UMH / UMH Properties, Inc. - Kepemilikan Institusional - Penjual

UMH Properties, Inc.
US ˙ NYSE ˙ US9030021037

Kepemilikan Institusional dan Dana - Penjual

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Tanggal File Sumber Investor Ketik Presyo ng Avg
(Silangan)		 Saham Δ Saham
(%)		 Dilaporkan
Nilai
($1000)		 Nilai Δ
(%)		 Alokasi Port
(%)
2025-08-27 NP BBVSX - Bridge Builder Small/Mid Cap Value Fund 193,923 -0.05 3,256 -10.28
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 1,624 -19.80 27 -27.03
2025-08-28 NP SIVIX - State Street Institutional Small-Cap Equity Fund Investment Class This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 17,631 -32.53 296 -39.34
2025-05-27 NP IWN - iShares Russell 2000 Value ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 571,996 -4.76 10,696 -5.66
2025-07-14 13F GAMMA Investing LLC 281 -16.12 5 -33.33
2025-08-14 13F McIlrath & Eck, LLC 255,962 -3.92 4,298 -13.73
2025-08-14 13F Group One Trading, L.p. Call 700 -22.22 12 -31.25
2025-07-24 13F Us Bancorp \de\ 2,416 -11.11 41 -20.00
2025-06-23 NP UAPIX - Ultrasmall-cap Profund Investor Class 738 -29.98 13 -27.78
2025-07-11 13F Farther Finance Advisors, LLC 1,114 -44.30 19 -51.35
2025-08-13 13F Northwestern Mutual Wealth Management Co 0 -100.00 0
2025-08-19 NP RIFBX - U.S. Small Cap Equity Fund 28,654 -13.26 481 -22.04
2025-07-29 NP VRTGX - Vanguard Russell 2000 Growth Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 9,358 -4.83 157 -15.59
2025-08-13 13F Russell Investments Group, Ltd. 336,602 -8.24 5,652 -17.61
2025-08-26 NP IWV - iShares Russell 3000 ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 15,427 -0.77 259 -10.69
2025-05-15 13F GWM Advisors LLC 0 -100.00 0
2025-08-14 13F Deprince Race & Zollo Inc 170,378 -13.44 2,861 -22.28
2025-08-11 13F Shufro Rose & Co Llc 84,850 -1.39 1,587 -1.43
2025-08-13 13F Amundi 36,493 -11.90 626 -19.56
2025-05-22 NP ASMOX - AQR Small Cap Momentum Style Fund Class I 1,918 -73.49 36 -74.26
2025-08-11 13F Principal Securities, Inc. 603 -12.23 10 -16.67
2025-08-14 13F Qube Research & Technologies Ltd 196,458 -25.62 3,299 -33.23
2025-08-26 NP NORTHERN FUNDS - NORTHERN SMALL CAP CORE FUND Class K 5,864 -5.54 98 -15.52
2025-08-06 NP LINCOLN VARIABLE INSURANCE PRODUCTS TRUST - LVIP JPMorgan Small Cap Core Fund Service Class 3,321 -13.22 56 -22.54
2025-08-26 NP PSOPX - JPMorgan Small Cap Value Fund Class I 40,715 -1.29 684 -11.41
2025-08-12 13F Nuveen, LLC 541,930 -47.24 9,099 -52.63
2025-08-19 NP GARTX - Goldman Sachs Absolute Return Tracker Fund Class A 5,405 -47.22 91 -52.88
2025-08-04 13F Spire Wealth Management 3,520 -5.88 59 -14.49
2025-07-28 13F Harbour Investments, Inc. 0 -100.00 0
2025-08-14 13F MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 42,796 -0.42 719 -10.59
2025-05-28 NP PACIFIC SELECT FUND - Small-Cap Equity Portfolio Class I 5,370 -20.77 100 -21.26
2025-08-25 NP MML SERIES INVESTMENT FUND - MML Small Company Value Fund Class II 18,817 -2.73 316 -12.74
2025-08-26 NP PCVAX - AllianzGI NFJ Small-Cap Value Fund A 151,351 -0.66 2,541 -10.78
2025-07-07 13F Versant Capital Management, Inc 297 -56.83 5 -66.67
