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About 81.58% of UMH shares are held by financial institutions. TABR CAPITAL MANAGEMENT, LLC is the top corporate investor, holding 111.35K shares valued at $1.77M. A 0.13% stake in UMH Properties, Inc. is owned by the company. SILVER LAKE ADVISORY, LLC owns 111.35K shares valued at $1.77M, which translates its holding of 0.13% of the stake in the company.
| Date | Holder | % Stake | Shares Held | Total Value ($) | Shares | % Change in Portfolio |
|---|---|---|---|---|---|---|
| Dec 31, 2025 | TABR CAPITAL MANAGEMENT, LLC | 0.13% | 111.35K | 1.77M | 111.35K | +100.00% |
| Dec 31, 2025 | SILVER LAKE ADVISORY, LLC | 0.13% | 111.35K | 1.77M | -450 | -0.40% |
| Dec 31, 2025 | NOMURA ASSET MANAGEMENT CO LTD | 0.14% | 118.7K | 1.89M | 5K | +4.40% |
| Dec 31, 2025 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.17% | 146.03K | 2.32M | 14.27K | +10.83% |
| Dec 31, 2025 | WEDGE CAPITAL MANAGEMENT L L P/NC | 0.18% | 154.34K | 2.46M | 154.34K | +100.00% |
| Dec 31, 2025 | PANAGORA ASSET MANAGEMENT INC | 0.19% | 157.42K | 2.5M | -53.73K | -25.45% |
| Dec 31, 2025 | SWISS NATIONAL BANK | 0.19% | 159.2K | 2.53M | 4.3K | +2.78% |
| Dec 31, 2025 | BARCLAYS PLC | 0.2% | 166.62K | 2.65M | 4.87K | +3.01% |
| Dec 31, 2025 | NUVEEN, LLC | 0.2% | 169.12K | 2.69M | -3.04K | -1.77% |
| Dec 31, 2025 | STRS OHIO | 0.2% | 172.5K | 2.74M | -97.6K | -36.13% |
| Dec 31, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.21% | 176.62K | 2.81M | 1.53K | +0.88% |
| Dec 31, 2025 | WEDBUSH SECURITIES INC | 0.23% | 191.3K | 3.04M | -44 | -0.02% |
| Dec 31, 2025 | MCILRATH & ECK, LLC | 0.28% | 241.16K | 3.84M | -15.78K | -6.14% |
| Dec 31, 2025 | NEUBERGER BERMAN GROUP LLC | 0.29% | 249.54K | 3.97M | -22.99K | -8.44% |
| Dec 31, 2025 | UBS GROUP AG | 0.3% | 257.98K | 4.1M | 19.8K | +8.31% |
| Dec 31, 2025 | MONTAG A & ASSOCIATES INC | 0.31% | 261.65K | 4.16M | -4.16K | -1.57% |
| Dec 31, 2025 | JPMORGAN CHASE & CO | 0.33% | 283.91K | 4.52M | -45.62K | -13.84% |
| Dec 31, 2025 | CITIGROUP INC | 0.44% | 372.28K | 5.92M | -387.97K | -51.03% |
| Dec 31, 2025 | LEGAL & GENERAL GROUP PLC | 0.47% | 395.58K | 6.29M | 45.74K | +13.07% |
| Dec 31, 2025 | MORGAN STANLEY | 0.55% | 467.56K | 7.44M | -130.03K | -21.76% |
| Dec 31, 2025 | KENNEDY CAPITAL MANAGEMENT LLC | 0.7% | 597.14K | 9.5M | 61.11K | +11.40% |
| Dec 31, 2025 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 0.76% | 650K | 10.34M | 250K | +62.50% |
| Dec 31, 2025 | POINT72 ASSET MANAGEMENT, L.P. | 1.19% | 1.01M | 16.04M | 972.72K | +2,751.99% |
| Dec 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.33% | 1.13M | 18.02M | -29.69K | -2.55% |
| Dec 31, 2025 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.33% | 1.13M | 18.03M | -523.74K | -31.61% |
| Dec 31, 2025 | COPELAND CAPITAL MANAGEMENT, LLC | 1.35% | 1.15M | 18.29M | -442.71K | -27.80% |
| Dec 31, 2025 | AMERICAN CENTURY COMPANIES INC | 1.4% | 1.19M | 18.86M | -1.15M | -49.17% |
| Dec 31, 2025 | ALLIANCEBERNSTEIN L.P. | 1.46% | 1.24M | 19.71M | 428.7K | +52.91% |
| Dec 31, 2025 | FMR LLC | 4.24% | 3.6M | 57.29M | 873.19K | +32.02% |
| Dec 31, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 5.16% | 4.39M | 69.79M | 237.61K | +5.73% |
| Dec 31, 2025 | CONNORS INVESTOR SERVICES INC | 0.27% | 233.4K | 3.71M | 62.75K | +36.77% |
| Dec 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.44% | 1.22M | 19.42M | 39.99K | +3.39% |
| Dec 31, 2025 | JENNISON ASSOCIATES LLC | 1.6% | 1.36M | 21.57M | -232.68K | -14.65% |
| Dec 31, 2025 | SG AMERICAS SECURITIES, LLC | 1.76% | 1.49M | 23.76M | 1.29M | +629.33% |
| Dec 31, 2025 | D.A. DAVIDSON & CO. | 2% | 1.7M | 27.05M | 229.54K | +15.61% |
| Dec 31, 2025 | PRIVATE MANAGEMENT GROUP INC | 2.17% | 1.84M | 29.31M | 162.05K | +9.64% |
| Dec 31, 2025 | GOLDMAN SACHS GROUP INC | 2.19% | 1.87M | 29.67M | 980.04K | +110.74% |
| Dec 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.44% | 2.07M | 32.98M | 16.98K | +0.83% |
| Dec 31, 2025 | CAPITAL RESEARCH GLOBAL INVESTORS | 3.07% | 2.61M | 41.49M | -1.06M | -28.98% |
| Dec 31, 2025 | STATE STREET CORP | 4.1% | 3.49M | 55.5M | -26.88K | -0.76% |
| Dec 31, 2025 | SEI INVESTMENTS CO | 0.14% | 121.17K | 1.93M | -20.5K | -14.47% |
| Dec 31, 2025 | ASSET MANAGEMENT ONE CO., LTD. | 0.15% | 125.87K | 2.01M | 4.63K | +3.82% |
| Dec 31, 2025 | DEPRINCE RACE & ZOLLO INC | 0.26% | 220.69K | 3.51M | 27.99K | +14.52% |
| Dec 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.27% | 231.76K | 3.69M | -71.12K | -23.48% |
| Dec 31, 2025 | AQR CAPITAL MANAGEMENT LLC | 0.33% | 280.97K | 4.47M | 227.38K | +424.29% |
| Dec 31, 2025 | CHEROKEE INSURANCE CO | 0.47% | 395.72K | 6.3M | 5.73K | +1.47% |
| Dec 31, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0.5% | 420.87K | 6.7M | 420.87K | +100.00% |
| Dec 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.51% | 431.48K | 6.86M | 82.9K | +23.78% |
| Dec 31, 2025 | STATE OF NEW JERSEY COMMON PENSION FUND D | 0.55% | 465.19K | 7.4M | 20.19K | +4.54% |
| Dec 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.1% | 937.97K | 14.93M | -7.52K | -0.80% |
| Dec 31, 2025 | BLACKROCK, INC. | 9.45% | 8.03M | 127.77M | 346.68K | +4.51% |
| Dec 31, 2025 | VANGUARD GROUP INC | 9.57% | 8.13M | 129.33M | 144.37K | +1.81% |
| Dec 31, 2025 | BANK OF AMERICA CORP /DE/ | 1.29% | 1.09M | 17.42M | 29.04K | +2.72% |
| Dec 31, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.44% | 373.91K | 5.95M | 19.65K | +5.55% |
| Dec 31, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.47% | 397.42K | 6.32M | 9.04K | +2.33% |
| Dec 31, 2025 | WELLS FARGO & COMPANY/MN | 0.48% | 403.72K | 6.42M | 42.66K | +11.81% |
| Dec 31, 2025 | INVESCO LTD. | 0.71% | 602.77K | 9.59M | 401.99K | +200.21% |
| Dec 31, 2025 | APG ASSET MANAGEMENT US INC. | 0.8% | 679.93K | 10.82M | 196.81K | +40.74% |
