UMH PPTYS INC (UMH)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
238
Reporting holders
$963.6M
Reported value
74.5%
Of shares outstanding
0.1%
Held as options
-10
Holder change
Institutions report 63,646,595 shares against 85,385,600 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $127.1M | 8,397,572 | 0.00% | 8q | +6.1%+$7.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $64.0M | 4,225,497 | 0.00% | 2q | +3.5%+$2.2M |
| STATE STREET CORP | $55.7M | 3,679,545 | 0.00% | 31q | +4.9%+$2.6M |
| FMR LLC | $55.2M | 3,645,734 | 0.00% | 31q | -2.2%-$1.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $52.2M | 3,448,062 | 0.00% | 2q | +1.9%+$982.8K |
| Capital Research Global Investors | $45.9M | 3,034,683 | 0.01% | 8q | +16.4%+$6.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $35.2M | 2,323,227 | 0.00% | 31q | +9.0%+$2.9M |
| GOLDMAN SACHS GROUP INC | $31.7M | 2,092,331 | 0.00% | 31q | -9.3%-$3.2M |
| PRIVATE MANAGEMENT GROUP INC | $29.8M | 1,970,696 | 0.79% | 14q | +1.7%+$508.5K |
| D.A. DAVIDSON & CO. | $29.4M | 1,943,138 | 0.16% | 31q | +9.7%+$2.6M |
| ALLIANCEBERNSTEIN L.P. | $21.3M | 1,476,121 | 0.01% | 31q | +22.9%+$4.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.9M | 1,312,010 | 0.00% | 31q | +5.6%+$1.1M |
| Sixth Street Partners Management Company, L.P. | $19.9M | 1,312,010 | 0.00% | new | NEW |
| DIMENSIONAL FUND ADVISORS LP | $17.6M | 1,160,736 | 0.00% | 31q | -1.3%-$227.6K |
| BANK OF AMERICA CORP /DE/ | $15.7M | 1,033,986 | 0.00% | 31q | +0.7%+$114.5K |
| TWO SIGMA INVESTMENTS, LP | $15.3M | 1,010,182 | 0.01% | 3q | +24.2%+$3.0M |
| RAYMOND JAMES FINANCIAL INC | $14.7M | 969,903 | 0.00% | 7q | HELD |
| NORTHERN TRUST CORP | $13.4M | 883,272 | 0.00% | 31q | -6.0%-$860.3K |
| First Eagle Investment Management, LLC | $12.6M | 833,219 | 0.02% | 8q | +8.9%+$1.0M |
| BOOTHBAY FUND MANAGEMENT, LLC | $12.0M | 795,640 | 0.16% | 2q | +1392.1%+$11.2M |
| Invesco Ltd. | $11.9M | 788,834 | 0.00% | 31q | +16.2%+$1.7M |
| CITADEL ADVISORS LLC | $11.3M | 694,910 | 0.00% | 4q | +128.7%+$6.3M |
| AQR CAPITAL MANAGEMENT LLC | $11.1M | 731,295 | 0.00% | 12q | +152.4%+$6.7M |
| Pacific Heights Asset Management LLC | $10.6M | 700,000 | 0.34% | 26q | +7.7%+$757.0K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $10.3M | 670,317 | 0.01% | 3q | -9.3%-$1.1M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $10.2M | 672,085 | 0.03% | 21q | -42.6%-$7.5M |
| KENNEDY CAPITAL MANAGEMENT LLC | $8.8M | 580,640 | 0.16% | 18q | -2.5%-$224.6K |
| VANGUARD FIDUCIARY TRUST CO | $8.1M | 536,737 | 0.00% | 2q | -5.6%-$481.0K |