2025-08-28 NP SSMHX - State Street Small/mid Cap Equity Index Portfolio This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 23,400 -12.03 393 -21.13
2025-05-15 13F Vident Advisory, LLC 0 -100.00 0 -100.00
2025-08-05 13F Meixler Investment Management, Ltd. 16,225 -10.61 272 -19.76
2025-07-25 13F Stephens Consulting, LLC 0 -100.00 0
2025-08-13 13F Jump Financial, LLC 0 -100.00 0
2025-08-06 13F Penserra Capital Management LLC 29,391 -5.71 0
2025-07-29 NP ISMD - Inspire Small/Mid Cap Impact ETF 19,166 -4.67 322 -15.53
2025-05-15 13F Brookfield Asset Management Inc. 0 -100.00 0 -100.00
2025-08-01 13F Bessemer Group Inc 23,919 -1.59 0
2025-08-14 13F Cibc World Markets Corp 0 -100.00 0
2025-06-26 NP BLACKROCK FUNDS - iShares Developed Real Estate Index Fund Investor A This fund is a listed as child fund of BlackRock, Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 8,720 -8.01 154 -9.41
2025-08-12 13F Pathstone Holdings, LLC 27,402 -1.00 460 -11.03
2025-05-14 13F Custom Index Systems, Llc 0 -100.00 0
2025-08-28 NP ASVIX - Small Cap Value Fund Investor Class This fund is a listed as child fund of American Century Companies Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1,535,000 -3.15 25,773 -13.05
2025-08-26 NP GSCYX - SMALL CAP EQUITY FUND Institutional 40,041 -0.56 672 -10.64
2025-08-26 13F/A Thrivent Financial For Lutherans 0 -100.00 0
2025-08-26 NP NGREX - Northern Global Real Estate Index Fund 30,367 -32.10 510 -39.11
2025-08-15 13F Morgan Stanley 473,300 -4.56 7,947 -14.31
2025-08-29 NP DES - WisdomTree U.S. SmallCap Dividend Fund N/A 66,163 -0.34 1,111 -10.56
2025-08-27 13F/A Squarepoint Ops LLC 36,187 -38.75 608 -45.02
2025-04-15 13F SG Americas Securities, LLC 0 -100.00 0
2025-07-31 13F Nisa Investment Advisors, Llc 14,286 -36.17 240 -42.82
2025-07-28 NP URTY - ProShares UltraPro Russell2000 5,285 -28.49 89 -36.69
2025-08-14 13F Mpwm Advisory Solutions, Llc 0 -100.00 0
2025-05-05 13F Lindbrook Capital, Llc 114 -24.00 2 0.00
2025-08-06 13F Cloud Capital Management, LLC 0 -100.00 0
2025-05-09 13F Pathway Financial Advisers, LLC 0 -100.00 0
2025-06-26 NP DFA INVESTMENT DIMENSIONS GROUP INC - DFA Global Real Estate Securities Portfolio Shares This fund is a listed as child fund of Dimensional Fund Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 300,261 -6.90 5,306 -8.57
2025-08-28 NP RWO - SPDR(R) Dow Jones Global Real Estate ETF This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 54,720 -0.81 919 -10.96
2025-08-26 NP IASAX - VY(R) American Century Small-Mid Cap Value Portfolio Class ADV 26,316 -2.25 442 -12.33
2025-08-06 13F Resona Asset Management Co.,Ltd. 31,174 -2.18 522 -12.44
2025-05-28 NP MASTER INVESTMENT PORTFOLIO - Active Stock Master Portfolio Active Stock Portfolio 10,560 -39.61 197 -40.30
2025-07-29 13F William Blair Investment Management, Llc 1,757,148 -7.73 29,503 -17.16
2025-08-13 13F Kennedy Capital Management, Inc. 550,879 -3.79 9,249 -13.62
2025-06-30 NP PRFZ - Invesco FTSE RAFI US 1500 Small-Mid ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 76,093 -7.06 1,345 -8.70
2025-08-01 13F Envestnet Asset Management Inc 419,419 -3.42 7,042 -13.29
