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Get Institutions for : 
UMH Properties Inc (UMH)  
$15.12 0.05 (0.33%) as of 4:30 Fri 5/31


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 197    1
Total shares held : 
50,935,712  
% of shares held : 
88.14%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  48  
Amount of shares held : 
2,192,057  
% of shares held change : 
  3.79%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
$13.75  
Last Quarter's Ending Price : 
$15.32  
Last Quarter's Average Price
$14.41  
Change from last quarter's     
avg. price to the last closing  : 
0.71 (4.93%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
16
 370,151
 0.73%
 
Increased Positions :
98
 4,661,709
 9.15%
 
Unchanged Positions :
34
 1,224,343
 2.4%
 
Decreased Positions :
49
-2,408,001
-4.73%
 
Closed Positions :
17
-431,802
-0.85%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   PACIFIC HEIGHTS ASSET MANAGEMENT LLC 66 - 2024-03-31 250,000 $4,060,000 0
   GW HENSSLER & ASSOCIATES LTD 79 - 2024-03-31 96,368 $1,565,000 0
   UBS GLOBAL ASSET MANAGEMENT AMERICAS INC 1778 - 2024-03-31 87,935 $1,428,000 0
   PEAPACK GLADSTONE FINANCIAL CORP 380 - 2024-03-31 72,951 $1,185,000 0
   NOMURA ASSET MANAGEMENT CO LTD 767 - 2024-03-31 71,100 $1,155,000 0
   MITSUBISHI UFJ ASSET MANAGEMENT CO., LTD. 853 - 2024-03-31 37,160 $603,000 0
   MetLife Investment Advisors LLC 1661 - 2024-03-31 31,404 $510,000 0
   KEYBANK NATIONAL ASSOCIATION/OH 876 - 2024-03-31 22,520 $366,000 0
   ORLEANS CAPITAL MANAGEMENT CORP/LA 69 - 2024-03-31 18,000 $292,000 0
   ARIZONA STATE RETIREMENT SYSTEM 1747 - 2024-03-31 17,334 $282,000 0
   ZURCHER KANTONALBANK (ZURICH CANTONALBANK) 1828 - 2024-03-31 17,017 $276,000 0
   CONNORS INVESTOR SERVICES INC 134 - 2024-03-31 15,300 $248,000 0
   CRESTWOOD ADVISORS LLC 396 - 2024-03-31 13,596 $221,000 0
   NJ STATE EMPLOYEES DEFERRED COMPENSATION PLAN 427 - 2024-03-31 13,400 $218,000 0
   BFSG LLC 233 - 2024-03-31 12,760 $207,000 0
   SUMITOMO MITSUI ASSET MANAGEMENT COMPANY, LTD 753 - 2024-03-31 11,316 $184,000 0
   Firestone Capital Management 144 - 2024-03-31 11,297 $183,000 0
   Kovitz Investment Group Partners LLC 630 - 2024-03-31 10,000 $162,000 0
   SUMMIT INVESTMENT ADVISORS INC 1719 - 2024-03-31 6,199 $101,000 0
   Spire Wealth Management 1128 - 2024-03-31 3,950 $64,000 0
   HM PAYSON & CO 823 - 2023-12-31 600 $9,000 0
   HHM Wealth Advisors LLC 612 - 2024-03-31 377 $6,000 0
   FTB Advisors Inc. 1932 - 2024-03-31 161 $3,000 0
   Oakworth Capital Inc. 630 - 2024-03-31 130 $2,000 0
   HANSON MCCLAIN, INC. 2864 - 2024-03-31 122 $2,000 0
   Private Wealth Management Group LLC 1129 - 2024-03-31 56 $1,000 0
   HUNTINGTON NATIONAL BANK 1760 - 2024-03-31 81 $1,000 0
   Lindbrook Capital LLC 2444 - 2024-03-31 47 $1,000 0
   GAMMA Investing LLC 3077 - 2024-03-31 23 $0 0
   Covestor Ltd 2655 - 2024-03-31 6 $0 0
   HARBOUR INVESTMENTS INC. 3234 - 2023-12-31 7 $0 0
   Farther Finance Advisors LLC 3730 - 2024-03-31 31 $0 0

  32 Records found
  1    
  Page 1 of 1
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