Security key
903002103
- Type / Class
- Equity / REIT
- Shares outstanding
- 85,425,419
- Total 13F shares
- 66,624,021
- Share change
- -2,352,090
- Total reported value
- $989,571,159
- Put/Call ratio
- 194%
- Price per share
- $14.85
- Number of holders
- 261
- Value change
- -$37,311,654
- Number of buys
- 154
- Number of sells
- 87
Report period
Q3 2025
Institutions
261
Top holders
10
UMH full security history
Newer quarter: Q4 2025
Previous quarter: Q2 2025
UMH PROPERTIES, INC. SEC filings
UMH PROPERTIES, INC. company facts
Broader feeds
Reporting periods
Holder history for CUSIP 903002103
Recent filing periods:
Top shareholders of UMH - UMH PROPERTIES, INC. - REIT (13F + 13D/G + 3/4/5)
Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.
Methodology: rows are grouped by holder and ranked first by SEC-reported ownership % when it is safely comparable, then by disclosed holdings value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
| Holder | Source | Role / Reporting | Ownership % | Shares | Holdings Value | 12M Net Δ | As of | Details |
|---|---|---|---|---|---|---|---|---|
| Capital Research Global Investors |
13F
13D/G
|
Company |
4.3%
from 13D/G
|
5,471,303
|
$91,863,177 | — | 30 Jun 2025 | |
| VANGUARD GROUP INC |
13F
|
Company |
9.3%
|
7,907,970
|
$132,774,817 | — | 30 Jun 2025 | |
| BlackRock, Inc. |
13F
|
Company |
8.5%
|
7,283,388
|
$122,288,091 | — | 30 Jun 2025 | |
| T. Rowe Price Investment Management, Inc. |
13F
|
Company |
7.1%
|
6,107,591
|
$102,547,000 | — | 30 Jun 2025 | |
| STATE STREET CORP |
13F
|
Company |
4.1%
|
3,475,892
|
$58,360,227 | — | 30 Jun 2025 | |
| FMR LLC |
13F
|
Company |
3.2%
|
2,726,944
|
$45,785,392 | — | 30 Jun 2025 | |
| Copeland Capital Management, LLC |
13F
|
Company |
3%
|
2,552,058
|
$42,849,060 | — | 30 Jun 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.8%
|
2,389,308
|
$40,116,481 | — | 30 Jun 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.3%
|
1,999,240
|
$33,571,214 | — | 30 Jun 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
2.1%
|
1,757,148
|
$29,502,515 | — | 30 Jun 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.8%
|
1,536,362
|
$25,795,516 | — | 30 Jun 2025 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
1.4%
|
1,218,717
|
$20,462,258 | — | 30 Jun 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.4%
|
1,189,252
|
$19,967,543 | — | 30 Jun 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.4%
|
1,174,768
|
$19,724,355 | — | 30 Jun 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.3%
|
1,126,243
|
$18,909,620 | — | 30 Jun 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.3%
|
1,115,275
|
$18,725,363 | — | 30 Jun 2025 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
1.3%
|
1,083,734
|
$18,195,898 | — | 30 Jun 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.2%
|
1,058,160
|
$17,766,506 | — | 30 Jun 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.1%
|
929,074
|
$15,599,155 | — | 30 Jun 2025 | |
| First Eagle Investment Management, LLC |
13F
|
Company |
0.7%
|
594,019
|
$9,973,579 | — | 30 Jun 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
0.69%
|
587,345
|
$9,861,524 | — | 30 Jun 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.64%
|
550,879
|
$9,249,258 | — | 30 Jun 2025 | |
| Nuveen, LLC |
13F
|
Company |
0.63%
|
541,930
|
$9,099,004 | — | 30 Jun 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.63%
|
536,004
|
$8,999,507 | — | 30 Jun 2025 | |
| APG Asset Management US Inc. |
13F
|
Company |
0.57%
|
483,116
|
$8,193,647 | — | 30 Jun 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.55%
|
473,300
|
$7,946,729 | — | 30 Jun 2025 | |
| STRS OHIO |
13F
|
Company |
0.55%
|
470,800
|
$7,904,732 | — | 30 Jun 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.49%
|
419,419
|
$7,042,037 | — | 30 Jun 2025 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.49%
|
419,242
|
$7,039,073 | — | 30 Jun 2025 | |
| Cherokee Insurance Co |
13F
|
Company |
0.44%
|
379,138
|
$6,365,727 | — | 30 Jun 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.44%
|
374,511
|
$6,288,042 | — | 30 Jun 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.43%
|
365,488
|
$6,136,544 | — | 30 Jun 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.42%
|
360,975
|
$6,060,771 | — | 30 Jun 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.39%
|
336,602
|
$5,651,551 | — | 30 Jun 2025 | |
| UBS Group AG |
13F
|
Company |
0.39%
|
331,643
|
$5,568,286 | — | 30 Jun 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.37%
|
314,409
|
$5,278,927 | — | 30 Jun 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.35%
|
299,890
|
$5,035,153 | — | 30 Jun 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.34%
|
289,734
|
$4,864,640 | — | 30 Jun 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.33%
|
283,771
|
$4,764,514 | — | 30 Jun 2025 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.31%
|
265,811
|
$4,462,964 | — | 30 Jun 2025 | |
| McIlrath & Eck, LLC |
13F
|
Company |
0.3%
|
255,962
|
$4,297,602 | — | 30 Jun 2025 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.29%
|
250,000
|
$4,197,500 | — | 30 Jun 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.25%
|
209,881
|
$3,523,902 | — | 30 Jun 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.24%
|
203,827
|
$3,422,255 | — | 30 Jun 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.23%
|
196,458
|
$3,298,530 | — | 30 Jun 2025 | |
| BARCLAYS PLC |
13F
|
Company |
0.22%
|
185,845
|
$3,120,337 | — | 30 Jun 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.21%
|
180,400
|
$3,028,916 | — | 30 Jun 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.21%
|
180,389
|
$3,029,000 | — | 30 Jun 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.21%
|
177,992
|
$2,988,486 | — | 30 Jun 2025 | |
| ROYAL BANK OF CANADA |
13F
|
Company |
0.21%
|
175,931
|
$2,954,000 | — | 30 Jun 2025 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q3 2025
As of 30 Sep 2025,
UMH PROPERTIES, INC. - REIT (UMH) was held by
261 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
66,624,021 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., T. Rowe Price Investment Management, Inc., Capital Research Global Investors, STATE STREET CORP, FMR LLC, AMERICAN CENTURY COMPANIES INC, GEODE CAPITAL MANAGEMENT, LLC, PRIVATE MANAGEMENT GROUP INC, and WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC.
This page lists
262
institutional shareholders reporting positions in this security
for the Q3 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q3 2025 vs Q2 2025 Across Filers
Q2 2025 holders
232
Q3 2025 holders
261
Holder diff
29
| Investor | Q2 2025 Shares | Q3 2025 Shares | Share Diff | Share Chg % | Q2 2025 Value $ | Q3 2025 Value $ | Value Diff $ | Value Chg % |
|---|
Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).
Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.
An asterisk sign (*) next to the price indicates that the price is likely invalid.