2025-07-30 NP PPTY - PPTY - U.S. Diversified Real Estate ETF 6,661 -29.18 112 -37.64
2025-07-30 NP HOMZ - Hoya Capital Housing ETF 30,523 -7.84 512 -18.21
2025-08-14 13F Royal Bank Of Canada 175,937 -8.15 2,954 -17.56
2025-07-25 NP PSLAX - Putnam Small Cap Value Fund Class A Shares 126,300 -1.33 2,121 -12.51
2025-07-25 NP SCHA - Schwab U.S. Small-Cap ETF This fund is a listed as child fund of Charles Schwab Investment Management Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 346,373 -2.40 5,816 -13.43
2025-08-13 13F Quadrant Capital Group Llc 33,452 -2.77 562 -12.75
2025-08-13 13F Marshall Wace, Llp 161,689 -39.04 2,715 -45.27
2025-07-25 13F Cwm, Llc 605 -8.89 0
2025-08-12 13F Coldstream Capital Management Inc 0 -100.00 0
2025-08-14 13F Susquehanna Fundamental Investments, Llc 51,854 -3.41 871 -13.26
2025-05-15 13F Quarry LP 0 -100.00 0
2025-06-23 NP SLPIX - Small-cap Profund Investor Class 70 -11.39 1 0.00
2025-07-31 13F Oppenheimer & Co Inc 35,770 -0.53 601 -10.71
2025-05-15 13F Engineers Gate Manager LP 0 -100.00 0
2025-08-13 13F WealthTrust Axiom LLC 114,730 -6.94 1,926 -16.44
2025-06-23 NP PPNMX - SmallCap Growth Fund I R-3 1,088 -8.42 19 -9.52
2025-07-29 NP VRTTX - Vanguard Russell 3000 Index Fund Institutional Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 5,624 -2.38 94 -13.76
2025-05-15 13F Aster Capital Management (DIFC) Ltd 0 -100.00 0
2025-08-13 13F Panagora Asset Management Inc 209,881 -0.29 3,524 -10.49
2025-08-13 13F Pictet Asset Management Holding SA 10,996 -21.91 185 -30.04
2025-08-12 13F LPL Financial LLC 23,199 -61.42 390 -65.39
2025-05-27 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Growth Fund Class 1 1,394 -0.64 26 0.00
2025-08-13 13F Northern Trust Corp 1,174,768 -4.49 19,724 -14.24
2025-08-25 NP MMBUX - MassMutual Select T. Rowe Price Small and Mid Cap Blend Fund Class I 9,358 -3.12 157 -12.78
2025-08-26 NP JSCSX - JPMorgan U.S. Small Company Fund Class I 16,453 -11.00 276 -20.00
2025-08-11 13F Cornerstone Planning Group LLC 27 -91.64 0 -100.00
2025-08-12 13F Jpmorgan Chase & Co 299,890 -19.76 5,035 -27.95
2025-07-29 NP VTWV - Vanguard Russell 2000 Value Index Fund ETF Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 40,907 -4.78 687 -15.62
2025-05-02 13F Cornercap Investment Counsel Inc 0 -100.00 0
2025-08-08 13F Intech Investment Management Llc 31,593 -27.06 530 -34.49
2025-07-22 13F Gf Fund Management Co. Ltd. 1,355 -4.58 23 -15.38
2025-08-12 13F Picton Mahoney Asset Management 56 -99.73 0
2025-08-25 NP MMYAX - MassMutual Select Small Company Value Fund Class A 4,483 -22.10 75 -29.91
2025-08-14 13F Stifel Financial Corp 169,933 -5.04 2,853 -14.73
2025-05-22 NP BLRCX - Brookfield Global Listed Real Estate Fund Class C 2,784 -97.81 52 -97.83
2025-06-26 NP TISEX - TIAA-CREF Quant Small-Cap Equity Fund Institutional Class 355,020 -2.43 6,273 -4.16
2025-08-08 13F Larson Financial Group LLC 0 -100.00 0
2025-06-25 NP FYX - First Trust Small Cap Core AlphaDEX Fund This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,433 -14.24 485 -15.83
2025-08-29 NP EES - WisdomTree U.S. SmallCap Fund N/A 13,318 -2.57 224 -12.55
