UMH Properties Ownership 2024 | Who Owns UMH Properties Now?


OverviewForecastRevenueFinancialsChartTranscripts

Institutional Ownership

77.41%

Insider Ownership

7.09%

Retail Ownership

15.50%

Institutional Holders

190.00

UMH Properties Institutional Shareholders


Institutional Shareholders by % of Total Shares

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
VANGUARD GROUP INC9.54%0.00%6,377,983-163,243-2.50%103,578,444Mar 31, 2024
BLACKROCK INC.7.29%0.00%4,878,744-43,836-0.89%79,230,810Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.5.80%0.04%3,880,630168,0284.53%63,022,000Mar 31, 2024
AMERICAN CENTURY COMPANIES INC4.34%0.03%2,901,79649,1081.72%47,125,167Mar 31, 2024
FMR LLC4.08%0.00%2,728,897810.00%44,317,287Mar 31, 2024
COPELAND CAPITAL MANAGEMENT, LLC3.62%0.71%2,421,90786,4783.70%39,331,766Mar 31, 2024
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC3.00%0.08%2,007,864100.00%32,607,711Mar 31, 2024
STATE STREET CORP2.81%0.00%1,881,251-20,374-1.07%30,551,516Mar 31, 2024
GEODE CAPITAL MANAGEMENT, LLC2.28%0.00%1,523,45445,7443.10%24,744,134Mar 31, 2024
PRIVATE MANAGEMENT GROUP INC1.96%0.81%1,309,982-6,807-0.52%21,274,108Mar 31, 2024
JENNISON ASSOCIATES LLC1.95%0.01%1,305,6185,0150.39%21,203,238Mar 31, 2024
BANK OF AMERICA CORP /DE/1.71%0.00%1,144,583-30,969-2.63%18,588,021,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP1.41%0.00%943,83857,2356.46%15,327,929Mar 31, 2024
NUVEEN ASSET MANAGEMENT, LLC1.31%0.00%874,90342,7835.14%14,208,424Mar 31, 2024
NORTHERN TRUST CORP1.25%0.00%833,88834,5214.32%13,542,340Mar 31, 2024
MORGAN STANLEY1.24%0.00%830,447294,77355.03%13,486,463Mar 31, 2024
RAYMOND JAMES & ASSOCIATES1.23%0.01%825,371160,50324.14%13,404,027Mar 31, 2024
D.A. DAVIDSON & CO.1.23%0.12%824,412165,35025.09%13,388,458Mar 31, 2024
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.22%0.00%818,12017,5512.19%13,286,269Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.99%0.22%664,377472,307245.90%10,789,482Mar 31, 2024

UMH Properties's largest institutional shareholder is VANGUARD GROUP INC, holding 9.54% of the company's total share outstanding, currently valued at $103.58M. The top 10 institutional shareholders own together 44.72% of the company.

Institutional Shareholders by % of Total Assets

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
LDR CAPITAL MANAGEMENT LLC0.35%2.58%236,461-14,578-5.81%3,840,127Mar 31, 2024
PRIVATE MANAGEMENT GROUP INC1.96%0.81%1,309,982-6,807-0.52%21,274,108Mar 31, 2024
SILVER LAKE ADVISORY, LLC0.17%0.80%111,074-826-0.74%1,803,846Mar 31, 2024
CALDWELL SUTTER CAPITAL, INC.0.14%0.72%92,021-1,000-1.07%1,494,421Mar 31, 2024
COPELAND CAPITAL MANAGEMENT, LLC3.62%0.71%2,421,90786,4783.70%39,331,766Mar 31, 2024
WEALTHTRUST AXIOM LLC0.19%0.68%129,565-5,249-3.89%2,104,135Mar 31, 2024
ROBOTTI ROBERT0.45%0.67%303,8222,7300.91%4,934,069Mar 31, 2024
PENSIONFUND DSM NETHERLANDS0.09%0.50%57,90057,900100.00%940,000Mar 31, 2024
MEIXLER INVESTMENT MANAGEMENT, LTD.0.04%0.36%29,6432500.85%481,402Mar 31, 2024
PACIFIC HEIGHTS ASSET MANAGEMENT LLC0.37%0.33%250,000--4,060,000Mar 31, 2024
LOKKEN INVESTMENT GROUP LLC0.06%0.32%39,12210,00034.34%635,341Mar 31, 2024
CIPHER CAPITAL LP0.06%0.29%38,91021,635125.24%631,898Mar 31, 2024
BARD ASSOCIATES INC0.07%0.29%49,235-600-1.20%799,577Mar 31, 2024
MCILRATH & ECK, LLC0.16%0.27%105,5033170.30%1,713,374Mar 31, 2024
HEARTLAND ADVISORS INC0.45%0.26%300,000-298,400-49.87%4,872,000Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.99%0.22%664,377472,307245.90%10,789,482Mar 31, 2024
MONTAG A & ASSOCIATES INC0.41%0.22%270,911-8,504-3.04%4,399,592,000Mar 31, 2024
NORTH STAR INVESTMENT MANAGEMENT CORP.0.26%0.20%176,18666,00059.90%2,861,261Mar 31, 2024
HUNTER PERKINS CAPITAL MANAGEMENT, LLC0.09%0.19%58,57521,22556.83%951,000Mar 31, 2024
VERT ASSET MANAGEMENT LLC0.04%0.17%24,3144141.73%394,859Mar 31, 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 2.58% of its total assets.

