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 5.61% 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 | 55.70% | 8.24% | 36.06% |
| 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 |
| Parallel advisors | -17.00 |
| Bokf, na | -19.00 |
| Laurel wealth advisors | -65.00 |
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 | 4.63M | 5.61% | 877.86K |
| T. Rowe Price Small-Cap Value | 3.04M | 3.68% | -653.00 |
| Vanguard Real Estate Index Investor | 2.86M | 3.46% | -7.52K |
| Fidelity US REIT Mother Fund | 2.39M | 2.90% | - |
| Vanguard Total Stock Mkt Idx Inv | 2.28M | 2.76% | 9.73K |
| Vanguard US Total Market Shares ETF | 2.01M | 2.43% | 1.82K |
| iShares Russell 2000 ETF | 1.91M | 2.32% | -16.55K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 1.77M | 2.15% | 91.89K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 1.68M | 2.04% | 58.56K |
| American Century Small Cap Value Inv | 1.56M | 1.89% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 03, 2025 | Carus Jeffrey A | - | Buy | $49.68 |
| Mar 17, 2025 | Carus Jeffrey A | - | Buy | $999.98 |
| 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 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | 1 | - |
| 2025 Q1 | 1 | - |
| 2024 Q4 | 1 | 4 |
| 2024 Q3 | - | 1 |
| 2024 Q2 | 1 | 2 |
UMH Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools