Filing Research | UMH - UMH PPTYS INC Institutional Holdings

Snapshot holdings

43 / 43 loaded

#		Instrument	quantity
1	D.A. DAVIDSON & CO.	Shares	1.9MSH	$29.4M
2	WEDGE CAPITAL MANAGEMENT L L P/NC	Shares	159.7KSH	$2.4M
3	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	59.8KSH	$905.8K
4	Vert Asset Management LLC	Shares	38.2KSH	$578.9K
5	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	30.2KSH	$461.3K
6	Carnegie Lake Advisors LLC	Shares	28.1KSH	$424.8K
7	Police & Firemen's Retirement System of New Jersey	Shares	24.6KSH	$372.6K
8	BCO Wealth Management LLC	Shares	20.0KSH	$302.1K
9	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	17.7KSH	$267.3K
10	BFSG, LLC	Shares	15.8KSH	$238.5K
11	CWA Asset Management Group, LLC	Shares	13.1KSH	$199.0K
12	IFM Investors Pty Ltd	Shares	13.1KSH	$198.3K
13	Yoffe Investment Management, LLC	Shares	11.6KSH	$175.8K
14	Abel Hall, LLC	Shares	10.4KSH	$157.3K
15	AlphaCentric Advisors LLC	Shares	10.0KSH	$151.4K
16	SIGNATUREFD, LLC	Shares	3.0KSH	$44.8K
17	Versant Capital Management, Inc	Shares	2.0KSH	$30.6K
18	LANARK FINANCIAL, INC.	Shares	1.6KSH	$24.6K
19	Farther Finance Advisors, LLC	Shares	1.3KSH	$19.8K
20	IFP Advisors, Inc	Shares	1.2KSH	$18.7K
21	EverSource Wealth Advisors, LLC	Shares	920SH	$13.9K
22	EXCHANGE TRADED CONCEPTS, LLC	Shares	630SH	$9.5K
23	GAMMA Investing LLC	Shares	616SH	$9.3K
24	Ares Financial Consulting, LLC	Shares	416SH	$6.3K
25	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	Shares	362SH	$5.5K
26	Mirae Asset Global Investments Co., Ltd.	Shares	333SH	$5.0K
27	Owl Creek Wealth Partners LLC	Shares	290SH	$4.4K
28	HHM Wealth Advisors, LLC	Shares	200SH	$3.0K
29	True Wealth Design, LLC	Shares	163SH	$2.5K
30	Physician Wealth Advisors, Inc.	Shares	111SH	$1.7K
31	Fortitude Family Office, LLC	Shares	89SH	$1.3K
32	Pensionfund PDN	Shares	88.9KSH	$1.3K
33	Hunter Perkins Capital Management, LLC	Shares	88.3KSH	$1.3K
34	Ulland Investment Advisors, LLC	Shares	76.0KSH	$1.2K
35	FIRST HORIZON CORP	Shares	55SH	$833
36	Retirement Wealth Solutions LLC	Shares	48SH	$720
37	Smallwood Wealth Investment Management, LLC	Shares	47SH	$711
38	State of Alaska, Department of Revenue	Shares	44.8KSH	$677
39	Pensionfund Sabic	Shares	42.6KSH	$644
40	Blue Trust, Inc.	Shares	22SH	$333
41	SJS Investment Consulting Inc.	Shares	19SH	$288
42	Bogart Wealth, LLC	Shares	9SH	$136
43	GHP Investment Advisors, Inc.	Shares	3SH	$46

