Latest Period
Q1 2026
Security Snapshot
UMH PROPERTIES, INC. - REIT (UMH) Institutional Ownership
CUSIP: 903002103
13F Institutional Holders and Ownership History from Q1 2014 to Q1 2026
Institutions Reporting
267
Shares (Excl. Options)
66,973,286
Price
$14.43
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- Security type / class
- Equity / REIT
- Symbol
- UMH on NYSE
- All holders as of 31 Mar 2026
- Q1 2026
- Total 13F shares
- 66,973,286
- Total 13F value
- $968,195,465
- Portfolio coverage rank
- 0%
- Share change
- -2,568,525
- Value change
- -$39,068,238
- Number of holders
- 267
- Shares outstanding
- 85,425,419
- SEC-reported price per share
- $15.33
Latest holder snapshot
5 signals
Issuer context
Names, identifiers, and filing context for this profile.
2 identity fields
13F Shares, Excluding Options vs Price
13F Value, Excluding Options
Total Investors
Key facts
- UMH - UMH PROPERTIES, INC. - REIT is tracked under CUSIP 903002103.
- 267 institutions reported positions in Q1 2026.
- 2 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 255 to 267 between Q4 2025 and Q1 2026.
- SEC-reported value moved from $1,105,627,995 to $968,195,465.
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
Open SEC evidence
Latest holder context comes from 267 institutions filings for Q1 2026.
Security key
903002103
Latest holder period
Q1 2026
13F holders
267
13D/G owners
2
CIK / CUSIP context first
Open Q1 2026 holders
UMH full holder history
UMH PROPERTIES, INC. SEC filings
UMH PROPERTIES, INC. company facts
UMH PROPERTIES, INC. insider transactions
Broader feeds
Recent Quarterly Holder Reports
Open recent reporting periods for CUSIP 903002103:
13D/G owners
Significant owners
Large-stake holder rows connected to Schedule 13D/G evidence.
Rows
2
Security
UMH
| Filer | Ownership | Change % | Holdings Value | Net Change | Nb Shares | Change % | Reporting Name | Report Period |
|---|---|---|---|---|---|---|---|---|
| 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 31 Mar 2026, 267 institutional investors reported holding 66,973,286 shares of UMH PROPERTIES, INC. - REIT (UMH). This represents 78% of the company’s total 85,425,419 outstanding shares.
13F concentration
Top 25 institutional shareholders
Largest 13F positions for this security by reported shares and value.
Top holder share
59%
| Institution | Ownership % | Shares Held | Share Change % | Portfolio % | Holdings Value |
|---|---|---|---|---|---|
| BlackRock, Inc. | 9.3% | 7,918,084 | -1.4% | 0% | $114,257,957 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 4.8% | 4,081,405 | 0% | 0% | $58,894,674 |
| FMR LLC | 4.4% | 3,728,880 | +3.6% | 0% | $53,807,734 |
| T. Rowe Price Investment Management, Inc. | 4.3% | 3,673,293 | -16% | 0.04% | $53,006,000 |
| STATE STREET CORP | 4.1% | 3,508,418 | +0.58% | 0% | $50,626,472 |
| VANGUARD CAPITAL MANAGEMENT LLC | 4% | 3,383,147 | 0% | 0% | $48,818,811 |
| Capital Research Global Investors | 3.1% | 2,607,487 | 0% | 0.01% | $37,626,037 |
| GOLDMAN SACHS GROUP INC | 2.7% | 2,305,792 | +24% | 0% | $33,272,583 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 2,131,198 | +2.8% | 0% | $30,758,943 |
| PRIVATE MANAGEMENT GROUP INC | 2.3% | 1,937,107 | +5.2% | 0.8% | $27,952,454 |
| D.A. DAVIDSON & CO. | 2.1% | 1,771,311 | +4.2% | 0.15% | $25,560,019 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.5% | 1,242,647 | +1.8% | 0% | $17,931,396 |
| ALLIANCEBERNSTEIN L.P. | 1.4% | 1,201,366 | -3% | 0.01% | $19,113,733 |
| DIMENSIONAL FUND ADVISORS LP | 1.4% | 1,175,769 | +3.8% | 0% | $16,966,397 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.4% | 1,169,982 | +3.3% | 0.06% | $16,882,840 |
| Copeland Capital Management, LLC | 1.3% | 1,130,858 | -1.7% | 0.36% | $16,318,283 |
| BANK OF AMERICA CORP /DE/ | 1.2% | 1,026,424 | -6.3% | 0% | $14,811,305 |
| SG Americas Securities, LLC | 1.2% | 988,065 | -34% | 0.02% | $14,258,000 |
| RAYMOND JAMES FINANCIAL INC | 1.1% | 971,433 | +3.6% | 0% | $14,015,872 |
| NORTHERN TRUST CORP | 1.1% | 940,092 | -3.1% | 0% | $13,565,527 |
| JENNISON ASSOCIATES LLC | 1.1% | 933,034 | -31% | 0.01% | $13,463,681 |
| TWO SIGMA INVESTMENTS, LP | 0.95% | 813,216 | +632% | 0.01% | $11,734,707 |
| First Eagle Investment Management, LLC | 0.9% | 764,919 | +6.8% | 0.02% | $11,037,781 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 0.86% | 738,848 | -0.83% | 0.01% | $10,639,411 |
| Invesco Ltd. | 0.79% | 679,108 | +13% | 0% | $9,799,529 |
Quarter history
Institutional holders across reporting periods
Holder count, reported shares/value, and median price by quarter.
Periods
49
Latest
Q1 2026
Rows shown
1-25 of 49
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q1 | 66,973,286 | $968,195,465 | -$39,068,238 | $14.43 | 267 |
| 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 |
| 2020 Q1 | 26,540,969 | $288,218,037 | -$2,636,225 | $10.86 | 125 |