13F

Stock

Umh Pptys Inc

Ticker not mapped · held by 268 managers

Reported value

$886.2M

Holders

268

+33 new · −24 exited

Holders’ est. mark

−$70.9M

Price effect on 214 books still in the name

Largest holder

$114.3M

BlackRock, Inc.

Notable conviction

Share of each notable manager’s 13F book.

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BlackRock, Inc.7.92M$114.3M−$11.7MCut−$13.5M
VANGUARD PORTFOLIO MANAGEMENT LLC4.08M$58.9MHeld
Fidelity3.73M$53.8M−$5.33MCut−$3.48M
State Street3.51M$50.6M−$5.16MCut−$4.87M
VANGUARD CAPITAL MANAGEMENT LLC3.38M$48.8MHeld
Capital Research Global Investors2.61M$37.6M−$3.86MCut−$3.86M
GOLDMAN SACHS GROUP INC2.31M$33.3M−$2.76MAdded$3.6M
GEODE CAPITAL MANAGEMENT, LLC2.13M$30.8M−$3.07MCut−$2.22M
PRIVATE MANAGEMENT GROUP INC1.94M$28M−$2.73MCut−$1.36M
D.A. DAVIDSON & CO.1.77M$25.6M−$2.52MCut−$1.49M
ALLIANCEBERNSTEIN L.P.1.2M$19.1M$0Cut−$596.8K
CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.24M$17.9M−$1.81MCut−$1.49M
DIMENSIONAL FUND ADVISORS LP1.18M$17M−$1.68MCut−$1.06M
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1.17M$16.9M−$1.68MCut−$1.14M
Copeland Capital Management, LLC1.13M$16.3M−$1.67MCut−$1.98M
BANK OF AMERICA CORP /DE/1.03M$14.8M−$1.52MCut−$2.61M
RAYMOND JAMES FINANCIAL INC971.4K$14M−$1.39MCut−$910.3K
NORTHERN TRUST CORP940.1K$13.6M−$1.39MCut−$1.86M
JENNISON ASSOCIATES LLC933K$13.5M−$1.38MCut−$8.1M
TWO SIGMA INVESTMENTS, LP813.2K$11.7M−$164.4KAdded$9.97M
First Eagle Investment Management, LLC764.9K$11M−$1.06MCut−$360.4K
SCHRODER INVESTMENT MANAGEMENT GROUP738.8K$10.6M−$1.15MCut−$1.25M
Invesco Ltd.679.1K$9.8M−$892.1KAdded$209.4K
Pacific Heights Asset Management LLC650K$9.38M−$962KCut−$962K
KENNEDY CAPITAL MANAGEMENT LLC595.5K$8.59M−$881.3KCut−$907.8K
VANGUARD FIDUCIARY TRUST CO568.5K$8.2MHeld
MORGAN STANLEY481.6K$6.95M−$692KCut−$490.1K
State of New Jersey Common Pension Fund D458.8K$6.62M−$679KCut−$781.1K
CITIGROUP INC435.8K$6.29M−$551KAdded$365.2K
Bank of New York Mellon Corp421.9K$6.09M−$624.4KCut−$776.4K
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC420.7K$6.07M−$622.6KCut−$625.3K
Cherokee Insurance Co409K$5.9M−$585.7KCut−$394.1K
Russell Investments Group, Ltd.388.8K$5.61M−$575.5KCut−$712.1K
Legal & General Group Plc346.8K$5M−$513.3KCut−$1.29M
STATE OF WISCONSIN INVESTMENT BOARD344.1K$4.97M−$509.3KCut−$983.3K
WELLS FARGO & COMPANY/MN343.3K$4.95M−$508.1KCut−$1.47M
Citadel303.8K$4.38M−$154.3KAdded$2.73M
UBS Group AG303.8K$4.38M−$381.8KAdded$279.1K
Icahn Capital289.7K$4.18M−$415.8KCut−$289.9K
JPMORGAN CHASE & CO280.3K$4.04M−$423.2KCut−$480.7K
MONTAG A & ASSOCIATES INC261.7K$3.78M−$387.2KCut−$387.2K
NEUBERGER BERMAN GROUP LLC244.5K$3.53M−$361.9KCut−$441.9K
CONNORS INVESTOR SERVICES INC238.6K$3.44M−$345.4KCut−$269.9K
ENVESTNET ASSET MANAGEMENT INC214.5K$3.09M−$317.4KCut−$592.7K
