← All institutions

Institutional Holdings

UMH

Ownership Summary

Institutions Holding
232
Total Shares Held
69,268,722
Total Value Held
$984,343,841
Quarter
2025-12-31

Active Positions

Increased Positions
3
1,171,380 shares
Decreased Positions
3
249,174 shares
Held Positions
5
143,168 shares
New Positions
220
67,705,000 shares
Sold Out Positions
1
2,150 shares
Institution Shares Value Change % of Portfolio Reported
GEODE CAPITAL MANAGEMENT, LLC 2,072,652 $32,981,802 New position 2025-12-31
KENNEDY CAPITAL MANAGEMENT LLC 597,144 $9,500,561 New position 2025-12-31
Bank of New York Mellon Corp 431,475 $6,864,768 New position 2025-12-31
Russell Investments Group, Ltd. 397,422 $6,322,988 New position 2025-12-31
CONNORS INVESTOR SERVICES INC 233,401 $3,713,410 New position 2025-12-31
WEDGE CAPITAL MANAGEMENT L L P/NC 159,678 $2,417,525 ▼ -7,732 0.04% 2026-06-30
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 78,474 $1,248,521 New position 2025-12-31
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 110,422 $1,756,814 New position 2025-12-31
Sumitomo Mitsui Trust Group, Inc. 88,031 $1,332,789 ▼ -2,694 0.00% 2026-06-30
Uniplan Investment Counsel, Inc. 113,575 $1,806,994 New position 2025-12-31
AMERIPRISE FINANCIAL INC 94,982 $1,511,156 New position 2025-12-31
GAMCO INVESTORS, INC. ET AL 66,900 $1,064,379 New position 2025-12-31
MetLife Investment Management, LLC 46,979 $747,436 New position 2025-12-31
NEW YORK STATE COMMON RETIREMENT FUND 22,214 $353,425 New position 2025-12-31
Police & Firemen's Retirement System of New Jersey 21,686 $345,024 New position 2025-12-31
KLP KAPITALFORVALTNING AS 18,200 $289,562 New position 2025-12-31
DELTA FINANCIAL ADVISORS LLC 15,000 $238,650 New position 2025-12-31
BNP PARIBAS FINANCIAL MARKETS 21,573 $343,226 New position 2025-12-31
Crossingbridge Advisors, LLC 10,000 $151,400 Unchanged 0.03% 2026-06-30
JONES FINANCIAL COMPANIES LLLP 6,081 $96,753 New position 2025-12-31
Sterling Capital Management LLC 528 $8,400 New position 2025-12-31
LOOMIS SAYLES & CO L P 1,471 $22,271 Unchanged 0.00% 2026-06-30
NISA INVESTMENT ADVISORS, LLC 1,465 $22,180 ▼ -3,631 0.00% 2026-06-30
GF FUND MANAGEMENT CO. LTD. 1,337 $21,272 New position 2025-12-31
HUNTINGTON NATIONAL BANK 265 $4,216 New position 2025-12-31
BROWN BROTHERS HARRIMAN & CO 233 $3,528 Unchanged 0.00% 2026-06-30
WEDBUSH SECURITIES INC 191,297 $3,044 New position 2025-12-31
Synergy Investment Management, LLC 167 $2,632 New position 0.00% 2026-06-30
AMERIFLEX GROUP, INC. 114 $1,726 New position 0.00% 2026-06-30
DANSKE BANK A/S 3,100 $49,321 New position 2025-12-31
Pensionfund PDN 88,900 $1,346 Unchanged 0.69% 2026-06-30
Ulland Investment Advisors, LLC 76,015 $1,151 ▲ +9,800 0.85% 2026-06-30
Pensionfund Sabic 42,564 $644 Unchanged 0.69% 2026-06-30
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 17,636 $281 New position 2025-12-31
Covestor Ltd 65 $1 New position 2025-12-31
STRS OHIO 172,500 $2,744,475 New position 2025-12-31
DARK FOREST CAPITAL MANAGEMENT LP 46,461 $739,195 New position 2025-12-31
VAN ECK ASSOCIATES CORP 21,466 $342 New position 2025-12-31
BESSEMER GROUP INC 11,737 $187 New position 2025-12-31
LANARK FINANCIAL, INC. 0 $0 Sold out 2026-06-30
Golden State Wealth Management, LLC 2,000 $31,820 New position 2025-12-31
