Who Owns UMH Properties Stock?
NYSE: UMHReal EstateReal Estate Investment TrustsUSD
Market open · Delayed 15 min · as of Oct 9, 11:22 AM ET
Ownership breakdown
- Held by institutions
- 79.16%
- Held by insiders
- 10.79%
- Institutional holders
- 360
- Institutions 79.2%
- Insiders 10.8%
- Public and other 10.1%
Who owns UMH Properties stock?
Institutional investors own about 79.2% of UMH Properties's shares, spread across 360 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 10.79% of UMH.
The largest institutional holders are Blackrock Inc. (9.83%), Vanguard Portfolio Management LLC (4.95%) and State Street Corporation (4.31%). Together, the top 10 institutions control 40.7% of shares outstanding. In their latest filings, 8 of the top 10 institutions increased their UMH positions and 2 reduced them.
Summary generated from market data by MetaCap's automated system. Methodology
Top institutional holders of UMH
| Institution | Shares | % Held | Change |
|---|---|---|---|
| Blackrock Inc. | 8.40M | 9.83% | +6.1% |
| Vanguard Portfolio Management LLC | 4.23M | 4.95% | +3.5% |
| State Street Corporation | 3.68M | 4.31% | +4.9% |
| FMR, LLC | 3.65M | 4.27% | -2.2% |
| Vanguard Capital Management LLC | 3.45M | 4.04% | +1.9% |
| Capital Research Global Investors | 3.03M | 3.55% | +16.4% |
| Geode Capital Management, LLC | 2.32M | 2.72% | +9.0% |
| Goldman Sachs Group Inc | 2.09M | 2.45% | -9.3% |
| Private Management Group, Inc. | 1.97M | 2.31% | +1.7% |
| D.A. Davidson & Co. | 1.94M | 2.28% | +9.7% |
% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.
Top mutual fund and ETF holders of UMH
| Fund | Shares | % Held |
|---|---|---|
| VANGUARD SPECIALIZED FUNDS-Vanguard Real Estate Index Fund | 3.07M | 3.60% |
| SmallCap World Fund Inc | 2.96M | 3.46% |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 2.44M | 2.85% |
| iShares Trust-iShares Russell 2000 ETF | 2.11M | 2.48% |
| Fidelity Securities Fund-Fidelity Real Estate Income Fund | 1.02M | 1.19% |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 932.09K | 1.09% |
| Fidelity Salem Street Trust-Fidelity Small Cap Index Fund | 923.28K | 1.08% |
| First Eagle Funds-First Eagle Small Cap Opportunity Fund | 773.54K | 0.91% |
| iShares Trust-iShares Russell 2000 Value ETF | 721.49K | 0.84% |
| PERMANENT PORTFOLIO FAMILY OF FUNDS-Permanent Portfolio | 700.00K | 0.82% |
Frequently asked questions
Who is the largest shareholder of UMH Properties?
Blackrock Inc. is the largest institutional shareholder of UMH, owning 9.83% of shares outstanding (8.40M shares) as of its latest 13F filing.
What percentage of UMH Properties is owned by institutions?
Institutions own about 79.2% of UMH shares and 88.7% of the public float.
How much of UMH Properties do insiders own?
Insiders, such as officers and directors, own about 10.79% of UMH shares outstanding.
Where does institutional ownership data come from?
Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.