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UMH

Umh Properties, Inc.
$15.69 -0.19 (-1.20%) At close · Jul 17
Market Cap
$1.34B
Shares
85,166,195

Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.

The Jun 30, 2026 filing window is still open — showing the latest known positions. Funds that have not filed yet carry their prior-quarter positions; a fund that filed without this stock counts as sold out.
Holders: 267
Total Value: $908,971,223
Total Shares: 62,960,625
Showing 1–100 of 268 holdings by value · page 1 of 3

Institutional Ownership Trend

26 quarters

Superinvestors Holding UMH

All superinvestors →
Mario Gabelli $965,367

Holder Concentration

Across 267 13F filers
Top Holder
12.6%
Jun 2023 → Mar 2026 · range 11.2% – 12.9%
of institutional value
Top 5
35.3%
Jun 2023 → Mar 2026 · range 35.3% – 43.7%
of institutional value
Top 10
52.4%
Jun 2023 → Mar 2026 · range 52.4% – 60.2%
of institutional value
HHI
393
Jun 2023 → Mar 2026 · range 393 – 498
Broadly held
Showing 100 of 268
All Common Calls Puts
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Holder Value (USD) % of 13F Shares Open
Mega BlackRock, Inc. $114,257,946 12.57% 7,918,084
Mega FMR LLC $53,807,737 5.92% 3,728,880
Mega T. Rowe Price Investment Management, Inc. $53,005,617 5.83% 3,673,293
Mega STATE STREET CORP $50,626,471 5.57% 3,508,418
Mega VANGUARD CAPITAL MANAGEMENT LLC $48,818,811 5.37% 3,383,147
Mega Capital Research Global Investors $37,626,037 4.14% 2,607,487
Mega GOLDMAN SACHS GROUP INC $33,272,578 3.66% 2,305,792
Mega GEODE CAPITAL MANAGEMENT, LLC $30,753,186 3.38% 2,131,198
Mid PRIVATE MANAGEMENT GROUP INC $27,952,454 3.08% 1,937,107
Mid D.A. DAVIDSON & CO. $25,560,017 2.81% 1,771,311
Mega CHARLES SCHWAB INVESTMENT MANAGEMENT INC $17,931,396 1.97% 1,242,647
Mega ALLIANCEBERNSTEIN L.P. $17,335,711 1.91% 1,201,366
Mega DIMENSIONAL FUND ADVISORS LP $16,966,345 1.87% 1,175,769
Large WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC $16,882,840 1.86% 1,169,982
Mid Copeland Capital Management, LLC $16,318,280 1.80% 1,130,858
Mega BANK OF AMERICA CORP /DE/ Bank $14,811,296 1.63% 1,026,424
Large SG Americas Securities, LLC Broker-Dealer $14,257,777 1.57% 988,065
Mega RAYMOND JAMES FINANCIAL INC $14,017,777 1.54% 971,433
Mega NORTHERN TRUST CORP Bank $13,565,524 1.49% 940,092
Mega JENNISON ASSOCIATES LLC $13,463,679 1.48% 933,034
Mega TWO SIGMA INVESTMENTS, LP $11,734,706 1.29% 813,216
Large First Eagle Investment Management, LLC $11,037,781 1.21% 764,919
Mega SCHRODER INVESTMENT MANAGEMENT GROUP $10,661,576 1.17% 738,848
Mega Invesco Ltd. $9,799,524 1.08% 679,108
Mid Pacific Heights Asset Management LLC $9,379,500 1.03% 650,000
Mid KENNEDY CAPITAL MANAGEMENT LLC $8,592,718 0.95% 595,476
Mega VANGUARD FIDUCIARY TRUST CO Bank $8,203,556 0.90% 568,507
Mega MORGAN STANLEY $6,948,821 0.76% 481,554
Large State of New Jersey Common Pension Fund D Pension $6,620,051 0.73% 458,770
Mega CITIGROUP INC $6,288,103 0.69% 435,766
Mega Bank of New York Mellon Corp Bank $6,088,362 0.67% 421,924
Mega UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $6,070,783 0.67% 420,706
Small Cherokee Insurance Co Insurance $5,901,927 0.65% 409,004
Large Russell Investments Group, Ltd. $5,610,842 0.62% 388,832
Mega Legal & General Group Plc $5,004,207 0.55% 346,792
Large STATE OF WISCONSIN INVESTMENT BOARD $4,965,622 0.55% 344,118
Mega WELLS FARGO & COMPANY/MN $4,954,164 0.55% 343,324
Mega CITADEL ADVISORS LLC $4,383,833 0.48% 303,800
Mega UBS Group AG $4,383,486 0.48% 303,776
Mega AQR CAPITAL MANAGEMENT LLC $4,180,413 0.46% 289,703
Mega JPMORGAN CHASE & CO $4,044,668 0.44% 280,296
