UMH Properties Ownership | Who Owns UMH Properties?


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UMH Properties Ownership Summary


UMH Properties is owned by 71.30% institutional investors, 6.27% insiders, and 22.43% retail investors. Vanguard group is the largest institutional shareholder, holding 9.93% of UMH shares. American Funds SMALLCAP World A is the top mutual fund, with 4.76% of its assets in UMH Properties shares.

UMH Ownership Benchmark


TypeName% Inst% Insiders% Retail
StockUMH Properties71.30%6.27%22.43%
SectorReal Estate Stocks 55.71%8.27%36.02%
IndustryResidential REIT Stocks 65.31%5.00%29.69%

Institutional Shareholders


Top Institutional Shareholders by Total Shares

HolderShares% HoldingValue
Vanguard group7.51M9.93%$141.72M
Blackrock funding, inc. /de7.23M9.57%$136.56M
Blackrock5.24M7.58%$83.76M
T. rowe price investment management5.25M6.95%$99.15M
Capital research global investors4.03M5.33%$76.12M
State street3.18M4.21%$60.08M
Copeland capital management2.83M3.74%$53.40M
Fmr2.72M3.60%$51.44M
American century companies2.10M2.77%$39.55M
William blair investment management1.99M2.64%$37.62M

Top Institutional Shareholders by % of Total Assets

HolderShares% AssetsValue
Ldr capital management131.47K3.36%$2.48M
Copeland capital management2.83M0.99%$53.40M
Silver lake advisory111.38K0.92%$2.10B
Private management group1.23M0.85%$23.29M
Caldwell sutter capital92.19K0.81%$1.74M
Wealthtrust axiom128.47K0.72%$2.43M
Pensionfund dsm netherlands47.90K0.56%$904.00K
Hunter perkins capital management87.62K0.35%$1.65M
Pacific heights asset management250.00K0.32%$4.72M
Bard associates48.98K0.31%$924.84K

Top Buyers

HolderShares% AssetsChange
Capital research global investors4.03M0.02%2.24M
Raymond james financial1.24M0.01%1.24M
Vanguard group7.51M0.00%799.80K
Blackrock funding, inc. /de7.23M0.00%568.56K
Apg asset management us483.12K0.07%483.12K

Top Sellers

HolderShares% AssetsChange
Balyasny asset management---534.34K
Robotti robert---294.61K
Ubs asset management americas73.58K0.00%-262.29K
American century companies2.10M0.02%-235.98K
Morgan stanley601.33K0.00%-229.12K

New Positions

HolderShares% AssetsChangeValue
Raymond james financial1.24M0.01%1.24M$23.40M
Apg asset management us483.12K0.07%483.12K$9.12M
Employees retirement system of texas136.00K0.00%136.00K$2.57M
Oppenheimer30.16K0.01%30.16K$569.50K
Clearalpha technologies lp19.79K0.26%19.79K$373.69K

Sold Out

HolderChange
Nelson, van denburg & campbell wealth management group-12.00
Sound income strategies-15.00
Bokf, na-19.00
Capital performance advisors llp-79.00
Harbor investment advisory-89.00

Institutional Ownership Trends


DateHoldingsChange %SharesChange %OwnershipChange %Increased PositionChange %Decreased PositionChange %
Dec 31, 2024180-18.55%53,912,665-9.49%711.15%110-12.70%42-28.81%
Sep 30, 202422012.82%59,490,86710.33%781.38%12623.53%5911.32%
Jun 30, 2024192-1.54%53,832,6643.88%771.39%1020.99%53-13.11%
Mar 31, 2024195-2.99%51,823,0041.96%741.30%101-16.53%6124.49%
Dec 31, 20232016.35%50,827,9554.52%751.36%12118.63%49-3.92%

Top Mutual Funds Shareholders


HolderShares% HoldingChange
American Funds SMALLCAP World A3.76M4.76%1.96M
T. Rowe Price Small-Cap Value3.04M3.86%-
Vanguard Real Estate Index Investor2.88M3.66%8.50K
Fidelity US REIT Mother Fund2.39M3.04%-
Vanguard Total Stock Mkt Idx Inv2.27M2.88%-
iShares Russell 2000 ETF1.88M2.28%-36.78K
T. Rowe Price U.S. SC Value Eq Tr-Z1.68M2.13%58.56K
American Century U.S. Small Cap Value1.56M1.98%-250.00K
American Century Small Cap Value Inv1.56M1.98%-250.00K
Vanguard Institutional Extnd Mkt Idx Tr1.11M1.41%317.00

Recent Insider Transactions


DateNameRoleActivityValue
Dec 16, 2024Carus Jeffrey A-Buy$999.93
Dec 06, 2024BUTEWICZ AMY LYNN-Sell$35.71K
Dec 02, 2024Conway Kiernan-Sell$19.78K
Nov 19, 2024PRUITT ANGELA D.-Sell$53.93K
Nov 13, 2024LANDY SAMUEL A President and CEOSell$977.50K

Insider Transactions Trends


DateBuySell
2025 Q1--
2024 Q414
2024 Q3-1
2024 Q212
2024 Q151

UMH Ownership FAQ


Who Owns UMH Properties?

UMH Properties shareholders are primarily institutional investors at 71.30%, followed by 6.27% insiders and 22.43% retail investors. The average institutional ownership in UMH Properties's industry, Residential REIT Stocks , is 65.31%, which UMH Properties exceeds.

Who owns the most shares of UMH Properties?

UMH Properties’s largest shareholders are Vanguard group (7.51M shares, 9.93%), Blackrock funding, inc. /de (7.23M shares, 9.57%), and Blackrock (5.24M shares, 7.58%). Together, they hold 27.07% of UMH Properties’s total shares outstanding.

Does Blackrock own UMH Properties?

Yes, BlackRock owns 7.58% of UMH Properties, totaling 5.24M shares as of Jun 2024. This represents 0.00% of BlackRock's total assets, with a market value of 83.76M$. In the last quarter, BlackRock increased its holdings by 359.53K shares, a 7.37% change.

Who is UMH Properties’s biggest shareholder by percentage of total assets invested?

Ldr capital management is UMH Properties’s biggest shareholder by percentage of total assets invested, with 3.36% of its assets in 131.47K UMH Properties shares, valued at 2.48M$.

Who is the top mutual fund holder of UMH Properties shares?

American Funds SMALLCAP World A is the top mutual fund holder of UMH Properties shares, with 4.76% of its total shares outstanding invested in 3.76M UMH Properties shares.

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