Security Snapshot

UMH PROPERTIES, INC. - Common Stock, $0.10 par value per share (UMH) Institutional Ownership

CUSIP: 903002103

13F Institutional Holders and Ownership History from Q1 2014 to Q2 2026

Latest Period

Q2 2026

Institutions Reporting

256

Shares (Excl. Options)

64,512,301

Price

$15.14

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Latest holder snapshot 5 signals
Portfolio coverage rank
0%
Share change
-2,225,572
Value change
-$31,776,704
Number of holders
256
Issuer context Names, identifiers, and filing context for this profile. 2 identity fields
Shares outstanding
85,400,000
SEC-reported price per share
$15.49
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors

Key facts

  • UMH - UMH PROPERTIES, INC. - Common Stock, $0.10 par value per share is tracked under CUSIP 903002103.
  • 256 institutions reported positions in Q2 2026.
  • 5 significant owners is listed from Schedule 13D/13G reporting.

Change

  • Holder count moved from 268 to 256 between Q1 2026 and Q2 2026.
  • SEC-reported value moved from $968,195,999 to $975,986,713.

Research use

  • You can quickly see who holds this security, then open quarter and manager detail pages for full evidence.
  • 13F and Schedule 13D/13G sections are kept together so you can cross-check institutional and beneficial ownership context.

Evidence

Source: SEC Form 13F

Latest holder context comes from 256 institutions filings for Q2 2026.

Open SEC evidence

Security key

903002103

Latest holder period

Q2 2026

13F holders

256

13D/G owners

5

CIK / CUSIP context first

13D/G owners

Significant owners

Large-stake holder rows connected to Schedule 13D/G evidence.

Rows
5
Security
UMH
Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
BlackRock, Inc. 9.7% $124,717,158 8,237,593 BlackRock, Inc. 30 Jun 2026
Erez REIT Opportunities LP 5% $65,245,600 4,270,000 Bruce Schanzer 07 Aug 2026
VANGUARD PORTFOLIO MANAGEMENT LLC 5% $65,144,584 4,263,389 Vanguard Portfolio Management 30 Jun 2026
T. Rowe Price Investment Management, Inc. 4.3% -16% $56,274,849 -$10,923,083 3,673,293 -16% T. Rowe Price Investment Management, Inc. 31 Mar 2026
Capital Research Global Investors 4.3% -31% $54,518,850 -$26,730,000 3,671,303 -33% Capital Research Global Investors 30 Sep 2025

As of 30 Jun 2026, 256 institutional investors reported holding 64,512,301 shares of UMH PROPERTIES, INC. - Common Stock, $0.10 par value per share (UMH). This represents 76% of the company’s total 85,400,000 outstanding shares.

13F concentration

Top 25 institutional shareholders

Largest 13F positions for this security by reported shares and value.

