UMH PROPERTIES, INC. - REIT (UMH) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / REIT
Symbol
UMH on NYSE
Shares outstanding
84,666,918
Price per share
$15.91
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
66,459,132
Total reported value
$987,122,248
% of total 13F portfolios
0%
Share change
-2,352,147
Value change
-$37,312,500
Number of holders
257
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UMH PROPERTIES, INC. - REIT (UMH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
T. Rowe Price Investment Management, Inc. 4.9% $61,607,883 4,148,679 T. Rowe Price Investment Management, Inc. 30 Sep 2025
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 Sep 2025, 257 institutional investors reported holding 66,459,132 shares of UMH PROPERTIES, INC. - REIT (UMH). This represents 78% of the company’s total 84,666,918 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UMH PROPERTIES, INC. - REIT (UMH) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9.4% 7,984,615 +0.97% 0% $118,571,534
BlackRock, Inc. 9.1% 7,684,233 +5.5% 0% $114,110,863
T. Rowe Price Investment Management, Inc. 4.9% 4,148,679 -32% 0.04% $61,608,000
Capital Research Global Investors 4.3% 3,671,303 -33% 0.01% $54,518,850
STATE STREET CORP 4.2% 3,515,131 +1.1% 0% $52,199,695
FMR LLC 3.2% 2,727,389 +0.02% 0% $40,501,727
AMERICAN CENTURY COMPANIES INC 2.8% 2,332,497 -2.4% 0.02% $34,637,580
GEODE CAPITAL MANAGEMENT, LLC 2.4% 2,055,674 +2.8% 0% $30,530,783
PRIVATE MANAGEMENT GROUP INC 2% 1,680,180 +38% 0.74% $24,950,673
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2% 1,656,802 -5.7% 0.06% $24,603,510
Copeland Capital Management, LLC 1.9% 1,592,544 -38% 0.49% $23,649,283
JENNISON ASSOCIATES LLC 1.9% 1,588,276 +3.4% 0.01% $23,585,901
D.A. DAVIDSON & CO. 1.7% 1,470,755 +36% 0.14% $21,840,719
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.4% 1,180,457 +4.8% 0% $17,529,786
DIMENSIONAL FUND ADVISORS LP 1.4% 1,162,492 +4.2% 0% $17,262,501
BANK OF AMERICA CORP /DE/ 1.3% 1,065,889 -10% 0% $15,828,447
NORTHERN TRUST CORP 1.3% 1,058,667 -9.9% 0% $15,721,206
RAYMOND JAMES FINANCIAL INC 1.1% 945,491 +1.8% 0% $14,040,536
GOLDMAN SACHS GROUP INC 1% 884,975 +51% 0% $13,141,880
ALLIANCEBERNSTEIN L.P. 0.96% 810,177 -23% 0% $12,031,128
CITIGROUP INC 0.9% 760,243 +142% 0.01% $11,289,609
First Eagle Investment Management, LLC 0.79% 670,419 +13% 0.02% $9,955,722
MORGAN STANLEY 0.71% 597,594 +26% 0% $8,874,305
KENNEDY CAPITAL MANAGEMENT LLC 0.63% 536,033 -2.7% 0.18% $7,960,090
APG Asset Management US Inc. 0.57% 483,116 0% 0.05% $7,106,636

Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,289,454 $36,417,301 +$24,308,273 $15.91 26
2025 Q3 66,459,132 $987,122,248 -$37,312,500 $14.85 257
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
2020 Q1 26,540,969 $288,218,037 -$2,636,225 $10.86 125
2019 Q4 26,554,707 $417,622,532 +$20,850,107 $15.73 121
2019 Q3 25,246,737 $355,508,313 +$7,842,293 $14.08 128
2019 Q2 24,769,015 $307,439,317 +$21,411,885 $12.41 133
2019 Q1 23,457,316 $330,271,528 +$12,264,724 $14.08 128
2018 Q4 22,667,009 $268,331,359 +$12,665,643 $11.84 127
2018 Q3 21,533,527 $336,768,111 -$93,720 $15.64 125
2018 Q2 21,578,018 $331,205,581 +$29,802,507 $15.35 116
2018 Q1 19,667,849 $263,709,520 +$9,403,344 $13.41 118
2017 Q4 19,487,193 $290,332,536 -$1,169,884 $14.90 119
2017 Q3 19,242,823 $299,216,795 +$12,830,544 $15.55 116
2017 Q2 18,358,802 $312,749,249 +$57,250,075 $17.05 107
2017 Q1 15,025,976 $228,483,491 +$50,461,513 $15.21 99
2016 Q4 13,630,655 $205,101,476 +$19,846,530 $15.05 103
2016 Q3 12,300,612 $146,585,585 +$9,098,520 $11.92 99
2016 Q2 11,590,776 $130,500,705 +$4,595,360 $11.25 94
2016 Q1 11,132,471 $110,287,000 -$2,207,341 $9.92 90
2015 Q4 11,347,613 $114,817,893 +$3,868,639 $10.12 89
2015 Q3 10,963,389 $101,973,910 +$2,469,251 $9.30 83
2015 Q2 10,697,942 $104,854,379 +$5,292,228 $9.80 86
2015 Q1 10,156,812 $102,284,171 +$3,962,223 $10.07 86
2014 Q4 9,767,756 $93,292,604 +$6,445,353 $9.55 82
2014 Q3 9,083,685 $86,291,019 +$4,267,452 $9.50 75
2014 Q2 7,857,795 $78,804,404 +$11,986,612 $10.02 75
2014 Q1 6,889,195 $67,370,700 +$8,255,393 $9.78 79