| Dec 31, 2025 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.84% | 716.42K | 11.4M | 46K | +6.86% |
| Dec 31, 2025 | SCHRODER INVESTMENT MANAGEMENT GROUP | 0.88% | 745.06K | 11.89M | 745.06K | +100.00% |
| Dec 31, 2025 | NORTHERN TRUST CORP | 1.14% | 969.72K | 15.43M | -88.94K | -8.40% |
| Sep 30, 2025 | FRANKLIN RESOURCES INC | 0.21% | 176.68K | 2.62M | -1.32K | -0.74% |
| Sep 30, 2025 | STATE STREET CORP | 4.19% | 3.52M | 52.2M | 39.24K | +1.13% |
| Sep 30, 2025 | CAPITAL RESEARCH GLOBAL INVESTORS | 4.37% | 3.67M | 54.52M | -1.8M | -32.90% |
| Sep 30, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 4.94% | 4.15M | 61.61M | -1.96M | -32.07% |
| Sep 30, 2025 | BLACKROCK, INC. | 9.15% | 7.68M | 114.11M | 400.85K | +5.50% |
| Sep 30, 2025 | VANGUARD GROUP INC | 9.51% | 7.98M | 118.57M | 76.65K | +0.97% |
| Sep 30, 2025 | DEPRINCE RACE & ZOLLO INC | 0.23% | 192.7K | 2.86M | 22.33K | +13.10% |
| Sep 30, 2025 | UBS GROUP AG | 0.28% | 238.17K | 3.54M | -93.47K | -28.18% |
| Sep 30, 2025 | MONTAG A & ASSOCIATES INC | 0.32% | 265.81K | 3.95M | 0 | 0 |
| Sep 30, 2025 | CHEROKEE INSURANCE CO | 0.46% | 390K | 5.79M | 10.86K | +2.86% |
| Sep 30, 2025 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 0.48% | 400K | 5.94M | 150K | +60.00% |
| Sep 30, 2025 | HSBC HOLDINGS PLC | 0.12% | 104.69K | 1.55M | 18.98K | +22.14% |
| Sep 30, 2025 | STIFEL FINANCIAL CORP | 0.13% | 107.65K | 1.6M | -62.29K | -36.65% |
| Sep 30, 2025 | SILVER LAKE ADVISORY, LLC | 0.13% | 111.8K | 1.66M | 1.52K | +1.38% |
| Sep 30, 2025 | NOMURA ASSET MANAGEMENT CO LTD | 0.14% | 113.7K | 1.69M | 1.5K | +1.34% |
| Sep 30, 2025 | ASSET MANAGEMENT ONE CO., LTD. | 0.14% | 121.24K | 1.8M | 4.42K | +3.78% |
| Sep 30, 2025 | RHUMBLINE ADVISERS | 0.15% | 123.04K | 1.83M | -9.74K | -7.33% |
| Sep 30, 2025 | SEI INVESTMENTS CO | 0.17% | 141.67K | 2.1M | -15.94K | -10.11% |
| Sep 30, 2025 | GSA CAPITAL PARTNERS LLP | 0.18% | 151.47K | 2.25M | 151.47K | +100.00% |
| Sep 30, 2025 | SWISS NATIONAL BANK | 0.18% | 154.9K | 2.3M | 5.1K | +3.40% |
| Sep 30, 2025 | BARCLAYS PLC | 0.19% | 161.76K | 2.4M | -24.09K | -12.96% |
| Sep 30, 2025 | AMERICAN CENTURY COMPANIES INC | 2.78% | 2.33M | 34.64M | -56.81K | -2.38% |
| Sep 30, 2025 | NUVEEN, LLC | 0.2% | 172.16K | 2.56M | -369.77K | -68.23% |
| Sep 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.36% | 302.88K | 4.5M | -116.54K | -27.78% |
| Sep 30, 2025 | JPMORGAN CHASE & CO | 0.39% | 329.53K | 4.89M | 29.64K | +9.88% |
| Sep 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.52% | 437K | 6.49M | 256.6K | +142.24% |
| Sep 30, 2025 | KENNEDY CAPITAL MANAGEMENT LLC | 0.64% | 536.03K | 7.96M | -14.85K | -2.69% |
| Sep 30, 2025 | CITIGROUP INC | 0.91% | 760.24K | 11.29M | 445.83K | +141.80% |
| Sep 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.27% | 1.07M | 15.83M | -123.36K | -10.37% |
| Sep 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.41% | 1.18M | 17.53M | 54.21K | +4.81% |
| Sep 30, 2025 | D.A. DAVIDSON & CO. | 1.75% | 1.47M | 21.84M | 387.02K | +35.71% |
| Sep 30, 2025 | JENNISON ASSOCIATES LLC | 1.89% | 1.59M | 23.59M | 51.91K | +3.38% |
| Sep 30, 2025 | MCILRATH & ECK, LLC | 0.31% | 256.94K | 3.82M | 975 | +0.38% |
| Sep 30, 2025 | NEUBERGER BERMAN GROUP LLC | 0.32% | 272.53K | 4.05M | -11.24K | -3.96% |
| Sep 30, 2025 | LEGAL & GENERAL GROUP PLC | 0.42% | 349.84K | 5.2M | -24.67K | -6.59% |
| Sep 30, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.42% | 354.26K | 5.26M | -11.23K | -3.07% |
| Sep 30, 2025 | WELLS FARGO & COMPANY/MN | 0.43% | 361.06K | 5.36M | 71.33K | +24.62% |
| Sep 30, 2025 | MORGAN STANLEY | 0.71% | 597.59K | 8.87M | 124.29K | +26.26% |
| Sep 30, 2025 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.8% | 670.42K | 9.96M | 76.4K | +12.86% |
| Sep 30, 2025 | GOLDMAN SACHS GROUP INC | 1.05% | 884.98K | 13.14M | 297.63K | +50.67% |
| Sep 30, 2025 | NORTHERN TRUST CORP | 1.26% | 1.06M | 15.72M | -116.1K | -9.88% |
| Sep 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.38% | 1.16M | 17.26M | 47.22K | +4.23% |
| Sep 30, 2025 | COPELAND CAPITAL MANAGEMENT, LLC | 1.9% | 1.59M | 23.65M | -959.51K | -37.60% |
| Sep 30, 2025 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.97% | 1.66M | 24.6M | -100.35K | -5.71% |
| Sep 30, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.21% | 175.08K | 2.6M | 100 | +0.06% |
| Sep 30, 2025 | SG AMERICAS SECURITIES, LLC | 0.24% | 204.77K | 3.04M | 204.77K | +100.00% |
| Sep 30, 2025 | APG ASSET MANAGEMENT US INC. | 0.58% | 483.12K | 7.11M | 0 | 0 |
| Sep 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.13% | 945.49K | 14.04M | 16.42K | +1.77% |
| Sep 30, 2025 | CUBIST SYSTEMATIC STRATEGIES, LLC | 0.21% | 175.42K | 2.61M | 175.42K | +100.00% |
| Sep 30, 2025 | INVESCO LTD. | 0.24% | 200.78K | 2.98M | -3.05K | -1.49% |
| Sep 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.44% | 371.64K | 5.52M | 175.18K | +89.17% |
| Sep 30, 2025 | STATE OF NEW JERSEY COMMON PENSION FUND D | 0.53% | 445K | 6.61M | 25.76K | +6.14% |
| Sep 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.45% | 2.06M | 30.53M | 56.43K | +2.82% |
| Sep 30, 2025 | STRS OHIO | 0.32% | 270.1K | 4.01M | -200.7K | -42.63% |
| Sep 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.46% | 388.39K | 5.77M | 51.78K | +15.38% |
| Sep 30, 2025 | ALLIANCEBERNSTEIN L.P. | 0.96% | 810.18K | 12.03M | -247.98K | -23.44% |
| Sep 30, 2025 | WEDBUSH SECURITIES INC | 0.23% | 191.34K | 2.84M | 10.95K | +6.07% |
| Sep 30, 2025 | PANAGORA ASSET MANAGEMENT INC | 0.25% | 211.15K | 3.14M | 1.27K | +0.60% |
| Sep 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.42% | 348.58K | 5.18M | -12.4K | -3.44% |
| Sep 30, 2025 | PRIVATE MANAGEMENT GROUP INC | 2% | 1.68M | 24.95M | 461.46K | +37.86% |
| Sep 30, 2025 | FMR LLC | 3.25% | 2.73M | 40.5M | 445 | +0.02% |