Manager changes2026-06-30 vs 2026-03-31

49 / 49 loaded

#		Instrument
1	D.A. DAVIDSON & CO. added	Shares	+171.8K	+$3.9M	$29.4M
2	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added	Shares	+23.7K	+$384.4K	$905.8K
3	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+15.3K	+$243.8K	$461.3K
4	CWA Asset Management Group, LLC new	Shares	+13.1K	+$199.0K	$199.0K
5	Police & Firemen's Retirement System of New Jersey added	Shares	+2.9K	+$59.7K	$372.6K
6	Vert Asset Management LLC added	Shares	+511	+$34.5K	$578.9K
7	BCO Wealth Management LLC unchanged	Shares	0	+$14.2K	$302.1K
8	IFM Investors Pty Ltd added	Shares	+286	+$13.4K	$198.3K
9	Sumitomo Mitsui DS Asset Management Company, Ltd unchanged	Shares	0	+$12.5K	$267.3K
10	IFP Advisors, Inc added	Shares	+781	+$12.1K	$18.7K
11	BFSG, LLC added	Shares	+35	+$11.7K	$238.5K
12	Yoffe Investment Management, LLC unchanged	Shares	0	+$8.2K	$175.8K
13	EverSource Wealth Advisors, LLC added	Shares	+480	+$7.6K	$13.9K
14	AlphaCentric Advisors LLC unchanged	Shares	0	+$7.1K	$151.4K
15	Abel Hall, LLC trimmed	Shares	-46	+$6.7K	$157.3K
16	GAMMA Investing LLC added	Shares	+244	+$4.0K	$9.3K
17	Farther Finance Advisors, LLC added	Shares	+185	+$3.4K	$19.8K
18	WEDGE CAPITAL MANAGEMENT L L P/NC trimmed	Shares	-7.7K	+$1.8K	$2.4M
19	Physician Wealth Advisors, Inc. new	Shares	+111	+$1.7K	$1.7K
20	Fortitude Family Office, LLC new	Shares	+89	+$1.3K	$1.3K
21	True Wealth Design, LLC added	Shares	+51	+$851	$2.5K
22	SJS Investment Consulting Inc. new	Shares	+19	+$288	$288
23	Ares Financial Consulting, LLC unchanged	Shares	0	+$216	$6.3K
24	Owl Creek Wealth Partners LLC unchanged	Shares	0	+$206	$4.4K
25	Ulland Investment Advisors, LLC added	Shares	+9.8K	+$196	$1.2K
26	Hunter Perkins Capital Management, LLC unchanged	Shares	0	+$63	$1.3K
27	Pensionfund PDN unchanged	Shares	0	+$63	$1.3K
28	State of Alaska, Department of Revenue added	Shares	+505	+$39	$677
29	Retirement Wealth Solutions LLC unchanged	Shares	0	+$33	$720
30	Smallwood Wealth Investment Management, LLC unchanged	Shares	0	+$33	$711
31	Pensionfund Sabic unchanged	Shares	0	+$30	$644
32	Blue Trust, Inc. unchanged	Shares	0	+$16	$333
33	Bogart Wealth, LLC unchanged	Shares	0	+$6	$136
34	GHP Investment Advisors, Inc. unchanged	Shares	0	+$2	$46
35	Hughes Financial Services, LLC exited	Shares	-1	-$14	$0
36	Versant Capital Management, Inc trimmed	Shares	-227	-$1.8K	$30.6K
37	SIGNATUREFD, LLC trimmed	Shares	-385	-$3.5K	$44.8K
38	EXCHANGE TRADED CONCEPTS, LLC trimmed	Shares	-377	-$5.0K	$9.5K
39	HHM Wealth Advisors, LLC trimmed	Shares	-377	-$5.3K	$3.0K
40	FIRST HORIZON CORP trimmed	Shares	-389	-$5.6K	$833
41	LANARK FINANCIAL, INC. trimmed	Shares	-525	-$6.4K	$24.6K
42	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC trimmed	Shares	-549	-$7.8K	$5.5K
43	Sound Income Strategies, LLC exited	Shares	-583	-$8.5K	$0
44	Mirae Asset Global Investments Co., Ltd. trimmed	Shares	-1.3K	-$19.0K	$5.0K
45	Carnegie Lake Advisors LLC trimmed	Shares	-3.0K	-$23.2K	$424.8K
46	Golden State Wealth Management, LLC exited	Shares	-2.0K	-$28.9K	$0
47	Wealthcare Advisory Partners LLC exited	Shares	-11.8K	-$170.8K	$0
48	EASTERLY INVESTMENT PARTNERS LLC exited	Shares	-15.9K	-$229.8K	$0
49	EVERGREEN CAPITAL MANAGEMENT LLC exited	Shares	-34.8K	-$502.3K	$0