| MORGAN STANLEY | $7.5M | 497,070 | 0.00% | 35q | +3.2%+$234.9K |
| Bank of New York Mellon Corp | $7.2M | 476,378 | 0.00% | 31q | +12.9%+$824.4K |
| CITIGROUP INC | $6.8M | 447,176 | 0.00% | 31q | +2.6%+$172.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.7M | 445,154 | 0.00% | 3q | +5.8%+$370.1K |
| State of New Jersey Common Pension Fund D | $6.5M | 429,904 | 0.02% | 31q | -6.3%-$437.0K |
| Cherokee Insurance Co | $6.3M | 415,162 | 2.43% | 7q | +1.5%+$93.2K |
| WELLS FARGO & COMPANY/MN | $5.9M | 387,843 | 0.00% | 31q | -43.5%-$4.5M |
| Russell Investments Group, Ltd. | $5.5M | 363,716 | 0.00% | 31q | -6.5%-$380.3K |
| Legal & General Group Plc | $5.1M | 335,512 | 0.00% | 31q | -3.3%-$170.8K |
| TUDOR INVESTMENT CORP ET AL | $5.0M | 332,751 | 0.01% | 2q | +340.5%+$3.9M |
| Nuveen, LLC | $4.9M | 323,704 | 0.00% | 6q | +88.4%+$2.3M |
| JPMORGAN CHASE & CO | $4.9M | 315,020 | 0.00% | 31q | +12.4%+$536.1K |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.7M | 313,226 | 0.01% | 30q | -9.0%-$467.7K |
| MARSHALL WACE, LLP | $4.7M | 307,597 | 0.00% | new | NEW |
| CONNORS INVESTOR SERVICES INC | $4.2M | 274,499 | 0.36% | 31q | +15.0%+$543.0K |
| MONTAG A & ASSOCIATES INC | $3.9M | 258,354 | 0.17% | 31q | -1.3%-$49.9K |
| NEUBERGER BERMAN GROUP LLC | $3.3M | 218,817 | 0.00% | 31q | -10.5%-$389.1K |
| STOREBRAND ASSET MANAGEMENT AS | $3.0M | 198,900 | 0.01% | 3q | HELD |
| RENAISSANCE TECHNOLOGIES LLC | $2.6M | 172,867 | 0.00% | new | NEW |
| Uniplan Investment Counsel, Inc. | $2.6M | 199,094 | 0.12% | 3q | +119.2%+$1.4M |
| North Star Investment Management Corp. | $2.5M | 168,020 | 0.14% | 21q | HELD |
| DEPRINCE RACE & ZOLLO INC | $2.5M | 164,842 | 0.04% | 6q | -2.7%-$69.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.5M | 164,256 | 0.00% | new | NEW |
| Swiss National Bank | $2.5M | 162,100 | 0.00% | 31q | +1.8%+$43.9K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2.4M | 159,678 | 0.04% | 3q | -4.6%-$117.1K |
| HSBC HOLDINGS PLC | $2.4M | 157,910 | 0.00% | 8q | +12.6%+$267.6K |
| Quantinno Capital Management LP | $2.2M | 148,085 | 0.00% | 6q | +91.2%+$1.1M |
| Susquehanna Portfolio Strategies, LLC | $2.1M | 140,279 | 0.03% | 5q | +107.4%+$1.1M |
| Asset Management One Co., Ltd. | $2.0M | 133,575 | 0.01% | 31q | +4.7%+$91.3K |
| D. E. Shaw & Co., Inc. | $2.0M | 132,403 | 0.00% | 2q | +5.6%+$107.0K |
| NOMURA ASSET MANAGEMENT CO LTD | $2.0M | 131,400 | 0.00% | 31q | +4.8%+$90.8K |
| UBS Group AG | $1.9M | 125,256 | 0.00% | 31q | -58.8%-$2.7M |
| RHUMBLINE ADVISERS | $1.8M | 116,534 | 0.00% | 31q | +7.5%+$123.4K |
| Silver Lake Advisory, LLC | $1.7M | 109,819 | 0.59% | 31q | +1.4%+$22.5K |