LOS ANGELES CAPITAL MANAGEMENT LLC 256 $3,640 New position 2025-12-31
VANGUARD GROUP INC 8,128,983 $129,332,119 New position 2025-12-31
BlackRock, Inc. 8,030,917 $127,771,891 New position 2025-12-31
FMR LLC 3,600,575 $57,285,147 New position 2025-12-31
STATE STREET CORP 3,488,250 $55,498,058 New position 2025-12-31
Capital Research Global Investors 2,607,487 $41,485,118 New position 2025-12-31
GOLDMAN SACHS GROUP INC 1,865,018 $29,672,433 New position 2025-12-31
PRIVATE MANAGEMENT GROUP INC 1,842,229 $29,309,863 New position 2025-12-31
D.A. DAVIDSON & CO. 1,700,296 $27,051,718 New position 2025-12-31
JENNISON ASSOCIATES LLC 1,355,600 $21,567,596 New position 2025-12-31
ALLIANCEBERNSTEIN L.P. 1,238,877 $19,710,533 New position 2025-12-31
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,220,448 $19,417,328 New position 2025-12-31
AMERICAN CENTURY COMPANIES INC 1,185,562 $18,862,292 New position 2025-12-31
Copeland Capital Management, LLC 1,149,834 $18,293,870 New position 2025-12-31
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1,133,066 $18,027,080 New position 2025-12-31
DIMENSIONAL FUND ADVISORS LP 1,132,805 $18,023,076 New position 2025-12-31
BANK OF AMERICA CORP /DE/ 1,094,925 $17,420,259 ▲ +29,036 2025-12-31
Point72 Asset Management, L.P. 1,008,065 $16,038,314 New position 2025-12-31
NORTHERN TRUST CORP 969,724 $15,428,310 New position 2025-12-31
RAYMOND JAMES FINANCIAL INC 937,969 $14,926,195 New position 2025-12-31
SCHRODER INVESTMENT MANAGEMENT GROUP 745,056 $11,891,094 New position 2025-12-31
First Eagle Investment Management, LLC 716,419 $11,398,226 New position 2025-12-31
APG Asset Management US Inc. 679,926 $10,817,623 New position 2025-12-31
PACIFIC HEIGHTS ASSET MANAGEMENT LLC 650,000 $10,341,500 New position 2025-12-31
Invesco Ltd. 602,771 $9,590,086 New position 2025-12-31
MORGAN STANLEY 467,563 $7,438,961 New position 2025-12-31
State of New Jersey Common Pension Fund D 465,189 $7,401,157 New position 2025-12-31
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 420,874 $6,696,105 New position 2025-12-31
WELLS FARGO & COMPANY/MN 403,718 $6,423,151 New position 2025-12-31
Cherokee Insurance Co 395,724 $6,295,975 New position 2025-12-31
Legal & General Group Plc 395,578 $6,293,646 New position 2025-12-31
STATE OF WISCONSIN INVESTMENT BOARD 373,910 $5,948,908 New position 2025-12-31
CITIGROUP INC 372,275 $5,922,895 New position 2025-12-31
JPMORGAN CHASE & CO 283,909 $4,516,992 New position 2025-12-31
AQR CAPITAL MANAGEMENT LLC 280,973 $4,470,275 New position 2025-12-31
MONTAG A & ASSOCIATES INC 261,651 $4,162,865 New position 2025-12-31
UBS Group AG 257,976 $4,104,398 New position 2025-12-31
Neuberger Berman Group LLC 249,543 $3,970,227 New position 2025-12-31
McIlrath & Eck, LLC 241,158 $3,836,824 New position 2025-12-31
ENVESTNET ASSET MANAGEMENT INC 231,760 $3,687,295 New position 2025-12-31
North Star Investment Management Corp. 176,615 $2,809,945 New position 2025-12-31
Nuveen, LLC 169,119 $2,690,684 New position 2025-12-31
BARCLAYS PLC 166,624 $2,650,988 New position 2025-12-31
Swiss National Bank 159,200 $2,532,872 New position 2025-12-31
CITADEL ADVISORS LLC 158,733 $2,525,442 New position 2025-12-31
PANAGORA ASSET MANAGEMENT INC 157,419 $2,504,536 New position 2025-12-31
