AI Holders Summary · Q2 2026

269 institutions reported UMH in Q2 2026. BlackRock, Inc. leads at 17.6% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$127M8.4M0.00%Q2 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$64M4.2M0.00%Q2 2026 03

STATE STREET CORP

CIK 0000093751

$56M3.7M0.00%Q2 2026 04

FMR LLC

CIK 0000315066

$55M3.6M0.00%Q2 2026 05

T. Rowe Price Investment Management, Inc.

CIK 0001897612

$53M3.7M0.04%Q1 2026 06

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$52M3.4M0.00%Q2 2026 07

Capital Research Global Investors

CIK 0001422848

$46M3.0M0.01%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$35M2.3M0.00%Q2 2026 09

GOLDMAN SACHS GROUP INC

CIK 0000886982

$32M2.1M0.00%Q2 2026 10

PRIVATE MANAGEMENT GROUP INC

CIK 0001142031

$30M2.0M0.79%Q2 2026 11

D.A. DAVIDSON & CO.

CIK 0001080107

$29M1.9M0.16%Q2 2026 12

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$20M1.3M0.00%Q2 2026 13

ALLIANCEBERNSTEIN L.P.

CIK 0001109448

$19M1.2M0.01%Q1 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$18M1.2M0.00%Q2 2026 15

BANK OF AMERICA CORP /DE/

CIK 0000070858

$16M1.0M0.00%Q2 2026 16

TWO SIGMA INVESTMENTS, LP

CIK 0001179392

$15M1.0M0.01%Q2 2026 17

RAYMOND JAMES FINANCIAL INC

CIK 0000720005

$15M970K0.00%Q2 2026 18

SG Americas Securities, LLC

CIK 0001313360

$14M988K0.02%Q1 2026 19

NORTHERN TRUST CORP

CIK 0000073124· Index

$13M883K0.00%Q2 2026 20

First Eagle Investment Management, LLC

CIK 0001325447

$13M833K0.02%Q2 2026

Page 1 of 14

249 more holders available. Log in →