UMH Properties Ownership | Who Owns UMH Properties?
UMH Properties Ownership Summary
UMH Properties is owned by 78.61% institutional investors, 5.78% insiders, and 15.61% retail investors. Vanguard group is the largest institutional shareholder, holding 9.57% of UMH shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.53% of its assets in UMH Properties shares.
UMH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | UMH Properties | 78.61% | 5.78% | 15.61% |
| Sector | Real Estate Stocks | 48.86% | 9.88% | 41.26% |
| Industry | Residential REIT Stocks | 47.94% | 6.24% | 45.82% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 8.13M | 9.57% | $129.33M |
| Blackrock funding, inc. /de | 7.92M | 9.31% | $114.26M |
| Blackrock | 5.24M | 7.58% | $83.76M |
| Fmr | 3.73M | 4.39% | $53.81M |
| T. rowe price investment management | 3.67M | 4.32% | $53.01M |
| State street | 3.51M | 4.13% | $50.63M |
| Capital research global investors | 2.61M | 3.07% | $37.63M |
| Goldman sachs group | 2.31M | 2.71% | $33.27M |
| Geode capital management | 2.13M | 2.51% | $30.76M |
| Private management group | 1.94M | 2.28% | $27.95M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cherokee insurance | 409.00K | 2.24% | $5.90M |
| Ulland investment advisors | 66.22K | 0.82% | $955.00K |
| Private management group | 1.94M | 0.80% | $27.95M |
| Pensionfund dsm netherlands | 88.90K | 0.74% | $1.28M |
| Pensionfund sabic | 42.56K | 0.74% | $614.00K |
| Silver lake advisory | 108.33K | 0.62% | $1.56M |
| Ldr capital management | 31.16K | 0.60% | $449.67K |
| Caldwell sutter capital | 83.02K | 0.49% | $1.20M |
| Wealthtrust axiom | 108.03K | 0.38% | $1.56M |
| Copeland capital management | 1.13M | 0.36% | $16.32M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Two sigma investments, lp | 813.22K | 0.01% | 702.11K |
| Vanguard fiduciary trust | 568.51K | 0.00% | 568.51K |
| Goldman sachs group | 2.31M | 0.00% | 440.77K |
| Blackrock | 5.24M | 0.00% | 359.53K |
| Citadel advisors | 303.80K | 0.00% | 199.57K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| American century companies | 93.16K | 0.00% | -1.09M |
| Point72 asset management | 191.25K | 0.00% | -816.81K |
| T. rowe price investment management | 3.67M | 0.04% | -713.00K |
| Apg asset management us | - | - | -679.93K |
| Brookfield corp /on/ | - | - | -666.53K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Vanguard fiduciary trust | 568.51K | 0.00% | 568.51K | $8.20M |
| Exoduspoint capital management, lp | 184.22K | 0.02% | 184.22K | $2.66M |
| Cubist systematic strategies | 175.42K | 0.01% | 175.42K | $2.61M |
| Anson funds management lp | 100.00K | 0.13% | 100.00K | $1.49M |
| Vanguard investments australia | 69.34K | 0.00% | 69.34K | $1.00M |
Sold Out
| Holder | Change |
|---|---|
| National bank of canada /fi/ | -3.00 |
| Harbour investments | -7.00 |
| Clearstead advisors | -11.00 |
| Nelson, van denburg & campbell wealth management group | -12.00 |
| Transamerica financial advisors | -16.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 266 | 4.31% | 66,834,870 | -3.65% | 78 | 1.18% | 123 | -12.14% | 102 | 25.93% |
| Dec 31, 2025 | 199 | -24.33% | 52,447,223 | -21.33% | 61 | 0.98% | 106 | -32.48% | 64 | -7.25% |
| Sep 30, 2025 | 254 | 9.48% | 66,224,190 | -4.00% | 78 | 1.17% | 150 | 30.43% | 69 | -6.76% |
| Jun 30, 2025 | 229 | -2.97% | 68,966,063 | 5.38% | 82 | 1.30% | 112 | 3.70% | 75 | -5.06% |
| Mar 31, 2025 | 231 | 2.21% | 65,340,750 | 0.75% | 79 | 1.08% | 107 | -23.57% | 77 | 42.59% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Real Estate Index Investor | 3.00M | 3.53% | -11.13K |
| American Funds SMALLCAP World A | 2.61M | 3.07% | - |
| Fidelity US REIT Mother Fund | 2.38M | 2.88% | -5.00K |
| Vanguard Total Stock Mkt Idx Inv | 2.40M | 2.82% | - |
| T. Rowe Price Small-Cap Value | 2.16M | 2.54% | 61.40K |
| Vanguard US Total Market Shares ETF | 2.01M | 2.43% | 1.82K |
| iShares Russell 2000 ETF | 1.89M | 2.22% | 15.93K |
| T. Rowe Price U.S. SC Value Eq Tr-Z | 1.77M | 2.15% | 91.89K |
| T. Rowe Price U.S. SC Value Eq Tr-D | 1.40M | 1.64% | 43.95K |
| Fidelity Real Estate Income | 1.34M | 1.57% | 75.40K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Apr 01, 2026 | Carus Jeffrey A | - | Buy | $7.25K |
| Mar 27, 2026 | HIRSCH MATTHEW I | - | Buy | $7.24K |
| Mar 25, 2026 | QUIGLEY KENNETH K JR | - | Buy | $35.85K |
| Dec 15, 2025 | Carus Jeffrey A | - | Buy | $500.05 |
| Dec 15, 2025 | Carus Jeffrey A | - | Buy | $500.05 |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | 1 | - |
| 2026 Q1 | 2 | - |
| 2025 Q4 | 7 | 2 |
| 2025 Q3 | 1 | 6 |
| 2025 Q2 | 1 | 6 |
UMH Ownership FAQ
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