Asset Management One Co., Ltd. 125,867 $2,012,613 New position 2025-12-31
SEI INVESTMENTS CO 121,165 $1,928,118 New position 2025-12-31
NOMURA ASSET MANAGEMENT CO LTD 118,700 $1,888,517 New position 2025-12-31
Susquehanna Portfolio Strategies, LLC 111,190 $1,769,033 New position 2025-12-31
TWO SIGMA INVESTMENTS, LP 111,109 $1,767,744 New position 2025-12-31
RHUMBLINE ADVISERS 108,661 $1,728,785 New position 2025-12-31
WealthTrust Axiom LLC 108,530 $1,726,712 New position 2025-12-31
DEUTSCHE BANK AG\ 103,663 $1,649,279 New position 2025-12-31
GW HENSSLER & ASSOCIATES LTD 96,368 $1,533,215 New position 2025-12-31
Universal- Beteiligungs- und Servicegesellschaft mbH 95,375 $1,517,415 New position 2025-12-31
ROYAL BANK OF CANADA 90,422 $1,439,000 New position 2025-12-31
LAZARD ASSET MANAGEMENT LLC 89,013 $1,416,197 New position 2025-12-31
Qube Research & Technologies Ltd 87,366 $1,389,993 New position 2025-12-31
BALYASNY ASSET MANAGEMENT L.P. 86,362 $1,374,019 New position 2025-12-31
CALDWELL SUTTER CAPITAL, INC. 84,023 $1,336,806 New position 2025-12-31
Quantinno Capital Management LP 81,893 $1,302,924 New position 2025-12-31
TWO SIGMA ADVISERS, LP 80,800 $1,285,528 New position 2025-12-31
STIFEL FINANCIAL CORP 79,783 $1,269,350 New position 2025-12-31
SHUFRO ROSE & CO LLC 78,950 $1,256,095 New position 2025-12-31
EntryPoint Capital, LLC 74,479 $1,184,961 New position 2025-12-31
AlphaQuest LLC 70,304 $1,118,537 New position 2025-12-31
Zurcher Kantonalbank (Zurich Cantonalbank) 69,335 $1,103,120 New position 2025-12-31
MARSHALL WACE, LLP 66,395 $1,056,344 New position 2025-12-31
Mitsubishi UFJ Asset Management Co., Ltd. 63,765 $1,013,864 New position 2025-12-31
MANUFACTURERS LIFE INSURANCE COMPANY, THE 52,020 $827,638 New position 2025-12-31
Engineers Gate Manager LP 50,592 $804,919 New position 2025-12-31
Squarepoint Ops LLC 48,420 $770,362 New position 2025-12-31
Versor Investments LP 47,500 $755,725 New position 2025-12-31
KEYBANK NATIONAL ASSOCIATION/OH 42,287 $672,785 New position 2025-12-31
Amundi 41,587 $661,649 New position 2025-12-31
MACQUARIE GROUP LTD 37,454 $595,893 New position 2025-12-31
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 37,292 $593,316 New position 2025-12-31
Vert Asset Management LLC 37,247 $592,600 New position 2025-12-31
Creative Planning 37,061 $589,641 New position 2025-12-31
INCEPTIONR LLC 36,192 $575,815 New position 2025-12-31
GLOBEFLEX CAPITAL L P 35,200 $560,032 New position 2025-12-31
EVERGREEN CAPITAL MANAGEMENT LLC 34,806 $553,764 New position 2025-12-31
Cambria Investment Management, L.P. 34,386 $547,081 New position 2025-12-31
QUADRANT CAPITAL GROUP LLC 33,947 $540,097 New position 2025-12-31
TEACHER RETIREMENT SYSTEM OF TEXAS 33,805 $537,837 New position 2025-12-31
Resona Asset Management Co.,Ltd. 33,644 $537,732 New position 2025-12-31
Carnegie Lake Advisors LLC 32,046 $509,852 New position 2025-12-31
JANUS HENDERSON GROUP PLC 31,802 $506,129 New position 2025-12-31
Boston Partners 31,314 $498,210 New position 2025-12-31
Quantbot Technologies LP 31,157 $495,708 New position 2025-12-31
Tidal Investments LLC 29,559 $470,284 New position 2025-12-31
Inspire Investing, LLC 29,417 $468,020 New position 2025-12-31
