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. Blackrock funding, inc. /de is the largest institutional shareholder, holding 9.88% of UMH shares. Vanguard Real Estate Index Investor is the top mutual fund, with 3.61% 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 | 49.41% | 9.79% | 40.80% |
| Industry | Residential REIT Stocks | 48.83% | 4.90% | 46.27% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Blackrock funding, inc. /de | 8.40M | 9.88% | $127.14M |
| Vanguard group | 8.13M | 9.57% | $129.33M |
| Blackrock | 5.24M | 7.58% | $83.76M |
| Fmr | 3.73M | 4.39% | $53.81M |
| State street | 3.68M | 4.33% | $55.71M |
| T. rowe price investment management | 3.67M | 4.32% | $53.01M |
| Capital research global investors | 3.03M | 3.57% | $45.95M |
| Geode capital management | 2.32M | 2.73% | $35.18M |
| Goldman sachs group | 2.31M | 2.71% | $33.27M |
| Private management group | 1.97M | 2.32% | $29.84M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cherokee insurance | 415.16K | 2.43% | $6.29M |
| Ulland investment advisors | 76.02K | 0.85% | $1.15M |
| Private management group | 1.97M | 0.79% | $29.84M |
| Pensionfund dsm netherlands | 88.90K | 0.69% | $1.35M |
| Pensionfund sabic | 42.56K | 0.69% | $644.00K |
| Silver lake advisory | 109.82K | 0.59% | $1.66M |
| Wespac advisors | 65.59K | 0.48% | $992.99K |
| Caldwell sutter capital | 81.92K | 0.47% | $1.24M |
| Ldr capital management | 26.20K | 0.46% | $396.64K |
| Mcilrath & eck | 241.16K | 0.36% | $3.84M |
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 |
| Blackrock funding, inc. /de | 8.40M | 0.00% | 479.49K |
| Goldman sachs group | 2.31M | 0.00% | 440.77K |
| Capital research global investors | 3.03M | 0.01% | 427.20K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Copeland capital management | - | - | -1.13M |
| Jennison associates | - | - | -933.03K |
| Point72 asset management | 191.25K | 0.00% | -816.81K |
| T. rowe price investment management | 3.67M | 0.04% | -713.00K |
| Sg americas securities | 283.31K | 0.00% | -704.76K |
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 |
|---|---|
| Hughes financial services | -1.00 |
| Dunhill financial | -2.00 |
| National bank of canada /fi/ | -3.00 |
| Harbour investments | -7.00 |
| Nelson, van denburg & campbell wealth management group | -12.00 |
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 | 3.08M | 3.61% | 48.80K |
| American Funds SMALLCAP World A | 2.96M | 3.47% | 348.45K |
| Fidelity US REIT Mother Fund | 2.38M | 2.88% | -5.00K |
| Vanguard Morn Total Stk Mkt Idx Investor | 2.44M | 2.86% | 37.60K |
| Vanguard Total Stock Mkt Idx Inv | 2.44M | 2.86% | 37.60K |
| iShares Russell 2000 ETF | 2.10M | 2.46% | -37.34K |
| Vanguard US Total Market Shares ETF | 2.01M | 2.43% | 1.82K |
| 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 | 1.02M | 1.19% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jul 15, 2026 | Mitchell William Edward | - | Buy | $1.00K |
| Jul 15, 2026 | Miller Kevin S. | EVP, CFO, Treasurer | Buy | $1.00K |
| Jun 15, 2026 | Miller Kevin S. | EVP, CFO, Treasurer | Buy | $1.00K |
| Apr 01, 2026 | Carus Jeffrey A | - | Buy | $7.25K |
| Mar 27, 2026 | HIRSCH MATTHEW I | - | Buy | $7.24K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q3 | 2 | - |
| 2026 Q2 | 2 | - |
| 2026 Q1 | 2 | - |
| 2025 Q4 | 7 | 2 |
| 2025 Q3 | 1 | 6 |
UMH Ownership FAQ
Try Tickergate Pro Free
Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)
Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis
Discover trending investment themes
Find your next best investment
Research stocks using tools