Umh Properties, Inc. (UMH) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

85,478,000Shares Outstanding

73,324,224Shares held by institutions

$1,147,524,106Value of institutional holdings

85.78%Institutional ownership %

10.45%Shares Changed QoQ

245No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Umh Properties, Inc. (NYSE:UMH) has 246 institutional investors that have filed 13F reports for the period ending December 2025.

Collectively, these holders controlled 83.4% of Umh Properties's outstanding shares in December 2025, up from 79.7% in September 2025.
They increased total shares held in UMH by 8.08% quarter over quarter, and investors in Umh Properties increased 8.37% from a year ago.
Of these 246 holders, 137 added to their stakes in Umh Properties, 79 trimmed positions, and 30 made no changes.
Combined, these investors held 71.33Mn shares in UMH for December 2025, up by 5.33Mn shares quarter on quarter, and up 2.17Mn shares year over year.
As of December 31, 2025, SG Americas Securities, LLC held the largest stake in Umh Properties with 988.06K shares, accounting for 1.16% of total shares outstanding.
The largest buyers of Umh Properties for the quarter ending December 2025 were Pensionfund PDN (45.0K), Pensionfund Sabic (18.0K), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (14.91K), WEDGE CAPITAL MANAGEMENT L L P/NC (13.07K), Inscription Capital, LLC (10.19K).
Top sellers of UMH stock for the quarter ending December 2025 included SG Americas Securities, LLC (505.41K), STRS OHIO (73.0K), DEPRINCE RACE & ZOLLO INC (51.26K), Stockman Wealth Management, Inc. (10.0K), North Star Investment Management Corp. (8.6K).
According to Business Quant data, leading holders of UMH for December 2025 are SG Americas Securities, LLC (988.06K), WEDBUSH SECURITIES INC (187.76K), DEPRINCE RACE & ZOLLO INC (169.43K), North Star Investment Management Corp. (168.02K), WEDGE CAPITAL MANAGEMENT L L P/NC (167.41K), STRS OHIO (99.5K), Pensionfund PDN (88.9K), State of Alaska, Department of Revenue (44.32K), Pensionfund Sabic (42.56K), Vert Asset Management LLC (37.73K).

245 Institutional Holders

73,324,224 Total Shares Held

Rows:

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Owner Name	Date	Shares Held	Change (QoQ)	Change (%)	Value (USD)
VANGUARD GROUP INC	31 Dec, 2025	8,128,983	144,368	1.81%	$129,332,119.00
BlackRock, Inc.	31 Dec, 2025	8,030,917	346,684	4.51%	$127,771,891.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	6,487,721	2,339,042	56.38%	$103,220.00
Goldman Sachs Group Inc	31 Dec, 2025	3,730,036	2,845,061	321.48%	$59,344,866.00
FMR LLC	31 Dec, 2025	3,600,575	873,186	32.02%	$57,285,147.00
State Street Corp	31 Dec, 2025	3,488,250	-26,881	-0.76%	$55,498,058.00
Capital Research Global Investors	31 Dec, 2025	2,607,487	-1,063,816	-28.98%	$41,485,118.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,072,652	16,978	0.83%	$32,981,802.00
PRIVATE MANAGEMENT GROUP INC	31 Dec, 2025	1,842,229	162,049	9.64%	$29,309,863.00
D.A. DAVIDSON & CO.	31 Dec, 2025	1,700,296	229,541	15.61%	$27,051,718.00
SG Americas Securities, LLC	31 Dec, 2025	1,493,476	1,288,703	629.33%	$23,761.00
JENNISON ASSOCIATES LLC	31 Dec, 2025	1,355,600	-232,676	-14.65%	$21,567,596.00
ALLIANCEBERNSTEIN L.P.	31 Dec, 2025	1,238,877	428,700	52.91%	$19,710,533.00
CHARLES SCHWAB INVESTMENT MANAGEMENT INC	31 Dec, 2025	1,220,448	39,991	3.39%	$19,417,328.00
AMERICAN CENTURY COMPANIES INC	31 Dec, 2025	1,185,562	-1,146,935	-49.17%	$18,862,292.00
Copeland Capital Management, LLC	31 Dec, 2025	1,149,834	-442,710	-27.80%	$18,293,870.00
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	31 Dec, 2025	1,133,066	-523,736	-31.61%	$18,027,080.00
DIMENSIONAL FUND ADVISORS LP	31 Dec, 2025	1,132,805	-29,687	-2.55%	$18,023,076.00
Bank Of America Corp /De/	31 Dec, 2025	1,094,925	-1,036,853	-48.64%	$17,420,259.00
Point72 Asset Management, L.P.	31 Dec, 2025	1,008,065	972,719	2,751.99%	$16,038,314.00

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