Umh PropertiesUMH
13F holders, Q2 2026 (June 30)259holders −10
27new positions
36sold out
7famous investors
$15.13avg. 13F price*
At the end of Q2 2026, 259 institutions reported holding Umh Properties Inc. (UMH) in their 13F filings, down 10 from Q1 2026. 27 opened new positions and 36 sold out. The largest holders were BlackRock, Inc. ($127.1M), Vanguard Portfolio Management LLC ($64.0M) and State Street Corp. ($55.7M). 7 famous investors held it, including Paul Tudor Jones (0.0% of Tudor Investment Corporation's portfolio), Mario Gabelli (0.0% of GAMCO Investors's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Umh Properties Inc.
- Filed as
- UMH PPTYS INC (Q2 2026)
- CUSIP
- 903002103
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $16.4M |
| Exits | 36 | $43.1M |
All 13F filers, Q1 2026 → Q2 2026: 6,513,935 shares bought and 8,695,740 shares sold, net −2,181,805 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 259 holders
| BlackRock, Inc. | 0.00% | Add +6.1% | 8,397,572 | $127.1M |
| Vanguard Portfolio Management LLC | 0.00% | Add +3.5% | 4,225,497 | $64.0M |
| State Street Corp. | 0.00% | Add +4.9% | 3,679,545 | $55.7M |
| FMR LLC | 0.00% | Reduce -2.2% | 3,645,734 | $55.2M |
| Vanguard Capital Management LLC | 0.00% | Add +1.9% | 3,448,062 | $52.2M |
| Capital Research Global Investors | 0.01% | Add +16.4% | 3,034,683 | $45.9M |
| Geode Capital Management, LLC | 0.00% | Add +9.0% | 2,323,227 | $35.2M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -9.3% | 2,092,331 | $31.7M |
| Private Management Group Inc. | 0.79% | Add +1.7% | 1,970,696 | $29.8M |
| D.A. Davidson & Co. | 0.16% | Add +9.7% | 1,943,138 | $29.4M |
| Alliancebernstein L.P. | 0.01% | Add +22.9% | 1,476,121 | $21.3M |
| Charles Schwab Investment Management Inc. | 0.00% | Add +5.6% | 1,312,010 | $19.9M |
| Dimensional Fund Advisors LP | 0.00% | Reduce -1.3% | 1,160,736 | $17.6M |
| Bank of America Corp. | 0.00% | Add +0.7% | 1,033,986 | $15.7M |
| Two Sigma Investments, LP | 0.01% | Add +24.2% | 1,010,182 | $15.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -0.2% | 969,903 | $14.7M |
| Northern Trust Corp. | 0.00% | Reduce -6.0% | 883,272 | $13.4M |
| T. Rowe Price Investment Management, Inc. | 0.01% | Reduce -76.6% | 858,167 | $13.0M |
| First Eagle Investment Management, LLC | 0.02% | Add +8.9% | 833,219 | $12.6M |
| Boothbay Fund Management, LLC | 0.24% | Add +1392.1% | 795,640 | $12.0M |
| Invesco Ltd. | 0.00% | Add +16.2% | 788,834 | $11.9M |
| AQR Capital Management | 0.00% | Add +152.4% | 731,295 | $11.1M |
| Pacific Heights Asset Management LLC | 0.34% | Add +7.7% | 700,000 | $10.6M |
| Citadel Advisors | 0.01% | Add +128.7% | 694,910 | $10.5M |
| Schroder Investment Management Group | 0.01% | Reduce -9.3% | 670,317 | $10.3M |
| William Blair Investment Management, LLC | 0.03% | Reduce -42.6% | 672,085 | $10.2M |
| Kennedy Capital Management LLC | 0.16% | Reduce -2.5% | 580,640 | $8.8M |
| Vanguard Fiduciary Trust Co. | 0.00% | Reduce -5.6% | 536,737 | $8.1M |
| Morgan Stanley | 0.00% | Add +3.2% | 497,070 | $7.5M |
| Bank of New York Mellon Corp | 0.00% | Add +12.9% | 476,378 | $7.2M |
