Capital Research Global Investors

Holdings History for UMH PROPERTIES, INC. - REIT (UMH)

Symbol: UMH on NYSE
Investment type: Equity / REIT
Latest Disclosed Shares Owned: 3,671,303 shares
Security Ownership %: 4.3%

Shares, Excluding Options vs Price

Value, Excluding Options

Capital Research Global Investors ownership in UMH PROPERTIES, INC. REIT (UMH)

13 Nov 2025 - Capital Research Global Investors has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 3,671,303 shares of UMH PROPERTIES, INC. REIT (UMH). This represents 4.3% ownership of the company. In their previous filing dated 13 Aug 2025, Capital Research Global Investors had reported owning 5,471,303 shares, indicating a decrease of +33%. .

Reporting Name	Ownership %	Change	Value $	Shares owned	Change	Activity %	Price	Form	Report date	Filing time
Capital Research Global Investors	4.3%	-31%	$54,518,850	3,671,303	-1,800,000	-33%	$14.85	13G/A	30 Sep 2025	13 Nov 2025, 10:29
Capital Research Global Investors	6.5%	+28%	$93,504,568	5,471,303	+1,439,454	+36%	$17.09	13G/A	30 Jun 2025	13 Aug 2025, 11:39
Capital Research Global Investors	5.1%		$70,234,810	4,031,849			$17.42	13G	31 Dec 2024	13 Feb 2025, 14:15

Holdings date	Weight	Change	Value $	Shares	Change	Activity %	Price	All Holders
31 Dec 2025	0.01%	-0%	$41,485,118	2,607,487	-1,063,816	-29%	$15.91	Q4 2025
30 Sep 2025	0.01%	-0.01%	$54,518,850	3,671,303	-1,800,000	-33%	$14.85	Q3 2025
30 Jun 2025	0.02%	+0%	$91,863,177	5,471,303	+434,695	+8.6%	$16.79	Q2 2025
31 Mar 2025	0.02%	+0%	$94,184,570	5,036,608	+1,004,759		$18.70	Q1 2025
31 Dec 2024	0.02%	+0.01%	$76,121,309	4,031,849	+2,236,080	+125%	$18.88	Q4 2024
30 Sep 2024	0.01%	+0.01%	$35,322,776	1,795,769	+1,795,769	NEW	$19.67	Q3 2024

* 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.