- Type / Class
- Equity / REIT
- Shares outstanding
- 86,005,647
- Total 13F shares
- 69,255,199
- Share change
- +2,771,026
- Total reported value
- $1,101,911,753
- Put/Call ratio
- 59%
- Price per share
- $15.91
- Number of holders
- 253
- Value change
- +$45,929,633
- Number of buys
- 137
- Number of sells
- 123
Quarterly Holders Quick Answers
What is CUSIP 903002103?
CUSIP 903002103 identifies UMH - UMH PROPERTIES, INC. - REIT in SEC institutional holdings data.
Need full ownership history?
Open the full security ownership history page.
Next holder-history checks
These links keep the next click tied to holder verification, nearby quarters, or outside-13F ownership context.
- Back to full security ownership history for the broader multi-quarter picture.
- Latest 13F filings for newly reported positions across managers.
- Latest Schedule 13D/13G reports for ownership changes outside the 13F cadence.
- SEC investors directory for manager drilldown.
Explore More Reporting Periods
Jump to adjacent filing periods for faster comparison and easier crawl discovery.
Recent filing periods for CUSIP 903002103:
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 by the holder's primary source 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 |
|---|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC |
13F
|
Company |
9.3%
|
7,984,615
|
$118,571,534 | — | 30 Sep 2025 | |
| BlackRock, Inc. |
13F
|
Company |
8.9%
|
7,684,233
|
$114,110,863 | — | 30 Sep 2025 | |
| T. Rowe Price Investment Management, Inc. |
13D/G
13F
|
Company |
5.1%
|
4,386,288
|
$69,785,842 | +$3,780,359 | 31 Dec 2025 | |
| Capital Research Global Investors |
13F
13D/G
|
Company |
4.3%
from 13D/G
|
3,671,303
|
$54,518,850 | — | 30 Sep 2025 | |
| STATE STREET CORP |
13F
|
Company |
4.1%
|
3,515,131
|
$52,199,695 | — | 30 Sep 2025 | |
| FMR LLC |
13F
|
Company |
3.2%
|
2,727,389
|
$40,501,727 | — | 30 Sep 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
2.7%
|
2,332,497
|
$34,637,580 | — | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
2,055,674
|
$30,530,783 | — | 30 Sep 2025 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
2%
|
1,680,180
|
$24,950,673 | — | 30 Sep 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.9%
|
1,656,802
|
$24,603,510 | — | 30 Sep 2025 | |
| Copeland Capital Management, LLC |
13F
|
Company |
1.9%
|
1,592,544
|
$23,649,283 | — | 30 Sep 2025 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.8%
|
1,588,276
|
$23,585,901 | — | 30 Sep 2025 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
1.7%
|
1,470,755
|
$21,840,719 | — | 30 Sep 2025 | |
| MONMOUTH REAL ESTATE INVESTMENT CORP |
3/4/5
|
Affiliate |
—
class O/S missing
|
1,391,439
|
$20,871,590 | — | 15 Dec 2021 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.4%
|
1,180,457
|
$17,529,786 | — | 30 Sep 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.4%
|
1,162,492
|
$17,262,501 | — | 30 Sep 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.2%
|
1,065,889
|
$15,828,447 | — | 30 Sep 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.2%
|
1,058,667
|
$15,721,206 | — | 30 Sep 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.1%
|
945,491
|
$14,040,536 | — | 30 Sep 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
1%
|
884,975
|
$13,141,880 | — | 30 Sep 2025 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
0.94%
|
810,177
|
$12,031,128 | — | 30 Sep 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.88%
|
760,243
|
$11,289,609 | — | 30 Sep 2025 | |
| First Eagle Investment Management, LLC |