MILLENNIUM MANAGEMENT LLC210.9K$3.04M−$33.4KAdded$2.68M
STOREBRAND ASSET MANAGEMENT AS198.9K$2.87M−$294.4KCut−$838.6K
Point72 Asset Management, L.P.191.3K$2.76M−$283.1KCut−$13.3M
ExodusPoint Capital Management, LP184.2K$2.66MNew
Nuveen, LLC171.8K$2.48M−$250.3KCut−$211.4K
DEPRINCE RACE & ZOLLO INC169.4K$2.44M−$250.8KCut−$1.07M
North Star Investment Management Corp.168K$2.42M−$248.7KCut−$385.4K
WEDGE CAPITAL MANAGEMENT L L P/NC167.4K$2.42M−$228.4KCut−$39.8K
Swiss National Bank159.2K$2.3M−$235.6KCut−$235.6K
HSBC HOLDINGS PLC140.2K$2.02M−$192.6KCut−$46.7K
McIlrath & Eck, LLC137.9K$1.99M−$204.1KCut−$1.85M
SEI INVESTMENTS CO133.7K$1.93M−$179.8KAdded$1.46K
Asset Management One Co., Ltd.127.5K$1.84M−$196.4KCut−$172.1K
NOMURA ASSET MANAGEMENT CO LTD125.4K$1.81M−$175.7KCut−$79K
D. E. Shaw & Co., Inc.125.3K$1.81MNew
Universal- Beteiligungs- und Servicegesellschaft mbH112.6K$1.63M−$141.2KAdded$107.8K
RHUMBLINE ADVISERS108.4K$1.56M−$160.4KCut−$164.8K
Silver Lake Advisory, LLC108.3K$1.56M−$160.3KCut−$208.4K
WealthTrust Axiom LLC108K$1.56M−$159.9KCut−$167.8K
JANE STREET GROUP, LLC107.2K$1.55MNew
Zurcher Kantonalbank (Zurich Cantonalbank)104.9K$1.51M−$102.6KAdded$410.3K
AMERIPRISE FINANCIAL INC103.3K$1.49M−$140.6KCut−$21.1K
LAZARD ASSET MANAGEMENT LLC99.5K$1.44M−$131.7KAdded$19.7K
STRS OHIO99.5K$1.44M−$147.3KCut−$1.31M
DEUTSCHE BANK AG\98.1K$1.42M−$145.2KCut−$233.7K
GW HENSSLER & ASSOCIATES LTD96.4K$1.39M−$142.6KCut−$142.6K
AMERICAN CENTURY COMPANIES INC93.2K$1.34M−$137.9KCut−$17.5M
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO91.6K$1.32M−$135.6KCut−$434.4K
Uniplan Investment Counsel, Inc.90.8K$1.31M−$134.4KCut−$233.3K
Sumitomo Mitsui Trust Group, Inc.90.7K$1.31M−$134.3KCut−$146.1K
Squarepoint Ops LLC88.8K$1.28M−$71.7KAdded$511.3K
FIRST TRUST ADVISORS LP87.9K$1.27M−$16.4KAdded$1.09M
ROYAL BANK OF CANADA86.7K$1.25M−$128.9KCut−$188K
CALDWELL SUTTER CAPITAL, INC.83K$1.2M−$122.9KCut−$138.8K
SHUFRO ROSE & CO LLC78.2K$1.13M−$115.7KCut−$128.4K
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM77.9K$1.12M−$115.3KCut−$124.8K
Quantinno Capital Management LP77.5K$1.12M−$114.6KCut−$185.1K
STIFEL FINANCIAL CORP77.4K$1.12M−$114.5KCut−$152.7K
TUDOR INVESTMENT CORP ET AL75.5K$1.09MNew
Mitsubishi UFJ Asset Management Co., Ltd.70.5K$1.02M−$93.7KAdded$3.39K
Vanguard Investments Australia, Ltd.69.3K$1MHeld
Susquehanna Portfolio Strategies, LLC67.6K$976.1K−$100.1KCut−$793K
GAMCO INVESTORS, INC. ET AL66.9K$965.4K−$99KCut−$99K
BARCLAYS PLC63.5K$916.1K−$94KCut−$1.73M
Amundi60.5K$873.7K−$61.5KAdded$212K
DARK FOREST CAPITAL MANAGEMENT LP60.4K$871.6K−$68.8KAdded$132.4K
BOOTHBAY FUND MANAGEMENT, LLC53.3K$769.4KNew
Schonfeld Strategic Advisors LLC52.7K$760.9KNew
MANUFACTURERS LIFE INSURANCE COMPANY, THE51.3K$739.7K−$75.9KCut−$88K
VANGUARD ASSET MANAGEMENT, Ltd50.9K$734.7KHeld