| Jun 30, 2025 | STATE OF ALASKA, DEPARTMENT OF REVENUE | 0.05% | 37.85K | 634K | 3.15K | +9.09% |
| Jun 30, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.21% | 174.98K | 2.94M | 0 | 0 |
| Jun 30, 2025 | DEPRINCE RACE & ZOLLO INC | 0.2% | 170.38K | 2.86M | -26.45K | -13.44% |
| Jun 30, 2025 | MARSHALL WACE, LLP | 0.19% | 161.69K | 2.71M | -103.55K | -39.04% |
| Jun 30, 2025 | LDR CAPITAL MANAGEMENT LLC | 0.16% | 138.17K | 2.32M | 1.69K | +1.24% |
| Jun 30, 2025 | ASSET MANAGEMENT ONE CO., LTD. | 0.14% | 116.82K | 1.96M | 8.5K | +7.84% |
| Jun 30, 2025 | SHUFRO ROSE & CO LLC | 0.1% | 84.85K | 1.59M | -1.2K | -1.39% |
| Jun 30, 2025 | SUMITOMO MITSUI TRUST HOLDINGS, INC. | 0.1% | 80.61K | 1.35M | 1.12K | +1.40% |
| Jun 30, 2025 | PEAPACK GLADSTONE FINANCIAL CORP | 0.09% | 72.95K | 1.23M | 0 | 0 |
| Jun 30, 2025 | GAMCO INVESTORS, INC. ET AL | 0.08% | 70.3K | 1.18M | 0 | 0 |
| Jun 30, 2025 | VESTCOR INC | 0.07% | 59.83K | 1.01M | 59.83K | +100.00% |
| Jun 30, 2025 | SUSQUEHANNA PORTFOLIO STRATEGIES, LLC | 0.07% | 57.73K | 969.25K | 57.73K | +100.00% |
| Jun 30, 2025 | MAN GROUP PLC | 0.07% | 57.2K | 960.46K | -8.25K | -12.60% |
| Jun 30, 2025 | PENSIONFUND DSM NETHERLANDS | 0.05% | 43.9K | 737K | 0 | 0 |
| Jun 30, 2025 | CLEAR CREEK FINANCIAL MANAGEMENT, LLC | 0.05% | 43.19K | 725.14K | 148 | +0.34% |
| Jun 30, 2025 | MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.05% | 42.8K | 718.55K | -180 | -0.42% |
| Jun 30, 2025 | BOSTON PARTNERS | 0.05% | 40.44K | 679.02K | 60 | +0.15% |
| Jun 30, 2025 | VANGUARD GROUP INC | 9.42% | 7.91M | 132.77M | 384.42K | +5.11% |
| Jun 30, 2025 | CAPITAL RESEARCH GLOBAL INVESTORS | 6.52% | 5.47M | 91.86M | 434.7K | +8.63% |
| Jun 30, 2025 | STATE STREET CORP | 4.14% | 3.48M | 58.36M | 226.03K | +6.96% |
| Jun 30, 2025 | COPELAND CAPITAL MANAGEMENT, LLC | 3.04% | 2.55M | 42.85M | -191.72K | -6.99% |
| Jun 30, 2025 | AMERICAN CENTURY COMPANIES INC | 2.85% | 2.39M | 40.12M | 283.7K | +13.47% |
| Jun 30, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.38% | 2M | 33.57M | 103.45K | +5.46% |
| Jun 30, 2025 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.09% | 1.76M | 29.5M | -147.3K | -7.73% |
| Jun 30, 2025 | JENNISON ASSOCIATES LLC | 1.83% | 1.54M | 25.8M | 150.72K | +10.88% |
| Jun 30, 2025 | PRIVATE MANAGEMENT GROUP INC | 1.45% | 1.22M | 20.46M | -9.38K | -0.76% |
| Jun 30, 2025 | BANK OF AMERICA CORP /DE/ | 1.42% | 1.19M | 19.97M | 91.2K | +8.31% |
| Jun 30, 2025 | NORTHERN TRUST CORP | 1.4% | 1.17M | 19.72M | -55.2K | -4.49% |
| Jun 30, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.34% | 1.13M | 18.91M | 104.72K | +10.25% |
| Jun 30, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.33% | 1.12M | 18.73M | 14.46K | +1.31% |
| Jun 30, 2025 | D.A. DAVIDSON & CO. | 1.29% | 1.08M | 18.2M | 98.62K | +10.01% |
| Jun 30, 2025 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.71% | 594.02K | 9.97M | 33.5K | +5.98% |
| Jun 30, 2025 | GOLDMAN SACHS GROUP INC | 0.7% | 587.35K | 9.86M | 316.28K | +116.68% |
| Jun 30, 2025 | KENNEDY CAPITAL MANAGEMENT LLC | 0.66% | 550.88K | 9.25M | -21.73K | -3.79% |
| Jun 30, 2025 | UBS ASSET MANAGEMENT AMERICAS INC | 0.64% | 536K | 9M | 459.95K | +604.75% |
| Jun 30, 2025 | APG ASSET MANAGEMENT US INC. | 0.58% | 483.12K | 8.19M | 0 | 0 |
| Jun 30, 2025 | MORGAN STANLEY | 0.56% | 473.3K | 7.95M | -22.59K | -4.56% |
| Jun 30, 2025 | STRS OHIO | 0.56% | 470.8K | 7.9M | 457.2K | +3,361.76% |
| Jun 30, 2025 | STATE OF NEW JERSEY COMMON PENSION FUND D | 0.5% | 419.24K | 7.04M | 7.5K | +1.82% |
| Jun 30, 2025 | LEGAL & GENERAL GROUP PLC | 0.45% | 374.51K | 6.29M | 17.34K | +4.85% |
| Jun 30, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.44% | 365.49K | 6.14M | -9.72K | -2.59% |
| Jun 30, 2025 | BANK OF NEW YORK MELLON CORP | 0.43% | 360.98K | 6.06M | 19.43K | +5.69% |
| Jun 30, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.4% | 336.6K | 5.65M | -30.21K | -8.24% |
| Jun 30, 2025 | UBS GROUP AG | 0.39% | 331.64K | 5.57M | 89.86K | +37.17% |
| Jun 30, 2025 | CITIGROUP INC | 0.37% | 314.41K | 5.28M | 50.59K | +19.18% |
| Jun 30, 2025 | JPMORGAN CHASE & CO | 0.36% | 299.89K | 5.04M | -73.83K | -19.76% |
| Jun 30, 2025 | WELLS FARGO & COMPANY/MN | 0.35% | 289.73K | 4.86M | -1.82K | -0.63% |
| Jun 30, 2025 | NEUBERGER BERMAN GROUP LLC | 0.34% | 283.77K | 4.76M | -8.99K | -3.07% |
| Jun 30, 2025 | MONTAG A & ASSOCIATES INC | 0.32% | 265.81K | 4.46M | 0 | 0 |
| Jun 30, 2025 | PANAGORA ASSET MANAGEMENT INC | 0.25% | 209.88K | 3.52M | -618 | -0.29% |
| Jun 30, 2025 | INVESCO LTD. | 0.24% | 203.83K | 3.42M | 23.11K | +12.79% |
| Jun 30, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.23% | 196.46K | 3.3M | -67.69K | -25.62% |
| Jun 30, 2025 | BARCLAYS PLC | 0.22% | 185.85K | 3.12M | 51.95K | +38.80% |
| Jun 30, 2025 | RENAISSANCE TECHNOLOGIES LLC | 0.21% | 180.4K | 3.03M | 180.4K | +100.00% |
| Jun 30, 2025 | WEDBUSH SECURITIES INC | 0.21% | 180.39K | 3.03M | -2.95K | -1.61% |
| Jun 30, 2025 | FRANKLIN RESOURCES INC | 0.21% | 177.99K | 2.99M | -4.89K | -2.67% |
| Jun 30, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.5% | 419.42K | 7.04M | -14.87K | -3.42% |
| Jun 30, 2025 | BLACKROCK, INC. | 8.67% | 7.28M | 122.29M | 102.67K | +1.43% |
| Jun 30, 2025 | AMUNDI | 0.04% | 36.49K | 625.86K | -4.93K | -11.90% |
| Jun 30, 2025 | GLOBEFLEX CAPITAL L P | 0.04% | 35.2K | 591.01K | 0 | 0 |
| Jun 30, 2025 | VERT ASSET MANAGEMENT LLC | 0.04% | 34.59K | 580.83K | -2.72K | -7.30% |
| Jun 30, 2025 | QUADRANT CAPITAL GROUP LLC | 0.04% | 33.45K | 561.66K | -953 | -2.77% |
| Jun 30, 2025 | INTECH INVESTMENT MANAGEMENT LLC | 0.04% | 31.59K | 530.45K | -11.72K | -27.06% |
| Jun 30, 2025 | SNOWDEN CAPITAL ADVISORS LLC | 0.04% | 30.1K | 505.38K | -474 | -1.55% |
| Jun 30, 2025 | CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.04% | 29.73K | 499.13K | 29.73K | +100.00% |
