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
86,005,647
Price per share
$15.59
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
66,235,826
Total reported value
$1,053,873,571
% of total 13F portfolios
0%
Share change
+57,158
Value change
+$2,751,797
Number of holders
249
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. 5.1% +4% $69,785,842 +$3,780,359 4,386,288 +5.7% T. Rowe Price Investment Management, Inc. 31 Dec 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 31 Dec 2025, 249 institutional investors reported holding 66,235,826 shares of UMH PROPERTIES, INC. - REIT (UMH). This represents 77% of the company’s total 86,005,647 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UMH PROPERTIES, INC. - REIT (UMH) together control 60% 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 9.5% 8,128,983 +1.8% 0% $129,332,119
BlackRock, Inc. 9.3% 8,030,917 +4.5% 0% $127,771,891
FMR LLC 4.2% 3,600,575 +32% 0% $57,285,147
STATE STREET CORP 4.1% 3,488,250 -0.76% 0% $55,498,058
Capital Research Global Investors 3% 2,607,487 -29% 0.01% $41,485,118
T. Rowe Price Investment Management, Inc. 2.4% 2,101,433 -49% 0.04% $33,434,000
GEODE CAPITAL MANAGEMENT, LLC 2.4% 2,072,652 +0.83% 0% $32,981,802
GOLDMAN SACHS GROUP INC 2.2% 1,865,018 +111% 0% $29,672,433
PRIVATE MANAGEMENT GROUP INC 2.1% 1,842,229 +9.6% 0.85% $29,309,863
D.A. DAVIDSON & CO. 2% 1,700,296 +16% 0.17% $27,051,718
SG Americas Securities, LLC 1.7% 1,493,476 +629% 0.03% $23,761,000
JENNISON ASSOCIATES LLC 1.6% 1,355,600 -15% 0.01% $21,567,596
ALLIANCEBERNSTEIN L.P. 1.4% 1,238,877 +53% 0.01% $19,710,533
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.4% 1,220,448 +3.4% 0% $19,417,328
AMERICAN CENTURY COMPANIES INC 1.4% 1,185,562 -49% 0.01% $18,862,292
Copeland Capital Management, LLC 1.3% 1,149,834 -28% 0.41% $18,293,870
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.3% 1,133,066 -32% 0.05% $18,027,080
DIMENSIONAL FUND ADVISORS LP 1.3% 1,132,805 -2.6% 0% $18,023,076
BANK OF AMERICA CORP /DE/ 1.3% 1,094,925 +2.7% 0% $17,420,259
Point72 Asset Management, L.P. 1.2% 1,008,065 +2752% 0.03% $16,038,314
NORTHERN TRUST CORP 1.1% 969,724 -8.4% 0% $15,428,310
RAYMOND JAMES FINANCIAL INC 1.1% 937,969 -0.8% 0% $14,926,195
SCHRODER INVESTMENT MANAGEMENT GROUP 0.87% 745,056 0.01% $11,891,094
First Eagle Investment Management, LLC 0.83% 716,419 +6.9% 0.02% $11,398,226
APG Asset Management US Inc. 0.79% 679,926 +41% 0.08% $10,817,623

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 66,235,826 $1,053,873,571 +$2,751,797 $15.91 249
2025 Q3 66,555,557 $988,554,159 -$37,311,654 $14.85 259
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