UMH Properties Ownership | Who Owns UMH Properties?
UMH Properties Ownership Summary
UMH Properties is owned by 71.30% institutional investors, 6.27% insiders, and 22.43% retail investors. Vanguard group is the largest institutional shareholder, holding 9.93% of UMH shares. American Funds SMALLCAP World A is the top mutual fund, with 4.76% of its assets in UMH Properties shares.
UMH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UMH Properties | 71.30% | 6.27% | 22.43% |
| Sector | Real Estate Stocks | 55.71% | 8.27% | 36.02% |
| Industry | Residential REIT Stocks | 65.31% | 5.00% | 29.69% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 7.51M | 9.93% | $141.72M |
| Blackrock funding, inc. /de | 7.23M | 9.57% | $136.56M |
| Blackrock | 5.24M | 7.58% | $83.76M |
| T. rowe price investment management | 5.25M | 6.95% | $99.15M |
| Capital research global investors | 4.03M | 5.33% | $76.12M |
| State street | 3.18M | 4.21% | $60.08M |
| Copeland capital management | 2.83M | 3.74% | $53.40M |
| Fmr | 2.72M | 3.60% | $51.44M |
| American century companies | 2.10M | 2.77% | $39.55M |
| William blair investment management | 1.99M | 2.64% | $37.62M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Ldr capital management | 131.47K | 3.36% | $2.48M |
| Copeland capital management | 2.83M | 0.99% | $53.40M |
| Silver lake advisory | 111.38K | 0.92% | $2.10B |
| Private management group | 1.23M | 0.85% | $23.29M |
| Caldwell sutter capital | 92.19K | 0.81% | $1.74M |
| Wealthtrust axiom | 128.47K | 0.72% | $2.43M |
| Pensionfund dsm netherlands | 47.90K | 0.56% | $904.00K |
| Hunter perkins capital management | 87.62K | 0.35% | $1.65M |
| Pacific heights asset management | 250.00K | 0.32% | $4.72M |
| Bard associates | 48.98K | 0.31% | $924.84K |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 4.03M | 0.02% | 2.24M |
| Raymond james financial | 1.24M | 0.01% | 1.24M |
| Vanguard group | 7.51M | 0.00% | 799.80K |
| Blackrock funding, inc. /de | 7.23M | 0.00% | 568.56K |
| Apg asset management us | 483.12K | 0.07% | 483.12K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Balyasny asset management | - | - | -534.34K |
| Robotti robert | - | - | -294.61K |
| Ubs asset management americas | 73.58K | 0.00% | -262.29K |
| American century companies | 2.10M | 0.02% | -235.98K |
| Morgan stanley | 601.33K | 0.00% | -229.12K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Raymond james financial | 1.24M | 0.01% | 1.24M | $23.40M |
| Apg asset management us | 483.12K | 0.07% | 483.12K | $9.12M |
| Employees retirement system of texas | 136.00K | 0.00% | 136.00K | $2.57M |
| Oppenheimer | 30.16K | 0.01% | 30.16K | $569.50K |
| Clearalpha technologies lp | 19.79K | 0.26% | 19.79K | $373.69K |
Sold Out
| Holder | Change |
|---|---|
| Nelson, van denburg & campbell wealth management group | -12.00 |
| Sound income strategies | -15.00 |
| Bokf, na | -19.00 |
| Capital performance advisors llp | -79.00 |
| Harbor investment advisory | -89.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Dec 31, 2024 | 180 | -18.55% | 53,912,665 | -9.49% | 71 | 1.15% | 110 | -12.70% | 42 | -28.81% |
| 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% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| American Funds SMALLCAP World A | 3.76M | 4.76% | 1.96M |
| T. Rowe Price Small-Cap Value | 3.04M | 3.86% | - |
| Vanguard Real Estate Index Investor | 2.88M | 3.66% | 8.50K |
| Fidelity US REIT Mother Fund | 2.39M | 3.04% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.27M | 2.88% | - |
| iShares Russell 2000 ETF | 1.88M | 2.28% | -36.78K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 1.68M | 2.13% | 58.56K |
| American Century U.S. Small Cap Value | 1.56M | 1.98% | -250.00K |
| American Century Small Cap Value Inv | 1.56M | 1.98% | -250.00K |
| Vanguard Institutional Extnd Mkt Idx Tr | 1.11M | 1.41% | 317.00 |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Dec 16, 2024 | Carus Jeffrey A | - | Buy | $999.93 |
| Dec 06, 2024 | BUTEWICZ AMY LYNN | - | Sell | $35.71K |
| Dec 02, 2024 | Conway Kiernan | - | Sell | $19.78K |
| Nov 19, 2024 | PRUITT ANGELA D. | - | Sell | $53.93K |
| Nov 13, 2024 | LANDY SAMUEL A | President and CEO | Sell | $977.50K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q1 | - | - |
| 2024 Q4 | 1 | 4 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | 1 | 2 |
| 2024 Q1 | 5 | 1 |
UMH Ownership FAQ
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