Security record · archived quarter
UMH
UMH Properties, Inc. · Real Estate · REIT - Residential
99Tracked holders
0Δ holders
49.57MShares held
$788.66MReported value
+2New positions
−2Exits
Momentum inputs (comparable managers): holder breadth 0.0% · share flow +5.8% · net new positions 0.0% · formula
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 1 | 0 | 32.06K | $484,112 | n/a | −1 |
| 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 | n/a |
| Q1 2025 | 6 | 0 | 5.60M | $104.78M | n/a | n/a |
| Q4 2024 | 6 | -3 | 5.71M | $107.89M | n/a | −3 |
| Q3 2024 | 8 | -1 | 2.88M | $56.68M | +1 | −2 |
| Q2 2024 | 9 | n/a | 2.30M | $36.82M | n/a | n/a |
Who holds it · Q4 2025
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | The Vanguard Group ✦ (passive) | 8.13M | +1.8% | $129.33M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 2 | BlackRock ✦ (passive) | 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 ✦ (passive) | 3.49M | -0.8% | $55.50M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 5 | Capital Research Global Investors | 2.61M | n/a | $41.49M | 0.0% | n/c | 1 | SEC ↗ |
| 6 | Geode Capital Management ✦ (passive) | 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 | n/a | $21.57M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 9 | Alliancebernstein L.P. | 1.24M | n/a | $19.71M | 0.0% | n/c | 1 | SEC ↗ |
| 10 | Charles Schwab Investment… | 1.22M | n/a | $19.42M | 0.0% | n/c | 1 | SEC ↗ |
| 11 | American Century Companies Inc | 1.19M | n/a | $18.86M | 0.0% | n/c | 1 | SEC ↗ |
| 12 | Dimensional Fund Advisors Lp | 1.13M | n/a | $18.02M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 13 | Bank Of America Corp /De/ | 1.09M | n/a | $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 | n/a | $15.43M | 0.0% | n/c | 1 | SEC ↗ ×7 |
| 16 | Raymond James Financial Inc | 937.97K | n/a | $14.93M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 17 | First Eagle Investment Management… | 716.42K | n/a | $11.40M | 0.0% | n/c | 1 | SEC ↗ |
| 18 | Invesco Ltd. | 602.77K | n/a | $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 | n/a | $6.86M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 21 | UBS AM, a distinct business unit of… | 420.87K | n/a | $6.70M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 22 | Wells Fargo & Company/Mn | 403.72K | n/a | $6.42M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 23 | Russell Investments Group, Ltd. | 397.42K | n/a | $6.32M | 0.0% | n/c | 1 | SEC ↗ ×8 |
| 24 | Legal & General Group Plc | 395.58K | n/a | $6.29M | 0.0% | n/c | 1 | SEC ↗ ×3 |
| 25 | State Of Wisconsin Investment Board | 373.91K | n/a | $5.95M | 0.0% | n/c | 1 | SEC ↗ |
| 26 | Citigroup Inc | 372.27K | n/a | $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 | n/a | $4.14M | 0.0% | n/c | 1 | SEC ↗ ×4 |
| 30 | UBS Group AG | 257.98K | n/a | $4.10M | 0.0% | n/c | 1 | SEC ↗ ×5 |
| 31 | Neuberger Berman Group LLC | 249.54K | n/a | $3.97M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 32 | Storebrand Asset Management As | 233.11K | n/a | $3.71M | 0.0% | n/c | 1 | SEC ↗ |
| 33 | Envestnet Asset Management Inc | 231.76K | n/a | $3.69M | 0.0% | n/c | 1 | SEC ↗ |
