UMH Properties Ownership | Who Owns UMH Properties?

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UMH Properties Ownership Summary

UMH Properties is owned by 77.25% institutional investors, 10.78% insiders, and 11.97% 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 3.60% of its assets in UMH Properties shares.

UMH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	UMH Properties	77.25%	10.78%	11.97%
Sector	Real Estate Stocks	73.66%	9.57%	16.77%
Industry	Residential REIT Stocks	86.00%	5.18%	8.82%

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
State street	3.68M	4.33%	$55.71M
Fmr	3.65M	4.29%	$55.20M
Vanguard capital management	3.45M	4.06%	$52.20M
Capital research global investors	3.03M	3.57%	$45.95M
Geode capital management	2.32M	2.73%	$35.18M
Goldman sachs group	2.09M	2.46%	$31.68M
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
Connors investor services	274.50K	0.36%	$4.16M

Top Buyers

Holder	Shares	% Assets	Change
Sixth street partners management company	1.31M	0.00%	1.31M
Boothbay fund management	795.64K	0.16%	742.32K
Blackrock funding, inc. /de	8.40M	0.00%	479.49K
Aqr capital management	731.29K	0.00%	441.59K
Capital research global investors	3.03M	0.01%	427.20K

Top Sellers

Holder	Shares	% Assets	Change
T. rowe price investment management	858.17K	0.01%	-2.82M
Copeland capital management	-	-	-1.13M
Jennison associates	-	-	-933.03K
Sg americas securities	283.31K	0.00%	-704.76K
Apg asset management us	-	-	-679.93K

New Positions

Holder	Shares	% Assets	Change	Value
Sixth street partners management company	1.31M	0.00%	1.31M	$19.86M
Cubist systematic strategies	175.42K	0.01%	175.42K	$2.61M
Renaissance	172.87K	0.00%	172.87K	$2.62M
Arrowstreet capital, limited partnership	164.26K	0.00%	164.26K	$2.49M
Anson funds management lp	100.00K	0.13%	100.00K	$1.49M

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 %
Jun 30, 2026	260	-3.35%	65,659,471	-1.96%	77	1.25%	129	4.88%	80	-23.08%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Real Estate Index Investor	3.07M	3.60%	-2.81K
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
Vanguard MStar Total Stk Mkt Idx Invest	2.44M	2.85%	-
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

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 25, 2026	Mitchell William Edward	-	Buy	$19.89K
Sep 15, 2026	Mitchell William Edward	-	Buy	$1.00K
Sep 15, 2026	Miller Kevin S.	EVP, CFO, Treasurer	Buy	$1.00K
Aug 19, 2026	Carus Jeffrey A	-	Buy	$8.23K
Aug 17, 2026	Mitchell William Edward	-	Buy	$1.00K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	8	-
2026 Q2	2	-
2026 Q1	2	-
2025 Q4	7	2
2025 Q3	1	6

UMH Ownership FAQ

Who Owns UMH Properties?

UMH Properties shareholders are primarily institutional investors at 77.25%, followed by 10.78% insiders and 11.97% retail investors. The average institutional ownership in UMH Properties's industry, Residential REIT Stocks , is 86.00%, which UMH Properties falls below.

Who owns the most shares of UMH Properties?

UMH Properties’s largest shareholders are Blackrock funding, inc. /de (8.4M shares, 9.88%), Vanguard group (8.13M shares, 9.57%), and Blackrock (5.24M shares, 7.58%). Together, they hold 27.02% 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 2.43% of its assets in 415.16K UMH Properties shares, valued at 6.29M$.

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

Vanguard Real Estate Index Investor is the top mutual fund holder of UMH Properties shares, with 3.60% of its total shares outstanding invested in 3.07M UMH Properties shares.

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