| Jun 30, 2025 | PENSERRA CAPITAL MANAGEMENT LLC | 0.04% | 29.39K | 493K | -1.78K | -5.71% |
| Jun 30, 2025 | ULLAND INVESTMENT ADVISORS, LLC | 0.03% | 28.92K | 485K | 19.9K | +220.57% |
| Jun 30, 2025 | DAIWA SECURITIES GROUP INC. | 0.03% | 27.33K | 459K | 2.19K | +8.70% |
| Jun 30, 2025 | AVANTAX ADVISORY SERVICES, INC. | 0.03% | 26.26K | 440.93K | -2 | -0.01% |
| Jun 30, 2025 | BESSEMER GROUP INC | 0.03% | 23.92K | 401K | -387 | -1.59% |
| Jun 30, 2025 | INSPIRE INVESTING, LLC | 0.03% | 23.55K | 395.34K | 1.17K | +5.21% |
| Jun 30, 2025 | ARIZONA STATE RETIREMENT SYSTEM | 0.03% | 22.89K | 384.29K | 1.39K | +6.45% |
| Jun 30, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 7.27% | 6.11M | 102.55M | 783.06K | +14.71% |
| Jun 30, 2025 | FMR LLC | 3.25% | 2.73M | 45.79M | 818 | +0.03% |
| Jun 30, 2025 | RAYMOND JAMES FINANCIAL INC | 1.11% | 929.07K | 15.6M | -101.3K | -9.83% |
| Jun 30, 2025 | 0.45% | 379.14K | 6.37M | 5.16K | +1.38% | |
| Jun 30, 2025 | MCILRATH & ECK, LLC | 0.3% | 255.96K | 4.3M | -10.44K | -3.92% |
| Jun 30, 2025 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 0.3% | 250K | 4.2M | 0 | 0 |
| Jun 30, 2025 | ROYAL BANK OF CANADA | 0.21% | 175.94K | 2.95M | -15.61K | -8.15% |
| Jun 30, 2025 | NFJ INVESTMENT GROUP, LLC | 0.19% | 161.53K | 2.71M | -1K | -0.62% |
| Jun 30, 2025 | CONNORS INVESTOR SERVICES INC | 0.19% | 155.4K | 2.61M | 32.96K | +26.92% |
| Jun 30, 2025 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.14% | 118.63K | 1.99M | 14.34K | +13.75% |
| Jun 30, 2025 | BARD ASSOCIATES INC | 0.06% | 48.99K | 822.46K | 0 | 0 |
| Jun 30, 2025 | BAILARD, INC. | 0.05% | 44.7K | 750.51K | 27.7K | +162.94% |
| Jun 30, 2025 | ALLIANCEBERNSTEIN L.P. | 1.26% | 1.06M | 17.77M | 161.98K | +18.07% |
| Jun 30, 2025 | WEALTHTRUST AXIOM LLC | 0.14% | 114.73K | 1.93M | -8.55K | -6.94% |
| Jun 30, 2025 | SILVER LAKE ADVISORY, LLC | 0.13% | 110.28K | 1.85M | 1.28K | +1.17% |
| Jun 30, 2025 | DARK FOREST CAPITAL MANAGEMENT LP | 0.13% | 108.02K | 1.81M | 19.18K | +21.59% |
| Jun 30, 2025 | GW HENSSLER & ASSOCIATES LTD | 0.11% | 96.37K | 1.62M | 0 | 0 |
| Jun 30, 2025 | CALDWELL SUTTER CAPITAL, INC. | 0.11% | 89.47K | 1.5M | -721 | -0.80% |
| Jun 30, 2025 | HUNTER PERKINS CAPITAL MANAGEMENT, LLC | 0.1% | 87.62K | 1.47M | 0 | 0 |
| Jun 30, 2025 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | 0.08% | 69.55K | 1.17B | 0 | 0 |
| Jun 30, 2025 | MITSUBISHI UFJ KOKUSAI ASSET MANAGEMENT CO., LTD. | 0.06% | 54.13K | 908.76K | 5.46K | +11.21% |
| Jun 30, 2025 | SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC | 0.06% | 51.85K | 870.63K | -1.83K | -3.41% |
| Jun 30, 2025 | NUVEEN, LLC | 0.65% | 541.93K | 9.1M | -485.3K | -47.24% |
| Jun 30, 2025 | CHEROKEE INSURANCE CO | 0.45% | 379.14K | 6.37M | 5.16K | +1.38% |
| Mar 31, 2025 | AMERICAN CENTURY COMPANIES INC | 2.56% | 2.11M | 39.37M | 10.6K | +0.51% |
| Mar 31, 2025 | BANK OF NEW YORK MELLON CORP | 0.41% | 341.55K | 6.39M | -4.79K | -1.38% |
| Mar 31, 2025 | CITIGROUP INC | 0.32% | 263.82K | 4.93M | -49.18K | -15.71% |
| Mar 31, 2025 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 0.3% | 250K | 4.68M | 0 | 0 |
| Mar 31, 2025 | PANAGORA ASSET MANAGEMENT INC | 0.26% | 210.5K | 3.94M | -95.97K | -31.32% |
| Mar 31, 2025 | MCILRATH & ECK, LLC | 0.32% | 266.4K | 4.98M | 164.47K | +161.35% |
| Mar 31, 2025 | BANK OF AMERICA CORP /DE/ | 1.33% | 1.1M | 20.53M | -46.03K | -4.02% |
| Mar 31, 2025 | DIMENSIONAL FUND ADVISORS LP | 1.34% | 1.1M | 20.59M | 36.23K | +3.40% |
| Mar 31, 2025 | CAPITAL RESEARCH GLOBAL INVESTORS | 6.11% | 5.04M | 94.18M | 1M | +24.92% |
| Mar 31, 2025 | STIFEL FINANCIAL CORP | 0.22% | 178.96K | 3.35M | 5.37K | +3.10% |
| Mar 31, 2025 | STATE OF WISCONSIN INVESTMENT BOARD | 0.46% | 375.21K | 7.02M | 29.24K | +8.45% |
| Mar 31, 2025 | DEPRINCE RACE & ZOLLO INC | 0.24% | 196.83K | 3.68M | 196.83K | +100.00% |
| Mar 31, 2025 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 6.46% | 5.32M | 99.57M | 73.2K | +1.39% |
| Mar 31, 2025 | UBS GROUP AG | 0.29% | 241.78K | 4.52M | 27.47K | +12.82% |
| Mar 31, 2025 | MONTAG A & ASSOCIATES INC | 0.32% | 265.81K | 4.97M | -1.6K | -0.60% |
| Mar 31, 2025 | PRIVATE MANAGEMENT GROUP INC | 1.49% | 1.23M | 22.97M | -5.47K | -0.44% |
| Mar 31, 2025 | WEDBUSH SECURITIES INC | 0.22% | 183.34K | 3.43M | -3.21K | -1.72% |
| Mar 31, 2025 | STATE STREET CORP | 3.94% | 3.25M | 60.77M | 67.52K | +2.12% |
| Mar 31, 2025 | BLACKROCK, INC. | 8.72% | 7.18M | 134.28M | -52.59K | -0.73% |
| Mar 31, 2025 | VANGUARD GROUP INC | 9.13% | 7.52M | 140.69M | 17.08K | +0.23% |
| Mar 31, 2025 | ENVESTNET ASSET MANAGEMENT INC | 0.53% | 434.29K | 8.12M | 1.05K | +0.24% |
| Mar 31, 2025 | APG ASSET MANAGEMENT US INC. | 0.59% | 483.12K | 9.03M | 0 | 0 |
| Mar 31, 2025 | MORGAN STANLEY | 0.6% | 495.89K | 9.27M | -73.19K | -12.86% |
| Mar 31, 2025 | FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.68% | 560.52K | 10.48M | 184.6K | +49.11% |
| Mar 31, 2025 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.24% | 1.02M | 19.1M | -6.86K | -0.67% |
| Mar 31, 2025 | RAYMOND JAMES FINANCIAL INC | 1.25% | 1.03M | 19.27M | -208.81K | -16.85% |
| Mar 31, 2025 | SEI INVESTMENTS CO | 0.51% | 420.66K | 7.87M | 65.46K | +18.43% |
| Mar 31, 2025 | KENNEDY CAPITAL MANAGEMENT LLC | 0.7% | 572.61K | 10.71M | -54.68K | -8.72% |
| Mar 31, 2025 | NORTHERN TRUST CORP | 1.49% | 1.23M | 23M | 49.04K | +4.15% |
| Mar 31, 2025 | JENNISON ASSOCIATES LLC | 1.68% | 1.39M | 25.91M | -76.94K | -5.26% |
| Mar 31, 2025 | GEODE CAPITAL MANAGEMENT, LLC | 2.3% | 1.9M | 35.46M | 57.24K | +3.11% |
| Mar 31, 2025 | FRANKLIN RESOURCES INC | 0.22% | 182.88K | 3.42M | -7K | -3.69% |
| Mar 31, 2025 | ROYAL BANK OF CANADA | 0.23% | 191.55K | 3.58M | 5.41K | +2.91% |
| Mar 31, 2025 | GOLDMAN SACHS GROUP INC | 0.33% | 271.06K | 5.07M | -206.82K | -43.28% |
