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Ownership — UMH
Institutional Holdings
Insider Transactions
US Institutional Ownership
72.6%
Institution
Shares
Value
Ownership %
Change
Filing Date
BlackRock, Inc.
8.40M
$127.0M
9.84%
+479.5K
2026-06-30
Vanguard Portfolio Management LLC
4.23M
$63.0M
4.95%
+144.1K
2026-06-30
State Street Corp
3.68M
$55.0M
4.31%
+171.1K
2026-06-30
FMR LLC
3.65M
$55.0M
4.27%
-83.1K
2026-06-30
Vanguard Capital Management LLC
3.45M
$52.0M
4.04%
+64.9K
2026-06-30
Capital Research Global Investors
3.03M
$45.0M
3.56%
+427.2K
2026-06-30
Geode Capital Management, LLC
2.32M
$35.0M
2.72%
+192.0K
2026-06-30
Goldman Sachs Group Inc
2.09M
$31.0M
2.45%
-213.5K
2026-06-30
D.A. Davidson & Co.
1.94M
$29.0M
2.28%
+171.8K
2026-06-30
Alliancebernstein L.P.
1.48M
$21.0M
1.73%
+274.8K
2026-06-30
Sixth Street Partners Management Company, L.P.
1.31M
$19.0M
1.54%
--
2026-06-30
Charles Schwab Investment Management Inc
1.31M
$19.0M
1.54%
+69.4K
2026-06-30
Dimensional Fund Advisors LP
1.16M
$17.0M
1.36%
-15.0K
2026-06-30
Bank of America Corp
1.03M
$15.0M
1.21%
+7.6K
2026-06-30
Two Sigma Investments, LP
1.01M
$15.0M
1.18%
--
2026-06-30
Raymond James Financial Inc
969.9K
$14.0M
1.14%
-1.5K
2026-06-30
Northern Trust Corp
883.3K
$13.0M
1.04%
-56.8K
2026-06-30
T. Rowe Price Investment Management, Inc.
858.2K
$12.0M
1.01%
-2.82M
2026-06-30
First Eagle Investment Management, LLC
833.2K
$12.0M
0.98%
+68.3K
2026-06-30
Boothbay Fund Management, LLC
795.6K
$12.0M
0.93%
+742.3K
2026-06-30
Invesco Ltd.
788.8K
$11.0M
0.92%
+109.7K
2026-06-30
Citadel Advisors LLC
744.6K
$11.0M
0.87%
+414.8K
2026-06-30
AQR Capital Management LLC
731.3K
$11.0M
0.86%
+441.6K
2026-06-30
Pacific Heights Asset Management LLC
700.0K
$10.0M
0.82%
+50.0K
2026-06-30
William Blair Investment Management, LLC
672.1K
$10.0M
0.79%
-497.9K
2026-06-30
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