증권 기록 · 과거 분기 (아카이브)
UMH
UMH Properties, Inc. · Real Estate · REIT - Residential
99추적 보유자
0Δ 보유자
49.57M보유 주식 수
$788.66M보고 가치
+2신규 편입 포지션
−2청산
모멘텀 입력값 (비교 가능한 운용사): 보유자 폭 0.0% · 주식 흐름 +5.8% · 순 신규 포지션 0.0% — 산식
모든 소유권 수치: 추적 대상 13F 운용사 한정, 보통주 포지션, 보고 기간 Q4 2025
시계열 보유 현황
| 분기 | 보유자 | Δ | 주식 수 | 보고 가치 | 신규 | 청산 |
|---|---|---|---|---|---|---|
| Q2 2026 | 98 | -1 | 45.89M | $694.00M | +5 | −8 |
| Q1 2026 | 104 | +4 | 45.03M | $651.60M | +7 | −3 |
| Q4 2025 | 99 | 0 | 49.57M | $788.66M | +2 | −2 |
| Q3 2025 | 16 | +2 | 27.00M | $400.90M | +3 | −1 |
| Q2 2025 | 11 | +2 | 23.94M | $401.95M | +2 | — |
| Q1 2025 | 6 | 0 | 5.60M | $104.78M | — | — |
| Q4 2024 | 6 | -3 | 5.71M | $107.89M | — | −3 |
| Q3 2024 | 8 | -1 | 2.88M | $56.68M | +1 | −2 |
| Q2 2024 | 9 | — | 2.30M | $36.82M | — | — |
보유 현황 · Q4 2025
| # | 운용사 | 주식 수 | Δ 주식 수 | 가치 | 비중 | 보유 | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (패시브) | 8.13M | +1.8% | $129.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (패시브) | 8.03M | +4.5% | $127.77M | 0.0% | ▲ Add | 3 | SEC ↗ ×14 |
| 3 | Fidelity (FMR) ✦ | 3.60M | +32.0% | $57.29M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 4 | State Street Global Advisors ✦ (패시브) | 3.49M | -0.8% | $55.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Capital Research Global Investors | 2.61M | — | $41.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (패시브) | 2.07M | +0.8% | $32.98M | 0.0% | ▲ Add | 7 | SEC ↗ ×2 |
| 7 | Goldman Sachs Group ✦ | 1.87M | +110.7% | $29.67M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 8 | Jennison Associates Llc | 1.36M | — | $21.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Alliancebernstein L.P. | 1.24M | — | $19.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Charles Schwab Investment… | 1.22M | — | $19.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | American Century Companies Inc | 1.19M | — | $18.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 1.13M | — | $18.02M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | Bank Of America Corp /De/ | 1.09M | — | $17.42M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 14 | Point72 Asset Management ✦ | 1.01M | +2752.0% | $16.04M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 15 | Northern Trust Corp | 969.72K | — | $15.43M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 16 | Raymond James Financial Inc | 937.97K | — | $14.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | First Eagle Investment Management… | 716.42K | — | $11.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 602.77K | — | $9.59M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 19 | Morgan Stanley ✦ | 467.56K | -21.8% | $7.44M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 20 | Bank of New York Mellon Corp | 431.48K | — | $6.86M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 21 | UBS AM, a distinct business unit of… | 420.87K | — | $6.70M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 22 | Wells Fargo & Company/Mn | 403.72K | — | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Russell Investments Group, Ltd. | 397.42K | — | $6.32M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 24 | Legal & General Group Plc | 395.58K | — | $6.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | State Of Wisconsin Investment Board | 373.91K | — | $5.95M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 372.27K | — | $5.92M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 27 | JPMorgan Chase ✦ | 283.91K | -56.9% | $4.52M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 28 | AQR Capital Management ✦ | 280.97K | +424.3% | $4.47M | 0.0% | ▲ Add | 7 | SEC ↗ ×5 |
| 29 | Hsbc Holdings Plc | 260.25K | — | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 30 | UBS Group AG | 257.98K | — | $4.10M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 31 | Neuberger Berman Group LLC | 249.54K | — | $3.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Storebrand Asset Management As | 233.11K | — | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 231.76K | — | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Nuveen, LLC | 169.12K | — | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Barclays Plc | 166.62K | — | $2.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Swiss National Bank | 159.20K | — | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Asset Management One Co., Ltd. | 125.87K | — | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Sei Investments Co | 121.17K | — | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Nomura Asset Management Co Ltd | 118.70K | — | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Two Sigma Investments ✦ | 111.11K | 신규 | $1.77M | 0.0% | New | 1 | SEC ↗ |
| 41 | Rhumbline Advisers | 108.66K | — | $1.73M | 0.0% | n/c | 1 | SEC ↗ |
| 42 | Citadel Advisors ✦ | 104.23K | +31.3% | $1.66M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Deutsche Bank Ag\ | 103.66K | — | $1.65M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 44 | T. Rowe Price ✦ | 97.37K | +16.1% | $1.55M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 45 | Universal- Beteiligungs- und… | 95.38K | — | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 94.98K | — | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Sumitomo Mitsui Trust Group, Inc. | 91.47K | — | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Royal Bank Of Canada | 90.42K | — | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 49 | Lazard Asset Management Llc | 89.01K | — | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 87.37K | — | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Balyasny Asset Management L.P. | 86.36K | — | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 81.89K | — | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Stifel Financial Corp | 79.78K | — | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | California State Teachers… | 78.47K | — | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Zurcher Kantonalbank (Zurich… | 69.33K | — | $1.10M | 0.0% | n/c | 1 | SEC ↗ |
