13F reference period
Q2 2026
Security Snapshot
UMH PROPERTIES, INC. - Common Stock (UMH) Institutional Ownership
CUSIP: 903002103
13F Institutional Holders and Ownership History from Q1 2014 to Q3 2026
Institutions Reporting
259
Shares (Excl. Options)
64.64M
Full value: 64,640,022 · shares · 30 Jun 2026Price
$15.14
The headline uses the Q2 2026 reference period after its reporting deadline. Available reports may still be incomplete or amended. Newer periods in the history table contain incoming reports and may be incomplete.
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- Security type / class
- Equity / Common Stock
- Symbol
- UMH on NYSE
- All holders as of 30 Jun 2026
- Q2 2026
- Total 13F shares
- 64,640,022
- Total 13F value
- $977,920,408
- Portfolio coverage rank
- 0%
- Share change
- -2,175,883
- Value change
- -$31,024,414
- Number of holders
- 259
- Shares outstanding
- 85,507,415
- SEC-reported price per share
- $15.40
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
Filing notes and source
Key facts
- UMH - UMH PROPERTIES, INC. - Common Stock is tracked under CUSIP 903002103.
- 259 institutions reported positions in Q2 2026.
- 5 significant owners is listed from Schedule 13D/13G reporting.
Change
- Holder count moved from 268 to 259 between Q1 2026 and Q2 2026.
- SEC-reported value moved from to
$968.2M
Full value: $968,195,999 · USD · 31 Mar 2026.$977.92M
Full value: $977,920,408 · USD · 30 Jun 2026
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 259 institutions filings for Q2 2026.
Security key
903002103
13F reference period
Q2 2026
13F holders
259
13D/G owners
5
CIK / CUSIP context first
Open Q2 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
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% | 0% | $70,967,400 | 4,270,000 | 0% | Bruce Schanzer | 28 Sep 2026 | |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5% | -0.2% | $65,709,028 | +$52,837 | 4,266,820 | +0.08% | Vanguard Portfolio Management | 30 Sep 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,
259
institutional investors reported holding
shares of
UMH PROPERTIES, INC. - Common Stock (UMH).
This represents
76%
of the company’s total
outstanding shares.
64.64M
Full value: 64,640,022 · shares · 30 Jun 202685.51M
Full value: 85,507,415 · shares · Stored outstanding share count13F 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 | 3.5% | 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 | 2.4% | 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 | 0.97% | 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
51
Headline period
Q2 2026
Rows shown
1-25 of 51
| Period | 13F Shares, Excl. Options | Value, Excl. Options | Value Change | Price (Median) | Investors |
|---|---|---|---|---|---|
| 2026 Q3 | 13,680,781 | $210,680,260 | +$3,126,522 | $15.40 | 112 |
| 2026 Q2 | 64,640,022 | $977,920,408 | -$31,024,414 | $15.14 | 259 |
| 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 |