| Citigroup Inc. | 0.00% | Add +2.6% | 447,176 | $6.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.00% | Add +5.8% | 445,154 | $6.7M |
| State of New Jersey Common Pension Fund D | 0.02% | Reduce -6.3% | 429,904 | $6.5M |
| Cherokee Insurance Co | 2.43% | Add +1.5% | 415,162 | $6.3M |
| Wells Fargo & Company | 0.00% | Add +13.0% | 387,843 | $5.9M |
| Russell Investments Group, Ltd. | 0.00% | Reduce -6.5% | 363,716 | $5.5M |
| Legal & General Group Plc | 0.00% | Reduce -3.3% | 335,512 | $5.1M |
| Tudor Investment Corporation | 0.02% | Add +340.5% | 332,751 | $5.0M |
| Nuveen, LLC | 0.00% | Add +88.4% | 323,704 | $4.9M |
| JPMorgan Chase & Co. | 0.00% | Add +12.4% | 315,020 | $4.9M |
| State of Wisconsin Investment Board | 0.01% | Reduce -9.0% | 313,226 | $4.7M |
| Marshall Wace, LLP | 0.00% | New | 307,597 | $4.7M |
| SG Americas Securities, LLC | 0.00% | Reduce -71.3% | 283,306 | $4.3M |
| Connors Investor Services Inc. | 0.36% | Add +15.0% | 274,499 | $4.2M |
| Montag A & Associates Inc. | 0.17% | Reduce -1.3% | 258,354 | $3.9M |
| Neuberger Berman Group LLC | 0.00% | Reduce -10.5% | 218,817 | $3.3M |
| Storebrand Asset Management As | 0.01% | No change | 198,900 | $3.0M |
| Wedbush Securities Inc. | 0.07% | Add +1.2% | 189,997 | $2.9M |
| Renaissance Technologies | 0.00% | New | 172,867 | $2.6M |
| North Star Investment Management Corp. | 0.14% | No change | 168,020 | $2.5M |
| Deprince Race & Zollo Inc. | 0.04% | Reduce -2.7% | 164,842 | $2.5M |
| Arrowstreet Capital, Limited Partnership | 0.00% | New | 164,256 | $2.5M |
| Swiss National Bank | 0.00% | Add +1.8% | 162,100 | $2.5M |
| Wedge Capital Management L L P | 0.04% | Reduce -4.6% | 159,678 | $2.4M |
| HSBC Holdings PLC | 0.00% | Add +12.6% | 157,910 | $2.4M |
| HRT Financial LP | 0.00% | Add +181.8% | 154,375 | $2.3M |
| CANADA LIFE ASSURANCE Co | 0.00% | Reduce -0.7% | 149,474 | $2.3M |
| Quantinno Capital Management LP | 0.00% | Add +91.2% | 148,085 | $2.2M |
| Susquehanna Portfolio Strategies, LLC | 0.03% | Add +107.4% | 140,279 | $2.1M |
| T. Rowe Price Associates Inc. | 0.00% | Add +19.8% | 135,275 | $2.0M |
| Asset Management One Co., Ltd. | 0.01% | Add +4.7% | 133,575 | $2.0M |
| D. E. Shaw & Co. | 0.00% | Add +5.6% | 132,403 | $2.0M |
| Nomura Asset Management Co. Ltd. | 0.00% | Add +4.8% | 131,400 | $2.0M |
| UBS Group AG | 0.00% | Reduce -58.8% | 125,256 | $1.9M |
| Rhumbline Advisers | 0.00% | Add +7.5% | 116,534 | $1.8M |
| Penserra Capital Management LLC | 0.01% | Add +225.1% | 113,321 | $1.7M |
| Silver Lake Advisory, LLC | 0.59% | Add +1.4% | 109,819 | $1.7M |
| First Trust Advisors LP | 0.00% | Add +22.0% | 107,229 | $1.6M |
| Deutsche Bank AG | 0.00% | Add +8.1% | 106,063 | $1.6M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.00% | No change | 104,883 | $1.6M |
| WealthTrust Axiom LLC | 0.35% | Reduce -4.1% | 103,627 | $1.6M |
| Lazard Asset Management LLC | 0.00% | Add +3.1% | 102,570 | $1.6M |
| California State Teachers Retirement System | 0.00% | Add +26.5% | 98,531 | $1.5M |
| GW Henssler & Associates Ltd. | 0.06% | No change | 96,368 | $1.5M |
| Public Employees Retirement System of Ohio | 0.00% | Add +0.3% | 91,954 | $1.4M |
