Umh Properties UMH Institutional Ownership

NYSE UMH

$15.34 -0.06 (-0.42%)

As of: Oct 1, 2026 · 3:59 PM EDT

Institutions by Trading Activity

259 Institutions

Increased 132 51.0%

Unchanged 48 18.5%

Reduced 79 30.5%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

77.43%

▼-1.36 pp QoQ

Shares Held by Institutions

65.97Mn

of 85.20Mn outstanding

▲+3.41% QoQ

Shares Outstanding

85.20Mn

19.23Mn held outside 13F filers

Institutional Investors

259

filed 13F for Jun 2026

▼-7 vs prior quarter

Net Shares Added (QoQ)

+2.17Mn

accumulated since last quarter

Value of Holdings

$1.02Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Umh Properties, Inc. (NYSE:UMH) has 259 institutional investors with active 13F positions as of June 2026.

These investors held 77.4% of outstanding shares in June 2026, down from 78.8% in March 2026.
They increased total shares held in Umh Properties by 3.41% from last quarter, and the number of investors in UMH increased 10.21% annually.
During the quarter, 132 of these 259 funds increased positions in UMH, 79 reduced exposure, and 48 held steady.
In total, institutional investors held 65.97Mn shares in Umh Properties as of June 2026, up by 2.17Mn shares quarter on quarter, and down 2.79Mn shares year over year.
As of June 30, 2026, the biggest holder of Umh Properties is BlackRock, Inc. at 8.4Mn shares, representing 9.86% of shares outstanding.
The largest buyers of Umh Properties for the quarter ending June 2026 were Sixth Street Partners Management Company, L.P. (1.31Mn), BOOTHBAY FUND MANAGEMENT, LLC (742.32K), BlackRock, Inc. (479.49K), AQR CAPITAL MANAGEMENT LLC (441.59K), Capital Research Global Investors (427.2K).
Leading sellers of Umh Properties shares for the quarter ending June 2026 were T. Rowe Price Investment Management, Inc. (2.82Mn), SG Americas Securities, LLC (704.76K), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (497.9K), Goldman Sachs Group Inc (213.46K), MILLENNIUM MANAGEMENT LLC (195.52K).
Per Business Quant, the top 10 investors in UMH for the quarter ending June 2026 include BlackRock, Inc. (8.4Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (4.23Mn), State Street Corp (3.68Mn), FMR LLC (3.65Mn), VANGUARD CAPITAL MANAGEMENT LLC (3.45Mn), Capital Research Global Investors (3.03Mn), GEODE CAPITAL MANAGEMENT, LLC (2.32Mn), Goldman Sachs Group Inc (2.09Mn), PRIVATE MANAGEMENT GROUP INC (1.97Mn), D.A. DAVIDSON & CO. (1.94Mn).

Form 13F Holdings

259 Institutional Holders

Report period 30 Jun, 2026

Total shares held 65.97Mn

Of outstanding 77.43%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	8,397,572	9.86%	▲479,488	+6.06%	$127.14Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,225,497	4.96%	▲144,092	+3.53%	$63.97Mn
3	State Street Corp	0000093751	3,679,545	4.32%	▲171,127	+4.88%	$55.71Mn
4	FMR LLC	0000315066	3,645,734	4.28%	▼83,146	-2.23%	$55.20Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,448,062	4.05%	▲64,915	+1.92%	$52.20Mn
6	Capital Research Global Investors	0001422848	3,034,683	3.56%	▲427,196	+16.38%	$45.95Mn
7	GEODE CAPITAL MANAGEMENT, LLC	0001214717	2,323,227	2.73%	▲192,029	+9.01%	$35.18Mn
8	Goldman Sachs Group Inc	0000886982	2,092,331	2.46%	▼213,461	-9.26%	$31.68Mn
9	PRIVATE MANAGEMENT GROUP INC	0001142031	1,970,696	2.31%	▲33,589	+1.73%	$29.84Mn
10	D.A. DAVIDSON & CO.	0001080107	1,943,138	2.28%	▲171,827	+9.70%	$29.42Mn
11	ALLIANCEBERNSTEIN L.P.	0001109448	1,476,121	1.73%	▲274,755	+22.87%	$21.30Mn
12	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	0000884546	1,312,010	1.54%	▲69,363	+5.58%	$19.86Mn
12	Sixth Street Partners Management Company, L.P.	0001812095	1,312,010	1.54%	▲1,312,010	0.00%	$19.86Mn
13	DIMENSIONAL FUND ADVISORS LP	0000354204	1,160,736	1.36%	▼15,033	-1.28%	$17.57Mn
14	Bank Of America Corp /De/	0000070858	1,033,986	1.21%	▲7,562	+0.74%	$15.65Mn
15	TWO SIGMA INVESTMENTS, LP	0001179392	1,010,182	1.19%	▲196,966	+24.22%	$15.29Mn
16	Raymond James Financial Inc	0000720005	969,903	1.14%	▼1,530	-0.16%	$14.68Mn
17	Northern Trust Corp	0000073124	883,272	1.04%	▼56,820	-6.04%	$13.37Mn
18	T. Rowe Price Investment Management, Inc.	0001897612	858,167	1.01%	▼2,815,126	-76.64%	$12.99K
19	First Eagle Investment Management, LLC	0001325447	833,219	0.98%	▼696,619	-45.54%	$12.61Mn

Showing 1 to 20 of 259 holders