DaveManuel.com · Institutional Ownership · Who Owns It
UMH PPTYS INC (UMH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
259
Reporting holders
$991.6M
Reported value
76.7%
Of shares outstanding
0.0%
Calls
0.1%
Puts
-9
Holder change
Institutions report 65,473,243 shares against 85,385,600 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $127.1M | 8,397,572 | 0.00% | 8q | +6.1%+$7.3M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $64.0M | 4,225,497 | 0.00% | 2q | +3.5%+$2.2M |
| STATE STREET CORP | $55.7M | 3,679,545 | 0.00% | 31q | +4.9%+$2.6M |
| FMR LLC | $55.2M | 3,645,734 | 0.00% | 31q | -2.2%-$1.3M |
| VANGUARD CAPITAL MANAGEMENT LLC | $52.2M | 3,448,062 | 0.00% | 2q | +1.9%+$982.8K |
| Capital Research Global Investors | $45.9M | 3,034,683 | 0.01% | 8q | +16.4%+$6.5M |
| GEODE CAPITAL MANAGEMENT, LLC | $35.2M | 2,323,227 | 0.00% | 31q | +9.0%+$2.9M |
| GOLDMAN SACHS GROUP INC | $31.7M | 2,092,331 | 0.00% | 31q | -9.3%-$3.2M |
| PRIVATE MANAGEMENT GROUP INC | $29.8M | 1,970,696 | 0.79% | 14q | +1.7%+$508.5K |
| D.A. DAVIDSON & CO. | $29.4M | 1,943,138 | 0.16% | 31q | +9.7%+$2.6M |
| First Eagle Investment Management, LLC | $25.2M | 1,666,438 | 0.02% | 8q | +117.9%+$13.6M |
| ALLIANCEBERNSTEIN L.P. | $21.3M | 1,476,121 | 0.01% | 31q | +22.9%+$4.0M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $19.9M | 1,312,010 | 0.00% | 31q | +5.6%+$1.1M |
| DIMENSIONAL FUND ADVISORS LP | $17.6M | 1,160,736 | 0.00% | 31q | -1.3%-$227.6K |
| BANK OF AMERICA CORP /DE/ | $15.7M | 1,033,986 | 0.00% | 31q | +0.7%+$114.5K |
| TWO SIGMA INVESTMENTS, LP | $15.3M | 1,010,182 | 0.01% | 3q | +24.2%+$3.0M |
| RAYMOND JAMES FINANCIAL INC | $14.7M | 969,903 | 0.00% | 7q | HELD |
| NORTHERN TRUST CORP | $13.4M | 883,272 | 0.00% | 31q | -6.0%-$860.3K |
| T. Rowe Price Investment Management, Inc. | $13.0M | 858,167 | 0.01% | 16q | -76.6%-$42.6M |
| BOOTHBAY FUND MANAGEMENT, LLC | $12.0M | 795,640 | 0.16% | 2q | +1392.1%+$11.2M |
| Invesco Ltd. | $11.9M | 788,834 | 0.00% | 31q | +16.2%+$1.7M |
| CITADEL ADVISORS LLC | $11.3M incl. $752.5K options CALL+PUT | 694,910 | 0.00% | 4q | +128.7%+$6.3M |
| AQR CAPITAL MANAGEMENT LLC | $11.1M | 731,295 | 0.00% | 12q | +152.4%+$6.7M |
| Pacific Heights Asset Management LLC | $10.6M | 700,000 | 0.34% | 26q | +7.7%+$757.0K |
| SCHRODER INVESTMENT MANAGEMENT GROUP | $10.3M | 670,317 | 0.01% | 3q | -9.3%-$1.1M |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $10.2M | 672,085 | 0.03% | 21q | -42.6%-$7.5M |
| KENNEDY CAPITAL MANAGEMENT LLC | $8.8M | 580,640 | 0.16% | 18q | -2.5%-$224.6K |
| VANGUARD FIDUCIARY TRUST CO | $8.1M | 536,737 | 0.00% | 2q | -5.6%-$481.0K |
