UMH Properties Ownership | Who Owns UMH Properties?

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UMH Properties Ownership Summary

UMH Properties is owned by 82.13% institutional investors, 6.22% insiders, and 11.65% 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 6.02% of its assets in UMH Properties shares.

UMH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UMH Properties	82.13%	6.22%	11.65%
Sector	Real Estate Stocks	69.85%	9.10%	21.05%
Industry	Residential REIT Stocks	82.63%	6.91%	10.46%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	7.51M	9.93%	$141.72M
Blackrock funding, inc. /de	7.28M	8.67%	$122.29M
Blackrock	5.24M	7.58%	$83.76M
T. rowe price investment management	6.11M	7.27%	$102.55M
Capital research global investors	5.47M	6.52%	$91.86M
State street	3.18M	4.21%	$60.08M
Fmr	2.72M	3.60%	$51.44M
Copeland capital management	2.55M	3.04%	$42.85M
American century companies	2.39M	2.85%	$40.12M
Geode capital management	1.84M	2.43%	$34.72M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Ldr capital management	138.17K	3.00%	$2.32M
Silver lake advisory	111.38K	0.92%	$2.10B
Copeland capital management	2.55M	0.88%	$42.85M
Private management group	1.23M	0.85%	$23.29M
Caldwell sutter capital	89.47K	0.69%	$1.50M
Wealthtrust axiom	114.73K	0.57%	$1.93M
Pensionfund dsm netherlands	47.90K	0.56%	$904.00K
Mcilrath & eck	255.96K	0.49%	$4.30M
Ulland investment advisors	28.91K	0.37%	$485.00K
Hunter perkins capital management	87.62K	0.35%	$1.47M

Top Buyers

Holder	Shares	% Assets	Change
Vanguard group	7.51M	0.00%	799.80K
T. rowe price investment management	6.11M	0.06%	783.06K
Apg asset management us	483.12K	0.07%	483.12K
Capital research global investors	5.47M	0.02%	434.69K
State street	3.18M	0.00%	379.74K

Top Sellers

Holder	Shares	% Assets	Change
Brookfield corp /on/	-	-	-666.53K
Balyasny asset management	-	-	-534.34K
Robotti robert	-	-	-294.61K
Ubs asset management americas	73.58K	0.00%	-262.29K
Morgan stanley	601.33K	0.00%	-229.12K

New Positions

Holder	Shares	% Assets	Change	Value
Apg asset management us	483.12K	0.07%	483.12K	$9.12M
Susquehanna portfolio strategies	57.73K	0.02%	57.73K	$969.25K
Oppenheimer	30.16K	0.01%	30.16K	$569.50K
Cambria investment management	29.73K	0.03%	29.73K	$499.13K
Summit global investments	13.68K	0.02%	13.68K	$258.00K

Sold Out

Holder	Change
Larson financial group	-1.00
Dunhill financial	-4.00
Harbour investments	-7.00
Nelson, van denburg & campbell wealth management group	-12.00
Sound income strategies	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	180	-18.55%	53,912,665	-9.49%	71	1.15%	110	-12.70%	42	-28.81%
Sep 30, 2024	220	12.82%	59,490,867	10.33%	78	1.38%	126	23.53%	59	11.32%
Jun 30, 2024	192	-1.54%	53,832,664	3.88%	77	1.39%	102	0.99%	53	-13.11%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
American Funds SMALLCAP World A	5.06M	6.02%	426.00K
T. Rowe Price Small-Cap Value	3.31M	3.94%	277.66K
Vanguard Real Estate Index Investor	2.91M	3.44%	7.84K
Fidelity US REIT Mother Fund	2.38M	2.88%	-5.00K
Vanguard Total Stock Mkt Idx Inv	2.35M	2.77%	-48.99K
Vanguard US Total Market Shares ETF	2.01M	2.43%	1.82K
T. Rowe Price U.S. SC Value Eq Tr-D	1.98M	2.36%	209.97K
iShares Russell 2000 ETF	1.84M	2.17%	-34.97K
T. Rowe Price U.S. SC Value Eq Tr-Z	1.77M	2.15%	91.89K
American Century U.S. Small Cap Value	1.53M	1.83%	-25.00K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 25, 2025	PRUITT ANGELA D.	-	Sell	$25.70K
Aug 15, 2025	Mitchell William Edward	-	Sell	$622.83K
Aug 13, 2025	Mitchell William Edward	-	Sell	$1.24M
Aug 11, 2025	LANDY SAMUEL A	President and CEO	Sell	$749.48K
Jun 20, 2025	BUTEWICZ AMY LYNN	-	Sell	$47.46K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	4
2025 Q2	1	6
2025 Q1	1	-
2024 Q4	1	4
2024 Q3	-	1

UMH Ownership FAQ

Who Owns UMH Properties?

UMH Properties shareholders are primarily institutional investors at 82.13%, followed by 6.22% insiders and 11.65% retail investors. The average institutional ownership in UMH Properties's industry, Residential REIT Stocks , is 82.63%, which UMH Properties falls below.

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 (7.28M shares, 8.67%), and Blackrock (5.24M shares, 7.58%). Together, they hold 26.18% 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 3.00% of its assets in 138.17K UMH Properties shares, valued at 2.32M$.

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 6.02% of its total shares outstanding invested in 5.06M UMH Properties shares.

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