| Mar 31, 2025 | WELLS FARGO & COMPANY/MN | 0.35% | 291.56K | 5.45M | -5.92K | -1.99% |
| Mar 31, 2025 | NEUBERGER BERMAN GROUP LLC | 0.36% | 292.76K | 5.47M | -9.1K | -3.01% |
| Mar 31, 2025 | ALLIANCEBERNSTEIN L.P. | 1.09% | 896.18K | 16.76M | 820.93K | +1,090.96% |
| Mar 31, 2025 | 1.25% | 1.03M | 19.21M | 1.03M | +100.00% | |
| Mar 31, 2025 | FMR LLC | 3.31% | 2.73M | 50.98M | 1.3K | +0.05% |
| Mar 31, 2025 | COPELAND CAPITAL MANAGEMENT, LLC | 3.33% | 2.74M | 51.31M | -84.7K | -2.99% |
| Mar 31, 2025 | MARSHALL WACE, LLP | 0.32% | 265.24K | 4.96M | -230.66K | -46.51% |
| Mar 31, 2025 | LEGAL & GENERAL GROUP PLC | 0.43% | 357.17K | 6.68M | 3.73K | +1.05% |
| Mar 31, 2025 | STATE OF NEW JERSEY COMMON PENSION FUND D | 0.5% | 411.74K | 7.7M | 22K | +5.64% |
| Mar 31, 2025 | D.A. DAVIDSON & CO. | 1.2% | 985.11K | 18.42M | 70.7K | +7.73% |
| Mar 31, 2025 | JPMORGAN CHASE & CO | 0.45% | 373.72K | 6.99M | -86.68K | -18.83% |
| Mar 31, 2025 | RUSSELL INVESTMENTS GROUP, LTD. | 0.45% | 366.81K | 6.86M | 153.47K | +71.94% |
| Mar 31, 2025 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.21% | 174.98K | 3.27M | 0 | 0 |
| Mar 31, 2025 | INVESCO LTD. | 0.22% | 180.72K | 3.38M | -98.26K | -35.22% |
| Mar 31, 2025 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.32% | 264.15K | 4.94M | -70.78K | -21.13% |
| Mar 31, 2025 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.31% | 1.9M | 35.61M | -87.98K | -4.42% |
| Mar 31, 2024 | GREAT WEST LIFE ASSURANCE CO /CAN/ | 0.12% | 83.44K | 1.36M | 9.62K | +13.02% |
| Mar 31, 2024 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.18% | 125.29K | 2.03M | -119.28K | -48.77% |
| Mar 31, 2024 | SWISS NATIONAL BANK | 0.19% | 124.5K | 2.02M | 2.3K | +1.88% |
| Mar 31, 2024 | WEALTHTRUST AXIOM LLC | 0.19% | 129.57K | 2.1M | -5.25K | -3.89% |
| Mar 31, 2024 | NORTH STAR INVESTMENT MANAGEMENT CORP. | 0.25% | 176.19K | 2.86M | 66K | +59.90% |
| Mar 31, 2024 | INVESCO LTD. | 0.28% | 186.34K | 3.03M | -59.84K | -24.31% |
| Mar 31, 2024 | QUBE RESEARCH & TECHNOLOGIES LTD | 0.31% | 210.99K | 3.43M | 161.62K | +327.41% |
| Mar 31, 2024 | WEDBUSH SECURITIES INC | 0.31% | 211.38K | 3.43M | 35.72K | +20.34% |
| Mar 31, 2024 | RUSSELL INVESTMENTS GROUP, LTD. | 0.31% | 212.29K | 3.45M | -16.02K | -7.02% |
| Mar 31, 2024 | NFJ INVESTMENT GROUP, LLC | 0.34% | 232.74K | 3.78M | -14.15K | -5.73% |
| Mar 31, 2024 | PANAGORA ASSET MANAGEMENT INC | 0.34% | 226.49K | 3.68M | 107.76K | +90.77% |
| Mar 31, 2024 | LDR CAPITAL MANAGEMENT LLC | 0.34% | 236.46K | 3.84M | -14.58K | -5.81% |
| Mar 31, 2024 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 0.36% | 250K | 4.06M | 0 | 0 |
| Mar 31, 2024 | SCOUT INVESTMENTS, INC. | 0.36% | 250.33K | 3.99M | -15.92K | -5.98% |
| Mar 31, 2024 | MONTAG A & ASSOCIATES INC | 0.39% | 270.91K | 4.4M | -8.5K | -3.04% |
| Mar 31, 2024 | NEUBERGER BERMAN GROUP LLC | 0.42% | 290.73K | 4.72M | 37.81K | +14.95% |
| Mar 31, 2024 | ROYAL BANK OF CANADA | 0.43% | 289.96K | 4.71M | 68.39K | +30.87% |
| Mar 31, 2024 | WELLS FARGO & COMPANY/MN | 0.43% | 290.12K | 4.71M | -7.68K | -2.58% |
| Mar 31, 2024 | VANGUARD GROUP INC | 9.54% | 6.38M | 103.58M | -163.24K | -2.50% |
| Mar 31, 2024 | HEARTLAND ADVISORS INC | 0.43% | 300K | 4.87M | -298.4K | -49.87% |
| Mar 31, 2024 | ROBOTTI ROBERT | 0.44% | 303.82K | 4.93M | 2.73K | +0.91% |
| Mar 31, 2024 | STATE OF WISCONSIN INVESTMENT BOARD | 0.46% | 320.97K | 5.21M | -38.78K | -10.78% |
| Mar 31, 2024 | AMERIPRISE FINANCIAL INC | 0.49% | 327.9K | 5.33M | -13.58K | -3.98% |
| Mar 31, 2024 | BANK OF NEW YORK MELLON CORP | 0.53% | 354.61K | 5.76M | -9.19K | -2.53% |
| Mar 31, 2024 | GOLDMAN SACHS GROUP INC | 0.54% | 364.09K | 5.91M | 98.14K | +36.90% |
| Mar 31, 2024 | ENVESTNET ASSET MANAGEMENT INC | 0.57% | 380.08K | 6.17M | 24.95K | +7.03% |
| Mar 31, 2024 | SEI INVESTMENTS CO | 0.58% | 385.57K | 6.26M | 15.55K | +4.20% |
| Mar 31, 2024 | CERITY PARTNERS LLC | 0.64% | 442.79K | 7.19M | 251.55K | +131.54% |
| Mar 31, 2024 | JPMORGAN CHASE & CO | 0.81% | 541.85K | 8.8M | 30.97K | +6.06% |
| Mar 31, 2024 | MILLENNIUM MANAGEMENT LLC | 0.86% | 574.34K | 9.33M | 536.47K | +1,416.42% |
| Mar 31, 2024 | STATE OF NEW JERSEY COMMON PENSION FUND D | 0.88% | 606.76K | 9.85M | 35.41K | +6.20% |
| Mar 31, 2024 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.22% | 818.12K | 13.29M | 17.55K | +2.19% |
| Mar 31, 2024 | D.A. DAVIDSON & CO. | 1.23% | 824.41K | 13.39M | 165.35K | +25.09% |
| Mar 31, 2024 | RAYMOND JAMES & ASSOCIATES | 1.23% | 825.37K | 13.4M | 160.5K | +24.14% |
| Mar 31, 2024 | MORGAN STANLEY | 1.24% | 830.45K | 13.49M | 294.77K | +55.03% |
| Mar 31, 2024 | NORTHERN TRUST CORP | 1.25% | 833.89K | 13.54M | 34.52K | +4.32% |
| Mar 31, 2024 | NUVEEN ASSET MANAGEMENT, LLC | 1.31% | 874.9K | 14.21M | 42.78K | +5.14% |
| Mar 31, 2024 | STIFEL FINANCIAL CORP | 0.2% | 135.52K | 2.2M | 12.28K | +9.97% |
| Mar 31, 2024 | KENNEDY CAPITAL MANAGEMENT LLC | 0.96% | 664.38K | 10.79M | 472.31K | +245.90% |
| Mar 31, 2024 | DIMENSIONAL FUND ADVISORS LP | 1.41% | 943.84K | 15.33M | 57.24K | +6.46% |
| Mar 31, 2024 | JENNISON ASSOCIATES LLC | 1.89% | 1.31M | 21.2M | 5.02K | +0.39% |
| Mar 31, 2024 | PRIVATE MANAGEMENT GROUP INC | 1.9% | 1.31M | 21.27M | -6.81K | -0.52% |
| Mar 31, 2024 | MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 0.12% | 83.13K | 1.35M | -6.75K | -7.51% |
| Mar 31, 2024 | SHUFRO ROSE & CO LLC | 0.14% | 90.75K | 1.47M | -2.05K | -2.21% |
| Mar 31, 2024 | ASSET MANAGEMENT ONE CO., LTD. | 0.14% | 91.75K | 1.49M | -2.57K | -2.72% |
| Mar 31, 2024 | CALDWELL SUTTER CAPITAL, INC. | 0.14% | 92.02K | 1.49M | -1K | -1.08% |
| Mar 31, 2024 | GW HENSSLER & ASSOCIATES LTD | 0.14% | 96.37K | 1.57M | 0 | 0 |
| Mar 31, 2024 | RHUMBLINE ADVISERS | 0.15% | 100.39K | 1.63M | 2.72K | +2.78% |
| Mar 31, 2024 | RENAISSANCE TECHNOLOGIES LLC | 0.16% | 105K | 1.71M | -168.3K | -61.58% |