EntryPoint Capital, LLC49.9K$719.4K−$73.8KCut−$465.6K
SUSQUEHANNA INTERNATIONAL GROUP, LLP45K$648.9K−$38.3KAdded$237.2K
MetLife Investment Management, LLC43.5K$627.6K−$64.4KCut−$119.8K
Balyasny Asset Management L.P.41.4K$597.5K−$61.3KCut−$776.5K
Vert Asset Management LLC37.7K$544.4K−$55.1KCut−$48.2K
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.37.7K$543.9K−$55.2KCut−$49.4K
Resona Asset Management Co.,Ltd.36.3K$522.4K−$53.2KCut−$15.3K
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS36.1K$521.4K−$38.2KAdded$110.8K
Inspire Investing, LLC35.7K$514.7K−$43.5KAdded$46.7K
KEYBANK NATIONAL ASSOCIATION/OH35.6K$513.8K−$52.7KCut−$158.9K
GLOBEFLEX CAPITAL L P35.2K$507.9K−$52.1KCut−$52.1K
PANAGORA ASSET MANAGEMENT INC34.9K$504.2K−$51.7KCut−$2M
EVERGREEN CAPITAL MANAGEMENT LLC34.8K$502.3K−$51.5KCut−$51.5K
LPL Financial LLC33.8K$487.9K−$39.6KAdded$62.5K
QUADRANT CAPITAL GROUP LLC33.3K$480.8K−$49.3KCut−$59.3K
JANUS HENDERSON GROUP PLC31.8K$459.2K−$46.9KCut−$46.9K
Daiwa Securities Group Inc.31.7K$457.9K$440.5KAdded$457.4K
Vanguard Global Advisers, LLC31.2K$449.9KHeld
LDR Capital Management LLC31.2K$449.7K−$46.1KCut−$677.7K
Carnegie Lake Advisors LLC31K$448K−$45.9KCut−$61.9K
Boston Partners30.2K$436.4K−$44.8KCut−$61.9K
Aberdeen Group plc28.2K$407.4K−$41.8KCut−$49.8K
Tidal Investments LLC27.5K$396.5K−$40.7KCut−$73.8K
Engineers Gate Manager LP27.4K$395.2K−$40.5KCut−$409.7K
Creative Planning25K$361K−$37KCut−$228.6K
MACQUARIE GROUP LTD24.3K$350.2K−$35.9KCut−$245.7K
Meixler Investment Management, Ltd.22.9K$334.8K−$27.9KCut−$860
ARIZONA STATE RETIREMENT SYSTEM22.2K$320.9K−$32.9KCut−$36.7K
NEW YORK STATE COMMON RETIREMENT FUND22.2K$320.5K−$32.9KCut−$32.9K
Concurrent Investment Advisors, LLC21.9K$316.4K−$32.5KCut−$32.8K
Police & Firemen's Retirement System of New Jersey21.7K$312.9K−$32.1KCut−$32.1K
Metis Global Partners, LLC21.2K$306.2K−$28.4KAdded$1.39K
MERCER GLOBAL ADVISORS INC /ADV20.5K$295.6K−$30.3KCut−$152.8K
BNP PARIBAS FINANCIAL MARKETS20.3K$293.1K−$30.1KCut−$50.2K
BCO Wealth Management LLC20K$287.9K−$29.5KCut−$29.5K
INTECH INVESTMENT MANAGEMENT LLC19.4K$279.3K−$28.7KCut−$187.1K
Capital Square, LLC17.2K$271.1K−$3KAdded$19.6K
Cerity Partners LLC18.7K$269.4K−$26.2KCut−$12.4K
KLP KAPITALFORVALTNING AS18.2K$262.6K−$26.9KCut−$26.9K
Cetera Investment Advisers18.1K$260.5K−$26.7KCut−$34.4K
Sumitomo Mitsui DS Asset Management Company, Ltd17.7K$254.8K−$26.1KCut−$26.1K
TEACHER RETIREMENT SYSTEM OF TEXAS17.6K$254.1K−$26.1KCut−$283.7K
UniSuper Management Pty Ltd16.9K$243.9K−$23.5KCut−$9.1K
EASTERLY INVESTMENT PARTNERS LLC15.9K$229.8K−$23.6KCut−$102.3K
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM15.9K$229.6K−$23.5KCut−$23.5K
DRW Securities, LLC15.9K$229.4KNew
M&G PLC16.3K$227.7KNew
BFSG, LLC15.7K$226.8K−$23.1KCut−$21.4K
