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UMH Institutional Ownership & 13F Holders | SmartMoneyDB

UMHUMH PPTYS INC

COM · CUSIP 903002103

Smart Money Ownership

Of the 10 tracked institutions holding UMH, 5 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +6.0pt. It's a gauge of who owns the name, not just how many.

Capital Research Global Investors

UMH (UMH PPTYS INC) Institutional Ownership Summary

Among the 10 tracked institutional investors we monitor, UMH (UMH PPTYS INC) is held with a combined value of $401.65M across 27,000,422 shares. The largest holder is VANGUARD GROUP INC with a position worth $129.33M. 7 funds increased their holdings. 2 funds reduced their position.

Total Institutional Value

$401.65M

Total Shares Held

27,000,422

Institutional Holders

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

CITADEL ADVISORS LLC+192% shares~$2.9M MILLENNIUM MANAGEMENT LLC+835% shares~$2.7M VANGUARD GROUP INC+2% shares~$2.3M FMR LLC+4% shares~$1.9M STATE STREET CORP+1% shares~$301.9K

13F Institutional Holders

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Capital Research Global Investors

AQR CAPITAL MANAGEMENT LLC

0.00% of book+3.1%

$4.18M

MILLENNIUM MANAGEMENT LLC

0.00% of book+834.8%

$3.04M

Point72 Asset Management, L.P.

0.00% of book-81.0%

$2.76M

PRICE T ROWE ASSOCIATES INC /MD/

0.00% of book+16.0%

$1.63M

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$129.33M	8,128,983	0.00%	+1.8%
2	BlackRock, Inc.	$114.26M	7,918,084	0.00%	-1.4%
3	FMR LLC	$53.81M	3,728,880	0.00%	+3.6%
4	STATE STREET CORP	$50.63M	3,508,418	0.00%	+0.6%
5	Capital Research Global Investors	$37.63M	2,607,487	0.01%	-
6	CITADEL ADVISORS LLC	$4.38M	303,800	0.00%	+191.5%
7	AQR CAPITAL MANAGEMENT LLC	$4.18M	289,703	0.00%	+3.1%
8	MILLENNIUM MANAGEMENT LLC	$3.04M	210,880	0.00%	+834.8%
9	Point72 Asset Management, L.P.	$2.76M	191,252	0.00%	-81.0%
10	PRICE T ROWE ASSOCIATES INC /MD/	$1.63M	112,935	0.00%	+16.0%

Frequently Asked Questions

Which institutional investors own the most UMH stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of UMH with a position worth $129.33M, representing 0.00% of their portfolio. In total, 10 institutional investors hold UMH with a combined value of $401.65M.

What percentage of UMH is owned by institutional investors?

Institutional investors hold $401.65M worth of UMH stock across 10 positions. The largest institutional holder is VANGUARD GROUP INC with $129.33M in holdings.

What is a 13F filing and why does it matter for UMH?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For UMH, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track UMH institutional moves

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