Institutional Buyers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
MILLENNIUM MANAGEMENT LLC0.86%0.00%574,344536,4691416.42%9,327,347Mar 31, 2024
KENNEDY CAPITAL MANAGEMENT LLC0.99%0.22%664,377472,307245.90%10,789,482Mar 31, 2024
MORGAN STANLEY1.24%0.00%830,447294,77355.03%13,486,463Mar 31, 2024
CERITY PARTNERS LLC0.66%0.02%442,786251,552131.54%7,190,844Mar 31, 2024
T. ROWE PRICE INVESTMENT MANAGEMENT, INC.5.80%0.04%3,880,630168,0284.53%63,022,000Mar 31, 2024
D.A. DAVIDSON & CO.1.23%0.12%824,412165,35025.09%13,388,458Mar 31, 2024
QUBE RESEARCH & TECHNOLOGIES LTD0.32%0.01%210,986161,622327.41%3,426,413Mar 31, 2024
RAYMOND JAMES & ASSOCIATES1.23%0.01%825,371160,50324.14%13,404,027Mar 31, 2024
PANAGORA ASSET MANAGEMENT INC0.34%0.02%226,487107,76390.77%3,678,149Mar 31, 2024
GOLDMAN SACHS GROUP INC0.54%0.00%364,08698,13636.90%5,912,757Mar 31, 2024
COPELAND CAPITAL MANAGEMENT, LLC3.62%0.71%2,421,90786,4783.70%39,331,766Mar 31, 2024
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.12%0.00%79,58779,587100.00%1,292,493Mar 31, 2024
ROYAL BANK OF CANADA0.43%0.00%289,96068,39030.87%4,709,000Mar 31, 2024
NORTH STAR INVESTMENT MANAGEMENT CORP.0.26%0.20%176,18666,00059.90%2,861,261Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.09%0.02%60,86860,868100.00%988,496Mar 31, 2024
PENSIONFUND DSM NETHERLANDS0.09%0.50%57,90057,900100.00%940,000Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.09%0.00%57,82157,821100.00%939,000Mar 31, 2024
DIMENSIONAL FUND ADVISORS LP1.41%0.00%943,83857,2356.46%15,327,929Mar 31, 2024
AMERICAN CENTURY COMPANIES INC4.34%0.03%2,901,79649,1081.72%47,125,167Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.07%0.12%46,92246,922100.00%762,013Mar 31, 2024

As of Mar 31 2024, UMH Properties's largest institutional buyer is MILLENNIUM MANAGEMENT LLC. The company purchased 536.47K stocks of UMH, valued at $9.33M.

Institutional Sellers

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BALYASNY ASSET MANAGEMENT L.P.----615,511-100.00%-Mar 31, 2024
HEARTLAND ADVISORS INC0.45%0.26%300,000-298,400-49.87%4,872,000Mar 31, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC----194,646-100.00%-Mar 31, 2024
RENAISSANCE TECHNOLOGIES LLC0.16%0.00%105,000-168,300-61.58%1,705,000Mar 31, 2024
VANGUARD GROUP INC9.54%0.00%6,377,983-163,243-2.50%103,578,444Mar 31, 2024
KNIGHTS OF COLUMBUS ASSET ADVISORS LLC0.19%0.15%125,293-119,276-48.77%2,034,758Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----108,096-100.00%-Mar 31, 2024
KOSHINSKI ASSET MANAGEMENT, INC.0.04%0.05%28,110-105,680-78.99%456,510Mar 31, 2024
TWO SIGMA ADVISERS, LP0.06%0.00%40,900-75,800-64.95%664,216Mar 31, 2024
CITADEL ADVISORS LLC0.06%0.00%40,327-62,330-60.72%654,911Mar 31, 2024
INVESCO LTD.0.28%0.00%186,343-59,838-24.31%3,026,211Mar 31, 2024
GSA CAPITAL PARTNERS LLP0.09%0.08%58,757-54,851-48.28%954,000Mar 31, 2024
TWO SIGMA INVESTMENTS, LP----46,002-100.00%-Mar 31, 2024
BARCLAYS PLC0.16%0.00%109,424-45,679-29.45%1,777,000Mar 31, 2024
BLACKROCK INC.7.29%0.00%4,878,744-43,836-0.89%79,230,810Mar 31, 2024
STATE OF WISCONSIN INVESTMENT BOARD0.48%0.01%320,965-38,781-10.78%5,212,472Mar 31, 2024
ADVISOR GROUP HOLDINGS, INC.0.01%0.00%8,590-34,014-79.84%139,524,000Mar 31, 2024
BANK OF AMERICA CORP /DE/1.71%0.00%1,144,583-30,969-2.63%18,588,021,000Mar 31, 2024
SG AMERICAS SECURITIES, LLC----30,334-100.00%-Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC----28,700-100.00%-Mar 31, 2024

As of Mar 31 2024, UMH Properties's biggest institutional seller is BALYASNY ASSET MANAGEMENT L.P.. The company sold -0.62M shares of UMH, valued at -.

Institutional New positions

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
SUSQUEHANNA INTERNATIONAL GROUP, LLP0.12%0.00%79,58779,587100.00%1,292,493Mar 31, 2024
SUSQUEHANNA PORTFOLIO STRATEGIES, LLC0.09%0.02%60,86860,868100.00%988,496Mar 31, 2024
PENSIONFUND DSM NETHERLANDS0.09%0.50%57,90057,900100.00%940,000Mar 31, 2024
COMMONWEALTH EQUITY SERVICES, LLC0.09%0.00%57,82157,821100.00%939,000Mar 31, 2024
CORNERCAP INVESTMENT COUNSEL INC0.07%0.12%46,92246,922100.00%762,013Mar 31, 2024
HRT FINANCIAL LP0.06%0.00%37,71437,714100.00%612,000Mar 31, 2024
CENTIVA CAPITAL, LP0.05%0.01%33,45633,456100.00%543,325Mar 31, 2024
PENSIONFUND SABIC0.04%0.14%29,56429,564100.00%480,000Mar 31, 2024
BAILARD, INC.0.03%0.01%22,70022,700100.00%368,648Mar 31, 2024
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP0.03%0.00%19,35819,358100.00%314,000Mar 31, 2024
HOHIMER WEALTH MANAGEMENT, LLC0.03%0.07%18,48018,480100.00%300,115Mar 31, 2024
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC0.02%0.01%14,40314,403100.00%233,905Mar 31, 2024
MESIROW FINANCIAL INVESTMENT MANAGEMENT, INC.0.02%0.00%12,15412,154100.00%197,377Mar 31, 2024
PROSHARE ADVISORS LLC0.02%0.00%10,94410,944100.00%177,731Mar 31, 2024
QUEST PARTNERS LLC0.00%0.01%2,4112,411100.00%39,155Mar 31, 2024
STONE HOUSE INVESTMENT MANAGEMENT, LLC0.00%0.01%1,5821,582100.00%25,692Mar 31, 2024
CBIZ INVESTMENT ADVISORY SERVICES, LLC0.00%0.00%1,0261,026100.00%16,661Mar 31, 2024
CIBC PRIVATE WEALTH GROUP, LLC0.00%-144144100.00%2,295,000Mar 31, 2024
HARBOR INVESTMENT ADVISORY, LLC0.00%0.00%8989100.00%1,445,000Mar 31, 2024
SOUND INCOME STRATEGIES, LLC--1515100.00%244,000Mar 31, 2024
NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC--1212100.00%194Mar 31, 2024

UMH Properties's largest new institutional shareholder by number of shares is SUSQUEHANNA INTERNATIONAL GROUP, LLP, purchased 79.59K shares, valued at $1.29M, as of undefined.