Mid MONTAG A & ASSOCIATES INC $3,775,623 0.42% 261,651
Mega NEUBERGER BERMAN GROUP LLC $3,528,365 0.39% 244,516
Mid CONNORS INVESTOR SERVICES INC $3,443,531 0.38% 238,637
Mega ENVESTNET ASSET MANAGEMENT INC $3,094,600 0.34% 214,456
Mega MILLENNIUM MANAGEMENT LLC $3,042,998 0.33% 210,880
Large STOREBRAND ASSET MANAGEMENT AS $2,870,127 0.32% 198,900
Large Point72 Asset Management, L.P. $2,759,766 0.30% 191,252
Mid WEDBUSH SECURITIES INC Broker-Dealer $2,709,347 0.30% 187,758
Large ExodusPoint Capital Management, LP $2,658,337 0.29% 184,223
Mega Nuveen, LLC $2,479,290 0.27% 171,815
Mid DEPRINCE RACE & ZOLLO INC $2,444,889 0.27% 169,431
Mid North Star Investment Management Corp. $2,424,528 0.27% 168,020
Mid WEDGE CAPITAL MANAGEMENT L L P/NC $2,417,524 0.27% 159,678
Mega Swiss National Bank Bank $2,297,256 0.25% 159,200
Large CANADA LIFE ASSURANCE Co Insurance $2,172,609 0.24% 150,562
Mega HSBC HOLDINGS PLC $2,023,547 0.22% 140,232
Small McIlrath & Eck, LLC $1,989,579 0.22% 137,878
Large SEI INVESTMENTS CO $1,929,665 0.21% 133,726
Large Asset Management One Co., Ltd. $1,840,503 0.20% 127,547
Large NOMURA ASSET MANAGEMENT CO LTD $1,809,522 0.20% 125,400
Mega D. E. Shaw & Co., Inc. $1,808,584 0.20% 125,335
Mega PRICE T ROWE ASSOCIATES INC /MD/ $1,629,652 0.18% 112,935
Large Universal- Beteiligungs- und Servicegesellschaft mbH $1,625,250 0.18% 112,630
Mega RHUMBLINE ADVISERS $1,563,952 0.17% 108,382
Small Silver Lake Advisory, LLC $1,563,201 0.17% 108,330
Small WealthTrust Axiom LLC $1,558,872 0.17% 108,030
Mega JANE STREET GROUP, LLC $1,546,347 0.17% 107,162
Large Zurcher Kantonalbank (Zurich Cantonalbank) Bank $1,513,461 0.17% 104,883
Mega AMERIPRISE FINANCIAL INC $1,490,027 0.16% 103,259
Large LAZARD ASSET MANAGEMENT LLC $1,435,871 0.16% 99,506
Large STRS OHIO $1,435,785 0.16% 99,500
Mega DEUTSCHE BANK AG\ Bank $1,415,610 0.16% 98,102
Mid GW HENSSLER & ASSOCIATES LTD $1,390,590 0.15% 96,368
Small Pensionfund PDN Pension $1,345,946 0.15% 88,900
Mega AMERICAN CENTURY COMPANIES INC $1,344,298 0.15% 93,160
Small Hunter Perkins Capital Management, LLC $1,337,119 0.15% 88,317
Large PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO Pension $1,322,379 0.15% 91,641
Small Uniplan Investment Counsel, Inc. $1,310,590 0.14% 90,824
Mega Sumitomo Mitsui Trust Group, Inc. $1,309,161 0.14% 90,725
Large Squarepoint Ops LLC $1,281,687 0.14% 88,821
Mega FIRST TRUST ADVISORS LP $1,268,122 0.14% 87,881
Mega ROYAL BANK OF CANADA Bank $1,251,222 0.14% 86,710
Small CALDWELL SUTTER CAPITAL, INC. $1,198,021 0.13% 83,023
Micro Ulland Investment Advisors, LLC $1,150,867 0.13% 76,015
Small SHUFRO ROSE & CO LLC $1,127,704 0.12% 78,150
Large CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM Pension $1,123,721 0.12% 77,874
Large Quantinno Capital Management LP $1,117,791 0.12% 77,463
Large STIFEL FINANCIAL CORP $1,116,593 0.12% 77,380
Large TUDOR INVESTMENT CORP ET AL $1,090,071 0.12% 75,542
Mega Mitsubishi UFJ Asset Management Co., Ltd. $1,017,257 0.11% 70,496
Large Vanguard Investments Australia, Ltd. $1,000,648 0.11% 69,345
Mid Susquehanna Portfolio Strategies, LLC $976,074 0.11% 67,642
Mid GAMCO INVESTORS, INC. ET AL $965,367 0.11% 66,900
Mega BARCLAYS PLC $916,144 0.10% 63,489
Large COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS $905,795 0.10% 59,828
Mega Amundi $873,693 0.10% 60,547
Mid DARK FOREST CAPITAL MANAGEMENT LP $871,600 0.10% 60,402
Large HRT FINANCIAL LP $790,432 0.09% 54,777
Mid GSA CAPITAL PARTNERS LLP $789,321 0.09% 54,700
Key facts CIK 752642 CUSIP 903002103 13F (30d) 32 filings 20 filers Visit website Investor relations

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