| FIRST TRUST ADVISORS LP | $1.6M | 107,229 | 0.00% | 9q | +22.0%+$292.9K |
| DEUTSCHE BANK AG\ | $1.6M | 106,063 | 0.00% | 34q | +8.1%+$120.5K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.6M | 104,883 | 0.00% | 20q | HELD |
| WealthTrust Axiom LLC | $1.6M | 103,627 | 0.35% | 31q | -4.1%-$66.7K |
| LAZARD ASSET MANAGEMENT LLC | $1.6M | 102,570 | 0.00% | 4q | +3.1%+$46.4K |
| GW HENSSLER & ASSOCIATES LTD | $1.5M | 96,368 | 0.06% | 31q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.4M | 91,954 | 0.00% | 18q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $1.3M | 88,031 | 0.00% | 31q | -3.0%-$40.8K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.3M | 82,826 | 0.00% | 5q | -26.5%-$451.2K |
| Squarepoint Ops LLC | $1.2M | 82,376 | 0.00% | 13q | -7.3%-$97.6K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.2M | 82,284 | 0.00% | 4q | +301.6%+$935.6K |
| CALDWELL SUTTER CAPITAL, INC. | $1.2M | 81,923 | 0.47% | 15q | -1.3%-$16.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M | 53,901 | 0.00% | 14q | +19.9%+$191.2K |
| SHUFRO ROSE & CO LLC | $1.1M | 74,650 | 0.06% | 31q | -4.5%-$53.0K |
| AMERIPRISE FINANCIAL INC | $1.1M | 73,998 | 0.00% | 31q | -64.2%-$2.0M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1.1M | 70,496 | 0.00% | 31q | HELD |
| Vanguard Investments Australia, Ltd. | $1.0M | 69,173 | 0.00% | 2q | HELD |
| GAMCO INVESTORS, INC. ET AL | $1.0M | 66,900 | 0.01% | 29q | HELD |
| WESPAC Advisors, LLC | $993.0K | 65,587 | 0.48% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $974.6K | 64,370 | 0.00% | 31q | +25.6%+$198.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $960.5K | 63,441 | 0.00% | 2q | +24.6%+$189.7K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $905.8K | 59,828 | 0.00% | 8q | +65.6%+$358.7K |
| SEI INVESTMENTS CO | $904.3K | 59,729 | 0.00% | 21q | -55.3%-$1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | $880.5K | 58,156 | 0.00% | new | NEW |
| XTX Topco Ltd | $853.0K | 56,344 | 0.01% | 2q | +326.9%+$653.2K |
| BARCLAYS PLC | $826.6K | 54,600 | 0.00% | 30q | -14.0%-$134.6K |
| Quantbot Technologies LP | $807.7K | 53,350 | 0.03% | new | NEW |
| Engineers Gate Manager LP | $789.6K | 52,153 | 0.01% | 4q | +90.4%+$374.9K |
| Graham Capital Management, L.P. | $774.9K | 51,181 | 0.01% | new | NEW |
| MetLife Investment Management, LLC | $762.1K | 50,334 | 0.00% | 32q | +15.7%+$103.5K |
| EntryPoint Capital, LLC | $754.8K | 49,854 | 0.18% | 11q | HELD |
| Amundi | $678.6K | 44,822 | 0.00% | 8q | -26.0%-$238.1K |
| Inspire Investing, LLC | $674.7K | 44,563 | 0.03% | 12q | +24.9%+$134.7K |