Entropy Technologies, LP15.6K$224.9KNew
NewEdge Wealth, LLC15.3K$221.3K−$19.1KAdded$15.9K
Samalin Investment Counsel, LLC15.1K$218.5K−$18.5KAdded$19.9K
ALPS ADVISORS INC15.1K$218.1K−$20.3KCut−$338
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC14.9K$217.6K−$22.2KCut−$72.9K
GILDER GAGNON HOWE & CO LLC15.1K$217.5K−$22.3KCut−$22.3K
DELTA FINANCIAL ADVISORS LLC15K$216.4K−$22.2KCut−$22.2K
HOHIMER WEALTH MANAGEMENT, LLC14.9K$214.6K−$18.5KAdded$15.3K
VOYA INVESTMENT MANAGEMENT LLC14.6K$210K−$21.5KCut−$25.8K
CWM, LLC14K$202K$187.9KAdded$201.8K
GUGGENHEIM CAPITAL LLC13.4K$193.6K−$15.6KAdded$26.2K
XTX Topco Ltd13.2K$190.4KNew
IFM Investors Pty Ltd12.8K$184.9K$184.7KAdded$184.7K
PRUDENTIAL FINANCIAL INC12.5K$180.9KNew
Allianz Asset Management GmbH12.2K$176.5K−$17.9KCut−$15.6K
NISSAY ASSET MANAGEMENT CORP /JAPAN11.8K$170.9K−$16.8KCut−$10K
Wealthcare Advisory Partners LLC11.8K$170.8K−$16.9KCut−$11.3K
CAPTRUST FINANCIAL ADVISORS11.8K$170.7K−$16.7KCut−$8.31K
ProShare Advisors LLC11.6K$168K−$17.2KCut−$65.5K
Yoffe Investment Management, LLC11.6K$167.6K−$17.2KCut−$17.2K
Pathstone Holdings, LLC11.5K$165.8K−$17KCut−$49K
Pictet Asset Management Holding SA11K$158.7K−$16.3KCut−$16.3K
Snowden Capital Advisors LLC10.9K$157.7K−$16.2KCut−$71K
Abel Hall, LLC10.4K$150.6KNew
Mariner, LLC10.4K$150.6K−$15.4KCut−$87K
FOX RUN MANAGEMENT, L.L.C.10.4K$150.4K−$15.8KCut−$164K
Inscription Capital, LLC10.2K$147KNew
Stockman Wealth Management, Inc.10K$144.3K−$14.8KCut−$14.8K
Crossingbridge Advisors, LLC10K$144.3KNew
AlphaCentric Advisors LLC10K$144.3KNew
Federation des caisses Desjardins du Quebec9.53K$137.5K−$9.5KAdded$35.4K
BARD ASSOCIATES INC8.45K$121.9K−$12.5KCut−$12.5K
Tower Research Capital LLC (TRC)7.63K$110.1K−$5.87KAdded$47K
OSAIC HOLDINGS, INC.7.51K$108.5K−$11.1KCut−$104.7K
Ameritas Investment Partners, Inc.6.64K$95.9K−$9.83KCut−$9.83K
JONES FINANCIAL COMPANIES LLLP6.04K$86.4K−$9.67KCut−$10.4K
AlphaCore Capital LLC5.82K$83.9K−$8.44KCut−$6.83K
NISA INVESTMENT ADVISORS, LLC5.1K$73.5K−$7.54KCut−$69K
CREATIVE FINANCIAL DESIGNS INC /ADV4.93K$71.1K−$5.17KAdded$15.5K
Rockefeller Capital Management L.P.4.6K$66.4K−$3.05KAdded$33.7K
T. Rowe Price Investment Management, Inc.3.67M$53K−$5.44KCut−$16.8K
SIGNATUREFD, LLC3.34K$48.2K−$4.95KCut−$8.86K
BNP PARIBAS ASSET MANAGEMENT Holding S.A.3.33K$48K$46.2KAdded$48K
SUMMIT SECURITIES GROUP LLC3.16K$45.6KNew
Versant Capital Management, Inc2.25K$32.4K−$3.33KCut−$34.8K
NBC SECURITIES, INC.2.15K$31K−$3.18KCut−$3.18K
US BANCORP \DE\2.11K$30.4K−$3.12KCut−$7.46K
Golden State Wealth Management, LLC2K$28.9K−$2.96KCut−$2.96K
Itau Unibanco Holding S.A.1.92K$27.7KNew
Stone House Investment Management, LLC1.82K$26.2K−$2.69KCut−$2.69K
Mirae Asset Global Investments Co., Ltd.1.67K$24.1K−$2.47KCut−$13.5K
Arax Advisory Partners1.59K$23K−$2.36KCut−$6.18K
