- Type / Class
- Equity / REIT
- Shares outstanding
- 86,005,647
- Total 13F shares
- 27,091,315
- Share change
- -633,434
- Total reported value
- $390,951,012
- Price per share
- $14.43
- Number of holders
- 150
- Value change
- -$9,344,985
- Number of buys
- 57
- Number of sells
- 68
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.
- Previous quarter: Q4 2025
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 |
9.5%
|
8,128,983
|
$129,332,119 | — | 31 Dec 2025 | |
| BlackRock, Inc. |
13F
|
Company |
9.3%
|
8,030,917
|
$127,771,891 | — | 31 Dec 2025 | |
| T. Rowe Price Investment Management, Inc. |
13F
13D/G
|
Company |
5.1%
from 13D/G
|
4,386,288
|
$69,786,000 | — | 31 Dec 2025 | |
| FMR LLC |
13F
|
Company |
4.2%
|
3,600,575
|
$57,285,147 | — | 31 Dec 2025 | |
| STATE STREET CORP |
13F
|
Company |
4.1%
|
3,488,250
|
$55,498,058 | — | 31 Dec 2025 | |
| Capital Research Global Investors |
13D/G
13F
|
Company |
4.3%
|
3,671,303
|
$54,518,850 | -$26,730,000 | 30 Sep 2025 | |
| GEODE CAPITAL MANAGEMENT, LLC |
13F
|
Company |
2.4%
|
2,072,652
|
$32,981,802 | — | 31 Dec 2025 | |
| GOLDMAN SACHS GROUP INC |
13F
|
Company |
2.2%
|
1,865,018
|
$29,672,433 | — | 31 Dec 2025 | |
| PRIVATE MANAGEMENT GROUP INC |
13F
|
Company |
2.1%
|
1,842,229
|
$29,309,863 | — | 31 Dec 2025 | |
| D.A. DAVIDSON & CO. |
13F
|
Company |
2%
|
1,700,296
|
$27,051,718 | — | 31 Dec 2025 | |
| SG Americas Securities, LLC |
13F
|
Company |
1.7%
|
1,493,476
|
$23,761,000 | — | 31 Dec 2025 | |
| Eugene W. Landy |
3/4/5
|
Chairman, Director |
—
class O/S missing
|
1,300,601
|
$21,710,658 | — | 05 Jan 2026 | |
| JENNISON ASSOCIATES LLC |
13F
|
Company |
1.6%
|
1,355,600
|
$21,567,596 | — | 31 Dec 2025 | |
| MONMOUTH REAL ESTATE INVESTMENT CORP |
3/4/5
|
Affiliate |
—
class O/S missing
|
1,391,439
|
$20,871,590 | — | 15 Dec 2021 | |
| ALLIANCEBERNSTEIN L.P. |
13F
|
Company |
1.4%
|
1,238,877
|
$19,710,533 | — | 31 Dec 2025 | |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC |
13F
|
Company |
1.4%
|
1,220,448
|
$19,417,328 | — | 31 Dec 2025 | |
| AMERICAN CENTURY COMPANIES INC |
13F
|
Company |
1.4%
|
1,185,562
|
$18,862,292 | — | 31 Dec 2025 | |
| Copeland Capital Management, LLC |
13F
|
Company |
1.3%
|
1,149,834
|
$18,293,870 | — | 31 Dec 2025 | |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC |
13F
|
Company |
1.3%
|
1,133,066
|
$18,027,080 | — | 31 Dec 2025 | |
| DIMENSIONAL FUND ADVISORS LP |
13F
|
Company |
1.3%
|
1,132,805
|
$18,023,076 | — | 31 Dec 2025 | |
| BANK OF AMERICA CORP /DE/ |
13F
|
Company |
1.3%
|
1,094,925
|
$17,420,259 | — | 31 Dec 2025 | |
| Point72 Asset Management, L.P. |
13F
|
Company |
1.2%
|
1,008,065
|
$16,038,314 | — | 31 Dec 2025 | |
| NORTHERN TRUST CORP |
13F
|
Company |
1.1%
|
969,724
|
$15,428,310 | — | 31 Dec 2025 | |
| RAYMOND JAMES FINANCIAL INC |
13F
|
Company |
1.1%
|
937,969
|
$14,926,195 | — | 31 Dec 2025 | |
| SCHRODER INVESTMENT MANAGEMENT GROUP |
13F
|
Company |
0.87%
|
745,056
|
$11,891,094 | — | 31 Dec 2025 | |
| First Eagle Investment Management, LLC |
13F
|
Company |
0.83%
|
716,419
|
$11,398,226 | — | 31 Dec 2025 | |
| APG Asset Management US Inc. |
13F
|
Company |
0.79%
|
679,926
|
$10,817,623 | — | 31 Dec 2025 | |
| PACIFIC HEIGHTS ASSET MANAGEMENT LLC |
13F
|
Company |
0.76%
|
650,000
|
