Companies / UMH PROPERTIES, INC. / Institutional holders

Umh Properties, Inc.

Institutional holders · 13F as of Dec 31, 2025

Holder	Value	Shares	% of shares
VANGUARD GROUP INC	$129.33M	8,128,983	9.52%
BlackRock, Inc.	$127.14M	8,397,572	9.83%
FMR LLC	$57.29M	3,600,575	4.22%
STATE STREET CORPORATION	$55.71M	3,679,545	4.31%
Capital Research Global Investors	$41.49M	2,607,487	3.05%
GEODE CAPITAL MANAGEMENT, LLC	$30.76M	2,131,198	2.50%
THE GOLDMAN SACHS GROUP, INC.	$29.67M	1,865,018	2.18%
PRIVATE MANAGEMENT GROUP INC	$27.95M	1,937,107	2.27%
D.A. DAVIDSON & CO.	$25.56M	1,771,311	2.07%
Jennison Associates LLC	$21.57M	1,355,600	1.59%
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$19.42M	1,220,448	1.43%
AllianceBernstein L.P.	$19.11M	1,201,366	1.41%
AMERICAN CENTURY COMPANIES INC	$18.86M	1,185,562	1.39%
Copeland Capital Management, LLC	$18.29M	1,149,834	1.35%
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	$18.03M	1,133,066	1.33%
Dimensional Fund Advisors LP	$18.02M	1,132,805	1.33%
BANK OF AMERICA CORP /DE	$17.42M	1,094,925	1.28%
Point72 Asset Management, L.P.	$16.04M	1,008,065	1.18%
NORTHERN TRUST CORP	$15.43M	969,724	1.14%
RAYMOND JAMES FINANCIAL INC	$14.93M	937,969	1.10%
TWO SIGMA INVESTMENTS, LP	$11.73M	813,216	0.95%
First Eagle Investment Management, LLC	$11.04M	764,919	0.90%
APG Asset Management US Inc.	$10.82M	679,926	0.80%
SCHRODER INVESTMENT MANAGEMENT GROUP	$10.64M	738,848	0.87%
Invesco Ltd.	$9.59M	602,771	0.71%
KENNEDY CAPITAL MANAGEMENT LLC	$9.50M	597,144	0.70%
PACIFIC HEIGHTS ASSET MANAGEMENT LLC	$9.38M	650,000	0.76%
Morgan Stanley	$7.44M	467,563	0.55%
State of New Jersey Common Pension Fund D	$7.40M	465,189	0.54%
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$6.70M	420,874	0.49%
WELLS FARGO & COMPANY/MN	$6.42M	403,718	0.47%
Russell Investments Group, Ltd.	$6.32M	397,422	0.47%
Cherokee Insurance Co	$6.30M	395,724	0.46%
Legal & General Group Plc	$6.29M	395,578	0.46%
Bank of New York Mellon Corp/The	$6.09M	421,924	0.49%
STATE OF WISCONSIN INVESTMENT BOARD	$5.95M	373,910	0.44%
CITIGROUP INC	$5.92M	372,275	0.44%
JPMORGAN CHASE & CO	$4.52M	283,909	0.33%
AQR Capital Management, LLC	$4.18M	289,703	0.34%
MONTAG A & ASSOCIATES INC	$4.16M	261,651	0.31%
UBS Group AG	$4.10M	257,976	0.30%
Neuberger Berman Group LLC	$3.97M	249,543	0.29%
McIlrath & Eck, LLC	$3.84M	241,158	0.28%
CONNORS INVESTOR SERVICES INC	$3.71M	233,401	0.27%
ENVESTNET ASSET MANAGEMENT INC	$3.69M	231,760	0.27%
Millennium Management LLC	$3.04M	210,880	0.25%
STRS OHIO	$2.74M	172,500	0.20%
Nuveen, LLC	$2.69M	169,119	0.20%
Barclays PLC	$2.65M	166,624	0.20%
Swiss National Bank	$2.53M	159,200	0.19%