| Pensionfund PDN | 0.69% | No change | 88,900 | $1.3M |
| Hunter Perkins Capital Management, LLC | 0.30% | No change | 88,317 | $1.3M |
| Sumitomo Mitsui Trust Group, Inc. | 0.00% | Reduce -3.0% | 88,031 | $1.3M |
| Uniplan Investment Counsel, Inc. | 0.13% | Reduce -5.0% | 86,305 | $1.3M |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 0.00% | Reduce -26.5% | 82,826 | $1.3M |
| Squarepoint Ops LLC | 0.00% | Reduce -7.3% | 82,376 | $1.2M |
| Caldwell Sutter Capital, Inc. | 0.47% | Reduce -1.3% | 81,923 | $1.2M |
| Ulland Investment Advisors, LLC | 0.85% | Add +14.8% | 76,015 | $1.2M |
| Shufro Rose & Co. LLC | 0.07% | Reduce -4.5% | 74,650 | $1.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -28.3% | 73,998 | $1.1M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.00% | No change | 70,496 | $1.1M |
| Vanguard Investments Australia, Ltd. | 0.00% | Reduce -0.3% | 69,173 | $1.0M |
| GAMCO Investors | 0.01% | No change | 66,900 | $1.0M |
| WESPAC Advisors, LLC | 0.48% | New | 65,587 | $993K |
| Manufacturers Life Insurance Company, The | 0.00% | Add +25.6% | 64,370 | $975K |
| VANGUARD ASSET MANAGEMENT, Ltd | 0.00% | Add +24.6% | 63,441 | $960K |
| Commonwealth of Pennsylvania Public School Empls Retrmt SYS | 0.00% | Add +65.6% | 59,828 | $906K |
| Sei Investments Co. | 0.00% | Reduce -55.3% | 59,729 | $904K |
| Connor, Clark & Lunn Investment Management Ltd. | 0.00% | New | 58,156 | $880K |
| XTX Topco Ltd | 0.01% | Add +326.9% | 56,344 | $853K |
| Barclays PLC | 0.00% | Reduce -14.0% | 54,600 | $827K |
| Susquehanna International Group, LLP | 0.00% | Add +19.9% | 53,901 | $816K |
| Quantbot Technologies LP | 0.03% | New | 53,350 | $808K |
| Engineers Gate Manager LP | 0.01% | Add +90.4% | 52,153 | $790K |
| Graham Capital Management, L.P. | 0.03% | New | 51,181 | $775K |
| MetLife Investment Management, LLC | 0.00% | Add +15.7% | 50,334 | $762K |
| EntryPoint Capital, LLC | 0.18% | No change | 49,854 | $755K |
| Amundi | 0.00% | Reduce -26.0% | 44,822 | $679K |
| State of Alaska, Department of Revenue | 0.01% | Add +1.1% | 44,825 | $677K |
| Inspire Investing, LLC | 0.03% | Add +24.9% | 44,563 | $675K |
| Pensionfund Sabic | 0.69% | No change | 42,564 | $644K |
| Fox Run Management, L.L.C. | 0.10% | Add +295.3% | 41,280 | $625K |
| Gsa Capital Partners LLP | 0.04% | Reduce -24.7% | 41,186 | $624K |
| Mercer Global Advisors Inc. | 0.00% | Add +100.8% | 41,142 | $623K |
| Creative Planning | 0.00% | Add +59.4% | 39,881 | $604K |
| Vert Asset Management LLC | 0.16% | Add +1.4% | 38,237 | $579K |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0.00% | Add +0.2% | 37,772 | $572K |
| Resona Asset Management Co.,Ltd. | 0.00% | Reduce -3.9% | 34,877 | $538K |
| Globeflex Capital L P | 0.07% | No change | 35,200 | $533K |
| Mariner, LLC | 0.00% | Add +236.8% | 35,136 | $532K |
| American Century Companies Inc. | 0.00% | Reduce -63.5% | 34,015 | $515K |
| Aberdeen Group plc | 0.00% | Add +16.7% | 32,953 | $499K |
| LPL Financial LLC | 0.00% | Reduce -3.2% | 32,724 | $495K |
| Koshinski Asset Management, Inc. | 0.03% | New | 32,331 | $489K |
| Jupiter Topco LLC | 0.00% | — | 31,802 | $481K |
