Umh Properties UMH Institutional Ownership

NYSE UMH

$15.45 +0.43 (+2.86%)

As of: Oct 22, 2026 · 3:59 PM EDT

Institutions by Trading Activity

258 Institutions

Increased 131 50.8%

Unchanged 48 18.6%

Reduced 79 30.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

75.79%

▼-2.86 pp QoQ

Shares Held by Institutions

64.66Mn

of 85.31Mn outstanding

▼-3.45% QoQ

Shares Outstanding

85.31Mn

20.65Mn held outside 13F filers

Institutional Investors

258

filed 13F for Jun 2026

▼-8 vs prior quarter

Net Shares Added (QoQ)

-2.31Mn

distributed since last quarter

Value of Holdings

$971.15Mn

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

Updated Oct 11, 2026

Umh Properties, Inc. (NYSE:UMH) counted 258 institutional investors among its 13F-reported shareholders for the quarter ended June 30, 2026.

Collectively, these holders controlled 75.79% of Umh Properties' outstanding shares in Q2 2026, down from 78.66% in Q1 2026.
Total shares held in Umh Properties fell 3.45% from Q1 2026, while the number of holders rose 10.73% from Q2 2025.
Of these 258 holders, 131 added to their positions, 79 reduced their stakes and 48 left their positions unchanged.
Altogether, institutional holders owned 64.66Mn UMH shares at the end of Q2 2026, down 2.31Mn from the prior quarter and down 4.1Mn from a year earlier.
BlackRock, Inc. led 13F holders of UMH with 8.4Mn shares as of June 30, 2026, or 9.84% of shares outstanding.
Among holders that already owned Umh Properties, the biggest buyers in Q2 2026 were Boothbay Fund Management, LLC (+742.32K shares), BlackRock, Inc. (+479.49K shares), AQR Capital Management LLC (+441.59K shares), Capital Research Global Investors (+427.2K shares) and Citadel Advisors LLC (+391.11K shares).
Holders that trimmed the most shares of Umh Properties in Q2 2026 while keeping a position were T. Rowe Price Investment Management, Inc. (-2.82Mn shares), SG Americas Securities, LLC (-704.76K shares), William Blair Investment Management, LLC (-497.9K shares), Goldman Sachs Group Inc (-213.46K shares) and Millennium Management LLC (-195.52K shares).
Per Business Quant, the top 10 investors in UMH for the quarter ended June 30, 2026 were BlackRock, Inc. (8.4Mn shares), Vanguard Portfolio Management LLC (4.23Mn shares), State Street Corp (3.68Mn shares), FMR LLC (3.65Mn shares), Vanguard Capital Management LLC (3.45Mn shares), Capital Research Global Investors (3.03Mn shares), Geode Capital Management, LLC (2.32Mn shares), Goldman Sachs Group Inc (2.09Mn shares), Private Management Group Inc (1.97Mn shares) and D.A. Davidson & Co. (1.94Mn shares).

Form 13F Holdings

258 Institutional Holders

Report period 30 Jun, 2026

Total shares held 64.66Mn

Of outstanding 75.79%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	8,397,572	9.84%	▲479,488	+6.06%	$127.14Mn
2	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	4,225,497	4.95%	▲144,092	+3.53%	$63.97Mn
3	State Street Corp	0000093751	3,679,545	4.31%	▲171,127	+4.88%	$55.71Mn
4	FMR LLC	0000315066	3,645,734	4.27%	▼83,146	-2.23%	$55.20Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	3,448,062	4.04%	▲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	2.72%	▲192,029	+9.01%	$35.18Mn
8	Goldman Sachs Group Inc	0000886982	2,092,331	2.45%	▼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
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	1.18%	▲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%	▲68,300	+8.93%	$12.61Mn
20	BOOTHBAY FUND MANAGEMENT, LLC	0001549230	795,640	0.93%	▲742,318	+1,392.14%	$12.05Mn

Showing 1 to 20 of 258 holders