| FOX RUN MANAGEMENT, L.L.C. | $625.0K | 41,280 | 0.10% | 4q | +295.3%+$466.9K |
| Creative Planning | $603.8K | 39,881 | 0.00% | 5q | +59.4%+$225.0K |
| Vert Asset Management LLC | $578.9K | 38,237 | 0.16% | 15q | +1.4%+$7.7K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $571.9K | 37,772 | 0.00% | 9q | HELD |
| Resona Asset Management Co.,Ltd. | $537.7K | 34,877 | 0.00% | 10q | -3.9%-$21.6K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-11 | 13D | Erez Asset Management LLCwith 2 co-filers | 5.0% |
| 2026-07-31 | 13G | Vanguard Portfolio Management | 5.0% |
| 2026-07-30 | 13G/A | BlackRock, Inc. | 9.7% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 238 | $963.6M | 63,646,595 | 27 | 89 | 69 | 0.1% |
| Q1 2026 | 248 | $892.9M | 61,732,109 | 30 | 75 | 93 | 0.0% |
| Q4 2025 | 231 | $999.8M | 62,785,543 | 32 | 90 | 74 | 0.1% |
| Q3 2025 | 237 | $914.4M | 61,529,812 | 46 | 90 | 66 | 0.1% |
| Q2 2025 | 210 | $1.0B | 62,171,331 | 17 | 78 | 65 | 0.0% |
| Q1 2025 | 211 | $1.1B | 59,653,134 | 26 | 63 | 66 | 0.0% |
| Q4 2024 | 202 | $1.1B | 59,427,421 | 22 | 88 | 47 | 0.0% |
| Q3 2024 | 195 | $1.1B | 53,862,146 | 35 | 65 | 54 | 0.1% |
| Q2 2024 | 174 | $776.9M | 48,539,409 | 15 | 73 | 44 | 0.1% |
| Q1 2024 | 170 | $799.3M | 49,190,232 | 18 | 61 | 51 | 0.1% |
| Q4 2023 | 171 | $720.9M | 47,016,851 | 20 | 71 | 39 | 0.1% |
| Q3 2023 | 158 | $613.0M | 43,682,207 | 19 | 57 | 47 | 0.1% |
| Q2 2023 | 152 | $687.0M | 42,926,338 | 19 | 58 | 37 | 0.1% |
| Q1 2023 | 144 | $587.3M | 39,670,989 | 22 | 62 | 26 | 0.1% |
| Q4 2022 | 130 | $554.8M | 34,430,446 | 10 | 47 | 36 | 0.1% |
| Q3 2022 | 171 | $668.9M | 41,378,296 | 12 | 75 | 42 | 0.1% |
| Q2 2022 | 178 | $691.1M | 39,117,380 | 14 | 83 | 44 | 0.1% |
| Q1 2022 | 193 | $889.5M | 36,157,597 | 31 | 69 | 56 | 0.1% |
| Q4 2021 | 176 | $946.8M | 34,595,480 | 26 | 71 | 41 | 0.2% |
| Q3 2021 | 164 | $722.9M | 31,441,514 | 21 | 63 | 41 | 0.3% |
| Q2 2021 | 158 | $690.7M | 31,619,795 | 31 | 64 | 31 | 0.2% |
| Q1 2021 | 141 | $516.1M | 26,910,158 | 22 | 38 | 45 | 0.2% |
| Q4 2020 | 129 | $378.2M | 25,517,586 | 12 | 35 | 39 | 0.1% |
| Q3 2020 | 126 | $354.5M | 26,140,096 | 18 | 42 | 36 | 0.0% |
| Q2 2020 | 120 | $335.8M | 25,877,052 | 10 | 47 | 35 | 0.2% |
| Q1 2020 | 127 | $293.2M | 26,936,723 | 17 | 42 | 38 | 0.0% |
| Q4 2019 | 125 | $430.4M | 27,369,951 | 6 | 50 | 33 | 0.0% |
| Q3 2019 | 131 | $356.5M | 25,298,219 | 9 | 52 | 38 | 0.1% |
| Q2 2019 | 136 | $311.0M | 24,963,293 | 15 | 55 | 34 | 0.2% |
| Q1 2019 | 130 | $334.5M | 23,744,082 | 12 | 45 | 42 | 0.0% |
| Q4 2018 | 133 | $273.9M | 23,067,112 | 3 | 3 | 2 | 0.3% |