| Mar 31, 2024 | MCILRATH & ECK, LLC | 0.16% | 105.5K | 1.71M | 317 | +0.30% |
| Mar 31, 2024 | SILVER LAKE ADVISORY, LLC | 0.17% | 111.07K | 1.8M | -826 | -0.74% |
| Mar 31, 2024 | UBS GROUP AG | 0.18% | 119.03K | 1.93M | -1.99K | -1.64% |
| Mar 31, 2024 | BANK OF AMERICA CORP /DE/ | 1.71% | 1.14M | 18.59M | -30.97K | -2.63% |
| Mar 31, 2024 | GEODE CAPITAL MANAGEMENT, LLC | 2.28% | 1.52M | 24.74M | 45.74K | +3.10% |
| Mar 31, 2024 | STATE STREET CORP | 2.81% | 1.88M | 30.55M | -20.37K | -1.07% |
| Mar 31, 2024 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 2.9% | 2.01M | 32.61M | 10 | 0.00% |
| Mar 31, 2024 | COPELAND CAPITAL MANAGEMENT, LLC | 3.5% | 2.42M | 39.33M | 86.48K | +3.70% |
| Mar 31, 2024 | FMR LLC | 4.08% | 2.73M | 44.32M | 81 | 0.00% |
| Mar 31, 2024 | AMERICAN CENTURY COMPANIES INC | 4.2% | 2.9M | 47.13M | 49.11K | +1.72% |
| Mar 31, 2024 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 5.61% | 3.88M | 63.02M | 168.03K | +4.53% |
| Mar 31, 2024 | BLACKROCK INC. | 7.29% | 4.88M | 79.23M | -43.84K | -0.89% |
| Dec 31, 2023 | KENNEDY CAPITAL MANAGEMENT LLC | 0.3% | 192.07K | 2.94M | -3.27K | -1.68% |
| Dec 31, 2023 | CERITY PARTNERS LLC | 0.29% | 191.23K | 2.93M | 191.23K | +100.00% |
| Dec 31, 2023 | WEDBUSH SECURITIES INC | 0.27% | 175.66K | 2.69M | 37.78K | +27.40% |
| Dec 31, 2023 | BLACKROCK INC. | 7.56% | 4.92M | 75.41M | 509.27K | +11.54% |
| Dec 31, 2023 | VANGUARD GROUP INC | 10.05% | 6.54M | 100.21M | 629.43K | +10.65% |
| Dec 31, 2023 | STIFEL FINANCIAL CORP | 0.19% | 123.24K | 1.89M | 768 | +0.63% |
| Dec 31, 2023 | BARCLAYS PLC | 0.24% | 155.1K | 2.38M | 72.53K | +87.84% |
| Dec 31, 2023 | KOSHINSKI ASSET MANAGEMENT, INC. | 0.21% | 133.79K | 2.05M | 57.23K | +74.75% |
| Dec 31, 2023 | T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 5.71% | 3.71M | 56.88M | 928.69K | +33.36% |
| Dec 31, 2023 | FMR LLC | 4.19% | 2.73M | 41.81M | 1.68K | +0.06% |
| Dec 31, 2023 | COPELAND CAPITAL MANAGEMENT, LLC | 3.59% | 2.34M | 35.78M | -79.78K | -3.30% |
| Dec 31, 2023 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 3.09% | 2.01M | 30.76M | -43.72K | -2.13% |
| Dec 31, 2023 | STATE STREET CORP | 2.92% | 1.9M | 29.13M | 145.61K | +8.29% |
| Dec 31, 2023 | GEODE CAPITAL MANAGEMENT, LLC | 2.27% | 1.48M | 22.64M | 144.72K | +10.86% |
| Dec 31, 2023 | PRIVATE MANAGEMENT GROUP INC | 2.02% | 1.32M | 20.17M | 280.44K | +27.06% |
| Dec 31, 2023 | JENNISON ASSOCIATES LLC | 2% | 1.3M | 19.93M | -97.17K | -6.95% |
| Dec 31, 2023 | BANK OF AMERICA CORP /DE/ | 1.81% | 1.18M | 18.01M | -11.23K | -0.95% |
| Dec 31, 2023 | DIMENSIONAL FUND ADVISORS LP | 1.36% | 886.6K | 13.58M | 44.2K | +5.25% |
| Dec 31, 2023 | NUVEEN ASSET MANAGEMENT, LLC | 1.28% | 832.12K | 12.75M | 22.15K | +2.73% |
| Dec 31, 2023 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.23% | 800.57K | 12.26M | 57.72K | +7.77% |
| Dec 31, 2023 | NORTHERN TRUST CORP | 1.23% | 799.37K | 12.25M | 33.81K | +4.42% |
| Dec 31, 2023 | RAYMOND JAMES & ASSOCIATES | 1.02% | 664.87K | 10.19M | 61.24K | +10.15% |
| Dec 31, 2023 | D.A. DAVIDSON & CO. | 1.01% | 659.06K | 10.1M | 1.39K | +0.21% |
| Dec 31, 2023 | BALYASNY ASSET MANAGEMENT L.P. | 0.95% | 615.51K | 9.43M | 82.76K | +15.53% |
| Dec 31, 2023 | HEARTLAND ADVISORS INC | 0.92% | 598.4K | 9.17M | 5.65K | +0.95% |
| Dec 31, 2023 | STATE OF NEW JERSEY COMMON PENSION FUND D | 0.88% | 571.36K | 8.75M | 10.35K | +1.85% |
| Dec 31, 2023 | MORGAN STANLEY | 0.82% | 535.67K | 8.21M | 81.95K | +18.06% |
| Dec 31, 2023 | JPMORGAN CHASE & CO | 0.79% | 510.89K | 7.83M | -196.1K | -27.74% |
| Dec 31, 2023 | SEI INVESTMENTS CO | 0.57% | 370.02K | 5.67M | 25.9K | +7.52% |
| Dec 31, 2023 | BANK OF NEW YORK MELLON CORP | 0.56% | 363.8K | 5.57M | 20.25K | +5.89% |
| Dec 31, 2023 | STATE OF WISCONSIN INVESTMENT BOARD | 0.55% | 359.75K | 5.51M | 147.98K | +69.88% |
| Dec 31, 2023 | ENVESTNET ASSET MANAGEMENT INC | 0.55% | 355.12K | 5.44M | -19.68K | -5.25% |
| Dec 31, 2023 | AMERIPRISE FINANCIAL INC | 0.52% | 341.49K | 5.23M | 81 | +0.02% |
| Dec 31, 2023 | ROBOTTI ROBERT | 0.46% | 301.09K | 4.61M | -2.83K | -0.93% |
| Dec 31, 2023 | WELLS FARGO & COMPANY/MN | 0.46% | 297.8K | 4.56M | 1.97K | +0.66% |
| Dec 31, 2023 | MONTAG A & ASSOCIATES INC | 0.43% | 279.42K | 4.28M | -2.5K | -0.89% |
| Dec 31, 2023 | RENAISSANCE TECHNOLOGIES LLC | 0.42% | 273.3K | 4.19M | 55.6K | +25.54% |
| Dec 31, 2023 | SCOUT INVESTMENTS, INC. | 0.41% | 266.26K | 4.08M | -4.18K | -1.54% |
| Dec 31, 2023 | GOLDMAN SACHS GROUP INC | 0.41% | 265.95K | 4.07M | 123.36K | +86.51% |
| Dec 31, 2023 | NEUBERGER BERMAN GROUP LLC | 0.39% | 252.92K | 3.87M | -27.74K | -9.88% |
| Dec 31, 2023 | LDR CAPITAL MANAGEMENT LLC | 0.39% | 251.04K | 3.85M | 0 | 0 |
| Dec 31, 2023 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 0.38% | 250K | 3.83M | 0 | 0 |
| Dec 31, 2023 | NFJ INVESTMENT GROUP, LLC | 0.38% | 246.88K | 3.78M | -22.28K | -8.28% |
| Dec 31, 2023 | WEALTHTRUST AXIOM LLC | 0.21% | 134.81K | 2.07M | 1.5K | +1.13% |
| Dec 31, 2023 | INVESCO LTD. | 0.38% | 246.18K | 3.77M | -379.28K | -60.64% |
| Dec 31, 2023 | AMERICAN CENTURY COMPANIES INC | 4.38% | 2.85M | 43.7M | 320.49K | +12.66% |
| Dec 31, 2023 | KNIGHTS OF COLUMBUS ASSET ADVISORS LLC | 0.38% | 244.57K | 3.75M | 124.02K | +102.88% |
| Dec 31, 2023 | RUSSELL INVESTMENTS GROUP, LTD. | 0.35% | 228.31K | 3.5M | 14.51K | +6.79% |
| Dec 31, 2023 | ROYAL BANK OF CANADA | 0.34% | 221.57K | 3.39M | -50.28K | -18.49% |
| Dec 31, 2023 | PENN CAPITAL MANAGEMENT COMPANY, LLC | 0.3% | 194.65K | 2.98M | 11.64K | +6.36% |
Among the UMH insiders holding of 6.17% of the stake in company, LANDY SAMUEL A, President and CEO, holds the largest shares of 1.05M. LANDY EUGENE W, Chairman, is the second largest UMH insider with ownership of 893.76K shares. LANDY MICHAEL P, director, stands third with possession of 362.05K shares of that stake.