Institutional Sold Out

Name% Total Shares% Total AssetsCurrent SharesChange AmountChange %Market ValueDate
BALYASNY ASSET MANAGEMENT L.P.----615,511-100.00%-Mar 31, 2024
PENN CAPITAL MANAGEMENT COMPANY, LLC----194,646-100.00%-Mar 31, 2024
CUBIST SYSTEMATIC STRATEGIES, LLC----108,096-100.00%-Mar 31, 2024
TWO SIGMA INVESTMENTS, LP----46,002-100.00%-Mar 31, 2024
SG AMERICAS SECURITIES, LLC----30,334-100.00%-Mar 31, 2024
SCHONFELD STRATEGIC ADVISORS LLC----28,700-100.00%-Mar 31, 2024
NORDEA INVESTMENT MANAGEMENT AB----25,602-100.00%-Mar 31, 2024
QUANTBOT TECHNOLOGIES LP----23,004-100.00%-Mar 31, 2024
QUADRATURE CAPITAL LTD----21,234-100.00%-Mar 31, 2024
AIGEN INVESTMENT MANAGEMENT, LP----18,314-100.00%-Mar 31, 2024
NEBULA RESEARCH & DEVELOPMENT LLC----11,679-100.00%-Mar 31, 2024
TEACHER RETIREMENT SYSTEM OF TEXAS----11,045-100.00%-Mar 31, 2024
PEAK6 INVESTMENTS LLC----10,377-100.00%-Mar 31, 2024
NEW YORK LIFE INVESTMENT MANAGEMENT LLC----10,197-100.00%-Mar 31, 2024
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC----7,904-100.00%-Mar 31, 2024
STATE OF WYOMING----5,435-100.00%-Mar 31, 2024
TRADITION WEALTH MANAGEMENT, LLC----1,486-100.00%-Mar 31, 2024
AJOVISTA, LLC----951-100.00%-Mar 31, 2024
ADVISORY SERVICES NETWORK, LLC----857-100.00%-Mar 31, 2024
BOK FINANCIAL PRIVATE WEALTH, INC.----126-100.00%-Mar 31, 2024
ASSETMARK, INC----17-100.00%-Mar 31, 2024
AMERICAN NATIONAL BANK----13-100.00%-Mar 31, 2024

UMH Properties's largest sold out institutional shareholder by shares sold is BALYASNY ASSET MANAGEMENT L.P., sold -0.62M shares, valued at -, as of undefined.

