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Institutional Holders of UMH

There is a long list of 198 institutional holders of UMH within the last two holding periods in our database of 13F filers, so we've sorted through to present to you just the top 50 institutional holders of UMH by largest to smallest position reported in the institutional investor's latest 13F filing. In the institutional-holders-of-UMH table below, the initial column indicates the name of each top institutional holder of UMH, with a link to that fund's top holdings. The next columns indicate the amount of UMH stock held by each of the institutional holders of UMH, followed by the UMH position size held by the institution, and finally the date of the quarterly 13F filing period the holdings data represents for that institution.

HolderAmountPosition Size
($ in 1000's)
 As of
Vanguard Group Inc.6,541,226$100,212 12/31/2023
     UMH6,541,226$100,212 12/31/2023
BlackRock Inc.4,922,580$75,414 12/31/2023
     UMH4,922,580$75,414 12/31/2023
T. Rowe Price Investment Management Inc.3,712,602$56,878 12/31/2023
     UMH3,712,602$56,878 12/31/2023
American Century Companies Inc.2,852,688$43,703 12/31/2023
     UMH2,852,688$43,703 12/31/2023
FMR LLC2,728,816$41,805 12/31/2023
     UMH2,728,816$41,805 12/31/2023
Copeland Capital Management LLC2,335,429$35,779 12/31/2023
     UMH2,335,429$35,779 12/31/2023
William Blair Investment Management LLC2,007,854$30,760 12/31/2023
     UMH2,007,854$30,760 12/31/2023
State Street Corp1,901,625$29,133 12/31/2023
     UMH1,901,625$29,133 12/31/2023
Geode Capital Management LLC1,477,710$22,641 12/31/2023
     UMH1,477,710$22,641 12/31/2023
Private Management Group Inc.1,316,789$20,173 12/31/2023
     UMH1,316,789$20,173 12/31/2023
Jennison Associates LLC1,300,603$19,925 12/31/2023
     UMH1,300,603$19,925 12/31/2023
Bank of America Corp DE1,175,552$18,009 12/31/2023
     UMH1,175,552$18,009 12/31/2023
Dimensional Fund Advisors LP886,603$13,583 12/31/2023
     UMH886,603$13,583 12/31/2023
Nuveen Asset Management LLC832,120$12,748 12/31/2023
     UMH832,120$12,748 12/31/2023
Charles Schwab Investment Management Inc.800,569$12,265 12/31/2023
     UMH800,569$12,265 12/31/2023
Northern Trust Corp799,367$12,246 12/31/2023
     UMH799,367$12,246 12/31/2023
Raymond James & Associates664,868$10,186 12/31/2023
     UMH664,868$10,186 12/31/2023
D.A. Davidson & CO.659,062$10,097 12/31/2023
     UMH659,062$10,097 12/31/2023
Balyasny Asset Management LLC615,511$9,430 12/31/2023
     UMH615,511$9,430 12/31/2023
Heartland Advisors Inc.598,400$9,167 12/31/2023
     UMH598,400$9,167 12/31/2023
State of New Jersey Common Pension Fund D571,357$8,753 12/31/2023
     UMH571,357$8,753 12/31/2023
Morgan Stanley535,674$8,207 12/31/2023
     UMH535,674$8,207 12/31/2023
JPMorgan Chase & Co.510,889$7,827 12/31/2023
     UMH510,889$7,827 12/31/2023
Sei Investments Co.370,018$5,669 12/31/2023
     UMH370,018$5,669 12/31/2023
Bank of New York Mellon Corp363,799$5,573 12/31/2023
     UMH363,799$5,573 12/31/2023
State of Wisconsin Investment Board359,746$5,511 12/31/2023
     UMH359,746$5,511 12/31/2023
Envestnet Asset Management Inc.355,124$5,440 12/31/2023
     UMH355,124$5,440 12/31/2023
Ameriprise Financial Inc.341,485$5,232 12/31/2023
     UMH341,485$5,232 12/31/2023
Robotti Robert301,092$4,613 12/31/2023
     UMH301,092$4,613 12/31/2023
Wells Fargo & Company MN297,799$4,562 12/31/2023
     UMH297,799$4,562 12/31/2023
Montag A & Associates Inc.279,415$4,281 12/31/2023
     UMH279,415$4,281 12/31/2023
Renaissance Technologies LLC273,300$4,187 12/31/2023
     UMH273,300$4,187 12/31/2023
Scout Investments Inc.266,256$4,079 12/31/2023
     UMH266,256$4,079 12/31/2023
Goldman Sachs Group Inc.265,950$4,074 12/31/2023
     UMH265,950$4,074 12/31/2023
Neuberger Berman Group LLC252,915$3,875 12/31/2023
     UMH252,915$3,875 12/31/2023
LDR Capital Management LLC251,039$3,846 12/31/2023
     UMH251,039$3,846 12/31/2023
Pacific Heights Asset Management LLC250,000$3,830 12/31/2023
     UMH250,000$3,830 12/31/2023
NFJ Investment Group LLC246,881$3,782 12/31/2023
     UMH246,881$3,782 12/31/2023
Invesco Ltd.246,181$3,771 12/31/2023
     UMH246,181$3,771 12/31/2023
Knights of Columbus Asset Advisors LLC244,569$3,747 12/31/2023
     UMH244,569$3,747 12/31/2023
Russell Investments Group Ltd.228,307$3,498 12/31/2023
     UMH228,307$3,498 12/31/2023
Royal Bank of Canada221,570$3,394 12/31/2023
     UMH221,570$3,394 12/31/2023
Penn Capital Management Co. Inc.194,646$2,982 12/31/2023
     UMH194,646$2,982 12/31/2023
Kennedy Capital Management Inc.192,070$2,943 12/31/2023
     UMH192,070$2,943 12/31/2023
Cerity Partners LLC191,234$2,930 12/31/2023
     UMH191,234$2,930 12/31/2023
Wedbush Securities Inc.175,661$2,691 12/31/2023
     UMH175,661$2,691 12/31/2023
Barclays PLC155,103$2,377 12/31/2023
     UMH155,103$2,377 12/31/2023
WealthTrust Axiom LLC134,814$2,065 12/31/2023
     UMH134,814$2,065 12/31/2023
Koshinski Asset Management Inc.133,790$2,050 12/31/2023
     UMH133,790$2,050 12/31/2023
Stifel Financial Corp123,239$1,888 12/31/2023
     UMH123,239$1,888 12/31/2023

See All: Funds Holding UMH
See Details: Top 10 Hedge Funds Holding UMH
Also See: UMH Insider Buying
Also See: UMH Holdings Changes

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