有価証券レコード · アーカイブ済み四半期

UMH

UMH Properties, Inc. · Real Estate · REIT - Residential

15.47 +0.1% 時価総額 $1.32B 株価は遅延表示（FMP） · 時点 Oct 25 03:59 UTC · 下記ファイリングデータとは別個

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024

104追跡対象保有者

+4Δ保有者数

45.03M保有株数

$651.60M報告済み評価額

+7新規ポジション

−3解消銘柄

Stable コンビクションスコア 39/100 算出方法 → リサーチデスクで解説する →

モメンタム指標（同類マネージャー）：保有者の広がり +4.0% · 株式フロー -1.2% · 新規ネットポジション数 +3.8% · 計算式
保有分散の拡大：保有者数の増加、個別保有比率の低下

すべての保有状況データ：追跡対象13Fマネージャーのみ、普通株ポジション、報告期間 Q1 2026

保有状況の推移

四半期	保有者	Δ	株数	報告済み評価額	新規	解消銘柄
Q3 2026	2	0	32.24K	$486,915	n/a	n/a
Q2 2026	100	-1	46.77M	$707.29M	+5	−6
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

保有者数

保有者情報 · Q1 2026

#	運用会社	株数	Δ株式数	時価	そのウェイト		保有中
1	BlackRock ✦ (パッシブ)	7.92M	-1.4%	$114.26M	0.0%	▼ Trim	4	SEC ↗ ×14
2	Fidelity (FMR) ✦	3.73M	+3.6%	$53.81M	0.0%	▲ Add	4	SEC ↗ ×3
3	State Street Global Advisors ✦ (パッシブ)	3.51M	+0.6%	$50.63M	0.0%	▲ Add	6	SEC ↗
4	Vanguard Capital Management Llc	3.38M	n/a	$48.82M	0.0%	n/c	1	SEC ↗
5	Capital Research Global Investors	2.61M	0.0%	$37.63M	0.0%	Held	2	SEC ↗
6	Goldman Sachs Group ✦	2.31M	+23.6%	$33.27M	0.0%	▲ Add	3	SEC ↗ ×3
7	Geode Capital Management ✦ (パッシブ)	2.13M	+2.8%	$30.76M	0.0%	▲ Add	8	SEC ↗ ×2
8	Alliancebernstein L.P.	1.20M	-3.0%	$19.11M	0.0%	▼ Trim	2	SEC ↗
9	Charles Schwab Investment…	1.24M	+1.8%	$17.93M	0.0%	▲ Add	2	SEC ↗
10	Dimensional Fund Advisors Lp	1.18M	+3.8%	$16.97M	0.0%	▲ Add	2	SEC ↗ ×4
11	Bank Of America Corp /De/	1.03M	-6.3%	$14.81M	0.0%	▼ Trim	2	SEC ↗ ×3
12	Raymond James Financial Inc	971.43K	+3.6%	$14.02M	0.0%	▲ Add	2	SEC ↗ ×3
13	Northern Trust Corp	940.09K	-3.1%	$13.57M	0.0%	▼ Trim	2	SEC ↗ ×7
14	Jennison Associates Llc	933.03K	-31.2%	$13.46M	0.0%	▼ Trim	2	SEC ↗ ×2
15	Two Sigma Investments ✦	813.22K	+631.9%	$11.73M	0.0%	▲ Add	2	SEC ↗
16	First Eagle Investment Management…	764.92K	+6.8%	$11.04M	0.0%	▲ Add	2	SEC ↗
17	Schroder Investment Management Group	738.85K	n/a	$10.64M	0.0%	n/c	1	SEC ↗
18	Invesco Ltd.	679.11K	+12.7%	$9.80M	0.0%	▲ Add	2	SEC ↗ ×7
19	Morgan Stanley ✦	481.55K	+3.0%	$6.95M	0.0%	▲ Add	3	SEC ↗ ×7
20	Citigroup Inc	435.77K	+17.1%	$6.29M	0.0%	▲ Add	2	SEC ↗ ×2
21	Bank of New York Mellon Corp	421.92K	-2.2%	$6.09M	0.0%	▼ Trim	2	SEC ↗ ×4
22	UBS AM, a distinct business unit of…	420.71K	0.0%	$6.07M	0.0%	▼ Trim	2	SEC ↗ ×8
23	Russell Investments Group, Ltd.	388.83K	-2.2%	$5.61M	0.0%	▼ Trim	2	SEC ↗ ×8
24	Legal & General Group Plc	346.79K	-12.3%	$5.00M	0.0%	▼ Trim	2	SEC ↗ ×3
25	State Of Wisconsin Investment Board	344.12K	-8.0%	$4.97M	0.0%	▼ Trim	2	SEC ↗
26	Wells Fargo & Company/Mn	343.32K	-15.0%	$4.95M	0.0%	▼ Trim	2	SEC ↗ ×3