UMH Properties Mutual Fund Holders


Name% Total AssetsTotal SharesChange AmountChange %Date
AMERICAN CENTURY CAPITAL PORTFOLIOS INC3.11%2,303,098--Jan 31, 2024
Walthausen Funds1.45%49,561--Apr 30, 2023
PIONEER REAL ESTATE SHARES0.89%34,184--Mar 31, 2023
Copeland Trust0.56%31,359--Feb 29, 2024
HEARTLAND GROUP INC0.53%300,000-200,000-40.00%Mar 31, 2024
AMG FUNDS III0.48%79,761--Feb 29, 2024
T. Rowe Price Small-Cap Value Fund, Inc.0.31%2,280,000393,70020.87%Dec 31, 2023
Seven Hills Realty Trust0.21%195,796--Dec 31, 2020
WANGER ADVISORS TRUST0.19%117,127--Dec 31, 2023
SPIRIT OF AMERICA INVESTMENT FUND INC0.19%10,500--Feb 29, 2024
Manager Directed Portfolios0.15%23,900--Jan 31, 2024
PRUDENTIAL JENNISON BLEND FUND, INC.0.13%82,6076,8219.00%Feb 29, 2024
World Funds Trust0.12%68,052--Jan 31, 2024
RMB INVESTORS TRUST0.08%42,504--Dec 31, 2023
VANGUARD VALLEY FORGE FUNDS0.08%39,327--Dec 31, 2023
ADVISORS' INNER CIRCLE FUND0.07%893,100--Jan 31, 2024
Forward Funds0.05%110,000--Sep 30, 2022
VANGUARD SPECIALIZED FUNDS0.05%2,504,152123,7515.20%Jan 31, 2024
AMG Funds I0.05%68,290--Jan 31, 2024
Kelly Strategic ETF Trust0.04%1,064--Feb 29, 2024
HARBOR FUNDS0.03%595,830--Jan 31, 2024
PERMANENT PORTFOLIO FAMILY OF FUNDS0.02%250,000--Jan 31, 2024
Harbor ETF Trust0.02%99,424--Jan 31, 2024
DEUTSCHE DWS INVESTMENTS VIT FUNDS0.02%9,0156437.68%Dec 31, 2023
BNY Mellon Strategic Funds, Inc.0.02%45,690--Mar 31, 2024
COLUMBIA ACORN TRUST0.02%54,329--Dec 31, 2023
QUANTITATIVE MASTER SERIES LLC0.02%99,1396,2806.76%Dec 31, 2023
VANGUARD INDEX FUNDS0.01%4,054,1861,321,89448.38%Dec 31, 2023
WILLIAM BLAIR FUNDS0.01%793,298-11,037-1.37%Dec 31, 2023
Virtus Investment Trust0.01%235,672-11,286-4.57%Dec 29, 2023
PRUDENTIAL JENNISON SMALL CO FUND, INC.0.01%30,074--Dec 29, 2023
FORUM FUNDS II0.01%5,300--Jan 31, 2024
JANUS INVESTMENT FUND0.01%1,663,454--Dec 31, 2023
KP Funds0.01%235,871--Sep 30, 2020
CLEARWATER INVESTMENT TRUST0.00%42,058--Dec 29, 2023
IndexIQ ETF Trust0.00%10,1979,004754.74%Jan 31, 2024
TIAA SEPARATE ACCOUNT VA 10.00%994--Dec 31, 2023
Advisors' Inner Circle Fund III0.00%54,4358191.53%Jan 31, 2024
FIDELITY SECURITIES FUND0.00%335,723--Jan 31, 2024
SCHWAB STRATEGIC TRUST0.00%649,08344,9867.45%Feb 29, 2024
ETF Series Solutions0.00%58,73812,33826.59%Feb 29, 2024
MML SERIES INVESTMENT FUND0.00%29,7491,6836.00%Dec 31, 2023
Mutual of America Variable Insurance Portfolios, Inc.0.00%2,178--Sep 30, 2023
Nushares ETF Trust0.00%21,293--Jan 31, 2024
VANGUARD HORIZON FUNDS0.00%61,461--Dec 31, 2023
FIDELITY CONCORD STREET TRUST0.00%558,33328,4585.37%Feb 29, 2024
FIDELITY SELECT PORTFOLIOS0.00%167,300--Feb 29, 2024
Calvert Variable Products, Inc.0.00%6,19972913.33%Dec 31, 2023
VANGUARD EXPLORER FUND0.00%30,350--Jan 31, 2024
Principal Exchange-Traded Funds0.00%26,635--Mar 31, 2024
MUTUAL OF AMERICA INVESTMENT CORP0.00%89,880-599-0.66%Dec 31, 2023
INVESCO ACTIVELY MANAGED EXCHANGE-TRADED FUND TRUST0.00%74,215--Jan 31, 2024
GOLDMAN SACHS VARIABLE INSURANCE TRUST0.00%5,7131,48535.12%Dec 31, 2023
ALPS ETF Trust0.00%18,3174752.66%Feb 29, 2024
VANGUARD INSTITUTIONAL INDEX FUNDS0.00%42,695--Dec 31, 2023
JPMORGAN INSURANCE TRUST0.00%17,971-729-3.90%Mar 31, 2023
Cambria ETF Trust0.00%11,200--Jan 31, 2024
T. Rowe Price Index Trust, Inc.0.00%18,851--Feb 29, 2024
MANNING & NAPIER FUND, INC.0.00%17,740--Jan 31, 2024
NORTHWESTERN MUTUAL SERIES FUND INC0.00%125,300125,300-Dec 31, 2023
VANGUARD VARIABLE INSURANCE FUNDS0.00%50,8593,3627.08%Dec 31, 2023
BMO FUNDS, INC.0.00%31,159-3,436-9.93%Nov 30, 2021
SSGA FUNDS0.00%330--Feb 29, 2024
Voya VARIABLE PORTFOLIOS INC0.00%22,9532771.22%Dec 31, 2023
Dunham Funds0.00%48,407--Jan 31, 2024
FIRST TRUST EXCHANGE-TRADED FUND0.00%7,154-144-1.97%Dec 31, 2023
DFA INVESTMENT DIMENSIONS GROUP INC0.00%653,42514,5052.27%Jan 31, 2024
INVESCO EXCHANGE-TRADED FUND TRUST0.00%51,753480.09%Jan 31, 2024
STATE STREET VARIABLE INSURANCE SERIES FUNDS INC0.00%2,707-18-0.66%Dec 31, 2023
COLLEGE RETIREMENT EQUITIES FUND0.00%689,95912,5101.85%Dec 31, 2023
SunAmerica Specialty Series0.00%302--Apr 30, 2021
RBC FUNDS TRUST0.00%47,670-17,910-27.31%Dec 29, 2023
PFM Multi-Manager Series Trust0.00%400--Dec 31, 2023
SPDR INDEX SHARES FUNDS0.00%91,361-78-0.09%Dec 31, 2023
WILMINGTON FUNDS0.00%5,237--Jan 31, 2024
Voya PARTNERS INC0.00%37,9943,3139.55%Dec 31, 2023
PIONEER VARIABLE CONTRACTS TRUST /MA/0.00%10,105--Dec 29, 2023
THRIVENT SERIES FUND INC0.00%41,301--Dec 29, 2023
Victory Portfolios II0.00%20,432--Dec 31, 2023
SA FUNDS INVESTMENT TRUST0.00%5,369--Dec 31, 2023
Lattice Strategies Trust0.00%644-18-2.72%Dec 31, 2023
GPS Funds I0.00%1,460--Dec 31, 2023
VARIABLE INSURANCE PRODUCTS FUND II0.00%3,349-1,343-28.62%Dec 31, 2023
Dimensional ETF Trust0.00%103,36519,50123.25%Jan 31, 2024
RUSSELL INVESTMENT CO0.00%69,74410,61217.95%Jan 31, 2024
RBB FUND, INC.0.00%21,275--Feb 29, 2024
AdvisorShares Trust0.00%626--Dec 29, 2023
RUSSELL INVESTMENT FUNDS0.00%14,0141,65713.41%Dec 31, 2023
VICTORY PORTFOLIOS0.00%6,434--Dec 31, 2023
STATE STREET INSTITUTIONAL INVESTMENT TRUST0.00%18,800--Dec 31, 2023
VANGUARD FIXED INCOME SECURITIES FUNDS0.00%394,79129,3838.04%Jan 31, 2024
TIAA-CREF LIFE FUNDS0.00%567--Dec 31, 2023
VALIC Co I0.00%57,2664,2377.99%Feb 29, 2024
Voya INVESTORS TRUST0.00%10,200-470-4.40%Dec 31, 2023
THRIVENT MUTUAL FUNDS0.00%16,102--Jan 31, 2024
Federated Hermes Global Allocation Fund0.00%1,801181.01%Feb 29, 2024
SEASONS SERIES TRUST0.00%3,342-62-1.82%Dec 31, 2023
VANGUARD SCOTTSDALE FUNDS0.00%264,79445,75520.89%Feb 29, 2024
Trust for Advised Portfolios0.00%2,556--Dec 31, 2023
EQ ADVISORS TRUST0.00%147,7297,1955.12%Dec 31, 2023

UMH Properties's largest mutual fund holder by % of total assets is "AMERICAN CENTURY CAPITAL PORTFOLIOS INC", owning 2.30M shares, compromising 3.11% of its total assets.

