UMH Properties, Inc.
Expected move
InputsNext report
Last report
Largest filed tie
0
filed ties
13F top-10 QoQ
Top fund weight
Last report0 of 8 at or beyond impliedshaded = implied▲▼ = realized× = |realized| ÷ implied
UMH Properties, Inc.
15.16
−0.05 · −0.30%
post 15.16 0.00%
+3.36%
vs ±12.2% implied · ×0.28
shaded = implied · ▲▼ = realized
258 managers report $978.3M of UMH Properties on form 13F for the quarter ended Jun 30 '26. 31 of them hold 80% of it; BlackRock is largest at 13.00%.
Fund move
| Rank | Manager | Value | % 13F | ||
|---|---|---|---|---|---|
| 1 | BlackRockBlackRockindex-like | $127.1M | 13.00% | +6.06% | |
| 2 | Vanguard Portfolio ManagementVanguard Portfolioindex-like | $64.0M | 6.54% | +3.53% | |
| 3 | State StreetState Streetindex-like | $55.7M | 5.69% | +4.88% | |
| 4 | FMRFMR | $55.2M | 5.64% | −2.23% | |
| 5 | Vanguard Capital ManagementVanguardindex-like | $52.2M | 5.34% | +1.92% | |
| 6 | Capital Research Global InvestorsCapital Research Global Investors | $45.9M | 4.70% | +16.38% | |
| 7 | Geode Capital ManagementGeodeindex-like | $35.2M | 3.60% | +9.01% | |
| 8 | Goldman Sachs GroupGoldman Sachs | $31.7M | 3.24% | −9.26% | |
| 9 | Private Management GroupPrivate | $29.8M | 3.05% | +1.73% | |
| 10 | D.A. DavidsonD.A. Davidson | $29.4M | 3.01% | +9.70% | |
| 11 | AlliancebernsteinAlliancebernstein | $21.3M | 2.18% | +22.87% | |
| 12 | Charles Schwab Investment ManagementCharles Schwabindex-like | $19.9M | 2.03% | +5.58% | |
| 13 | Dimensional Fund AdvisorsDimensional | $17.6M | 1.80% | −1.28% | |
| 14 | Bank of AmericaBank of America | $15.7M | 1.60% | +0.74% | |
| 15 | Two Sigma InvestmentsTwo Sigma | $15.3M | 1.56% | +24.22% | |
| 16 | Raymond James FinancialRaymond James Financial | $14.7M | 1.50% | −0.16% | |
| 17 | Northern TrustNorthern Trustindex-like | $13.4M | 1.37% | −6.04% | |
| 18 | T. Rowe Price Investment ManagementT. Rowe Price | $13.0M | 1.33% | −76.64% | |
| 19 | First Eagle Investment ManagementFirst Eagle | $12.6M | 1.29% | +8.93% | |
| 20 | Boothbay Fund ManagementBoothbay Fund | $12.0M | 1.23% | +1392.14% | |
| 21 | InvescoInvesco | $11.9M | 1.22% | new | |
| 22 | Citadel AdvisorsCitadel | $11.3M | 1.15% | +125.78% | |
| 23 | AQR Capital ManagementAQR | $11.1M | 1.13% | +152.43% | |
| 24 | Pacific Heights Asset ManagementPacific Heights | $10.6M | 1.08% | +7.69% | |
| 25 | Schroder Investment Management GroupSchroder | $10.3M | 1.06% | −9.28% |
Fund move
No thesis.
Expected move
No implied move.
No implied move.
No implied move.