UMH Properties Ownership | Who Owns UMH Properties?

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UMH Properties Ownership Summary

UMH Properties is owned by 61.71% institutional investors, 6.18% insiders, and 32.11% retail investors. Vanguard group is the largest institutional shareholder, holding 9.57% 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	61.71%	6.18%	32.11%
Sector	Real Estate Stocks	42.56%	9.05%	48.39%
Industry	Residential REIT Stocks	53.60%	6.20%	40.20%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.13M	9.57%	$129.33M
Blackrock funding, inc. /de	8.03M	9.45%	$127.77M
Blackrock	5.24M	7.58%	$83.76M
T. rowe price investment management	4.15M	4.94%	$61.61M
State street	3.52M	4.19%	$52.20M
Fmr	2.73M	3.25%	$40.50M
Capital research global investors	2.61M	3.07%	$41.49M
American century companies	2.33M	2.78%	$34.64M
Geode capital management	2.07M	2.44%	$32.98M
Goldman sachs group	1.87M	2.19%	$29.67M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cherokee insurance	395.72K	2.55%	$6.30M
Ldr capital management	70.86K	1.56%	$1.13M
Private management group	1.84M	0.85%	$29.31M
Ulland investment advisors	66.27K	0.84%	$1.05M
Silver lake advisory	111.35K	0.69%	$1.77M
Caldwell sutter capital	84.02K	0.57%	$1.34M
Entrypoint capital	74.48K	0.46%	$1.18M
Tabr capital management	111.35K	0.46%	$1.77M
Pensionfund dsm netherlands	43.90K	0.46%	$698.00K
Wealthtrust axiom	108.73K	0.43%	$1.61M

Top Buyers

Holder	Shares	% Assets	Change
Sg americas securities	1.49M	0.03%	1.29M
Goldman sachs group	1.87M	0.00%	980.04K
Ubs asset management americas	420.87K	0.00%	420.87K
Blackrock	5.24M	0.00%	359.53K
Blackrock funding, inc. /de	8.03M	0.00%	346.68K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	4.15M	0.04%	-1.96M
Capital research global investors	2.61M	0.01%	-1.06M
Brookfield corp /on/	-	-	-666.53K
Balyasny asset management	-	-	-534.34K
William blair investment management	1.13M	0.05%	-523.74K

New Positions

Holder	Shares	% Assets	Change	Value
Cubist systematic strategies	175.42K	0.01%	175.42K	$2.61M
Wedge capital management l l p/nc	154.34K	0.04%	154.34K	$2.46M
Tabr capital management	111.35K	0.46%	111.35K	$1.77M
Anson funds management lp	100.00K	0.13%	100.00K	$1.49M
Engineers gate manager lp	51.91K	0.01%	51.91K	$770.82K

Sold Out

Holder	Change
Harbour investments	-7.00
Nelson, van denburg & campbell wealth management group	-12.00
Bokf, na	-19.00
Stephens consulting	-20.00
Southstate	-26.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2024	180	-18.55%	53,912,665	-9.49%	71	1.15%	110	-12.70%	42	-28.81%

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	3.30M	3.89%	-7.58K
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	1.88M	2.22%	-
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
Dec 15, 2025	Carus Jeffrey A	-	Buy	$500.05
Dec 15, 2025	Carus Jeffrey A	-	Buy	$500.05
Nov 24, 2025	Mitchell William Edward	-	Buy	$29.84K
Nov 10, 2025	Mitchell William Edward	-	Sell	$30.00K
Oct 15, 2025	Clark Todd J.	-	Buy	$999.97

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	-
2025 Q4	7	2
2025 Q3	1	6
2025 Q2	1	6
2025 Q1	1	-

UMH Ownership FAQ

Who Owns UMH Properties?

UMH Properties shareholders are primarily institutional investors at 61.71%, followed by 6.18% insiders and 32.11% retail investors. The average institutional ownership in UMH Properties's industry, Residential REIT Stocks , is 53.60%, which UMH Properties exceeds.

Who owns the most shares of UMH Properties?

UMH Properties’s largest shareholders are Vanguard group (8.13M shares, 9.57%), Blackrock funding, inc. /de (8.03M shares, 9.45%), and Blackrock (5.24M shares, 7.58%). Together, they hold 26.59% 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?

Cherokee insurance is UMH Properties’s biggest shareholder by percentage of total assets invested, with 2.55% of its assets in 395.72K UMH Properties shares, valued at 6.3M$.

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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