UMH Properties Institutional Ownership Trends


Institutional Holdings Trend

DateHoldingsChange %
31 Mar, 24190-3.06%
31 Dec, 231965.38%
30 Sep, 231866.29%
30 Jun, 23175-2.23%
31 Mar, 231796.55%
31 Dec, 221681.82%
30 Sep, 22165-6.25%
30 Jun, 22176-7.85%
31 Mar, 221918.52%
31 Dec, 211767.98%
30 Sep, 211633.16%
30 Jun, 2115812.86%
31 Mar, 211409.38%
31 Dec, 201282.40%
30 Sep, 201254.17%
30 Jun, 20120-4.76%
31 Mar, 201260.80%
31 Dec, 19125-5.30%
30 Sep, 19132-2.22%
30 Jun, 191356.30%
31 Mar, 19127-3.05%
31 Dec, 181313.15%
30 Sep, 181275.83%
30 Jun, 18120-0.83%
31 Mar, 18121-1.63%
31 Dec, 171234.24%
30 Sep, 171188.26%
30 Jun, 171093.81%
31 Mar, 17105-1.87%
31 Dec, 161077.00%
30 Sep, 161004.17%
30 Jun, 16965.49%
31 Mar, 16911.11%
31 Dec, 15907.14%
30 Sep, 1584-2.33%
30 Jun, 1586-
31 Mar, 15863.61%
31 Dec, 14839.21%
30 Sep, 14761.33%
30 Jun, 1475-5.06%
31 Mar, 147912.86%
31 Dec, 1370-
30 Sep, 13702.94%
30 Jun, 1368277.78%
31 Mar, 1318-14.29%
31 Dec, 1221-
30 Sep, 1221-8.70%
30 Jun, 12239.52%
31 Mar, 1221-12.50%
31 Dec, 112471.43%
30 Sep, 1114-22.22%
30 Jun, 111828.57%
31 Mar, 11147.69%
31 Dec, 10138.33%
30 Sep, 101233.33%
30 Jun, 109-
31 Mar, 109-25.00%
31 Dec, 091250.00%
30 Sep, 098-33.33%
30 Jun, 0912500.00%
31 Mar, 092-33.33%
31 Dec, 083-25.00%
30 Sep, 084-20.00%
30 Jun, 08525.00%
31 Mar, 084-33.33%
31 Dec, 07620.00%
30 Sep, 07525.00%
30 Jun, 07433.33%
31 Mar, 073-25.00%
31 Dec, 064-
30 Sep, 06433.33%
30 Jun, 063-

As of 31 Mar 24, 190 institutions are holding UMH Properties's shares, representing a decrease of -3.06% compared to the previous quarter.

Shares Outstanding Trend

DateShares OutstandingChange %
31 Mar, 2451,771,6272.12%
31 Dec, 2350,696,0324.42%
30 Sep, 2348,548,0034.19%
30 Jun, 2346,594,9298.32%
31 Mar, 2343,017,4733.42%
31 Dec, 2241,596,3855.28%
30 Sep, 2239,511,1141.56%
30 Jun, 2238,905,4197.61%
31 Mar, 2236,153,9355.06%
31 Dec, 2134,413,7519.79%
30 Sep, 2131,345,0400.98%
30 Jun, 2131,040,83015.83%
31 Mar, 2126,798,6705.76%
31 Dec, 2025,339,233-2.52%
30 Sep, 2025,994,3320.06%
30 Jun, 2025,977,821-2.34%
31 Mar, 2026,599,3760.68%
31 Dec, 1926,420,0084.70%
30 Sep, 1925,234,1181.29%
30 Jun, 1924,912,3736.49%
31 Mar, 1923,395,1613.81%
31 Dec, 1822,535,9375.28%
30 Sep, 1821,404,907-0.12%
30 Jun, 1821,429,5569.13%
31 Mar, 1819,637,2490.77%
31 Dec, 1719,487,4601.27%
30 Sep, 1719,243,0354.92%
30 Jun, 1718,340,91021.27%
31 Mar, 1715,124,63611.34%
31 Dec, 1613,583,81210.43%
30 Sep, 1612,300,6416.12%
30 Jun, 1611,590,9654.04%
31 Mar, 1611,140,988-1.82%
31 Dec, 1511,348,0553.50%
30 Sep, 1510,964,2462.49%
30 Jun, 1510,697,9435.33%
31 Mar, 1510,156,8583.75%
31 Dec, 149,789,4227.77%
30 Sep, 149,083,67215.62%
30 Jun, 147,856,39114.04%
31 Mar, 146,889,20214.10%
31 Dec, 136,037,9316.26%
30 Sep, 135,682,0645.50%
30 Jun, 135,386,095185.45%
31 Mar, 131,886,8596.34%
31 Dec, 121,774,281-2.19%
30 Sep, 121,814,012-25.75%
30 Jun, 122,443,0873.42%
31 Mar, 122,362,2582.92%
31 Dec, 112,295,174111.21%
30 Sep, 111,086,685-14.90%
30 Jun, 111,277,00718.74%
31 Mar, 111,075,50620.93%
31 Dec, 10889,395-0.18%
30 Sep, 10891,0335.58%
30 Jun, 10843,96432.12%
31 Mar, 10638,776-7.67%
31 Dec, 09691,831141.55%
30 Sep, 09286,409-0.52%
30 Jun, 09287,90590.12%
31 Mar, 09151,437-35.90%
31 Dec, 08236,25252.55%
30 Sep, 08154,873246.07%
30 Jun, 0844,752-86.30%
31 Mar, 08326,746-6.40%
31 Dec, 07349,105-11.47%
30 Sep, 07394,3535.21%
30 Jun, 07374,8322.74%
31 Mar, 07364,834-12.88%
31 Dec, 06418,784-0.81%
30 Sep, 06422,210-0.92%
30 Jun, 06426,142-

UMH Properties (UMH) has 51.77M shares outstanding as of 31 Mar 24, up 2.12% compared to the previous quarter.

Institutional Ownership Trend

DateOwnership %Change %
31 Mar, 2477.41%1.28%
31 Dec, 2377.90%1.24%
30 Sep, 2379.28%1.27%
30 Jun, 2378.86%1.49%
31 Mar, 2372.81%1.33%
31 Dec, 2274.04%1.43%
30 Sep, 2271.98%1.40%
30 Jun, 2271.76%1.50%
31 Mar, 2269.13%1.25%
31 Dec, 2174.28%1.73%
30 Sep, 2165.61%1.41%
30 Jun, 2168.26%1.71%
31 Mar, 2163.24%1.72%
31 Dec, 2060.69%1.54%
30 Sep, 2062.76%1.58%
30 Jun, 2063.04%1.51%
31 Mar, 2064.60%1.47%
31 Dec, 1966.20%1.71%
30 Sep, 1962.29%1.58%
30 Jun, 1962.83%1.71%
31 Mar, 1960.54%1.62%
31 Dec, 1861.12%1.84%
30 Sep, 1857.62%1.68%
30 Jun, 1858.55%1.96%
31 Mar, 1854.69%1.77%
31 Dec, 1755.56%1.75%
30 Sep, 1756.43%1.69%
30 Jun, 1757.73%2.26%
31 Mar, 1750.49%2.27%
31 Dec, 1647.12%2.42%
30 Sep, 1644.10%2.45%
30 Jun, 1642.44%2.51%
31 Mar, 1641.08%2.32%
31 Dec, 1542.06%2.44%
30 Sep, 1541.55%2.39%
30 Jun, 1541.71%2.49%
31 Mar, 1540.96%2.63%
31 Dec, 1439.48%2.50%
30 Sep, 1439.77%3.13%
30 Jun, 1435.62%3.39%
31 Mar, 1432.40%3.12%
31 Dec, 1332.25%3.63%
30 Sep, 1329.80%3.40%
30 Jun, 1329.60%25.29%
31 Mar, 1310.82%9.02%
31 Dec, 1210.95%8.95%
30 Sep, 1211.06%4.77%
30 Jun, 1215.23%6.55%
31 Mar, 1215.24%6.09%
31 Dec, 1115.82%29.02%
30 Sep, 117.38%9.34%
30 Jun, 118.89%14.91%
31 Mar, 117.72%18.94%
31 Dec, 106.39%13.18%
30 Sep, 106.96%15.48%
30 Jun, 106.70%24.82%
31 Mar, 105.20%14.14%
31 Dec, 096.06%97.62%
30 Sep, 092.49%37.84%
30 Jun, 092.57%136.88%
31 Mar, 091.37%29.02%
31 Dec, 082.17%107.92%
30 Sep, 081.42%834.91%
30 Jun, 080.41%4.48%
31 Mar, 083.03%28.88%
31 Dec, 073.24%23.45%
30 Sep, 073.72%29.13%
30 Jun, 073.57%28.85%
31 Mar, 073.52%20.44%
31 Dec, 064.15%24.06%
30 Sep, 064.15%23.16%
30 Jun, 064.23%-