| Vanguard Global Advisers, LLC | 0.00% | No change | 31,176 | $472K |
| Daiwa Securities Group Inc. | 0.00% | Reduce -3.1% | 30,753 | $466K |
| New York State Common Retirement Fund | 0.00% | Add +38.3% | 30,714 | $465K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +102.5% | 30,191 | $461K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -3.8% | 29,807 | $451K |
| Carnegie Lake Advisors LLC | 0.16% | Reduce -9.6% | 28,059 | $425K |
| Jain Global LLC | 0.01% | New | 28,029 | $424K |
| Ieq Capital, LLC | 0.00% | New | 27,690 | $419K |
| Boston Partners | 0.00% | Reduce -11.2% | 26,847 | $406K |
| LDR Capital Management LLC | 0.63% | Reduce -15.9% | 26,198 | $397K |
| Jane Street Group, LLC | 0.00% | Reduce -76.0% | 25,755 | $390K |
| Tidal Investments LLC | 0.00% | Reduce -9.8% | 24,795 | $375K |
| Police & Firemen's Retirement System of New Jersey | 0.00% | Add +13.5% | 24,609 | $373K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -89.1% | 23,297 | $353K |
| Meixler Investment Management, Ltd. | 0.19% | Add +1.1% | 23,200 | $351K |
| Keybank National Association | 0.00% | Reduce -35.4% | 23,004 | $348K |
| Van Eck Associates Corp. | 0.00% | Add +0.9% | 22,898 | $347K |
| Focus Partners Wealth | 0.00% | New | 22,881 | $346K |
| Arizona State Retirement System | 0.00% | Add +0.2% | 22,286 | $337K |
| Concurrent Investment Advisors, LLC | 0.00% | Reduce -0.8% | 21,738 | $329K |
| Metis Global Partners, LLC | 0.01% | Reduce -0.5% | 21,106 | $320K |
| BCO Wealth Management LLC | 0.16% | No change | 19,954 | $302K |
| Captrust Financial Advisors | 0.00% | Add +68.4% | 19,917 | $302K |
| VIRGINIA RETIREMENT SYSTEMS ET Al | 0.00% | New | 19,810 | $300K |
| Cerity Partners LLC | 0.00% | Add +0.2% | 18,700 | $283K |
| Quadrature Capital Ltd | 0.00% | New | 18,255 | $276K |
| KLP Kapitalforvaltning As | 0.00% | No change | 18,200 | $276K |
| Capital Square, LLC | 0.12% | Add +4.2% | 17,963 | $274K |
| Teacher Retirement System of Texas | 0.00% | Add +2.1% | 17,986 | $272K |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 0.00% | No change | 17,656 | $267K |
| Public Employees Retirement Association of Colorado | 0.00% | No change | 17,636 | $267K |
| Intech Investment Management LLC | 0.00% | Reduce -9.7% | 17,478 | $265K |
| Royal Bank of Canada | 0.00% | Reduce -80.1% | 17,234 | $261K |
| Voya Investment Management LLC | 0.00% | Add +14.4% | 16,649 | $252K |
| Alps Advisors Inc. | 0.00% | Add +9.3% | 16,517 | $250K |
| Entropy Technologies, LP | 0.01% | Add +5.8% | 16,488 | $250K |
| M&G PLC | 0.00% | No change | 16,263 | $244K |
| Vestcor Inc | 0.01% | No change | 15,942 | $241K |
| State Board of Administration of Florida Retirement System | 0.00% | No change | 15,909 | $241K |
| Bfsg, LLC | 0.02% | Add +0.2% | 15,755 | $239K |
| Millennium Management | 0.00% | Reduce -92.7% | 15,356 | $232K |
| NewEdge Wealth, LLC | 0.00% | Reduce -0.3% | 15,287 | $231K |
| Samalin Investment Counsel, LLC | 0.07% | Reduce -0.2% | 15,111 | $229K |
| Delta Financial Advisors LLC | 0.05% | No change | 15,000 | $227K |
| Hohimer Wealth Management, LLC | 0.02% | Add +0.4% | 14,939 | $226K |