LOOMIS SAYLES & CO L P1.47K$21.2KNew
Hilton Head Capital Partners, LLC1.32K$19.1K−$1.96KCut−$3.28K
GF FUND MANAGEMENT CO. LTD.1.24K$17.8K−$1.83KCut−$3.45K
Farther Finance Advisors, LLC1.12K$16.4K−$1.45KCut−$7.54K
Advisory Services Network, LLC1.1K$15.9KNew
EXCHANGE TRADED CONCEPTS, LLC1.01K$14.5KNew
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO1K$14.4K−$1.48KCut−$3.25K
SG Americas Securities, LLC988.1K$14.3K−$1.46KCut−$9.5K
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC911$13.3K−$1.18KCut−$1.58K
Prosperity Bancshares Inc885$12.8KNew
FIFTH THIRD BANCORP726$10.5K−$1.07KCut−$3.08K
Allworth Financial LP704$10.2K−$1.04KCut−$1.93K
Parallel Advisors, LLC663$9.57K−$981Cut−$5.67K
UMB Bank, n.a.592$8.54K−$876Cut−$876
Sound Income Strategies, LLC583$8.52K−$1.15KCut−$1.16K
Cornerstone Planning Group LLC533$8.37K$189Cut−$1.04K
HHM Wealth Advisors, LLC577$8.33K−$854Cut−$854
Essential Partners LLC540$7.79K−$698Added$298
Sterling Capital Management LLC521$7.52K−$771Cut−$882
IFP Advisors, Inc456$6.58K−$651Cut−$420
FIRST HORIZON CORP444$6.41K−$367Added$2.46K
EverSource Wealth Advisors, LLC440$6.35K−$582Added$96
Ares Financial Consulting, LLC416$6.08KNew
MAI Capital Management373$5.38K−$286Added$2.31K
GAMMA Investing LLC372$5.37K−$551Cut−$5.66K
ROTHSCHILD INVESTMENT LLC363$5.24K−$538Cut−$1.17K
Quarry LP351$5.07KNew
Smartleaf Asset Management LLC308$4.43K−$481Cut−$481
ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/307$4.43KNew
Owl Creek Wealth Partners LLC290$4.18KHeld
Optiver Holding B.V.266$3.84KNew
LOS ANGELES CAPITAL MANAGEMENT LLC256$3.69K$54Added$54
PNC Financial Services Group, Inc.253$3.65K−$374Cut−$1.09K
BROWN BROTHERS HARRIMAN & CO233$3.36KNew
HUNTINGTON NATIONAL BANK213$3.07K−$315Cut−$1.14K
WEDBUSH SECURITIES INC187.8K$2.71K−$279Cut−$335
ASSETMARK, INC183$2.64K−$269Cut−$255
Parkside Financial Bank & Trust158$2.28K−$234Cut−$234
CANADA LIFE ASSURANCE Co150.6K$2.18K−$213Cut−$147
Larson Financial Group LLC145$2.09K−$26Added$1.81K
PRICE T ROWE ASSOCIATES INC /MD/112.9K$1.63K−$145Added$80
True Wealth Design, LLC112$1.62K−$166Cut−$325
Bare Financial Services, Inc109$1.57K−$161Cut−$670
DANSKE BANK A/S100$1.44K−$148Cut−$47.9K
GROUP ONE TRADING LLC100$1.44K−$148Cut−$9.69K
Pensionfund PDN88.9K$1.28K−$64Added$585
Hunter Perkins Capital Management, LLC88.3K$1.27K−$130Cut−$120
Ulland Investment Advisors, LLC66.2K$955−$98Cut−$99
WPG Advisers, LLC65$938−$86Added$15
PICTON MAHONEY ASSET MANAGEMENT56$808−$83Cut−$83
HRT FINANCIAL LP54.8K$790New
GSA CAPITAL PARTNERS LLP54.7K$789New
Pinnacle Wealth Planning Services, Inc.54$779−$80Cut−$80
Root Financial Partners, LLC48$693New
Retirement Wealth Solutions LLC48$687−$71Cut−$134
Smallwood Wealth Investment Management, LLC47$678−$69Cut−$69

Who left

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.