| MORGAN STANLEY | $7.5M | 497,070 | 0.00% | 35q | +3.2%+$234.9K |
| Bank of New York Mellon Corp | $7.2M | 476,378 | 0.00% | 31q | +12.9%+$824.4K |
| CITIGROUP INC | $6.8M | 447,176 | 0.00% | 31q | +2.6%+$172.7K |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $6.7M | 445,154 | 0.00% | 3q | +5.8%+$370.1K |
| State of New Jersey Common Pension Fund D | $6.5M | 429,904 | 0.02% | 31q | -6.3%-$437.0K |
| Cherokee Insurance Co | $6.3M | 415,162 | 2.43% | 7q | +1.5%+$93.2K |
| WELLS FARGO & COMPANY/MN | $5.9M | 387,843 | 0.00% | 31q | +13.0%+$674.0K |
| Russell Investments Group, Ltd. | $5.5M | 363,716 | 0.00% | 31q | -6.5%-$380.3K |
| Legal & General Group Plc | $5.1M | 335,512 | 0.00% | 31q | -3.3%-$170.8K |
| TUDOR INVESTMENT CORP ET AL | $5.0M | 332,751 | 0.01% | 2q | +340.5%+$3.9M |
| Nuveen, LLC | $4.9M | 323,704 | 0.00% | 6q | +88.4%+$2.3M |
| JPMORGAN CHASE & CO | $4.9M | 315,020 | 0.00% | 31q | +12.4%+$536.1K |
| STATE OF WISCONSIN INVESTMENT BOARD | $4.7M | 313,226 | 0.01% | 30q | -9.0%-$467.7K |
| MARSHALL WACE, LLP | $4.7M | 307,597 | 0.00% | new | NEW |
| SG Americas Securities, LLC | $4.3M | 283,306 | 0.00% | 4q | -71.3%-$10.7M |
| CONNORS INVESTOR SERVICES INC | $4.2M | 274,499 | 0.36% | 31q | +15.0%+$543.0K |
| MONTAG A & ASSOCIATES INC | $3.9M | 258,354 | 0.17% | 31q | -1.3%-$49.9K |
| NEUBERGER BERMAN GROUP LLC | $3.3M | 218,817 | 0.00% | 31q | -10.5%-$389.1K |
| STOREBRAND ASSET MANAGEMENT AS | $3.0M | 198,900 | 0.01% | 23q | HELD |
| WEDBUSH SECURITIES INC | $2.9M | 189,997 | 0.07% | 31q | +1.2%+$33.9K |
| RENAISSANCE TECHNOLOGIES LLC | $2.6M | 172,867 | 0.00% | new | NEW |
| North Star Investment Management Corp. | $2.5M | 168,020 | 0.14% | 21q | HELD |
| DEPRINCE RACE & ZOLLO INC | $2.5M | 164,842 | 0.04% | 6q | -2.7%-$69.5K |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $2.5M | 164,256 | 0.00% | new | NEW |
| Swiss National Bank | $2.5M | 162,100 | 0.00% | 31q | +1.8%+$43.9K |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $2.4M | 159,678 | 0.04% | 3q | -4.6%-$117.1K |
| HSBC HOLDINGS PLC | $2.4M | 157,910 | 0.00% | 8q | +12.6%+$267.6K |
| HRT FINANCIAL LP | $2.3M | 154,375 | 0.00% | 2q | +181.8%+$1.5M |
| CANADA LIFE ASSURANCE Co | $2.3M | 149,474 | 0.00% | 27q | -0.7%-$16.5K |
| Quantinno Capital Management LP | $2.2M | 148,085 | 0.00% | 6q | +91.2%+$1.1M |
| Susquehanna Portfolio Strategies, LLC | $2.1M | 140,279 | 0.03% | 5q | +107.4%+$1.1M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $2.0M | 135,275 | 0.00% | 31q | +19.8%+$338.4K |
| Asset Management One Co., Ltd. | $2.0M | 133,575 | 0.01% | 31q | +4.7%+$91.3K |
| D. E. Shaw & Co., Inc. | $2.0M | 132,403 | 0.00% | 2q | +5.6%+$107.0K |