As of 31 Mar 24, UMH Properties is held by 77.41% institutional shareholders, representing a 1.28% growth compared to 31 Dec 23.

Institutional Increased Positions Trend

DateIncreased PositionsChange %
31 Mar, 2497-19.17%
31 Dec, 2312018.81%
30 Sep, 231013.06%
30 Jun, 2398-12.50%
31 Mar, 2311224.44%
31 Dec, 22902.27%
30 Sep, 2288-15.38%
30 Jun, 22104-2.80%
31 Mar, 221074.90%
31 Dec, 2110212.09%
30 Sep, 2191-7.14%
30 Jun, 219858.06%
31 Mar, 216212.73%
31 Dec, 2055-6.78%
30 Sep, 2059-1.67%
30 Jun, 2060-
31 Mar, 2060-9.09%
31 Dec, 19661.54%
30 Sep, 1965-10.96%
30 Jun, 197317.74%
31 Mar, 1962-11.43%
31 Dec, 187011.11%
30 Sep, 1863-1.56%
30 Jun, 18641.59%
31 Mar, 1863-10.00%
31 Dec, 1770-4.11%
30 Sep, 177314.06%
30 Jun, 176412.28%
31 Mar, 17579.62%
31 Dec, 16524.00%
30 Sep, 16508.70%
30 Jun, 16466.98%
31 Mar, 1643-2.27%
31 Dec, 154422.22%
30 Sep, 1536-25.00%
30 Jun, 15486.67%
31 Mar, 1545-4.26%
31 Dec, 144717.50%
30 Sep, 14405.26%
30 Jun, 1438-7.32%
31 Mar, 144124.24%
31 Dec, 1333-5.71%
30 Sep, 1335-39.66%
30 Jun, 1358625.00%
31 Mar, 138-27.27%
31 Dec, 1211-15.38%
30 Sep, 1213-7.14%
30 Jun, 121440.00%
31 Mar, 1210-28.57%
31 Dec, 1114133.33%
30 Sep, 116-53.85%
30 Jun, 1113116.67%
31 Mar, 116-
31 Dec, 106-
30 Sep, 106-25.00%
30 Jun, 10833.33%
31 Mar, 106-
31 Dec, 096100.00%
30 Sep, 093-72.73%
30 Jun, 0911450.00%
31 Mar, 092-33.33%
31 Dec, 08350.00%
30 Sep, 082-33.33%
30 Jun, 08350.00%
31 Mar, 082-33.33%
31 Dec, 073-
30 Sep, 07350.00%
30 Jun, 072-33.33%
31 Mar, 073200.00%
31 Dec, 061-66.67%
30 Sep, 063-
30 Jun, 063-

97 institutional shareholders have increased their position in UMH stock as of 31 Mar 24 compared to 120 in the previous quarter (a -19.17% decrease).

Institutional Reduced Positions Trend

DateReduced PositionsChange %
31 Mar, 246229.17%
31 Dec, 2348-5.88%
30 Sep, 235115.91%
30 Jun, 234422.22%
31 Mar, 2336-26.53%
31 Dec, 2249-
30 Sep, 22494.26%
30 Jun, 2247-16.07%
31 Mar, 225619.15%
31 Dec, 21479.30%
30 Sep, 214326.47%
30 Jun, 2134-27.66%
31 Mar, 214711.90%
31 Dec, 204210.53%
30 Sep, 203811.76%
30 Jun, 2034-8.11%
31 Mar, 203715.63%
31 Dec, 1932-21.95%
30 Sep, 194120.59%
30 Jun, 1934-19.05%
31 Mar, 194213.51%
31 Dec, 1837-15.91%
30 Sep, 184441.94%
30 Jun, 1831-3.13%
31 Mar, 1832-5.88%
31 Dec, 173430.77%
30 Sep, 1726-
30 Jun, 1726-13.33%
31 Mar, 1730-21.05%
31 Dec, 163852.00%
30 Sep, 16254.17%
30 Jun, 162414.29%
31 Mar, 16215.00%
31 Dec, 1520-16.67%
30 Sep, 152420.00%
30 Jun, 1520-16.67%
31 Mar, 152450.00%
31 Dec, 1416-
30 Sep, 14166.67%
30 Jun, 141525.00%
31 Mar, 1412-29.41%
31 Dec, 131730.77%
30 Sep, 1313225.00%
30 Jun, 134-20.00%
31 Mar, 135-
31 Dec, 12566.67%
30 Sep, 123-25.00%
30 Jun, 124-33.33%
31 Mar, 12620.00%
31 Dec, 11525.00%
30 Sep, 114100.00%
30 Jun, 112-50.00%
31 Mar, 114100.00%
31 Dec, 102-50.00%
30 Sep, 104300.00%
30 Jun, 101-
31 Mar, 101-50.00%
31 Dec, 092100.00%
30 Sep, 091-
30 Jun, 091-
31 Mar, 09--
31 Dec, 08--100.00%
30 Sep, 082-
30 Jun, 082-
31 Mar, 082-33.33%
31 Dec, 07350.00%
30 Sep, 072-
30 Jun, 072-
31 Mar, 07--100.00%
31 Dec, 062100.00%
30 Sep, 061-
30 Jun, 06--

62 institutional shareholders have reduced their position in UMH stock as of 31 Mar 24 compared to 48 in the previous quarter (a 29.17% increase).

