UMH UMH Properties, Inc.
UMH Properties, Inc. (UMH) Institutional Ownership
What the institutions did with UMH last quarter, from their 13F filings. Counting managers rather than shares is the point: a single index fund adding to a position tells you far less than four hundred separate managers all deciding to. Positions as reported for the quarter ended June 30, 2026.
Every manager below opens. Subscribers can see any firm's whole portfolio — every position, its weight, and what they bought, trimmed and exited last quarter.
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Each block is one manager, sized by shares held and colored by how much they moved the position last quarter. Green added, red cut, grey stood pat.
Largest holders
| Manager | Shares | % of reported |
|---|---|---|
| BlackRock, Inc. | 8.4M | 12.8% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | 6.5% |
| STATE STREET CORP | 3.7M | 5.6% |
| FMR LLC | 3.6M | 5.6% |
| VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | 5.3% |
| Capital Research Global Investors | 3.0M | 4.6% |
| GEODE CAPITAL MANAGEMENT, LLC | 2.3M | 3.5% |
| GOLDMAN SACHS GROUP INC | 2.1M | 3.2% |
| PRIVATE MANAGEMENT GROUP INC | 2.0M | 3.0% |
| D.A. DAVIDSON & CO. | 1.9M | 3.0% |
| First Eagle Investment Management, LLC | 1.7M | 2.5% |
| ALLIANCEBERNSTEIN L.P. | 1.5M | 2.3% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | 2.0% |
| DIMENSIONAL FUND ADVISORS LP | 1.2M | 1.8% |
| BANK OF AMERICA CORP /DE/ | 1.0M | 1.6% |
| TWO SIGMA INVESTMENTS, LP | 1.0M | 1.5% |
| RAYMOND JAMES FINANCIAL INC | 969.9K | 1.5% |
| NORTHERN TRUST CORP | 883.3K | 1.3% |
| T. Rowe Price Investment Management, Inc. | 858.2K | 1.3% |
| BOOTHBAY FUND MANAGEMENT, LLC | 795.6K | 1.2% |
| Invesco Ltd. | 788.8K | 1.2% |
| AQR CAPITAL MANAGEMENT LLC | 731.3K | 1.1% |
| Pacific Heights Asset Management LLC | 700.0K | 1.1% |
| CITADEL ADVISORS LLC | 694.9K | 1.1% |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 672.1K | 1.0% |
Largest changes
| Manager | Action | Previous | Current | Change |
|---|---|---|---|---|
| T. Rowe Price Investment Management, Inc. | Reduced | 3.7M | 858.2K | -2.8M |
| Copeland Capital Management, LLC | Sold Out | 1.1M | 0 | -1.1M |
| JENNISON ASSOCIATES LLC | Sold Out | 933.0K | 0 | -933.0K |
| First Eagle Investment Management, LLC | Increased | 764.9K | 1.7M | +901.5K |
| BOOTHBAY FUND MANAGEMENT, LLC | Increased | 53.3K | 795.6K | +742.3K |
| SG Americas Securities, LLC | Reduced | 988.1K | 283.3K | -704.8K |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | 1.2M | 672.1K | -497.9K |
| BlackRock, Inc. | Increased | 7.9M | 8.4M | +479.5K |
| AQR CAPITAL MANAGEMENT LLC | Increased | 289.7K | 731.3K | +441.6K |
| Capital Research Global Investors | Increased | 2.6M | 3.0M | +427.2K |
| CITADEL ADVISORS LLC | Increased | 303.8K | 694.9K | +391.1K |
| MARSHALL WACE, LLP | New | 0 | 307.6K | +307.6K |
| ALLIANCEBERNSTEIN L.P. | Increased | 1.2M | 1.5M | +274.8K |
| TUDOR INVESTMENT CORP ET AL | Increased | 75.5K | 332.8K | +257.2K |
| GOLDMAN SACHS GROUP INC | Reduced | 2.3M | 2.1M | -213.5K |
| TWO SIGMA INVESTMENTS, LP | Increased | 813.2K | 1.0M | +197.0K |
| MILLENNIUM MANAGEMENT LLC | Reduced | 210.9K | 15.4K | -195.5K |