INTECH INVESTMENT MANAGEMENT LLC 29,316 $466,418 New position 2025-12-31
MERCER GLOBAL ADVISORS INC /ADV 28,188 $448,467 New position 2025-12-31
VARCOV Co. 27,274 $433,929 New position 2025-12-31
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 27,136 $431,734 New position 2025-12-31
LPL Financial LLC 26,739 $425,419 New position 2025-12-31
SUSQUEHANNA INTERNATIONAL GROUP, LLP 25,876 $411,687 New position 2025-12-31
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 25,809 $410,621 New position 2025-12-31
Yoffe Investment Management, LLC 23,224 $369,478 New position 2025-12-31
MILLENNIUM MANAGEMENT LLC 22,560 $358,930 New position 2025-12-31
Arizona State Retirement System 22,476 $357,593 New position 2025-12-31
Concurrent Investment Advisors, LLC 21,944 $349,134 New position 2025-12-31
Meixler Investment Management, Ltd. 21,100 $335,701 New position 2025-12-31
EASTERLY INVESTMENT PARTNERS LLC 20,875 $332,121 New position 2025-12-31
FOX RUN MANAGEMENT, L.L.C. 19,763 $314,429 New position 2025-12-31
Metis Global Partners, LLC 19,157 $304,788 New position 2025-12-31
Cetera Investment Advisers 18,535 $294,897 New position 2025-12-31
Hazelview Securities Inc. 18,360 $291,924 New position 2025-12-31
Cerity Partners LLC 17,713 $281,814 New position 2025-12-31
Sumitomo Mitsui DS Asset Management Company, Ltd 17,656 $280,907 New position 2025-12-31
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 15,909 $253,112 New position 2025-12-31
UniSuper Management Pty Ltd 15,900 $252,969 New position 2025-12-31
Capital Square, LLC 15,807 $251,496 New position 2025-12-31
GILDER GAGNON HOWE & CO LLC 15,074 $239,827 New position 2025-12-31
Mariner, LLC 14,938 $237,580 New position 2025-12-31
VOYA INVESTMENT MANAGEMENT LLC 14,821 $235,802 New position 2025-12-31
ProShare Advisors LLC 14,676 $233,497 New position 2025-12-31
Snowden Capital Advisors LLC 14,378 $228,754 New position 2025-12-31
ALPS ADVISORS INC 13,732 $218,476 New position 2025-12-31
Pathstone Holdings, LLC 13,500 $214,780 New position 2025-12-31
OSAIC HOLDINGS, INC. 13,399 $213,199 New position 2025-12-31
NewEdge Wealth, LLC 12,913 $205,446 New position 2025-12-31
HOHIMER WEALTH MANAGEMENT, LLC 12,528 $199,320 New position 2025-12-31
Samalin Investment Counsel, LLC 12,487 $198,669 New position 2025-12-31
Allianz Asset Management GmbH 12,073 $192,081 New position 2025-12-31
NISSAY ASSET MANAGEMENT CORP /JAPAN 11,370 $180,897 New position 2025-12-31
Firestone Capital Management 11,297 $179,735 New position 2025-12-31
CAPTRUST FINANCIAL ADVISORS 11,251 $179,003 New position 2025-12-31
FIRST TRUST ADVISORS LP 11,053 $175,853 New position 2025-12-31
Pictet Asset Management Holding SA 10,996 $174,946 New position 2025-12-31
EP Wealth Advisors, LLC 10,644 $169,346 New position 2025-12-31
GUGGENHEIM CAPITAL LLC 10,521 $167,389 New position 2025-12-31
Stockman Wealth Management, Inc. 10,000 $159,100 New position 2025-12-31
BARD ASSOCIATES INC 8,450 $134,440 New position 2025-12-31
Ameritas Investment Partners, Inc. 6,644 $105,706 New position 2025-12-31
T. Rowe Price Investment Management, Inc. 6,487,721 $103,220 New position 2025-12-31
Federation des caisses Desjardins du Quebec 6,416 $102,079 New position 2025-12-31
AlphaCore Capital LLC 5,703 $90,731 New position 2025-12-31