27	Citadel Advisors ✦	303.80K	+191.5%	$4.38M	0.0%	▲ Add	3	SEC ↗ ×2
28	UBS Group AG	303.78K	+17.8%	$4.38M	0.0%	▲ Add	2	SEC ↗ ×3
29	AQR Capital Management ✦	289.70K	+3.1%	$4.18M	0.0%	▲ Add	8	SEC ↗ ×6
30	JPMorgan Chase ✦	280.30K	-1.3%	$4.04M	0.0%	▼ Trim	3	SEC ↗ ×6
31	Neuberger Berman Group LLC	244.52K	-2.0%	$3.53M	0.0%	▼ Trim	2	SEC ↗ ×2
32	Envestnet Asset Management Inc	214.46K	-7.5%	$3.09M	0.0%	▼ Trim	2	SEC ↗
33	Millennium Management ✦	210.88K	+834.8%	$3.04M	0.0%	▲ Add	4	SEC ↗
34	Storebrand Asset Management As	198.90K	-14.7%	$2.87M	0.0%	▼ Trim	2	SEC ↗
35	Point72 Asset Management ✦	191.25K	-81.0%	$2.76M	0.0%	▼ Trim	3	SEC ↗
36	Nuveen, LLC	171.81K	+1.6%	$2.48M	0.0%	▲ Add	2	SEC ↗ ×2
37	Swiss National Bank	159.20K	0.0%	$2.30M	0.0%	Held	2	SEC ↗
38	Hsbc Holdings Plc	140.23K	-46.1%	$2.02M	0.0%	▼ Trim	2	SEC ↗ ×2
39	Sei Investments Co	133.73K	+10.4%	$1.93M	0.0%	▲ Add	2	SEC ↗ ×2
40	Asset Management One Co., Ltd.	127.55K	+1.3%	$1.84M	0.0%	▲ Add	2	SEC ↗
41	Nomura Asset Management Co Ltd	125.40K	+5.6%	$1.81M	0.0%	▲ Add	2	SEC ↗
42	D. E. Shaw & Co. ✦	125.33K	新規	$1.81M	0.0%	New	1	SEC ↗
43	T. Rowe Price ✦	112.94K	+16.0%	$1.63M	0.0%	▲ Add	8	SEC ↗
44	Universal- Beteiligungs- und…	112.63K	+18.1%	$1.63M	0.0%	▲ Add	2	SEC ↗
45	Rhumbline Advisers	108.38K	-0.3%	$1.56M	0.0%	▼ Trim	2	SEC ↗
46	Jane Street Group, Llc	107.16K	新規	$1.55M	0.0%	New	1	SEC ↗ ×2
47	Zurcher Kantonalbank (Zurich…	104.88K	+51.3%	$1.51M	0.0%	▲ Add	2	SEC ↗
48	Ameriprise Financial Inc	103.26K	+8.7%	$1.49M	0.0%	▲ Add	2	SEC ↗ ×2
49	Lazard Asset Management Llc	99.51K	+11.8%	$1.44M	0.0%	▲ Add	2	SEC ↗
50	Deutsche Bank Ag\	98.10K	-5.4%	$1.42M	0.0%	▼ Trim	2	SEC ↗ ×2
51	American Century Companies Inc	93.16K	-92.1%	$1.34M	0.0%	▼ Trim	2	SEC ↗
52	Sumitomo Mitsui Trust Group, Inc.	90.72K	-0.8%	$1.31M	0.0%	▼ Trim	2	SEC ↗
53	Squarepoint Ops LLC	88.82K	+83.4%	$1.28M	0.0%	▲ Add	2	SEC ↗
54	First Trust Advisors Lp	87.88K	+695.1%	$1.27M	0.0%	▲ Add	2	SEC ↗
55	Royal Bank Of Canada	86.71K	-4.1%	$1.25M	0.0%	▼ Trim	2	SEC ↗ ×4
56	California State Teachers…	77.87K	-0.8%	$1.12M	0.0%	▼ Trim	2	SEC ↗
57	Quantinno Capital Management LP	77.46K	-5.4%	$1.12M	0.0%	▼ Trim	2	SEC ↗
58	Stifel Financial Corp	77.38K	-3.0%	$1.12M	0.0%	▼ Trim	2	SEC ↗ ×2
59	Tudor Investment Corp Et Al	75.54K	新規	$1.09M	0.0%	New	1	SEC ↗
60	Mitsubishi UFJ Asset Management…	70.50K	+10.6%	$1.02M	0.0%	▲ Add	2	SEC ↗
61	GAMCO Investors ✦	66.90K	0.0%	$965,367	0.0%	Held	8	SEC ↗
62	Barclays Plc	63.49K	-61.9%	$916,146	0.0%	▼ Trim	2	SEC ↗ ×3
63	Amundi	60.55K	+45.6%	$873,693	0.0%	▲ Add	2	SEC ↗
