Umh Properties, Inc. (UMH) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

1,846,887Shares held by institutions

$26,585,938Value of institutional holdings

81.90%Institutional ownership %

2.84%Shares Changed QoQ

232No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Umh Properties, Inc. (NYSE:UMH) is held by 246 institutional investors per 13F filings through December 2025.

These investors held 83.4% of outstanding shares in December 2025, up from 79.7% in September 2025.
Their total shares held in UMH increased 8.08% quarter over quarter, and separately, investors owning Umh Properties increased 8.37% from a year ago.
Activity in UMH broke down as 137 buyers, 79 sellers, and 30 unchanged among 246 total holders.
Institutional investors collectively held 71.33Mn shares in Umh Properties as of December 2025, up by 5.33Mn shares quarter on quarter, and up 2.17Mn shares year over year.
VANGUARD GROUP INC is the top holder of Umh Properties as of December 31, 2025, with 8.13Mn shares representing 9.51% of outstanding stock.
The most significant purchases of UMH for the quarter ending December 2025 came from T. Rowe Price Investment Management, Inc. (2.34Mn), SG Americas Securities, LLC (1.29Mn), Goldman Sachs Group Inc (980.04K), Point72 Asset Management, L.P. (972.72K), FMR LLC (873.19K).
The largest sales of UMH for the quarter ending December 2025 came from AMERICAN CENTURY COMPANIES INC (1.15Mn), Capital Research Global Investors (1.06Mn), Bank Of America Corp /De/ (1.04Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (523.74K), Copeland Capital Management, LLC (442.71K).
Umh Properties's 10 largest shareholders as of December 2025 include VANGUARD GROUP INC (8.13Mn), BlackRock, Inc. (8.03Mn), T. Rowe Price Investment Management, Inc. (6.49Mn), FMR LLC (3.6Mn), State Street Corp (3.49Mn), Capital Research Global Investors (2.61Mn), GEODE CAPITAL MANAGEMENT, LLC (2.07Mn), Goldman Sachs Group Inc (1.87Mn), PRIVATE MANAGEMENT GROUP INC (1.84Mn), D.A. DAVIDSON & CO. (1.7Mn) per Business Quant data.

246 Institutional Holders

1,846,887 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	346,684	4.51%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	144,368	1.81%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	2,339,042	56.38%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	155,561	148.59%	$0.00
FMR LLC	31 Dec, 2025	873,186	32.02%	$0.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	-523,736	-31.61%	$0.00
Barclays Plc	31 Dec, 2025	-155,541	-48.28%	$0.00
State Street Corp	31 Dec, 2025	-26,881	-0.76%	$0.00
Point72 Asset Management, L.P.	31 Dec, 2025	972,719	2,751.99%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	2,512	157.00%	$0.00
Capital Research Global Investors	31 Dec, 2025	-1,063,816	-28.98%	$0.00
Russell Investments Group, Ltd.	31 Dec, 2025	9,036	2.33%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	16,978	0.83%	$0.00
Cherokee Insurance Co	31 Dec, 2025	5,729	1.47%	$0.00
Goldman Sachs Group Inc	31 Dec, 2025	980,043	110.74%	$0.00
UBS Group AG	31 Dec, 2025	19,803	8.31%	$0.00
PRIVATE MANAGEMENT GROUP INC	31 Dec, 2025	162,049	9.64%	$0.00
McIlrath & Eck, LLC	31 Dec, 2025	-15,779	-6.14%	$0.00
D.A. DAVIDSON & CO.	31 Dec, 2025	229,541	15.61%	$0.00
TABR Capital Management, LLC	31 Dec, 2025	222,700	0.00%	$0.00

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