Umh Properties, Inc. (UMH) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

84,220,000Shares Outstanding

668,013Shares held by institutions

$10,748,329Value of institutional holdings

77.31%Institutional ownership %

2.86%Shares Changed QoQ

239No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Recent 13F filings as of December 2025 show that 239 institutional investors hold a position in Umh Properties, Inc. (NYSE:UMH).

The percentage of Umh Properties owned by institutions changed from 79.1% in September 2025 to 77.3% in December 2025, marking a slight down trend.
Quarterly data indicates a 2.86% shift in institutional share volume, and the annual owner count reflects an increase of 5.29%.
A review of institutional activity for Umh Properties shows 132 of 239 filers increasing their positions, while 77 reduced their stake, and 30 remained unchanged.
Collectively, institutional investors increased their stake in Umh Properties to 65.11Mn shares as of December 2025, a change that is up by 1.81Mn shares quarter on quarter and up 5.53Mn shares year over year.
As of December 31, 2025, VANGUARD GROUP INC held Umh Properties's largest shareholding position with over 8.13Mn shares, representing 9.65% of total outstanding shares.
Among the most significant buyers of Umh Properties during December 2025 were SG Americas Securities, LLC (1.29Mn), GOLDMAN SACHS GROUP INC (980.04K), Point72 Asset Management, L.P. (972.72K), FMR LLC (873.19K), SCHRODER INVESTMENT MANAGEMENT GROUP (745.06K).
Leading sellers of Umh Properties stock in December 2025 included T. Rowe Price Investment Management, Inc. (2.05Mn), AMERICAN CENTURY COMPANIES INC (1.15Mn), Capital Research Global Investors (1.06Mn), WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC (523.74K), Copeland Capital Management, LLC (442.71K).
The top 10 institutional holders of Umh Properties for the quarter ending December 2025 included VANGUARD GROUP INC (8.13Mn), BlackRock, Inc. (8.03Mn), FMR LLC (3.60Mn), STATE STREET CORP (3.49Mn), Capital Research Global Investors (2.61Mn), T. Rowe Price Investment Management, Inc. (2.10Mn), GEODE CAPITAL MANAGEMENT, LLC (2.07Mn), GOLDMAN SACHS GROUP INC (1.87Mn), PRIVATE MANAGEMENT GROUP INC (1.84Mn), D.A. DAVIDSON & CO. (1.70Mn).

239 Institutional Holders

668,013 Total Shares Held

Rows:

Download Data

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
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
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	2,101,433	-2,047,246	-49.35%	$33,434.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	2,072,652	16,978	0.83%	$32,981,802.00
GOLDMAN SACHS GROUP INC	31 Dec, 2025	1,865,018	980,043	110.74%	$29,672,433.00
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	29,036	2.72%	$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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