Kestra Advisory Services, LLC 5,236 $83,304 New position 2025-12-31
Mirae Asset Global Investments Co., Ltd. 4,716 $75,032 New position 2025-12-31
Tower Research Capital LLC (TRC) 3,965 $63,083 New position 2025-12-31
CREATIVE FINANCIAL DESIGNS INC /ADV 3,495 $55,605 New position 2025-12-31
US BANCORP \DE\ 2,380 $37,866 New position 2025-12-31
NBC SECURITIES, INC. 2,150 $34,206 New position 2025-12-31
Rockefeller Capital Management L.P. 2,056 $32,722 New position 2025-12-31
Arax Advisory Partners 1,832 $29,143 New position 2025-12-31
Hilton Head Capital Partners, LLC 1,406 $22,363 New position 2025-12-31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 1,120 $18,046 New position 2025-12-31
Parallel Advisors, LLC 958 $15,242 New position 2025-12-31
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 936 $14,899 New position 2025-12-31
FIFTH THIRD BANCORP 852 $13,555 New position 2025-12-31
CBIZ Investment Advisory Services, LLC 842 $13,391 New position 2025-12-31
Allworth Financial LP 760 $12,092 New position 2025-12-31
GROUP ONE TRADING LLC 700 $11,137 New position 2025-12-31
UMB Bank, n.a. 592 $9,419 New position 2025-12-31
Cornerstone Planning Group LLC 613 $9,403 New position 2025-12-31
Global Retirement Partners, LLC 489 $7,780 New position 2025-12-31
Caitong International Asset Management Co., Ltd 443 $7,048 New position 2025-12-31
IFP Advisors, Inc 440 $7,000 ▲ +383 2025-12-31
ROTHSCHILD INVESTMENT LLC 403 $6,412 New position 2025-12-31
EverSource Wealth Advisors, LLC 393 $6,253 New position 2025-12-31
Smartleaf Asset Management LLC 308 $4,916 New position 2025-12-31
PNC FINANCIAL SERVICES GROUP, INC. 298 $4,741 New position 2025-12-31
FIRST HORIZON CORP 248 $3,946 New position 2025-12-31
MAI Capital Management 193 $3,071 New position 2025-12-31
Parkside Financial Bank & Trust 158 $2,514 New position 2025-12-31
CANADA LIFE ASSURANCE Co 146,029 $2,323 New position 2025-12-31
Bare Financial Services, Inc 141 $2,243 New position 2025-12-31
Aster Capital Management (DIFC) Ltd 138 $2,196 New position 2025-12-31
PRICE T ROWE ASSOCIATES INC /MD/ 97,373 $1,550 New position 2025-12-31
PEAPACK GLADSTONE FINANCIAL CORP 74,096 $1,179 New position 2025-12-31
Physician Wealth Advisors, Inc. 62 $987 New position 2025-12-31
WPG Advisers, LLC 58 $923 New position 2025-12-31
PICTON MAHONEY ASSET MANAGEMENT 56 $891 New position 2025-12-31
Pinnacle Wealth Planning Services, Inc. 54 $859 New position 2025-12-31
Penserra Capital Management LLC 34,164 $543 New position 2025-12-31
Daiwa Securities Group Inc. 30,562 $486 New position 2025-12-31
THRIVENT FINANCIAL FOR LUTHERANS 27,155 $432 New position 2025-12-31
CWM, LLC 26,074 $414 New position 2025-12-31
Larson Financial Group LLC 18 $286 New position 2025-12-31
Transamerica Financial Advisors, LLC 16 $255 New position 2025-12-31
IFM Investors Pty Ltd 12,812 $204 New position 2025-12-31
Clearstead Advisors, LLC 11 $176 New position 2025-12-31
KBC Group NV 6,010 $96 New position 2025-12-31
BNP Paribas Asset Management Holding S.A. 3,206 $51 New position 2025-12-31
NATIONAL BANK OF CANADA /FI/ 3 $47 New position 2025-12-31
Dunhill Financial, LLC 3 $40 New position 2025-12-31
AMALGAMATED BANK 2,524 $40 New position 2025-12-31
Capital Analysts, LLC 241 $4 New position 2025-12-31