.57% | 61.42% | 11 | 266.67% | 1 | - |
| 31 Mar, 09 | 3 | - | 226,062 | -4.31% | 2.04% | 43.32% | 3 | - | - | - |
| 31 Dec, 08 | 3 | -25.00% | 236,252 | 52.55% | 2.17% | 107.92% | 3 | 50.00% | - | -100.00% |
| 30 Sep, 08 | 4 | -20.00% | 154,873 | 246.07% | 1.42% | 834.91% | 2 | 100.00% | 2 | - |
| 30 Jun, 08 | 5 | -16.67% | 44,752 | -86.57% | 0.41% | 4.30% | 1 | -75.00% | 2 | - |
| 31 Mar, 08 | 6 | - | 333,346 | -4.51% | 3.09% | 28.19% | 4 | 33.33% | 2 | -33.33% |
| 31 Dec, 07 | 6 | - | 349,105 | -11.83% | 3.31% | 23.78% | 3 | - | 3 | 50.00% |
| 30 Sep, 07 | 6 | 20.00% | 395,953 | 4.77% | 3.73% | 28.77% | 3 | - | 2 | - |
| 30 Jun, 07 | 5 | 25.00% | 377,932 | 3.14% | 3.60% | 28.84% | 3 | -25.00% | 2 | - |
| 31 Mar, 07 | 4 | - | 366,434 | -12.50% | 3.53% | 21.66% | 4 | 300.00% | - | -100.00% |
| 31 Dec, 06 | 4 | -33.33% | 418,784 | -1.77% | 4.04% | 22.98% | 1 | -75.00% | 2 | 100.00% |
| 30 Sep, 06 | 6 | 20.00% | 426,310 | -3.71% | 4.19% | 21.66% | 4 | -20.00% | 1 | - |
| 30 Jun, 06 | 5 | 400.00% | 442,742 | 88448.40% | 4.40% | 17077000.00% | 5 | 400.00% | - | - |
| 30 Mar, 06 | 1 | - | 500 | - | 0.01% | - | 1 | - | - | - |
UMH Properties Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of UMH Properties's stock was made by Conway Kiernan on Aug 15 2024, selling 2,700 shares at $19.54 per share (valued at $52.76K).
UMH Properties Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 2 | - |
| Q2 2024 | 11 | 4 | 275.00% |
| Q1 2024 | 48 | 5 | 960.00% |
| Q4 2023 | 9 | 4 | 225.00% |
| Q3 2023 | 24 | 3 | 800.00% |
| Q2 2023 | 19 | 2 | 950.00% |
| Q1 2023 | 56 | 3 | 1866.67% |
| Q4 2022 | 16 | 1 | 1600.00% |
| Q3 2022 | 14 | 3 | 466.67% |
| Q2 2022 | 22 | 9 | 244.44% |
| Q1 2022 | 37 | 11 | 336.36% |
| Q4 2021 | 3 | 5 | 60.00% |
| Q3 2021 | 8 | 3 | 266.67% |
| Q2 2021 | 9 | 8 | 112.50% |
| Q1 2021 | 27 | 2 | 1350.00% |
| Q4 2020 | 9 | 3 | 300.00% |
| Q3 2020 | 7 | 3 | 233.33% |
| Q2 2020 | 3 | 6 | 50.00% |
| Q1 2020 | 58 | 4 | 1450.00% |
| Q4 2019 | 20 | 14 | 142.86% |
0 total buy trades, and 2 total sell trades (buy/sell ratio of 0.00%) were made by UMH Properties's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | 1 | 2 | 50.00% |
| Q1 2024 | 5 | 1 | 500.00% |
| Q4 2023 | 8 | 2 | 400.00% |
| Q3 2023 | 10 | 1 | 1000.00% |
| Q2 2023 | 9 | 1 | 900.00% |
| Q1 2023 | 19 | - | - |
| Q4 2022 | 16 | - | - |
| Q3 2022 | 3 | - | - |
| Q2 2022 | 6 | 1 | 600.00% |
| Q1 2022 | 6 | 4 | 150.00% |
| Q4 2021 | 3 | 2 | 150.00% |
| Q3 2021 | 3 | 2 | 150.00% |
| Q2 2021 | 3 | 1 | 300.00% |
| Q1 2021 | 4 | - | - |
| Q4 2020 | 7 | 1 | 700.00% |
| Q3 2020 | 4 | - | - |
| Q2 2020 | 3 | 4 | 75.00% |
| Q1 2020 | 41 | 2 | 2050.00% |
| Q4 2019 | 4 | 4 | 100.00% |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of UMH Properties's stocks.
UMH Properties Peer Ownership
| Ticker | Company |
|---|---|
| AMH | American Homes 4 Rent |
| MAA | Mid-America Apartment Communities, Inc. |
| EQR | Equity Residential |
| AVB | AvalonBay Communities, Inc. |
| NXRT | NexPoint Residential Trust, Inc. |
| CSR | Centerspace |
| UDR | UDR, Inc. |
| ESS | Essex Property Trust, Inc. |
| ELS | Equity LifeStyle Properties, Inc. |
| CLPR | Clipper Realty Inc. |
| VRE | Veris Residential, Inc. |
| BRT | BRT Apartments Corp. |
| SUI | Sun Communities, Inc. |
UMH Ownership FAQ
Who Owns UMH Properties?
UMH Properties is owned by institutional shareholders (29.16%), insiders (6.80%), and public (64.04%). The largest institutional shareholder of UMH Properties is VANGUARD GROUP INC (9.46% of total shares) and the top mutual fund owner is Walthausen Funds (1.45% of total shares).
Who are the major institutional shareholders of UMH Properties?
UMH Properties's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., T. ROWE PRICE INVESTMENT MANAGEMENT, INC., AMERICAN CENTURY COMPANIES INC, and COPELAND CAPITAL MANAGEMENT, LLC. The top five shareholders own together 32.45% of the company's share outstanding.
How many UMH Properties shareholders are there?
As of Jun 2024, there are 87 institutional shareholders of UMH Properties.
What percentage of UMH Properties is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 6.54M shares of UMH Properties, representing 9.46% of the company's total shares outstanding, valued at $104.54M (as of Jun 2024).
What percentage of UMH Properties is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 5.24M shares of UMH Properties (UMH), compromising 7.58% of the company, valued at $83.76M.
What percentage of UMH Properties is owned by T. ROWE PRICE INVESTMENT MANAGEMENT, INC?
T. ROWE PRICE INVESTMENT MANAGEMENT, INC is the third largest holder of UMH Properties. The company owns 4.97M of the company's shares outstanding (worth $79.51M).