$10,341,500 | — | 31 Dec 2025 | |
| Invesco Ltd. |
13F
|
Company |
0.7%
|
602,771
|
$9,590,086 | — | 31 Dec 2025 | |
| KENNEDY CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.69%
|
597,144
|
$9,500,561 | — | 31 Dec 2025 | |
| Michael P. Landy |
3/4/5
|
Director |
—
class O/S missing
|
430,963
|
$8,227,698 | +$144,600 | 24 Mar 2026 | |
| MORGAN STANLEY |
13F
|
Company |
0.54%
|
467,563
|
$7,438,961 | — | 31 Dec 2025 | |
| State of New Jersey Common Pension Fund D |
13F
|
Company |
0.54%
|
465,189
|
$7,401,157 | — | 31 Dec 2025 | |
| Bank of New York Mellon Corp |
13F
|
Company |
0.5%
|
431,475
|
$6,864,768 | — | 31 Dec 2025 | |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC |
13F
|
Company |
0.49%
|
420,874
|
$6,696,105 | — | 31 Dec 2025 | |
| WELLS FARGO & COMPANY/MN |
13F
|
Company |
0.47%
|
403,718
|
$6,423,151 | — | 31 Dec 2025 | |
| Russell Investments Group, Ltd. |
13F
|
Company |
0.46%
|
397,422
|
$6,322,988 | — | 31 Dec 2025 | |
| Cherokee Insurance Co |
13F
|
Company |
0.46%
|
395,724
|
$6,295,975 | — | 31 Dec 2025 | |
| Legal & General Group Plc |
13F
|
Company |
0.46%
|
395,578
|
$6,293,646 | — | 31 Dec 2025 | |
| STATE OF WISCONSIN INVESTMENT BOARD |
13F
|
Company |
0.43%
|
373,910
|
$5,948,908 | — | 31 Dec 2025 | |
| CITIGROUP INC |
13F
|
Company |
0.43%
|
372,275
|
$5,922,895 | — | 31 Dec 2025 | |
| JPMORGAN CHASE & CO |
13F
|
Company |
0.33%
|
283,909
|
$4,516,992 | — | 31 Dec 2025 | |
| AQR CAPITAL MANAGEMENT LLC |
13F
|
Company |
0.33%
|
280,973
|
$4,470,275 | — | 31 Dec 2025 | |
| MONTAG A & ASSOCIATES INC |
13F
|
Company |
0.3%
|
261,651
|
$4,162,865 | — | 31 Dec 2025 | |
| UBS Group AG |
13F
|
Company |
0.3%
|
257,976
|
$4,104,398 | — | 31 Dec 2025 | |
| Landy Daniel O |
3/4/5
|
EVP and President of OZ Fund |
—
mixed-class rows
|
231,634
mixed-class rows
|
$4,021,592 | — | 16 Mar 2026 | |
| Neuberger Berman Group LLC |
13F
|
Company |
0.29%
|
249,543
|
$3,970,227 | — | 31 Dec 2025 | |
| McIlrath & Eck, LLC |
13F
|
Company |
0.28%
|
241,158
|
$3,836,824 | — | 31 Dec 2025 | |
| CONNORS INVESTOR SERVICES INC |
13F
|
Company |
0.27%
|
233,401
|
$3,713,410 | — | 31 Dec 2025 | |
| ENVESTNET ASSET MANAGEMENT INC |
13F
|
Company |
0.27%
|
231,760
|
$3,687,295 | — | 31 Dec 2025 |
Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) as of Q1 2026
As of 31 Mar 2026,
UMH PROPERTIES, INC. - REIT (UMH) was held by
150 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
27,091,315 shares.
The largest 10 holders included
VANGUARD PORTFOLIO MANAGEMENT LLC, VANGUARD CAPITAL MANAGEMENT LLC, PRIVATE MANAGEMENT GROUP INC, D.A. DAVIDSON & CO., DIMENSIONAL FUND ADVISORS LP, WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC, Copeland Capital Management, LLC, SG Americas Securities, LLC, JENNISON ASSOCIATES LLC, and First Eagle Investment Management, LLC.
This page lists
150
institutional shareholders reporting positions in this security
for the Q1 2026 filing period.
| Investor | Option | Weight % | Change % | Value $ | * Price | Shares | Share Change | Activity | Report Period |
|---|
Compare Q1 2026 vs Q4 2025 Across Filers
Q4 2025 holders
253
Q1 2026 holders
150
Holder diff
-103
| Investor | Q4 2025 Shares | Q1 2026 Shares | Share Diff | Share Chg % | Q4 2025 Value $ | Q1 2026 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.