| NOMURA ASSET MANAGEMENT CO LTD | $2.0M | 131,400 | 0.00% | 31q | +4.8%+$90.8K |
| UBS Group AG | $1.9M | 125,256 | 0.00% | 31q | -58.8%-$2.7M |
| RHUMBLINE ADVISERS | $1.8M | 116,534 | 0.00% | 31q | +7.5%+$123.4K |
| Penserra Capital Management LLC | $1.7M | 113,321 | 0.01% | 18q | +225.1%+$1.2M |
| Silver Lake Advisory, LLC | $1.7M | 109,819 | 0.59% | 31q | +1.4%+$22.5K |
| FIRST TRUST ADVISORS LP | $1.6M | 107,229 | 0.00% | 9q | +22.0%+$292.9K |
| DEUTSCHE BANK AG\ | $1.6M | 106,063 | 0.00% | 34q | +8.1%+$120.5K |
| Zurcher Kantonalbank (Zurich Cantonalbank) | $1.6M | 104,883 | 0.00% | 20q | HELD |
| WealthTrust Axiom LLC | $1.6M | 103,627 | 0.35% | 31q | -4.1%-$66.7K |
| LAZARD ASSET MANAGEMENT LLC | $1.6M | 102,570 | 0.00% | 4q | +3.1%+$46.4K |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $1.5M | 98,531 | 0.00% | 31q | +26.5%+$312.7K |
| GW HENSSLER & ASSOCIATES LTD | $1.5M | 96,368 | 0.06% | 31q | HELD |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO | $1.4M | 91,954 | 0.00% | 18q | HELD |
| Pensionfund PDN | $1.3M | 88,900 | 0.69% | 31q | HELD |
| Hunter Perkins Capital Management, LLC | $1.3M | 88,317 | 0.30% | 16q | HELD |
| Sumitomo Mitsui Trust Group, Inc. | $1.3M | 88,031 | 0.00% | 31q | -3.0%-$40.8K |
| Uniplan Investment Counsel, Inc. | $1.3M | 86,305 | 0.12% | 3q | -5.0%-$68.4K |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $1.3M | 82,826 | 0.00% | 5q | -26.5%-$451.2K |
| Squarepoint Ops LLC | $1.2M | 82,376 | 0.00% | 13q | -7.3%-$97.6K |
| CALDWELL SUTTER CAPITAL, INC. | $1.2M | 81,923 | 0.47% | 15q | -1.3%-$16.7K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.2M incl. $337.6K options CALL+PUT | 53,901 | 0.00% | 14q | +19.9%+$191.2K |
| Ulland Investment Advisors, LLC | $1.2M | 76,015 | 0.85% | 8q | +14.8%+$148.4K |
| SHUFRO ROSE & CO LLC | $1.1M | 74,650 | 0.06% | 31q | -4.5%-$53.0K |
| AMERIPRISE FINANCIAL INC | $1.1M | 73,998 | 0.00% | 31q | -28.3%-$443.0K |
| Mitsubishi UFJ Asset Management Co., Ltd. | $1.1M | 70,496 | 0.00% | 31q | HELD |
| Vanguard Investments Australia, Ltd. | $1.0M | 69,173 | 0.00% | 2q | HELD |
| GAMCO INVESTORS, INC. ET AL | $1.0M | 66,900 | 0.01% | 29q | HELD |
| WESPAC Advisors, LLC | $993.0K | 65,587 | 0.48% | new | NEW |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $974.6K | 64,370 | 0.00% | 31q | +25.6%+$198.5K |
| VANGUARD ASSET MANAGEMENT, Ltd | $960.5K | 63,441 | 0.00% | 2q | +24.6%+$189.7K |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS | $905.8K | 59,828 | 0.00% | 8q | +65.6%+$358.7K |
| SEI INVESTMENTS CO | $904.3K | 59,729 | 0.00% | 21q | -55.3%-$1.1M |