2025-08-27 NP SEASONS SERIES TRUST - SA Multi-Managed Small Cap Portfolio Class 1 810 -5.37 14 -18.75
2025-08-14 13F Nfj Investment Group, Llc 161,532 -0.62 2,712 -10.76
2025-08-08 13F Principal Financial Group Inc 0 -100.00 0
2025-08-14 13F Aqr Capital Management Llc 36,166 -24.72 607 -32.41
2025-07-17 13F Stockman Wealth Management, Inc. 10,000 -6.98 168 -16.92
2025-08-27 NP Brighthouse Funds Trust I - AB Global Dynamic Allocation Portfolio Class B 3,680 -0.05 62 -10.29
2025-08-25 NP TETAX - RBC Enterprise Fund A Shares 19,650 -11.21 330 -20.34
2025-05-28 NP TLEQX - Small-Cap Equity Fund 7,077 -3.92 132 -5.04
2025-05-13 13F Versor Investments LP 0 -100.00 0
2025-04-08 13F Parallel Advisors, LLC 0 -100.00 0
2025-05-27 NP IWC - iShares Micro-Cap ETF This fund is a listed as child fund of BlackRock Inc. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 161,413 -2.50 3,018 -3.42
2025-07-07 13F Salem Investment Counselors Inc 0 -100.00 0
2025-08-14 13F Man Group plc 57,204 -12.60 960 -21.50
2025-08-22 NP Columbia Funds Variable Series Trust II - Variable Portfolio - Partners Small Cap Value Fund Class 3 129,274 -1.29 2,171 -11.39
2025-08-08 13F Pnc Financial Services Group, Inc. 10 -9.09 0
2025-07-11 13F IFM Investors Pty Ltd 12,517 -13.78 210 -22.51
2025-08-26 NP IJSIX - VY(R) JPMorgan Small Cap Core Equity Portfolio Class I 2,909 -9.12 49 -18.64
2025-08-14 13F Snowden Capital Advisors LLC 30,100 -1.55 505 -11.56
2025-06-30 NP VGSIX - Vanguard Real Estate Index Fund Investor Shares This fund is a listed as child fund of Vanguard Group Inc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 2,814,961 -2.16 49,740 -3.90
2025-08-12 13F Clear Street Markets Llc 0 -100.00 0
2025-06-26 NP FZROX - Fidelity ZERO Total Market Index Fund This fund is a listed as child fund of Fmr Llc and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 33,689 -1.72 595 -3.41
2025-07-18 13F Vert Asset Management LLC 34,594 -7.30 581 -16.79
2025-08-28 NP QCSTRX - Stock Account Class R1 367,609 -29.85 6,172 -37.01
2025-07-21 13F Copeland Capital Management, LLC 2,552,058 -6.99 42,849 -16.49
2025-08-28 NP AMALX - Small Cap Dividend Fund G Class 42,832 -3.87 719 -13.69
2025-05-23 NP EQ ADVISORS TRUST - 1290 VT Micro Cap Portfolio Class IB 12,653 -9.60 237 -10.61
2025-05-22 NP Brookfield Real Assets Income Fund Inc. 18 -97.76 0 -100.00
2025-07-28 NP OMFS - Invesco Russell 2000(R) Dynamic Multifactor ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 24,374 -2.65 409 -13.53
2025-06-24 NP TILT - FlexShares Morningstar US Market Factor Tilt Index Fund This fund is a listed as child fund of Northern Trust Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 7,536 -1.26 133 -2.92
2025-05-15 13F ClearAlpha Technologies LP 0 -100.00 0
2025-08-12 13F Franklin Resources Inc 177,992 -2.67 2,988 -12.61
2025-07-28 NP ITWO - ProShares Russell 2000 High Income ETF 1,228 -3.00 21 -13.04
2025-06-26 NP IRET - iREIT(R) - MarketVector Quality REIT Index ETF 4,127 -2.94 73 -8.86
2025-07-28 NP VVSCX - Small Cap Value Fund 9,063 -15.65 152 -25.12
2025-08-12 13F XTX Topco Ltd 0 -100.00 0