| BNP Paribas Financial Markets | 0.00% | Reduce -29.7% | 14,278 | $216K |
| Macquarie Group Ltd. | 0.00% | Reduce -42.2% | 14,035 | $212K |
| Prudential Financial Inc. | 0.00% | Add +9.6% | 13,738 | $208K |
| Balyasny Asset Management L.P. | 0.00% | Reduce -67.0% | 13,681 | $207K |
| CWA Asset Management Group, LLC | 0.01% | New | 13,145 | $199K |
| Guggenheim Capital LLC | 0.00% | Reduce -2.4% | 13,099 | $198K |
| IFM Investors Pty Ltd | 0.00% | Add +2.2% | 13,098 | $198K |
| Nissay Asset Management Corp. /Japan | 0.00% | Add +8.0% | 12,784 | $194K |
| Yoffe Investment Management, LLC | 0.20% | No change | 11,612 | $176K |
| Private Advisor Group, LLC | 0.00% | New | 11,321 | $171K |
| EP Wealth Advisors, LLC | 0.00% | New | 11,048 | $167K |
| Pictet Asset Management Holding SA | 0.00% | No change | 10,996 | $166K |
| Corient Private Wealth LP | 0.00% | New | 10,795 | $163K |
| ProShare Advisors LLC | 0.00% | Reduce -7.4% | 10,786 | $163K |
| Inscription Capital, LLC | 0.01% | Add +4.6% | 10,661 | $161K |
| Oppenheimer & Co. Inc. | 0.00% | New | 10,399 | $157K |
| Abel Hall, LLC | 0.03% | Reduce -0.4% | 10,388 | $157K |
| AlphaCentric Advisors LLC | 0.13% | No change | 10,000 | $151K |
| Crossingbridge Advisors, LLC | 0.03% | No change | 10,000 | $151K |
| Stockman Wealth Management, Inc. | 0.02% | No change | 10,000 | $151K |
| Federation des caisses Desjardins du Quebec | 0.00% | Add +1.5% | 9,670 | $146K |
| Bard Associates Inc. | 0.03% | No change | 8,450 | $128K |
| Arax Advisory Partners | 0.00% | Add +427.4% | 8,397 | $127K |
| Ameritas Investment Partners, Inc. | 0.00% | Add +12.5% | 7,476 | $113K |
| Osaic Holdings, Inc. | 0.00% | Reduce -0.9% | 7,447 | $113K |
| Creative Financial Designs Inc. | 0.00% | Add +25.7% | 6,196 | $94K |
| State of Wyoming | 0.01% | New | 4,783 | $72K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 4,600 | $70K |
| Jones Financial Companies LLLP | 0.00% | Reduce -35.9% | 3,868 | $60K |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 0.00% | Reduce -3.0% | 3,229 | $49K |
| KBC Group NV | 0.00% | No change | 3,005 | $45K |
| Allworth Financial LP | 0.00% | Add +321.9% | 2,970 | $45K |
| Signaturefd, LLC | 0.00% | Reduce -11.5% | 2,957 | $45K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -66.2% | 2,580 | $39K |
| US Bancorp \de | 0.00% | Add +21.2% | 2,554 | $39K |
| Tokio Marine Asset Management Co. Ltd. | 0.00% | New | 2,260 | $34K |
| Versant Capital Management, Inc | 0.00% | Reduce -10.1% | 2,020 | $31K |
| Stone House Investment Management, LLC | 0.00% | No change | 1,816 | $27K |
| Lanark Financial, Inc. | 0.00% | Reduce -24.4% | 1,625 | $25K |
| Sterling Capital Management LLC | 0.00% | Add +196.7% | 1,546 | $23K |
| Loomis Sayles & Co. L P | 0.00% | No change | 1,471 | $22K |
| Nisa Investment Advisors, LLC | 0.00% | Reduce -71.3% | 1,465 | $22K |
| Farther Finance Advisors, LLC | 0.00% | Add +16.5% | 1,306 | $20K |
| Hilton Head Capital Partners, LLC | 0.01% | Reduce -6.3% | 1,240 | $19K |
| IFP Advisors, Inc | 0.00% | Add +171.3% | 1,237 | $19K |
| GF Fund Management Co. LTD. | 0.00% | Reduce -11.2% | 1,097 | $17K |