All Institutional Ownership Trend Data

DateHoldingsChange %Shares OutstandingChange %Ownership %Change %Increased PositionsChange %Reduced PositionsChange %
31 Mar, 24190-3.06%51,771,6272.12%77.41%1.28%97-19.17%6229.17%
31 Dec, 231965.38%50,696,0324.42%77.90%1.24%12018.81%48-5.88%
30 Sep, 231866.29%48,548,0034.19%79.28%1.27%1013.06%5115.91%
30 Jun, 23175-2.23%46,594,9298.32%78.86%1.49%98-12.50%4422.22%
31 Mar, 231796.55%43,017,4733.42%72.81%1.33%11224.44%36-26.53%
31 Dec, 221681.82%41,596,3855.28%74.04%1.43%902.27%49-
30 Sep, 22165-6.25%39,511,1141.56%71.98%1.40%88-15.38%494.26%
30 Jun, 22176-7.85%38,905,4197.61%71.76%1.50%104-2.80%47-16.07%
31 Mar, 221918.52%36,153,9355.06%69.13%1.25%1074.90%5619.15%
31 Dec, 211767.98%34,413,7519.79%74.28%1.73%10212.09%479.30%
30 Sep, 211633.16%31,345,0400.98%65.61%1.41%91-7.14%4326.47%
30 Jun, 2115812.86%31,040,83015.83%68.26%1.71%9858.06%34-27.66%
31 Mar, 211409.38%26,798,6705.76%63.24%1.72%6212.73%4711.90%
31 Dec, 201282.40%25,339,233-2.52%60.69%1.54%55-6.78%4210.53%
30 Sep, 201254.17%25,994,3320.06%62.76%1.58%59-1.67%3811.76%
30 Jun, 20120-4.76%25,977,821-2.34%63.04%1.51%60-34-8.11%
31 Mar, 201260.80%26,599,3760.68%64.60%1.47%60-9.09%3715.63%
31 Dec, 19125-5.30%26,420,0084.70%66.20%1.71%661.54%32-21.95%
30 Sep, 19132-2.22%25,234,1181.29%62.29%1.58%65-10.96%4120.59%
30 Jun, 191356.30%24,912,3736.49%62.83%1.71%7317.74%34-19.05%
31 Mar, 19127-3.05%23,395,1613.81%60.54%1.62%62-11.43%4213.51%
31 Dec, 181313.15%22,535,9375.28%61.12%1.84%7011.11%37-15.91%
30 Sep, 181275.83%21,404,907-0.12%57.62%1.68%63-1.56%4441.94%
30 Jun, 18120-0.83%21,429,5569.13%58.55%1.96%641.59%31-3.13%
31 Mar, 18121-1.63%19,637,2490.77%54.69%1.77%63-10.00%32-5.88%
31 Dec, 171234.24%19,487,4601.27%55.56%1.75%70-4.11%3430.77%
30 Sep, 171188.26%19,243,0354.92%56.43%1.69%7314.06%26-
30 Jun, 171093.81%18,340,91021.27%57.73%2.26%6412.28%26-13.33%
31 Mar, 17105-1.87%15,124,63611.34%50.49%2.27%579.62%30-21.05%
31 Dec, 161077.00%13,583,81210.43%47.12%2.42%524.00%3852.00%
30 Sep, 161004.17%12,300,6416.12%44.10%2.45%508.70%254.17%
30 Jun, 16965.49%11,590,9654.04%42.44%2.51%466.98%2414.29%
31 Mar, 16911.11%11,140,988-1.82%41.08%2.32%43-2.27%215.00%
31 Dec, 15907.14%11,348,0553.50%42.06%2.44%4422.22%20-16.67%
30 Sep, 1584-2.33%10,964,2462.49%41.55%2.39%36-25.00%2420.00%
30 Jun, 1586-10,697,9435.33%41.71%2.49%486.67%20-16.67%
31 Mar, 15863.61%10,156,8583.75%40.96%2.63%45-4.26%2450.00%
31 Dec, 14839.21%9,789,4227.77%39.48%2.50%4717.50%16-
30 Sep, 14761.33%9,083,67215.62%39.77%3.13%405.26%166.67%
30 Jun, 1475-5.06%7,856,39114.04%35.62%3.39%38-7.32%1525.00%
31 Mar, 147912.86%6,889,20214.10%32.40%3.12%4124.24%12-29.41%
31 Dec, 1370-6,037,9316.26%32.25%3.63%33-5.71%1730.77%
30 Sep, 13702.94%5,682,0645.50%29.80%3.40%35-39.66%13225.00%
30 Jun, 1368277.78%5,386,095185.45%29.60%25.29%58625.00%4-20.00%
31 Mar, 1318-14.29%1,886,8596.34%10.82%9.02%8-27.27%5-
31 Dec, 1221-1,774,281-2.19%10.95%8.95%11-15.38%566.67%
30 Sep, 1221-8.70%1,814,012-25.75%11.06%4.77%13-7.14%3-25.00%
30 Jun, 12239.52%2,443,0873.42%15.23%6.55%1440.00%4-33.33%
31 Mar, 1221-12.50%2,362,2582.92%15.24%6.09%10-28.57%620.00%
31 Dec, 112471.43%2,295,174111.21%15.82%29.02%14133.33%525.00%
30 Sep, 1114-22.22%1,086,685-14.90%7.38%9.34%6-53.85%4100.00%
30 Jun, 111828.57%1,277,00718.74%8.89%14.91%13116.67%2-50.00%
31 Mar, 11147.69%1,075,50620.93%7.72%18.94%6-4100.00%
31 Dec, 10138.33%889,395-0.18%6.39%13.18%6-2-50.00%
30 Sep, 101233.33%891,0335.58%6.96%15.48%6-25.00%4300.00%
30 Jun, 109-843,96432.12%6.70%24.82%833.33%1-
31 Mar, 109-25.00%638,776-7.67%5.20%14.14%6-1-50.00%
31 Dec, 091250.00%691,831141.55%6.06%97.62%6100.00%2100.00%
30 Sep, 098-33.33%286,409-0.52%2.49%37.84%3-72.73%1-
30 Jun, 0912500.00%287,90590.12%2.57%136.88%11450.00%1-
31 Mar, 092-33.33%151,437-35.90%1.37%29.02%2-33.33%--
31 Dec, 083-25.00%236,25252.55%2.17%107.92%350.00%--100.00%
30 Sep, 084-20.00%154,873246.07%1.42%834.91%2-33.33%2-
30 Jun, 08525.00%44,752-86.30%0.41%4.48%350.00%2-
31 Mar, 084-33.33%326,746-6.40%3.03%28.88%2-33.33%2-33.33%
31 Dec, 07620.00%349,105-11.47%3.24%23.45%3-350.00%
30 Sep, 07525.00%394,3535.21%3.72%29.13%350.00%2-
30 Jun, 07433.33%374,8322.74%3.57%28.85%2-33.33%2-
31 Mar, 073-25.00%364,834-12.88%3.52%20.44%3200.00%--100.00%
31 Dec, 064-418,784-0.81%4.15%24.06%1-66.67%2100.00%
30 Sep, 06433.33%422,210-0.92%4.15%23.16%3-1-
30 Jun, 063-426,142-4.23%-3---