64	Hrt Financial Lp	54.78K	新規	$790,000	0.0%	New	1	SEC ↗
65	Manufacturers Life Insurance…	51.26K	-1.5%	$739,667	0.0%	▼ Trim	2	SEC ↗
66	Susquehanna International Group, Llp	44.97K	+73.8%	$648,903	0.0%	▲ Add	2	SEC ↗
67	Balyasny Asset Management L.P.	41.41K	-52.1%	$597,489	0.0%	▼ Trim	2	SEC ↗
68	MIRAE ASSET GLOBAL ETFS HOLDINGS…	37.70K	+1.1%	$543,939	0.0%	▲ Add	2	SEC ↗
69	LPL Financial LLC	33.81K	+26.4%	$487,902	0.0%	▲ Add	2	SEC ↗
70	Janus Henderson Group Plc	31.80K	0.0%	$459,221	0.0%	Held	2	SEC ↗
71	Daiwa Securities Group Inc.	31.73K	+3.8%	$457,907	0.0%	▲ Add	2	SEC ↗
72	Boston Partners	30.24K	-3.4%	$436,350	0.0%	▼ Trim	2	SEC ↗
73	Aberdeen Group plc	28.23K	-1.7%	$407,373	0.0%	▼ Trim	2	SEC ↗
74	Tidal Investments LLC	27.48K	-7.0%	$396,525	0.0%	▼ Trim	2	SEC ↗
75	Creative Planning	25.02K	-32.5%	$361,024	0.0%	▼ Trim	2	SEC ↗
76	New York State Common Retirement…	22.21K	0.0%	$320,548	0.0%	Held	2	SEC ↗
77	Mercer Global Advisors Inc /Adv	20.49K	-27.3%	$295,625	0.0%	▼ Trim	2	SEC ↗
78	Bnp Paribas Financial Markets	20.31K	-5.8%	$293,073	0.0%	▼ Trim	2	SEC ↗
79	Cerity Partners LLC	18.67K	+5.4%	$269,426	0.0%	▲ Add	2	SEC ↗ ×2
80	Cetera Investment Advisers	18.05K	-2.6%	$260,480	0.0%	▼ Trim	2	SEC ↗
81	State Board Of Administration Of…	15.91K	0.0%	$229,567	0.0%	Held	2	SEC ↗
82	Wealth Enhancement Advisory…	14.91K	-17.4%	$217,551	0.0%	▼ Trim	2	SEC ↗
83	Voya Investment Management Llc	14.55K	-1.8%	$209,971	0.0%	▼ Trim	2	SEC ↗
84	Cwm, Llc	14.00K	+7.4%	$201,977	0.0%	▲ Add	2	SEC ↗
85	Prudential Financial Inc	12.54K	新規	$180,923	0.0%	New	1	SEC ↗
86	Allianz Asset Management GmbH	12.23K	+1.3%	$176,464	0.0%	▲ Add	2	SEC ↗
87	Captrust Financial Advisors	11.83K	+5.1%	$170,691	0.0%	▲ Add	2	SEC ↗
88	ProShare Advisors LLC	11.64K	-20.6%	$168,037	0.0%	▼ Trim	2	SEC ↗
89	Pictet Asset Management Holding SA	11.00K	0.0%	$158,672	0.0%	Held	2	SEC ↗
90	Mariner, LLC	10.43K	-30.1%	$150,557	0.0%	▼ Trim	2	SEC ↗
91	Osaic Holdings, Inc.	7.51K	-43.9%	$108,460	0.0%	▼ Trim	2	SEC ↗
92	Jones Financial Companies Lllp	6.04K	-0.7%	$86,399	0.0%	▼ Trim	2	SEC ↗
93	Rockefeller Capital Management L.P.	4.60K	+123.7%	$66,378	0.0%	▲ Add	2	SEC ↗
94	BNP Paribas Asset Management…	3.33K	+3.8%	$48,037	0.0%	▲ Add	2	SEC ↗
95	Us Bancorp \De\	2.11K	-11.5%	$30,404	0.0%	▼ Trim	2	SEC ↗ ×2
96	Mirae Asset Global Investments Co.…	1.67K	-29.3%	$24,055	0.0%	▼ Trim	2	SEC ↗
97	Loomis Sayles & Co L P	1.47K	新規	$21,227	0.0%	New	1	SEC ↗
98	Northwestern Mutual Wealth…	1.00K	-10.0%	$14,430	0.0%	▼ Trim	2	SEC ↗
99	Fifth Third Bancorp	726	-14.8%	$10,476	0.0%	▼ Trim	2	SEC ↗
100	Optiver Holding B.V.	266	新規	$3,838	0.0%	New	1	SEC ↗

