This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/stocks/UMH/capital-change-brief"
Use Arkolith's capital_change_brief for UMH. Tell me what changed, whether insider activity corroborates it, and cite the SEC evidence.
| # | Fund | Position value | Shares | Last move | As of | History |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | $114.3M | 7.9M | ▼−1.4% Reduced · −113K sh | Q1 2026 | |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | $58.9M | 4.1M | ▲New +4.1M sh | Q1 2026 | |
| 3 | FMR LLC | $53.8M | 3.7M | ▲+3.6% Added · +128K sh | Q1 2026 | |
| 4 | T. Rowe Price Investment Management, Inc. | Withheld | 3.7M | ▼−16% Reduced · −713K sh | Q1 2026 | |
| 5 | STATE STREET CORP | $50.6M | 3.5M | ▲+0.6% Added · +20K sh | Q1 2026 | |
| 6 | VANGUARD CAPITAL MANAGEMENT LLC | $48.8M | 3.4M | ▲New +3.4M sh | Q1 2026 | |
| 7 | GOLDMAN SACHS GROUP INC | $33.3M | 2.3M | ▲+24% Added · +441K sh | Q1 2026 | |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $30.8M | 2.1M | ▲+2.8% Added · +59K sh | Q1 2026 | |
| 9 | PRIVATE MANAGEMENT GROUP INC | $28.0M | 1.9M | ▲+5.2% Added · +95K sh | Q1 2026 | |
| 10 | D.A. DAVIDSON & CO. | $25.6M | 1.8M | ▲+4.2% Added · +71K sh | Q1 2026 | |
| 11 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $17.9M | 1.2M | ▲+1.8% Added · +22K sh | Q1 2026 | |
| 12 | ALLIANCEBERNSTEIN L.P. | $19.1M | 1.2M | ▼−3.0% Reduced · −38K sh | Q1 2026 | |
| 13 | DIMENSIONAL FUND ADVISORS LP | $17.0M | 1.2M | ▲+3.8% Added · +43K sh | Q1 2026 | |
| 14 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | $16.9M | 1.2M | ▲+3.3% Added · +37K sh | Q1 2026 | |
| 15 | Copeland Capital Management, LLC | $16.3M | 1.1M | ▼−1.6% Reduced · −19K sh | Q1 2026 | |
| 16 | BANK OF AMERICA CORP /DE/ | $14.8M | 1.0M | ▼−6.3% Reduced · −69K sh | Q1 2026 | |
| 17 | RAYMOND JAMES FINANCIAL INC | $14.0M | 971K | ▲+3.6% Added · +33K sh | Q1 2026 | |
| 18 | NORTHERN TRUST CORP | $13.6M | 940K | ▼−3.0% Reduced · −30K sh | Q1 2026 | |
| 19 | JENNISON ASSOCIATES LLC | $13.5M | 933K | ▼−31% Reduced · −423K sh | Q1 2026 | |
| 20 | TWO SIGMA INVESTMENTS, LP | $11.7M | 813K | ▲+632% Added · +702K sh | Q1 2026 | |
| 21 | First Eagle Investment Management, LLC | $11.0M | 765K | ▲+6.8% Added · +49K sh | Q1 2026 | |
| 22 | SCHRODER INVESTMENT MANAGEMENT GROUP | $10.6M | 739K | ▼−0.8% Reduced · −6K sh | Q1 2026 | |
| 23 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | $9.4M | 650K | —Held | Q1 2026 | |
| 24 | KENNEDY CAPITAL MANAGEMENT LLC | $8.6M | 595K | ▼−0.3% Reduced · −2K sh | Q1 2026 | |
| 25 | VANGUARD FIDUCIARY TRUST CO | $8.2M | 569K | ▲New +569K sh | Q1 2026 |
Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| Jul 15, 2026 | Mitchell William Edward | Director | Buy (P) | 68 | $1K |
| Jul 15, 2026 | Miller Kevin S. | EVP, CFO, Treasurer | Buy (P) | 68 | $1K |
| Jun 15, 2026 | Miller Kevin S. | EVP, CFO, Treasurer | Buy (P) | 68 | $1K |
| Jun 10, 2026 | BUTEWICZ AMY LYNN | Director | Grant (A) | 1K | $20K |
| Jun 10, 2026 | PRUITT ANGELA D. | Director | Grant (A) | 1K | $20K |
| Jun 10, 2026 | Carus Jeffrey A | Director | Grant (A) | 1K | $20K |
| Jun 10, 2026 | QUIGLEY KENNETH K JR | Director | Grant (A) | 1K | $20K |
| Jun 10, 2026 | HIRSCH MATTHEW I | Director | Grant (A) | 1K | $20K |
| Jun 10, 2026 | Levy Stuart | Director | Grant (A) | 1K | $20K |
| Jun 10, 2026 | LANDY MICHAEL P | Director | Grant (A) | 1K | $20K |
| Jun 10, 2026 | Mitchell William Edward | Director | Grant (A) | 1K | $20K |
| Jun 10, 2026 | Clark Todd J. | Director | Grant (A) | 1K | $20K |
| Company | Co-held by | Combined value |
|---|---|---|
| MICROSOFT CORPMSFT | 80 funds | $38.0B |
| META PLATFORMS INC-CLASS AMETA | 79 funds | $19.1B |
| ALPHABET INC-CL AGOOGL | 78 funds | $25.5B |
| COSTCO WHOLESALE CORPCOST | 78 funds | $6.7B |
| BROADCOM INCAVGO | 77 funds | $20.3B |
| JPMORGAN CHASE & COJPM | 77 funds | $11.3B |
| ELI LILLY & COLLY | 77 funds | $9.2B |
| VISA INC-CLASS A SHARESV | 77 funds | $7.3B |
| NVIDIA CORPNVDA | 76 funds | $53.5B |
| AMAZON.COM INCAMZN | 76 funds | $28.5B |
| ALPHABET INC-CL CGOOG | 76 funds | $18.4B |
| APPLE INCAAPL | 75 funds | $45.0B |
Ranked by how many of UMH's institutional holders also hold each name, a cross-fund conviction signal. Via the MCP server (ticker.co_held).
13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for UMH. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes. Every panel above is one call to the Arkolith API & MCP server.