UMH Properties Insider Shareholders Trades


Open Market Insider Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
Apr 05, 2024Taft Brettofficer EVP and COOS-SaleSell9,800$15.91$155.92K97,048

Open Market Insider Buys

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource

Insider Sells

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 14, 2024LANDY SAMUEL Adirector, officer President and CEOG-GiftSell5,200$15.70$81.64K1,174,565
Apr 05, 2024Taft Brettofficer EVP and COOS-SaleSell9,800$15.91$155.92K97,048
Apr 05, 2024Taft Brettofficer EVP and COOM-ExemptSell20,000$9.77$195.40K-

All Insider Owners Trades

DateNameRelationRoleTransactionBuy/SellSharesPriceValueShares HeldSource
May 14, 2024LANDY SAMUEL Adirector, officer President and CEOG-GiftSell5,200$15.70$81.64K1,174,565
Apr 22, 2024LANDY SAMUEL A-Buy----
Apr 22, 2024LANDY DANIEL O.-Buy----
Apr 17, 2024Taft Brett-Buy----
Apr 17, 2024CHEW ANNA T-Buy----
Apr 17, 2024Koster Craig-Buy----
Apr 16, 2024QUIGLEY KENNETH K JR-Buy----
Apr 16, 2024PRUITT ANGELA D.-Buy----
Apr 12, 2024Mitchell William Edward-Buy----
Apr 12, 2024Levy Stuart-Buy----
Apr 12, 2024HIRSCH MATTHEW I-Buy----
Apr 12, 2024Conway Kiernan-Buy----
Apr 12, 2024Carus Jeffrey A-Buy----
Apr 12, 2024BUTEWICZ AMY LYNN-Buy----
Apr 12, 2024LANDY MICHAEL P-Buy----
Apr 05, 2024Taft Brettofficer EVP and COOM-ExemptBuy20,000$9.77$195.40K117,048
Apr 05, 2024Taft Brettofficer EVP and COOS-SaleSell9,800$15.91$155.92K97,048
Apr 05, 2024Taft Brettofficer EVP and COOM-ExemptSell20,000$9.77$195.40K-
Mar 28, 2024LANDY DANIEL O.other EVP and President of OZ FundA-AwardBuy75,000$15.66$1.17M75,000
Mar 28, 2024LANDY EUGENE Wdirector, officer ChairmanA-AwardBuy100,000$15.66$1.57M100,000

The last insider sell of UMH Properties's stock was made by LANDY SAMUEL A on May 14 2024, selling 5,200 shares at $15.70 per share (valued at $81.64K).

UMH Properties Insider Ownership Trends


All Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 20241333.33%
Q1 2024485960.00%
Q4 202394225.00%
Q3 2023243800.00%
Q2 2023192950.00%
Q1 20235631866.67%
Q4 20221611600.00%
Q3 2022143466.67%
Q2 2022229244.44%
Q1 20223711336.36%
Q4 20213560.00%
Q3 202183266.67%
Q2 202198112.50%
Q1 20212721350.00%
Q4 202093300.00%
Q3 202073233.33%
Q2 20203650.00%
Q1 20205841450.00%
Q4 20192014142.86%
Q3 2019117157.14%

1 total buy trades, and 3 total sell trades (buy/sell ratio of 0.33%) were made by UMH Properties's insiders, as of Q2 2024.

Open Market Insider Trades Trend

DateBuySellBuy/Sell Ratio
Q2 2024-1-
Q1 202451500.00%
Q4 202382400.00%
Q3 20231011000.00%
Q2 202391900.00%
Q1 202319--
Q4 202216--
Q3 20223--
Q2 202261600.00%
Q1 202264150.00%
Q4 202132150.00%
Q3 202132150.00%
Q2 202131300.00%
Q1 20214--
Q4 202071700.00%
Q3 20204--
Q2 20203475.00%
Q1 20204122050.00%
Q4 201944100.00%
Q3 2019112550.00%

As of Q2 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of UMH Properties's stocks.

UMH Properties Peer Ownership


TickerCompany
AVBAvalonBay Communities, Inc.
VREVeris Residential, Inc.
AMHAmerican Homes 4 Rent
MAAMid-America Apartment Communities, Inc.
CSRCenterspace
EQREquity Residential
NXRTNexPoint Residential Trust, Inc.
UDRUDR, Inc.
BRTBRT Apartments Corp.
ESSEssex Property Trust, Inc.
ELSEquity LifeStyle Properties, Inc.
CLPRClipper Realty Inc.
SUISun Communities, Inc.

UMH Ownership FAQ


UMH Properties is owned by institutional shareholders (77.41%), insiders (7.09%), and public (15.50%). The largest institutional shareholder of UMH Properties is VANGUARD GROUP INC (9.54% of total shares) and the top mutual fund owner is AMERICAN CENTURY CAPITAL PORTFOLIOS INC (3.11% of total shares).

UMH Properties's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., T. ROWE PRICE INVESTMENT MANAGEMENT, INC., AMERICAN CENTURY COMPANIES INC, and FMR LLC. The top five shareholders own together 31.05% of the company's share outstanding.

As of Mar 2024, there are 190 institutional shareholders of UMH Properties.

VANGUARD GROUP INC owns 6.38M shares of UMH Properties, representing 9.54% of the company's total shares outstanding, valued at $103.58M (as of Mar 2024).

As of Mar 2024, BLACKROCK INC holds 4.88M shares of UMH Properties (UMH), compromising 7.29% of the company, valued at $79.23M.

T. ROWE PRICE INVESTMENT MANAGEMENT, INC is the third largest holder of UMH Properties. The company owns 3.88M of the company's shares outstanding (worth $63.02M).