「ウェイト」とは、そのマネージャーの報告済み13Fエクイティ価値に占めるポジションの割合であり、コンビクションの指標です。✦ = キュレーション対象マネージャー。

新規買い手

D. E. Shaw & Co.	$1.81M	0.0%
Jane Street Group, Llc	$1.55M	0.0%
Tudor Investment Corp Et Al	$1.09M	0.0%
Hrt Financial Lp	$790,000	0.0%
Prudential Financial Inc	$180,923	0.0%
Loomis Sayles & Co L P	$21,227	0.0%
Optiver Holding B.V.	$3,838	0.0%

ポジション解消済み

Qube Research & Technologies…	$1.39M	だった 0.0%
Marshall Wace	$1.06M	だった 0.0%
National Bank Of Canada /Fi/	$47	だった 0.0%

市場全体のコンテキスト: 全13Fファイラー対象（SEC構造化データ、 Q1 2026): 265 保有者, 66.66M 株式数, $881.23M 報告済み. これは上記の追跡対象ユニバースの数値とは異なる、より古い期間のものであり、両者が混在することはありません。

共同保有が多い銘柄

この有価証券の追跡対象保有者が最も多く共同保有している銘柄。ファンダメンタルズ上の関係ではなく、共同保有件数に基づきます。

MSFT104共有保有者 ORCL103共有保有者 AXP103共有保有者 TMO103共有保有者 META103共有保有者

インサイダー取引

市場内買い付け (P)

Oct 15 Miller Kevin S.

Officer · EVP, CFO, Treasurer · 68 株 @ 14.62 · $1,000

Oct 15 Mitchell William Edward

Director · 68 株 @ 14.62 · $1,000

Sep 25 Mitchell William Edward

Director · 1.30K 株 @ 15.30 · $19,890

Sep 15 Mitchell William Edward

Director · 67 株 @ 14.88 · $1,000

Sep 15 Miller Kevin S.

Officer · EVP, CFO, Treasurer · 67 株 @ 14.88 · $1,000

Aug 19 Carus Jeffrey A

Director · 500 株 @ 16.46 · $8,230

Aug 17 Miller Kevin S.

Officer · EVP, CFO, Treasurer · 64 株 @ 15.62 · $1,000

Aug 17 Mitchell William Edward

Director · 64 株 @ 15.62 · $1,000

市場内売却 (S)

カバレッジ期間内にインサイダーによる市場内売却はありません。

株式付与、権利行使および税務目的の株式差し引きは、買いや売りとして集計しません。方法論

実質的所有権

Sep 29 SC 13D/A: Erez REIT Opportunities LP

4.0% クラスの · SECオリジナル提出書類を表示 ↗

Aug 11 SC 13D: Erez REIT Opportunities LP

4.0% クラスの · SECオリジナル提出書類を表示 ↗

Jul 31 SC 13G: VANGUARD PORTFOLIO MANAGEMENT LLC

SECオリジナル提出書類を表示 ↗

Jul 30 SC 13G/A: BlackRock, Inc.