| GEODE CAPITAL MANAGEMENT, LLC | Increased | 2.1M | 2.3M | +192.0K |
| Point72 Asset Management, L.P. | Sold Out | 191.3K | 0 | -191.3K |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | 214.5K | 23.3K | -191.2K |
| ExodusPoint Capital Management, LP | Sold Out | 184.2K | 0 | -184.2K |
| UBS Group AG | Reduced | 303.8K | 125.3K | -178.5K |
| RENAISSANCE TECHNOLOGIES LLC | New | 0 | 172.9K | +172.9K |
| D.A. DAVIDSON & CO. | Increased | 1.8M | 1.9M | +171.8K |
| STATE STREET CORP | Increased | 3.5M | 3.7M | +171.1K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | New | 0 | 164.3K | +164.3K |
| Nuveen, LLC | Increased | 171.8K | 323.7K | +151.9K |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Increased | 4.1M | 4.2M | +144.1K |
| Invesco Ltd. | Increased | 679.1K | 788.8K | +109.7K |
| HRT FINANCIAL LP | Increased | 54.8K | 154.4K | +99.6K |
| STRS OHIO | Sold Out | 99.5K | 0 | -99.5K |
| FMR LLC | Reduced | 3.7M | 3.6M | -83.1K |
| JANE STREET GROUP, LLC | Reduced | 107.2K | 25.8K | -81.4K |
| Penserra Capital Management LLC | Increased | 34.9K | 113.3K | +78.5K |
| STIFEL FINANCIAL CORP | Sold Out | 77.4K | 0 | -77.4K |
| SEI INVESTMENTS CO | Reduced | 133.7K | 59.7K | -74.0K |
| Susquehanna Portfolio Strategies, LLC | Increased | 67.6K | 140.3K | +72.6K |
| Quantinno Capital Management LP | Increased | 77.5K | 148.1K | +70.6K |
| ROYAL BANK OF CANADA | Reduced | 86.7K | 17.2K | -69.5K |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Increased | 1.2M | 1.3M | +69.4K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | Reduced | 738.8K | 670.3K | -68.5K |
| WESPAC Advisors, LLC | New | 0 | 65.6K | +65.6K |
| VANGUARD CAPITAL MANAGEMENT LLC | Increased | 3.4M | 3.4M | +64.9K |
| DARK FOREST CAPITAL MANAGEMENT LP | Sold Out | 60.4K | 0 | -60.4K |
| AMERICAN CENTURY COMPANIES INC | Reduced | 93.2K | 34.0K | -59.1K |
| Connor, Clark & Lunn Investment Management Ltd. | New | 0 | 58.2K | +58.2K |
| NORTHERN TRUST CORP | Reduced | 940.1K | 883.3K | -56.8K |
| Bank of New York Mellon Corp | Increased | 421.9K | 476.4K | +54.5K |
| Quantbot Technologies LP | New | 0 | 53.4K | +53.4K |
| Schonfeld Strategic Advisors LLC | Sold Out | 52.7K | 0 | -52.7K |
| Graham Capital Management, L.P. | New | 0 | 51.2K | +51.2K |
| Pacific Heights Asset Management LLC | Increased | 650.0K | 700.0K | +50.0K |
| WELLS FARGO & COMPANY/MN | Increased | 343.3K | 387.8K | +44.5K |
| XTX Topco Ltd | Increased | 13.2K | 56.3K | +43.1K |
| CONNORS INVESTOR SERVICES INC | Increased | 238.6K | 274.5K | +35.9K |
| PANAGORA ASSET MANAGEMENT INC | Sold Out | 34.9K | 0 | -34.9K |
| EVERGREEN CAPITAL MANAGEMENT LLC | Sold Out | 34.8K | 0 | -34.8K |
| JPMORGAN CHASE & CO | Increased | 280.3K | 315.0K | +34.7K |
| PRIVATE MANAGEMENT GROUP INC | Increased | 1.9M | 2.0M | +33.6K |
| QUADRANT CAPITAL GROUP LLC | Sold Out | 33.3K | 0 | -33.3K |
13F filings are due 45 days after quarter end and cover long positions in U.S.-listed equities only, so this is a lagged and partial picture: shorts, bonds and foreign listings never appear. Options positions are excluded here rather than folded into the share counts. Political ownership is coming.