UMH PROPERTIES, INC. - REIT (UMH) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2014 to Q4 2025

Type / Class
Equity / REIT
Symbol
UMH on NYSE
Shares outstanding
84,666,918
Price per share
$15.91
All holders as of 30 Sep 2025
Q3 2025
Total 13F shares
66,456,127
Total reported value
$987,077,248
% of total 13F portfolios
0%
Share change
-2,352,147
Value change
-$37,312,446
Number of holders
256
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of UMH PROPERTIES, INC. - REIT (UMH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
T. Rowe Price Investment Management, Inc. 4.9% $61,607,883 4,148,679 T. Rowe Price Investment Management, Inc. 30 Sep 2025
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 Sep 2025, 256 institutional investors reported holding 66,456,127 shares of UMH PROPERTIES, INC. - REIT (UMH). This represents 78% of the company’s total 84,666,918 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of UMH PROPERTIES, INC. - REIT (UMH) together control 62% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 9.4% 7,984,615 +0.97% 0% $118,571,534
BlackRock, Inc. 9.1% 7,684,233 +5.5% 0% $114,110,863
T. Rowe Price Investment Management, Inc. 4.9% 4,148,679 -32% 0.04% $61,608,000
Capital Research Global Investors 4.3% 3,671,303 -33% 0.01% $54,518,850
STATE STREET CORP 4.2% 3,515,131 +1.1% 0% $52,199,695
FMR LLC 3.2% 2,727,389 +0.02% 0% $40,501,727
AMERICAN CENTURY COMPANIES INC 2.8% 2,332,497 -2.4% 0.02% $34,637,580
GEODE CAPITAL MANAGEMENT, LLC 2.4% 2,055,674 +2.8% 0% $30,530,783
PRIVATE MANAGEMENT GROUP INC 2% 1,680,180 +38% 0.74% $24,950,673
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 2% 1,656,802 -5.7% 0.06% $24,603,510
Copeland Capital Management, LLC 1.9% 1,592,544 -38% 0.49% $23,649,283
JENNISON ASSOCIATES LLC 1.9% 1,588,276 +3.4% 0.01% $23,585,901
D.A. DAVIDSON & CO. 1.7% 1,470,755 +36% 0.14% $21,840,719
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1.4% 1,180,457 +4.8% 0% $17,529,786
DIMENSIONAL FUND ADVISORS LP 1.4% 1,162,492 +4.2% 0% $17,262,501
BANK OF AMERICA CORP /DE/ 1.3% 1,065,889 -10% 0% $15,828,447
NORTHERN TRUST CORP 1.3% 1,058,667 -9.9% 0% $15,721,206
RAYMOND JAMES FINANCIAL INC 1.1% 945,491 +1.8% 0% $14,040,536
GOLDMAN SACHS GROUP INC 1% 884,975 +51% 0% $13,141,880
ALLIANCEBERNSTEIN L.P. 0.96% 810,177 -23% 0% $12,031,128
CITIGROUP INC 0.9% 760,243 +142% 0.01% $11,289,609
First Eagle Investment Management, LLC 0.79% 670,419 +13% 0.02% $9,955,722
MORGAN STANLEY 0.71% 597,594 +26% 0% $8,874,305
KENNEDY CAPITAL MANAGEMENT LLC 0.63% 536,033 -2.7% 0.18% $7,960,090
APG Asset Management US Inc. 0.57% 483,116 0% 0.05% $7,106,636

Institutional Holders of UMH PROPERTIES, INC. - REIT (UMH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 2,039,837 $32,456,124 +$24,956,761 $15.91 13
2025 Q3 66,456,127 $987,077,248 -$37,312,446 $14.85 256
2025 Q2 68,983,098 $1,158,491,265 +$52,639,579 $16.79 232
2025 Q1 65,837,165 $1,231,140,902 +$13,575,228 $18.70 237
2024 Q4 64,869,678 $1,224,789,884 +$97,531,492 $18.88 227
2024 Q3 59,557,011 $1,170,647,330 +$83,875,956 $19.67 220
2024 Q2 53,920,064 $862,194,343 +$34,722,641 $15.99 192
2024 Q1 51,848,104 $841,855,217 +$10,591,877 $16.24 194
2023 Q4 275,868 $4,226,296 -$700,694 $15.32 2
2023 Q3 48,685,700 $682,511,859 +$26,824,110 $14.02 186
2023 Q2 45,976,224 $734,708,265 +$55,423,034 $15.98 173
2023 Q1 42,841,715 $633,578,094 +$16,353,078 $14.79 180
2022 Q4 41,714,405 $671,615,743 +$33,645,928 $16.10 167
2022 Q3 39,355,046 $635,654,553 -$2,074,958 $16.15 166
2022 Q2 38,998,817 $688,545,515 +$48,154,450 $17.66 174
2022 Q1 36,144,332 $888,539,317 +$43,525,068 $24.59 187
2021 Q4 34,507,057 $942,007,876 +$86,601,035 $27.33 171
2021 Q3 31,441,455 $720,606,016 +$51,567,824 $22.90 160
2021 Q2 31,215,204 $680,822,235 +$95,502,782 $21.82 153
2021 Q1 26,909,430 $515,309,781 +$27,802,927 $19.17 137
2020 Q4 25,184,339 $372,869,747 -$6,529,644 $14.81 121
2020 Q3 25,856,612 $350,581,673 +$3,890,974 $13.54 122
2020 Q2 25,873,034 $334,970,129 -$6,856,143 $12.93 116
2020 Q1 26,292,135 $285,516,037 -$678,389 $10.86 121
2019 Q4 26,508,524 $416,895,532 +$20,136,598 $15.73 118
2019 Q3 25,105,905 $353,526,313 +$5,922,621 $14.08 126
2019 Q2 24,755,378 $307,270,317 +$21,242,292 $12.41 131
2019 Q1 23,332,922 $328,520,528 +$11,410,501 $14.08 125
2018 Q4 22,667,009 $268,331,359 +$12,665,066 $11.84 127
2018 Q3 21,336,203 $333,683,111 +$31,358,203 $15.64 121
2018 Q2 20,860,866 $320,197,581 +$27,191,899 $15.35 113
2018 Q1 19,667,849 $263,709,520 +$9,403,354 $13.41 119
2017 Q4 19,487,193 $290,332,536 -$1,171,166 $14.90 119
2017 Q3 18,891,118 $293,749,795 +$10,073,899 $15.55 115
2017 Q2 18,358,719 $312,748,249 +$57,092,036 $17.05 106
2017 Q1 15,025,976 $228,483,491 +$50,292,816 $15.21 99
2016 Q4 13,608,455 $204,768,476 +$20,085,936 $15.05 103
2016 Q3 12,300,612 $146,585,585 +$9,098,510 $11.92 99
2016 Q2 11,590,776 $130,500,705 +$4,595,333 $11.25 94
2016 Q1 11,132,471 $110,287,000 -$2,206,683 $9.92 90
2015 Q4 11,341,371 $114,755,893 +$4,378,258 $10.12 88
2015 Q3 10,963,389 $101,973,910 +$2,324,652 $9.30 83
2015 Q2 10,456,404 $102,487,379 +$5,292,493 $9.80 85
2015 Q1 10,156,812 $102,284,171 +$3,746,028 $10.07 86
2014 Q4 9,763,426 $93,250,604 +$6,464,977 $9.55 80
2014 Q3 9,083,016 $86,285,019 +$4,267,441 $9.50 74
2014 Q2 7,857,795 $78,804,404 +$11,986,573 $10.02 75
2014 Q1 6,889,195 $67,370,700 +$6,103,381 $9.78 79