| Insiders | Designation | Shares Held |
|---|---|---|
| LANDY SAMUEL A | President and CEO | 1.05M |
| LANDY EUGENE W | Chairman | 893.76K |
| LANDY MICHAEL P | director | 362.05K |
| TAFT BRETT | EVP and COO | 97.05K |
| LANDY DANIEL O. | EVP and President of OZ Fund | 70.48K |
| MITCHELL WILLIAM EDWARD | director | 28.74K |
| QUIGLEY KENNETH K JR | director | 27.46K |
| WOLGIN STEVEN B | 14.82K | |
| BUTEWICZ AMY LYNN | director | 11.39K |
| PRUITT ANGELA D. | director | 9.91K |
| HIRSCH MATTHEW I | director | 4.96K |
| CLARK TODD J. | director | 1.84K |
| CARUS JEFFREY A | director | 612 |
| KOSTER CRAIG | General Counsel | 337 |
| CONWAY KIERNAN | director | 142 |
| Date | Insider | Type | Cost | Shares | Value ($) | Shares Total |
|---|---|---|---|---|---|---|
| Dec 15, 2025 | CARUS JEFFREY A | PURCHASE | 15.25 | 33 | 500.05 | 612 |
| Nov 24, 2025 | MITCHELL WILLIAM EDWARD | PURCHASE | 14.92 | 2K | 29.84K | 28.74K |
| Nov 10, 2025 | MITCHELL WILLIAM EDWARD | SALE | 15.00 | 2K | 30K | 0 |
| Oct 15, 2025 | CLARK TODD J. | PURCHASE | 13.88 | 72 | 999.97 | 1.84K |
| Oct 15, 2025 | CARUS JEFFREY A | PURCHASE | 13.88 | 72 | 999.97 | 579 |
| Oct 07, 2025 | CLARK TODD J. | PURCHASE | 14.23 | 527 | 7.5K | 1.77K |
| Oct 07, 2025 | LANDY SAMUEL A | SALE | 14.19 | 20K | 283.8K | 1.05M |
| Sep 29, 2025 | LANDY MICHAEL P | PURCHASE | 14.46 | 10K | 144.6K | 362.05K |
| Sep 26, 2025 | LANDY SAMUEL A | SALE | 14.76 | 22.1K | 326.2K | 1.07M |
| Sep 03, 2025 | LANDY SAMUEL A | SALE | 15.25 | 10K | 152.5K | 1.09M |
| Aug 25, 2025 | PRUITT ANGELA D. | SALE | 16.06 | 1.6K | 25.7K | 9.91K |
| Aug 15, 2025 | MITCHELL WILLIAM EDWARD | SALE | 15.97 | 39K | 622.83K | 2.37K |
| Aug 13, 2025 | MITCHELL WILLIAM EDWARD | SALE | 16.32 | 75.85K | 1.24M | 41.37K |
| Jun 20, 2025 | BUTEWICZ AMY LYNN | SALE | 16.95 | 2.8K | 47.46K | 11.39K |
| Jun 09, 2025 | LANDY SAMUEL A | SALE | 16.87 | 25K | 421.75K | 1.14M |
| May 19, 2025 | LANDY SAMUEL A | SALE | 17.11 | 25K | 427.75K | 1.17M |
| May 15, 2025 | MITCHELL WILLIAM EDWARD | SALE | 16.94 | 39.97K | 677.16K | 115.63K |
| May 09, 2025 | MITCHELL WILLIAM EDWARD | SALE | 17.28 | 59.83K | 1.03M | 155.6K |
| May 08, 2025 | MITCHELL WILLIAM EDWARD | SALE | 17.20 | 70.85K | 1.22M | 215.43K |
| Apr 03, 2025 | CARUS JEFFREY A | PURCHASE | 18.89 | 3 | 49.68 | 597 |
| Mar 17, 2025 | CARUS JEFFREY A | PURCHASE | 17.25 | 58 | 999.98 | 487 |
| Dec 16, 2024 | CARUS JEFFREY A | PURCHASE | 18.50 | 54 | 999.93 | 582 |
| Dec 06, 2024 | BUTEWICZ AMY LYNN | SALE | 19.84 | 1.8K | 35.71K | 10.73K |
| Dec 02, 2024 | CONWAY KIERNAN | SALE | 18.93 | 1.05K | 19.78K | 142 |
| Nov 19, 2024 | PRUITT ANGELA D. | SALE | 19.26 | 2.8K | 53.93K | 7.99K |
| Nov 13, 2024 | LANDY SAMUEL A | SALE | 19.55 | 50K | 977.5K | 1.1M |
| Aug 15, 2024 | CONWAY KIERNAN | SALE | 19.54 | 2.7K | 52.76K | 412 |
| Jun 18, 2024 | LANDY MICHAEL P | PURCHASE | 15.45 | 4.7K | 72.62K | 341.8K |
| May 28, 2024 | LANDY SAMUEL A | SALE | 15.01 | 25K | 375.31K | 1.15M |
| Apr 03, 2024 | TAFT BRETT | SALE | 15.91 | 9.8K | 155.92K | 97.05K |
| Mar 15, 2024 | CARUS JEFFREY A | PURCHASE | 15.13 | 33 | 500.03 | 409 |
| Mar 06, 2024 | LANDY EUGENE W | SALE | 16.25 | 1.11K | 18.01K | 893.76K |
| Feb 15, 2024 | QUIGLEY KENNETH K JR | PURCHASE | 13.75 | 73 | 1K | 27.46K |
| Jan 16, 2024 | QUIGLEY KENNETH K JR | PURCHASE | 15.00 | 67 | 1K | 27.39K |
| Jan 16, 2024 | CARUS JEFFREY A | PURCHASE | 15.00 | 67 | 1K | 443 |
| Dec 15, 2023 | QUIGLEY KENNETH K JR | PURCHASE | 14.50 | 69 | 1K | 26.36K |
| Dec 05, 2023 | BUTEWICZ AMY LYNN | SALE | 14.76 | 800 | 11.81K | 8.32K |
| Nov 17, 2023 | CONWAY KIERNAN | SALE | 14.17 | 1.2K | 17K | 141 |
| Nov 15, 2023 | QUIGLEY KENNETH K JR | PURCHASE | 13.88 | 72 | 999.97 | 26.29K |
| Nov 15, 2023 | CARUS JEFFREY A | PURCHASE | 13.88 | 36 | 500.06 | 334 |
| Oct 16, 2023 | LANDY SAMUEL A | PURCHASE | 13.63 | 73 | 999.94 | 10.97K |
| Oct 16, 2023 | QUIGLEY KENNETH K JR | PURCHASE | 13.63 | 73 | 999.94 | 26.22K |
| Oct 16, 2023 | LANDY DANIEL O. | PURCHASE | 13.63 | 73 | 999.94 | 70.48K |
| Sep 15, 2023 | LANDY DANIEL O. | PURCHASE | 14.00 | 71 | 1K | 70.13K |
| Sep 15, 2023 | LANDY SAMUEL A | PURCHASE | 14.00 | 71 | 1K | 10.88K |
| Aug 15, 2023 | CONWAY KIERNAN | SALE | 15.33 | 1K | 15.33K | 381 |
| Aug 15, 2023 | LANDY DANIEL O. | PURCHASE | 15.00 | 67 | 1K | 70.06K |
| Aug 15, 2023 | LANDY SAMUEL A | PURCHASE | 15.00 | 67 | 1K | 10.81K |
| Jul 17, 2023 | LANDY DANIEL O. | PURCHASE | 15.63 | 64 | 1K | 69.99K |
| Jul 17, 2023 | LANDY SAMUEL A | PURCHASE | 15.63 | 64 | 1K | 10.75K |
| Jul 10, 2023 | HIRSCH MATTHEW I | PURCHASE | 16.20 | 926 | 15K | 4.96K |
| May 22, 2023 | CONWAY KIERNAN | SALE | 15.34 | 2.5K | 38.35K | 492 |
| May 15, 2023 | LANDY SAMUEL A | PURCHASE | 15.13 | 66 | 1K | 10.67K |