| 56 | GAMCO Investors ✦ | 66.90K | -2.9% | $1.06M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 57 | Marshall Wace ✦ | 66.39K | 신규 | $1.06M | 0.0% | New | 1 | SEC ↗ ×2 |
| 58 | Mitsubishi UFJ Asset Management… | 63.77K | — | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Manufacturers Life Insurance… | 52.02K | — | $827,638 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Squarepoint Ops LLC | 48.42K | — | $770,362 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Amundi | 41.59K | — | $661,649 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 37.29K | — | $593,316 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Creative Planning | 37.06K | — | $589,641 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Janus Henderson Group Plc | 31.80K | — | $506,129 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Boston Partners | 31.31K | — | $498,210 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Daiwa Securities Group Inc. | 30.56K | — | $486,000 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Tidal Investments LLC | 29.56K | — | $470,284 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Aberdeen Group plc | 28.73K | — | $457,126 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Mercer Global Advisors Inc /Adv | 28.19K | — | $448,467 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | LPL Financial LLC | 26.74K | — | $425,419 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Susquehanna International Group, Llp | 25.88K | — | $411,687 | 0.0% | n/c | 1 | SEC ↗ |
| 72 | Millennium Management ✦ | 22.56K | -21.3% | $358,930 | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 73 | New York State Common Retirement… | 22.21K | — | $353,425 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bnp Paribas Financial Markets | 21.57K | — | $343,226 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Cetera Investment Advisers | 18.54K | — | $294,897 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Wealth Enhancement Advisory… | 18.06K | — | $290,406 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Cerity Partners LLC | 17.71K | — | $281,814 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | State Board Of Administration Of… | 15.91K | — | $253,112 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Mariner, LLC | 14.94K | — | $237,580 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Voya Investment Management Llc | 14.82K | — | $235,802 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | ProShare Advisors LLC | 14.68K | — | $233,497 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 13.40K | — | $213,199 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Cwm, Llc | 13.04K | — | $207,000 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Allianz Asset Management GmbH | 12.07K | — | $192,081 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Captrust Financial Advisors | 11.25K | — | $179,003 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | First Trust Advisors Lp | 11.05K | — | $175,853 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 11.00K | — | $174,946 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Jones Financial Companies Lllp | 6.08K | — | $96,753 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | BNP Paribas Asset Management… | 3.21K | — | $51,000 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Danske Bank A/S | 3.10K | — | $49,321 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Us Bancorp \De\ | 2.38K | — | $37,866 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 92 | Mirae Asset Global Investments Co.… | 2.36K | — | $37,516 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 2.06K | — | $32,722 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Northwestern Mutual Wealth… | 1.11K | — | $17,676 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Fifth Third Bancorp | 852 | — | $13,555 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Group One Trading Llc | 700 | — | $11,137 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Pnc Financial Services Group, Inc. | 298 | — | $4,741 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Assetmark, Inc | 182 | — | $2,896 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | National Bank Of Canada /Fi/ | 3 | — | $47 | 0.0% | n/c | 1 | SEC ↗ |
"해당 운용사 비중" = 해당 운용사의 신고된 13F 주식 가치 대비 포지션 비중 — 확신도 지표. ✦ = 선별 운용사.
신규 매수자
| Two Sigma Investments | $1.77M | 0.0% |
| Marshall Wace | $1.06M | 0.0% |
청산됨
| Renaissance Technologies | $6.49M | 이었음 0.0% |
| D. E. Shaw & Co. | $1.49M | 이었음 0.0% |
전체 시장 맥락: 전체 13F 공시 기관 기준 (SEC 구조화 데이터, Q1 2026): 265 보유 기관, 66.66M 주식, $881.23M 신고 기준. 이는 위의 추적 유니버스 수치와 다른 이전 기간으로, 두 수치는 절대 혼용되지 않습니다.
공동 보유 빈도 높음
이 증권의 추적 보유자들이 가장 많이 함께 보유하는 종목 — 기본적 관계가 아닌 공동 보유 건수 기준.
공개시장 매수 (P)
Sep 25
Mitchell William Edward
Director · 1.30K 주(sh) @ 15.30 · $19,890
Sep 15
Miller Kevin S.
Officer · EVP, CFO, Treasurer · 67 주(sh) @ 14.88 · $1,000
Sep 15
Mitchell William Edward
Director · 67 주(sh) @ 14.88 · $1,000
Aug 19
Carus Jeffrey A
Director · 500 주(sh) @ 16.46 · $8,230
Aug 17
Mitchell William Edward
Director · 64 주(sh) @ 15.62 · $1,000
Aug 17
Miller Kevin S.
Officer · EVP, CFO, Treasurer · 64 주(sh) @ 15.62 · $1,000
공개시장 매도 (S)
당사 커버리지 기간 내 공개시장 내부자 매도가 없습니다.
부여, 행사 및 세금 원천징수는 매수 또는 매도로 집계하지 않습니다. 방법론
Sep 29
SC 13D/A — Erez REIT Opportunities LP
4.0% 클래스 기준 · 원본 SEC 제출 서류 보기 ↗
Aug 11
SC 13D — Erez REIT Opportunities LP
4.0% 클래스 기준 · 원본 SEC 제출 서류 보기 ↗
Jul 31
SC 13G — VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 30
SC 13G/A — BlackRock, Inc.
출처: 파싱된 13F 보통주 포지션 기반 보유 현황(추적 유니버스, 변동 비교 세트); 내부자 행은 Form 3/4/5에서; 지분은 Schedule 13D/13G에서 수집; 모든 공시는 SEC EDGAR 원문으로 연결됩니다.
보고 기간: Q4 2025 ·
방법론 ·
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