Top holder share
57%
Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
BlackRock, Inc. 9.8% 8,397,572 +6.1% 0% $127,139,234
VANGUARD PORTFOLIO MANAGEMENT LLC 4.9% 4,225,497 +3.5% 0% $63,974,025
STATE STREET CORP 4.3% 3,679,545 +4.9% 0% $55,712,988
FMR LLC 4.3% 3,645,734 -2.2% 0% $55,196,416
VANGUARD CAPITAL MANAGEMENT LLC 4% 3,448,062 +1.9% 0% $52,203,659
Capital Research Global Investors 3.6% 3,034,683 +16% 0.01% $45,945,101
GEODE CAPITAL MANAGEMENT, LLC 2.7% 2,323,227 +9% 0% $35,180,202
GOLDMAN SACHS GROUP INC 2.5% 2,092,331 -9.3% 0% $31,677,887
PRIVATE MANAGEMENT GROUP INC 2.3% 1,970,696 +1.7% 0.79% $29,836,337
D.A. DAVIDSON & CO. 2.3% 1,943,138 +9.7% 0.16% $29,419,121
ALLIANCEBERNSTEIN L.P. 1.7% 1,476,121 +23% 0.01% $21,300,426
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.5% 1,312,010 +5.6% 0% $19,863,831
DIMENSIONAL FUND ADVISORS LP 1.4% 1,160,736 -1.3% 0% $17,574,543
BANK OF AMERICA CORP /DE/ 1.2% 1,033,986 +0.74% 0% $15,654,548
TWO SIGMA INVESTMENTS, LP 1.2% 1,010,182 +24% 0.01% $15,294,155
RAYMOND JAMES FINANCIAL INC 1.1% 969,903 -0.16% 0% $14,684,324
NORTHERN TRUST CORP 1% 883,272 -6% 0% $13,372,738
T. Rowe Price Investment Management, Inc. 1% 858,167 -77% 0.01% $12,993,000
First Eagle Investment Management, LLC 0.98% 833,219 +8.9% 0.02% $12,614,936
BOOTHBAY FUND MANAGEMENT, LLC 0.93% 795,640 +1392% 0.23% $12,045,990
Invesco Ltd. 0.92% 788,834 +16% 0% $11,942,948
AQR CAPITAL MANAGEMENT LLC 0.86% 731,295 +152% 0% $11,071,813
Pacific Heights Asset Management LLC 0.82% 700,000 +7.7% 0.34% $10,598,000
CITADEL ADVISORS LLC 0.81% 694,910 +129% 0.01% $10,520,938
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.79% 672,085 -43% 0.03% $10,175,367

Quarter history

Institutional holders across reporting periods

Holder count, reported shares/value, and median price by quarter.

Periods
50
Latest
Q2 2026
Rows shown
1-25 of 50
Period 13F Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2026 Q2 64,512,301 $975,986,713 -$31,776,704 $15.14 256
2026 Q1 66,973,323 $968,195,999 -$39,068,238 $14.43 268
2025 Q4 69,488,778 $1,105,627,995 +$45,913,915 $15.91 255
2025 Q3 66,624,021 $989,571,159 -$37,311,654 $14.85 261
2025 Q2 68,983,098 $1,158,491,265 +$52,639,570 $16.79 232
2025 Q1 65,837,165 $1,231,141,124 +$13,574,893 $18.70 237
2024 Q4 65,239,289 $1,231,762,284 +$97,535,701 $18.88 228
2024 Q3 59,557,011 $1,170,647,741 +$83,952,835 $19.67 219
2024 Q2 53,943,134 $862,550,437 +$34,689,309 $15.99 193
2024 Q1 51,848,102 $841,855,609 +$15,344,917 $16.24 194
2023 Q4 50,946,871 $780,386,814 +$34,294,923 $15.32 197
2023 Q3 48,685,700 $682,511,692 +$26,641,745 $14.02 186
2023 Q2 46,613,519 $744,892,184 +$56,082,520 $15.98 176
2023 Q1 43,159,003 $638,270,840 +$19,026,971 $14.79 181
2022 Q4 41,733,452 $671,923,634 +$33,171,717 $16.10 169
2022 Q3 39,676,505 $640,759,147 -$1,389,248 $16.15 168
2022 Q2 38,998,817 $688,545,045 +$48,226,353 $17.66 174
2022 Q1 36,157,080 $888,852,327 +$43,545,672 $24.59 188
2021 Q4 34,507,057 $942,007,552 +$86,603,518 $27.33 171
2021 Q3 31,441,362 $720,604,326 +$51,656,851 $22.90 160
2021 Q2 31,137,202 $680,014,931 +$93,181,353 $21.82 155
2021 Q1 26,909,597 $515,314,387 +$27,948,794 $19.17 136
2020 Q4 25,486,427 $377,343,085 -$8,964,331 $14.81 125
2020 Q3 26,131,838 $354,308,673 +$3,595,030 $13.54 124
2020 Q2 25,882,583 $335,082,129 -$4,447,585 $12.93 118
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