| 34 | Nuveen, LLC | 169.12K | n/a | $2.69M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 35 | Barclays Plc | 166.62K | n/a | $2.65M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 36 | Swiss National Bank | 159.20K | n/a | $2.53M | 0.0% | n/c | 1 | SEC ↗ |
| 37 | Asset Management One Co., Ltd. | 125.87K | n/a | $2.01M | 0.0% | n/c | 1 | SEC ↗ |
| 38 | Sei Investments Co | 121.17K | n/a | $1.93M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 39 | Nomura Asset Management Co Ltd | 118.70K | n/a | $1.89M | 0.0% | n/c | 1 | SEC ↗ |
| 40 | Two Sigma Investments ✦ | 111.11K | New | $1.77M | 0.0% | New | 1 | SEC ↗ |
| 41 | Rhumbline Advisers | 108.66K | n/a | $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 | n/a | $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 | n/a | $1.52M | 0.0% | n/c | 1 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 94.98K | n/a | $1.51M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 47 | Sumitomo Mitsui Trust Group, Inc. | 91.47K | n/a | $1.46M | 0.0% | n/c | 1 | SEC ↗ |
| 48 | Royal Bank Of Canada | 90.42K | n/a | $1.44M | 0.0% | n/c | 1 | SEC ↗ ×6 |
| 49 | Lazard Asset Management Llc | 89.01K | n/a | $1.42M | 0.0% | n/c | 1 | SEC ↗ |
| 50 | Qube Research & Technologies Ltd | 87.37K | n/a | $1.39M | 0.0% | n/c | 1 | SEC ↗ |
| 51 | Balyasny Asset Management L.P. | 86.36K | n/a | $1.37M | 0.0% | n/c | 1 | SEC ↗ |
| 52 | Quantinno Capital Management LP | 81.89K | n/a | $1.30M | 0.0% | n/c | 1 | SEC ↗ |
| 53 | Stifel Financial Corp | 79.78K | n/a | $1.27M | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 54 | California State Teachers… | 78.47K | n/a | $1.25M | 0.0% | n/c | 1 | SEC ↗ |
| 55 | Zurcher Kantonalbank (Zurich… | 69.33K | n/a | $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 | New | $1.06M | 0.0% | New | 1 | SEC ↗ ×2 |
| 58 | Mitsubishi UFJ Asset Management… | 63.77K | n/a | $1.01M | 0.0% | n/c | 1 | SEC ↗ |
| 59 | Manufacturers Life Insurance… | 52.02K | n/a | $827,638 | 0.0% | n/c | 1 | SEC ↗ |
| 60 | Squarepoint Ops LLC | 48.42K | n/a | $770,362 | 0.0% | n/c | 1 | SEC ↗ |
| 61 | Amundi | 41.59K | n/a | $661,649 | 0.0% | n/c | 1 | SEC ↗ |
| 62 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 37.29K | n/a | $593,316 | 0.0% | n/c | 1 | SEC ↗ |
| 63 | Creative Planning | 37.06K | n/a | $589,641 | 0.0% | n/c | 1 | SEC ↗ |
| 64 | Janus Henderson Group Plc | 31.80K | n/a | $506,129 | 0.0% | n/c | 1 | SEC ↗ |
| 65 | Boston Partners | 31.31K | n/a | $498,210 | 0.0% | n/c | 1 | SEC ↗ |
| 66 | Daiwa Securities Group Inc. | 30.56K | n/a | $486,000 | 0.0% | n/c | 1 | SEC ↗ |
| 67 | Tidal Investments LLC | 29.56K | n/a | $470,284 | 0.0% | n/c | 1 | SEC ↗ |
| 68 | Aberdeen Group plc | 28.73K | n/a | $457,126 | 0.0% | n/c | 1 | SEC ↗ |
| 69 | Mercer Global Advisors Inc /Adv | 28.19K | n/a | $448,467 | 0.0% | n/c | 1 | SEC ↗ |
| 70 | LPL Financial LLC | 26.74K | n/a | $425,419 | 0.0% | n/c | 1 | SEC ↗ |
| 71 | Susquehanna International Group, Llp | 25.88K | n/a | $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 | n/a | $353,425 | 0.0% | n/c | 1 | SEC ↗ |
| 74 | Bnp Paribas Financial Markets | 21.57K | n/a | $343,226 | 0.0% | n/c | 1 | SEC ↗ |
| 75 | Cetera Investment Advisers | 18.54K | n/a | $294,897 | 0.0% | n/c | 1 | SEC ↗ |
| 76 | Wealth Enhancement Advisory… | 18.06K | n/a | $290,406 | 0.0% | n/c | 1 | SEC ↗ |