| May 15, 2023 | LANDY DANIEL O. | PURCHASE | 15.13 | 66 | 1K | 69.01K |
| Apr 17, 2023 | LANDY DANIEL O. | PURCHASE | 14.13 | 71 | 1K | 68.94K |
| Apr 17, 2023 | PRUITT ANGELA D. | PURCHASE | 14.13 | 71 | 1K | 4.73K |
| Apr 17, 2023 | MITCHELL WILLIAM EDWARD | PURCHASE | 14.13 | 71 | 1K | 14.23K |
| Apr 17, 2023 | CARUS JEFFREY A | PURCHASE | 14.13 | 35 | 500.03 | 290 |
| Apr 17, 2023 | LANDY SAMUEL A | PURCHASE | 14.13 | 71 | 1K | 10.61K |
| Mar 20, 2023 | LANDY DANIEL O. | PURCHASE | 21.21 | 900 | 19.09K | 900 |
| Mar 17, 2023 | HIRSCH MATTHEW I | PURCHASE | 14.22 | 375 | 5.33K | 40.51K |
| Mar 15, 2023 | LANDY DANIEL O. | PURCHASE | 14.25 | 70 | 1K | 68.61K |
| Mar 15, 2023 | MITCHELL WILLIAM EDWARD | PURCHASE | 14.25 | 70 | 1K | 13.01K |
| Mar 15, 2023 | LANDY SAMUEL A | PURCHASE | 14.25 | 70 | 1K | 10.53K |
| Mar 14, 2023 | LANDY MICHAEL P | PURCHASE | 14.80 | 2K | 29.6K | 270.59K |
| Mar 07, 2023 | KOSTER CRAIG | PURCHASE | 22.25 | 337 | 7.5K | 337 |
| Feb 15, 2023 | PRUITT ANGELA D. | PURCHASE | 17.25 | 58 | 999.98 | 3.65K |
| Feb 15, 2023 | MITCHELL WILLIAM EDWARD | PURCHASE | 17.25 | 58 | 999.98 | 12.94K |
| Feb 15, 2023 | LANDY SAMUEL A | PURCHASE | 17.25 | 58 | 999.98 | 10.46K |
| Feb 15, 2023 | LANDY DANIEL O. | PURCHASE | 17.25 | 58 | 999.98 | 68.53K |
| Jan 17, 2023 | MITCHELL WILLIAM EDWARD | PURCHASE | 16.25 | 62 | 1K | 12.89K |
| Jan 17, 2023 | PRUITT ANGELA D. | PURCHASE | 16.25 | 62 | 1K | 3.59K |
| Jan 17, 2023 | LANDY SAMUEL A | PURCHASE | 16.25 | 62 | 1K | 10.4K |
| Jan 05, 2023 | HIRSCH MATTHEW I | PURCHASE | 15.97 | 1.75K | 27.95K | 39.3K |
| Dec 15, 2022 | PRUITT ANGELA D. | PURCHASE | 16.38 | 61 | 1K | 2.7K |
| Dec 15, 2022 | QUIGLEY KENNETH K JR | PURCHASE | 16.38 | 61 | 1K | 21.69K |
| Dec 15, 2022 | LANDY SAMUEL A | PURCHASE | 16.38 | 61 | 1K | 10.34K |
| Dec 15, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 16.38 | 61 | 1K | 11.99K |
| Nov 15, 2022 | LANDY SAMUEL A | PURCHASE | 16.88 | 59 | 1K | 10.28K |
| Nov 15, 2022 | PRUITT ANGELA D. | PURCHASE | 16.88 | 59 | 1K | 2.61K |
| Nov 15, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 16.88 | 59 | 1K | 11.79K |
| Nov 15, 2022 | QUIGLEY KENNETH K JR | PURCHASE | 16.88 | 59 | 1K | 21.63K |
| Oct 17, 2022 | LANDY SAMUEL A | PURCHASE | 15.63 | 64 | 1K | 10.22K |
| Oct 17, 2022 | PRUITT ANGELA D. | PURCHASE | 15.63 | 64 | 1K | 2.55K |
| Oct 17, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 15.63 | 64 | 1K | 11.73K |
| Oct 11, 2022 | HIRSCH MATTHEW I | PURCHASE | 15.57 | 3.21K | 49.93K | 37.1K |
| Sep 15, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 17.50 | 57 | 999.95 | 10.95K |
| Aug 15, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 18.75 | 53 | 999.94 | 10.77K |
| Jul 15, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 18.25 | 55 | 999.92 | 10.71K |
| Jun 15, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 16.75 | 60 | 999.98 | 10.22K |
| May 16, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 18.50 | 54 | 999.93 | 10.04K |
| May 16, 2022 | QUIGLEY KENNETH K JR | PURCHASE | 19.35 | 2.5K | 48.39K | 19.87K |
| May 13, 2022 | QUIGLEY KENNETH K JR | PURCHASE | 18.81 | 3.5K | 65.84K | 17.37K |
| Apr 18, 2022 | QUIGLEY KENNETH K JR | PURCHASE | 22.88 | 44 | 1K | 13.87K |
| Apr 18, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 22.88 | 44 | 1K | 9.99K |
| Apr 13, 2022 | WOLGIN STEVEN B | SALE | 23.99 | 1K | 23.99K | 14.82K |
| Mar 28, 2022 | QUIGLEY KENNETH K JR | PURCHASE | 23.76 | 1K | 23.76K | 13.82K |
| Mar 18, 2022 | WOLGIN STEVEN B | SALE | 24.64 | 675 | 16.63K | 15.02K |
| Mar 15, 2022 | WOLGIN STEVEN B | SALE | 24.25 | 7.92K | 192.12K | 15.69K |
| Mar 15, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 23.38 | 43 | 999.98 | 9.32K |
| Mar 15, 2022 | QUIGLEY KENNETH K JR | PURCHASE | 23.38 | 43 | 999.98 | 12.2K |
| Mar 10, 2022 | WOLGIN STEVEN B | SALE | 24.40 | 2.75K | 67.1K | 23.62K |
| Feb 25, 2022 | WOLGIN STEVEN B | SALE | 23.09 | 4.29K | 98.96K | 26.37K |
| Feb 15, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 22.13 | 45 | 1K | 9.2K |
| Feb 15, 2022 | QUIGLEY KENNETH K JR | PURCHASE | 22.13 | 45 | 1K | 12.07K |
| Jan 18, 2022 | MITCHELL WILLIAM EDWARD | PURCHASE | 23.63 | 42 | 1K | 9.16K |
| Dec 15, 2021 | MITCHELL WILLIAM EDWARD | PURCHASE | 24.00 | 42 | 1K | 8.5K |
| Nov 29, 2021 | WOLGIN STEVEN B | SALE | 23.19 | 1K | 23.19K | 29.81K |
| Nov 15, 2021 | MITCHELL WILLIAM EDWARD | PURCHASE | 22.38 | 45 | 999.94 | 8.39K |
| Nov 15, 2021 | WOLGIN STEVEN B | SALE | 22.92 | 2K | 45.84K | 30.81K |
| Oct 15, 2021 | MITCHELL WILLIAM EDWARD | PURCHASE | 22.63 | 44 | 1K | 8.35K |
| Sep 15, 2021 | MITCHELL WILLIAM EDWARD | PURCHASE | 23.13 | 43 | 999.93 | 8.3K |
| Sep 02, 2021 | LANDY MICHAEL P | SALE | 24.37 | 10K | 243.7K | 259.11K |
| Aug 18, 2021 | WOLGIN STEVEN B | SALE | 22.93 | 2.56K | 58.64K | 32.78K |