2025-04-30 13F Cornerstone Investment Partners, LLC 0 -100.00 0
2025-08-08 13F Avantax Advisory Services, Inc. 26,261 -0.01 441 -10.39
2025-08-14 13F EP Wealth Advisors, Inc. 10,159 -0.36 171 -10.53
2025-04-15 13F Laurel Wealth Advisors LLC 0 -100.00 0
2025-05-15 13F Lazard Asset Management Llc 0 -100.00 0
2025-08-12 13F Corebridge Financial, Inc. 0 -100.00 0
2025-08-19 13F State of Wyoming 0 -100.00 0
2025-05-29 NP SEASONS SERIES TRUST - SA Multi-Managed Growth Portfolio Class 1 150 -0.66 3 0.00
2025-08-14 13F Wells Fargo & Company/mn 289,734 -0.63 4,865 -10.79
2025-07-29 NP BOGIX - Bogle Investment Management Small Cap Growth Fund 16,802 -2.63 282 -13.50
2025-08-06 13F True Wealth Design, LLC 15 -34.78 0
2025-08-14 13F Raymond James Financial Inc 929,074 -9.83 15,599 -19.04
2025-08-28 NP SSSEX - State Street Small-Cap Equity V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 851 -0.93 14 -12.50
2025-08-11 13F Advisor Resource Council 0 -100.00 0
2025-08-12 13F Summit Global Investments 16,802 -2.63 0
2025-07-28 NP UWM - ProShares Ultra Russell2000 7,211 -18.71 121 -27.54
2025-08-14 13F Ameriprise Financial Inc 133,082 -2.38 2,234 -12.36
2025-08-14 13F Verition Fund Management LLC 0 -100.00 0
2025-08-28 NP New Age Alpha Funds Trust - NAA Risk Managed Real Estate Fund Institutional Class Short -36,032 23.50 -605 10.83
2025-08-14 13F Marshall Investment Management, Llc 0 -100.00 0
2025-08-20 NP WBVNX - William Blair Small Cap Value Fund Class N 664,112 -8.66 11,150 -17.99
2025-08-11 13F WPG Advisers, LLC 92 -75.92 2 -85.71
2025-08-14 13F Sei Investments Co 157,605 -62.53 2,646 -66.36
2025-08-14 13F State Of Wisconsin Investment Board 365,488 -2.59 6,137 -12.54
2025-08-05 13F Dunhill Financial, LLC 0 -100.00 0
2025-08-26 NP PUTNAM VARIABLE TRUST - Putnam VT Small Cap Value Fund Class IA Shares 50,800 -2.68 853 -12.70
2025-08-01 13F Teacher Retirement System Of Texas 80,989 -17.83 1,360 -26.26
2025-08-14 13F Quantinno Capital Management LP 13,820 -28.07 232 -35.38
2025-08-14 13F Susquehanna International Group, Llp 122,475 -0.81 2,056 -10.92
2025-07-22 13F Wealthcare Advisory Partners LLC 15,328 -7.04 257 -16.56
2025-05-14 13F Group One Trading, L.p. 0 -100.00 0 -100.00
2025-07-11 13F Caldwell Securities, Inc 89,473 -0.80 1,502 -10.91
2025-08-25 13F/A Neuberger Berman Group LLC 283,771 -3.07 4,765 -12.97
2025-08-26 NP NURE - Nuveen Short-Term REIT ETF This fund is a listed as child fund of Nuveen Asset Management, LLC and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 27,690 -10.93 465 -20.14
2025-08-06 13F Wedbush Securities Inc 180,389 -1.61 3 0.00
2025-08-08 13F/A Sterling Capital Management LLC 189 -82.39 3 -85.00
2025-08-13 13F Employees Retirement System of Texas 0 -100.00 0
2025-08-13 13F Cerity Partners LLC 12,528 -2.52 210 -12.50
2025-08-13 13F Centiva Capital, LP 18,293 -1.48 307 -11.53
2025-08-27 NP VGSR - Vert Global Sustainable Real Estate ETF 34,594 -7.30 581 -16.79
2025-08-12 13F Private Management Group Inc 1,218,717 -0.76 20,462 -10.90
2025-05-05 13F Los Angeles Capital Management Llc 0 -100.00 0
Other Listings
IL:UMH
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