| Connor, Clark & Lunn Investment Management Ltd. | $880.5K | 58,156 | 0.00% | new | NEW |
| XTX Topco Ltd | $853.0K | 56,344 | 0.01% | 2q | +326.9%+$653.2K |
| BARCLAYS PLC | $826.6K | 54,600 | 0.00% | 30q | -14.0%-$134.6K |
| Quantbot Technologies LP | $807.7K | 53,350 | 0.03% | new | NEW |
| Engineers Gate Manager LP | $789.6K | 52,153 | 0.01% | 4q | +90.4%+$374.9K |
| Graham Capital Management, L.P. | $774.9K | 51,181 | 0.01% | new | NEW |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-10-30 | 13G/A | Vanguard Portfolio Management | 5.0% |
| 2026-09-29 | 13D/A | Erez Asset Management LLCwith 2 co-filers | 5.0% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 76 | $73.2M | 4,755,894 | 13 | 26 | 16 | 0.0% |
| Q2 2026 | 259 | $991.6M | 65,473,243 | 28 | 95 | 76 | 0.1% |
| Q1 2026 | 268 | $968.6M | 66,973,325 | 33 | 82 | 99 | 0.0% |
| Q4 2025 | 255 | $1.1B | 71,719,359 | 34 | 101 | 76 | 0.1% |
| Q3 2025 | 265 | $998.4M | 67,188,481 | 51 | 101 | 68 | 0.0% |
| Q2 2025 | 236 | $1.2B | 69,418,188 | 19 | 87 | 72 | 0.0% |
| Q1 2025 | 239 | $1.2B | 66,094,788 | 29 | 71 | 74 | 0.0% |
| Q4 2024 | 230 | $1.2B | 66,168,782 | 24 | 101 | 51 | 0.0% |
| Q3 2024 | 223 | $1.2B | 60,266,269 | 41 | 75 | 60 | 0.0% |
| Q2 2024 | 197 | $873.5M | 54,581,833 | 18 | 83 | 50 | 0.1% |
| Q1 2024 | 196 | $882.8M | 54,331,471 | 20 | 71 | 63 | 0.1% |
| Q4 2023 | 200 | $802.5M | 52,341,059 | 22 | 85 | 44 | 0.1% |
| Q3 2023 | 189 | $684.1M | 48,747,347 | 24 | 70 | 52 | 0.1% |
| Q2 2023 | 178 | $746.9M | 46,811,223 | 21 | 69 | 44 | 0.1% |
| Q1 2023 | 184 | $681.8M | 46,058,397 | 27 | 84 | 35 | 0.1% |
| Q4 2022 | 171 | $673.2M | 41,788,624 | 16 | 59 | 53 | 0.1% |
| Q3 2022 | 165 | $737.2M | 45,605,437 | 12 | 71 | 41 | 0.1% |
| Q2 2022 | 172 | $779.7M | 44,131,134 | 12 | 79 | 45 | 0.1% |
| Q1 2022 | 189 | $1.0B | 41,433,619 | 31 | 65 | 56 | 0.1% |
| Q4 2021 | 172 | $5.1B | 185,658,467 | 25 | 70 | 41 | 0.0% |
| Q3 2021 | 161 | $4.2B | 183,142,038 | 21 | 62 | 40 | 0.1% |
| Q2 2021 | 155 | $986.5M | 45,175,234 | 31 | 63 | 30 | 0.1% |
| Q1 2021 | 137 | $778.8M | 40,609,525 | 21 | 37 | 45 | 0.1% |
| Q4 2020 | 126 | $603.8M | 40,749,307 | 13 | 34 | 37 | 0.1% |
| Q3 2020 | 123 | $610.5M | 45,048,324 | 18 | 40 | 36 | 0.0% |
| Q2 2020 | 117 | $576.3M | 44,479,233 | 10 | 46 | 33 | 0.1% |
| Q1 2020 | 125 | $600.9M | 55,262,846 | 17 | 40 | 38 | 0.0% |
| Q4 2019 | 122 | $642.9M | 40,878,305 | 6 | 49 | 33 | 0.0% |
| Q3 2019 | 127 | $528.7M | 37,527,299 | 8 | 50 | 38 | 0.0% |
| Q2 2019 | 133 | $458.1M | 36,813,448 | 15 | 55 | 33 | 0.1% |
| Q1 2019 | 127 | $500.2M | 35,517,141 | 12 | 43 | 42 | 0.0% |
| Q4 2018 | 130 | $413.5M | 34,864,058 | 3 | 3 | 2 | 0.2% |