UMH Properties Ownership | Who Owns UMH Properties?

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UMH Properties Ownership Summary

UMH Properties is owned by 78.61% institutional investors, 5.78% insiders, and 15.61% retail investors. Vanguard group is the largest institutional shareholder, holding 9.57% 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	49.59%	9.70%	40.71%
Industry	Residential REIT Stocks	48.83%	4.90%	46.27%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	8.13M	9.57%	$129.33M
Blackrock funding, inc. /de	7.92M	9.31%	$114.26M
Blackrock	5.24M	7.58%	$83.76M
Fmr	3.73M	4.39%	$53.81M
T. rowe price investment management	3.67M	4.32%	$53.01M
State street	3.51M	4.13%	$50.63M
Capital research global investors	2.61M	3.07%	$37.63M
Goldman sachs group	2.31M	2.71%	$33.27M
Geode capital management	2.13M	2.51%	$30.76M
D.a. davidson	1.94M	2.29%	$29.42M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Cherokee insurance	409.00K	2.24%	$5.90M
Ulland investment advisors	76.02K	0.85%	$1.15M
Private management group	1.94M	0.80%	$27.95M
Pensionfund dsm netherlands	88.90K	0.69%	$1.35M
Pensionfund sabic	42.56K	0.69%	$644.00K
Ldr capital management	31.16K	0.60%	$449.67K
Silver lake advisory	109.82K	0.59%	$1.66M
Caldwell sutter capital	83.02K	0.49%	$1.20M
Wealthtrust axiom	108.03K	0.38%	$1.56M
Copeland capital management	1.13M	0.36%	$16.32M

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
Goldman sachs group	2.31M	0.00%	440.77K
Blackrock	5.24M	0.00%	359.53K
Citadel advisors	303.80K	0.00%	199.57K

Top Sellers

Holder	Shares	% Assets	Change
American century companies	93.16K	0.00%	-1.09M
Point72 asset management	191.25K	0.00%	-816.81K
T. rowe price investment management	3.67M	0.04%	-713.00K
Apg asset management us	-	-	-679.93K
Brookfield corp /on/	-	-	-666.53K

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
National bank of canada /fi/	-3.00
Harbour investments	-7.00
Clearstead advisors	-11.00
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 Total Stock Mkt Idx Inv	2.44M	2.86%	37.60K
iShares Russell 2000 ETF	2.16M	2.54%	12.84K
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%	-
Vanguard Institutional Extnd Mkt Idx Tr	931.81K	1.09%	18.87K

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

Who Owns UMH Properties?

UMH Properties shareholders are primarily institutional investors at 78.61%, followed by 5.78% insiders and 15.61% retail investors. The average institutional ownership in UMH Properties's industry, Residential REIT Stocks , is 48.83%, 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 (7.92M shares, 9.31%), and Blackrock (5.24M shares, 7.58%). Together, they hold 26.46% 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 2.24% of its assets in 409K UMH Properties shares, valued at 5.9M$.

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 3.61% of its total shares outstanding invested in 3.08M UMH Properties shares.

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