13F
|
Company |
0.78%
|
670,419
|
$9,955,722 | — | 30 Sep 2025 | |
| MORGAN STANLEY |
13F
|
Company |
0.69%
|
597,594
|
$8,874,305 | — | 30 Sep 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.62%
|
536,033
|
$7,960,090 | — | 30 Sep 2025 | |
| APG Asset Management US Inc. |
13F
|
Company |
0.56%
|
483,116
|
$7,106,636 | — | 30 Sep 2025 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.52%
|
444,999
|
$6,608,235 | — | 30 Sep 2025 | |
| RENAISSANCE TECHNOLOGIES LLC |
13F
|
Company |
0.51%
|
437,000
|
$6,489,450 | — | 30 Sep 2025 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.47%
|
400,000
|
$5,940,000 | — | 30 Sep 2025 | |
| Cherokee Insurance Co |
13F
|
Company |
0.45%
|
389,995
|
$5,791,430 | — | 30 Sep 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.45%
|
388,386
|
$5,767,537 | — | 30 Sep 2025 | |
| Qube Research & Technologies Ltd |
13F
|
Company |
0.43%
|
371,642
|
$5,518,884 | — | 30 Sep 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.42%
|
361,063
|
$5,361,786 | — | 30 Sep 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.41%
|
354,263
|
$5,260,806 | — | 30 Sep 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.41%
|
349,843
|
$5,195,170 | — | 30 Sep 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.41%
|
348,575
|
$5,176,337 | — | 30 Sep 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.38%
|
329,525
|
$4,893,447 | — | 30 Sep 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.35%
|
302,884
|
$4,497,831 | — | 30 Sep 2025 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.32%
|
272,533
|
$4,047,108 | — | 30 Sep 2025 | |
| STRS OHIO |
13F
|
Company |
0.31%
|
270,100
|
$4,010,985 | — | 30 Sep 2025 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.31%
|
265,811
|
$3,947,291 | — | 30 Sep 2025 | |
| McIlrath & Eck, LLC |
13F
|
Company |
0.3%
|
256,937
|
$3,815,514 | — | 30 Sep 2025 | |
| UBS Group AG |
13F
|
Company |
0.28%
|
238,173
|
$3,536,870 | — | 30 Sep 2025 | |
| PANAGORA ASSET MANAGEMENT INC |
13F
|
Company |
0.25%
|
211,149
|
$3,135,563 | — | 30 Sep 2025 | |
| SG Americas Securities, LLC |
13F
|
Company |
0.24%
|
204,773
|
$3,041,000 | — | 30 Sep 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.23%
|
200,781
|
$2,981,598 | — | 30 Sep 2025 | |
| DEPRINCE RACE & ZOLLO INC |
13F
|
Company |
0.22%
|
192,704
|
$2,861,655 | — | 30 Sep 2025 | |
| WEDBUSH SECURITIES INC |
13F
|
Company |
0.22%
|
191,341
|
$2,841,000 | — | 30 Sep 2025 | |
| FRANKLIN RESOURCES INC |
13F
|
Company |
0.21%
|
176,677
|
$2,623,653 | — | 30 Sep 2025 | |
| Cubist Systematic Strategies, LLC |
13F
|
Company |
0.2%
|
175,421
|
$2,605,003 | — | 30 Sep 2025 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q4 2025
As of 31 Dec 2025,
UMH PROPERTIES, INC. - REIT (UMH) was held by
253 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
69,255,199 shares.
The largest 10 holders included
VANGUARD GROUP INC, BlackRock, Inc., T. Rowe Price Investment Management, Inc., FMR LLC, STATE STREET CORP, Capital Research Global Investors, GEODE CAPITAL MANAGEMENT, LLC, GOLDMAN SACHS GROUP INC, PRIVATE MANAGEMENT GROUP INC, and D.A. DAVIDSON & CO..
This page lists
253
institutional shareholders reporting positions in this security
for the Q4 2025 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q4 2025 vs Q3 2025 Across Filers
Q3 2025 holders
261
Q4 2025 holders
253
Holder diff
-8
| Investor | Q3 2025 Shares | Q4 2025 Shares | Share Diff | Share Chg % | Q3 2025 Value $ | Q4 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.