| Essential Partners LLC | 0.01% | Add +80.0% | 972 | $15K |
| EverSource Wealth Advisors, LLC | 0.00% | Add +109.1% | 920 | $14K |
| Rothschild Investment LLC | 0.00% | Add +97.8% | 718 | $11K |
| Parallel Advisors, LLC | 0.00% | Add +6.8% | 708 | $11K |
| Fifth Third Bancorp | 0.00% | Reduce -5.8% | 684 | $10K |
| Exchange Traded Concepts, LLC | 0.00% | Reduce -37.4% | 630 | $10K |
| Huntington National Bank | 0.00% | Add +190.6% | 619 | $9K |
| GAMMA Investing LLC | 0.00% | Add +65.6% | 616 | $9K |
| UMB Bank, n.a. | 0.00% | No change | 592 | $9K |
| PNC Financial Services Group, Inc. | 0.00% | Add +105.1% | 519 | $8K |
| Ares Financial Consulting, LLC | 0.00% | No change | 416 | $6K |
| Global Retirement Partners, LLC | 0.00% | — | 374 | $6K |
| International Assets Investment Management, LLC | 0.00% | Reduce -60.3% | 362 | $6K |
| Mirae Asset Global Investments Co., Ltd. | 0.00% | Reduce -80.0% | 333 | $5K |
| Smartleaf Asset Management LLC | 0.00% | No change | 308 | $5K |
| Zions Bancorporation, National Association | 0.00% | No change | 307 | $5K |
| Group One Trading LLC | 0.00% | Add +207.0% | 307 | $5K |
| Bare Financial Services, Inc | 0.00% | Add +167.0% | 291 | $4K |
| Owl Creek Wealth Partners LLC | 0.00% | No change | 290 | $4K |
| Brown Brothers Harriman & Co. | 0.00% | No change | 233 | $4K |
| HHM Wealth Advisors, LLC | 0.00% | Reduce -65.3% | 200 | $3K |
| Assetmark, Inc. | 0.00% | Reduce -0.6% | 182 | $3K |
| Synergy Investment Management, LLC | 0.00% | New | 167 | $3K |
| True Wealth Design, LLC | 0.00% | Add +45.5% | 163 | $2K |
| Parkside Financial Bank & Trust | 0.00% | No change | 158 | $2K |
| Clearstead Advisors, LLC | 0.00% | New | 145 | $2K |
| Larson Financial Group LLC | 0.00% | No change | 145 | $2K |
| Capital Analysts, LLC | 0.00% | Reduce -34.4% | 120 | $2K |
| Ameriflex Group, Inc. | 0.00% | New | 114 | $2K |
| Optiver Holding B.V. | 0.00% | Reduce -57.1% | 114 | $2K |
| Physician Wealth Advisors, Inc. | 0.00% | New | 111 | $2K |
| Danske Bank A/S | 0.00% | No change | 100 | $2K |
| Fortitude Family Office, LLC | 0.00% | New | 89 | $1K |
| Covestor Ltd | 0.00% | Add +840.0% | 47 | $1K |
| WPG Advisers, LLC | 0.00% | No change | 65 | $984 |
| First Horizon Corp. | 0.00% | Reduce -87.6% | 55 | $833 |
| Pinnacle Wealth Planning Services, Inc. | 0.00% | No change | 54 | $818 |
| Retirement Wealth Solutions LLC | 0.00% | No change | 48 | $720 |
| Smallwood Wealth Investment Management, LLC | 0.00% | No change | 47 | $711 |
| Raffa Wealth Management, LLC | 0.00% | No change | 37 | $560 |
| MidFirst Bank | 0.00% | No change | 35 | $530 |
| Caitong International Asset Management Co., Ltd | 0.00% | Reduce -11.1% | 24 | $363 |
| Blue Trust, Inc. | 0.00% | No change | 22 | $333 |
| SJS Investment Consulting Inc. | 0.00% | New | 19 | $288 |
| Cornerstone Planning Group LLC | 0.00% | Reduce -97.4% | 14 | $216 |
| Bogart Wealth, LLC | 0.00% | No change | 9 | $136 |
| JPL Wealth Management, LLC | 0.00% | New | 4 | $61 |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3 | $46 |
"% of holder's portfolio" is UMH's weight in each manager's 13F, not the share of Umh Properties Inc. the manager owns.