| 77 | Cerity Partners LLC | 17.71K | n/a | $281,814 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 78 | State Board Of Administration Of… | 15.91K | n/a | $253,112 | 0.0% | n/c | 1 | SEC ↗ |
| 79 | Mariner, LLC | 14.94K | n/a | $237,580 | 0.0% | n/c | 1 | SEC ↗ |
| 80 | Voya Investment Management Llc | 14.82K | n/a | $235,802 | 0.0% | n/c | 1 | SEC ↗ |
| 81 | ProShare Advisors LLC | 14.68K | n/a | $233,497 | 0.0% | n/c | 1 | SEC ↗ |
| 82 | Osaic Holdings, Inc. | 13.40K | n/a | $213,199 | 0.0% | n/c | 1 | SEC ↗ |
| 83 | Cwm, Llc | 13.04K | n/a | $207,000 | 0.0% | n/c | 1 | SEC ↗ |
| 84 | Allianz Asset Management GmbH | 12.07K | n/a | $192,081 | 0.0% | n/c | 1 | SEC ↗ |
| 85 | Captrust Financial Advisors | 11.25K | n/a | $179,003 | 0.0% | n/c | 1 | SEC ↗ |
| 86 | First Trust Advisors Lp | 11.05K | n/a | $175,853 | 0.0% | n/c | 1 | SEC ↗ |
| 87 | Pictet Asset Management Holding SA | 11.00K | n/a | $174,946 | 0.0% | n/c | 1 | SEC ↗ |
| 88 | Jones Financial Companies Lllp | 6.08K | n/a | $96,753 | 0.0% | n/c | 1 | SEC ↗ |
| 89 | BNP Paribas Asset Management… | 3.21K | n/a | $51,000 | 0.0% | n/c | 1 | SEC ↗ |
| 90 | Danske Bank A/S | 3.10K | n/a | $49,321 | 0.0% | n/c | 1 | SEC ↗ |
| 91 | Us Bancorp \De\ | 2.38K | n/a | $37,866 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 92 | Mirae Asset Global Investments Co.… | 2.36K | n/a | $37,516 | 0.0% | n/c | 1 | SEC ↗ |
| 93 | Rockefeller Capital Management L.P. | 2.06K | n/a | $32,722 | 0.0% | n/c | 1 | SEC ↗ ×2 |
| 94 | Northwestern Mutual Wealth… | 1.11K | n/a | $17,676 | 0.0% | n/c | 1 | SEC ↗ |
| 95 | Fifth Third Bancorp | 852 | n/a | $13,555 | 0.0% | n/c | 1 | SEC ↗ |
| 96 | Group One Trading Llc | 700 | n/a | $11,137 | 0.0% | n/c | 1 | SEC ↗ |
| 97 | Pnc Financial Services Group, Inc. | 298 | n/a | $4,741 | 0.0% | n/c | 1 | SEC ↗ |
| 98 | Assetmark, Inc | 182 | n/a | $2,896 | 0.0% | n/c | 1 | SEC ↗ |
| 99 | National Bank Of Canada /Fi/ | 3 | n/a | $47 | 0.0% | n/c | 1 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Two Sigma Investments | $1.77M | 0.0% |
| Marshall Wace | $1.06M | 0.0% |
Exited
| Renaissance Technologies | $6.49M | was 0.0% |
| D. E. Shaw & Co. | $1.49M | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 265 holders, 66.66M shares, $881.23M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold: shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Oct 15
Miller Kevin S.
Officer · EVP, CFO, Treasurer · 68 sh @ 14.62 · $1,000
Oct 15
Mitchell William Edward
Director · 68 sh @ 14.62 · $1,000
Sep 25
Mitchell William Edward
Director · 1.30K sh @ 15.30 · $19,890
Sep 15
Mitchell William Edward
Director · 67 sh @ 14.88 · $1,000
Sep 15
Miller Kevin S.
Officer · EVP, CFO, Treasurer · 67 sh @ 14.88 · $1,000
Aug 19
Carus Jeffrey A
Director · 500 sh @ 16.46 · $8,230
Aug 17
Miller Kevin S.
Officer · EVP, CFO, Treasurer · 64 sh @ 15.62 · $1,000
Aug 17
Mitchell William Edward
Director · 64 sh @ 15.62 · $1,000
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Sep 29
SC 13D/A: Erez REIT Opportunities LP
4.0% of class · View original SEC filing ↗
Aug 11
SC 13D: Erez REIT Opportunities LP
4.0% of class · View original SEC filing ↗
Jul 31
SC 13G: VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 30
SC 13G/A: BlackRock, Inc.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q4 2025 ·
Methodology ·
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