UMH Properties Ownership | Who Owns UMH Properties?
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 9.51% 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 | 70.61% | 9.19% | 20.19% |
| Industry | Residential REIT Stocks | 82.63% | 6.91% | 10.46% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 7.98M | 9.51% | $118.57M |
| Blackrock funding, inc. /de | 7.68M | 9.15% | $114.11M |
| Blackrock | 5.24M | 7.58% | $83.76M |
| T. rowe price investment management | 6.11M | 7.27% | $102.55M |
| Capital research global investors | 3.67M | 4.37% | $54.52M |
| State street | 3.18M | 4.21% | $60.08M |
| Fmr | 2.73M | 3.25% | $40.50M |
| American century companies | 2.33M | 2.78% | $34.64M |
| Geode capital management | 2.06M | 2.45% | $30.53M |
| Private management group | 1.68M | 2.00% | $24.95M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Cherokee insurance | 390.00K | 2.48% | $5.79M |
| Ldr capital management | 100.70K | 2.20% | $1.50M |
| Private management group | 1.68M | 0.74% | $24.95M |
| Ulland investment advisors | 59.37K | 0.66% | $882.00K |
| Silver lake advisory | 111.80K | 0.66% | $1.66M |
| Wealthtrust axiom | 114.73K | 0.57% | $1.93M |
| Pensionfund dsm netherlands | 47.90K | 0.56% | $904.00K |
| Caldwell sutter capital | 88.02K | 0.56% | $1.31M |
| Copeland capital management | 1.59M | 0.49% | $23.65M |
| Entrypoint capital | 83.43K | 0.48% | $1.24M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| T. rowe price investment management | 6.11M | 0.06% | 783.06K |
| Private management group | 1.68M | 0.74% | 461.46K |
| Citigroup | 760.24K | 0.01% | 445.83K |
| Blackrock funding, inc. /de | 7.68M | 0.00% | 400.85K |
| D.a. davidson | 1.47M | 0.14% | 387.02K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Capital research global investors | 3.67M | 0.01% | -1.80M |
| Copeland capital management | 1.59M | 0.49% | -959.51K |
| Brookfield corp /on/ | - | - | -666.53K |
| Balyasny asset management | - | - | -534.34K |
| Nuveen | 172.16K | 0.00% | -369.77K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Sg americas securities | 204.77K | 0.01% | 204.77K | $3.04M |
| Gsa capital partners llp | 151.47K | 0.19% | 151.47K | $2.25M |
| Anson funds management lp | 100.00K | 0.13% | 100.00K | $1.49M |
| Susquehanna portfolio strategies | 57.73K | 0.02% | 57.73K | $969.25K |
| Connor, clark & lunn investment management | 48.94K | 0.00% | 48.94K | $726.70M |
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 | 3.30M | 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 |
|---|---|---|---|---|
| Nov 10, 2025 | Mitchell William Edward | - | Sell | $30.00K |
| Oct 15, 2025 | Clark Todd J. | - | Buy | $999.97 |
| Oct 15, 2025 | Carus Jeffrey A | - | Buy | $999.97 |
| Oct 15, 2025 | Carus Jeffrey A | - | Buy | $999.97 |
| Oct 07, 2025 | LANDY SAMUEL A | President and CEO | Sell | $283.80K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q4 | 4 | 2 |
| 2025 Q3 | 1 | 6 |
| 2025 Q2 | 1 | 6 |
| 2025 Q1 | 1 | - |
| 2024 Q4 | 1 | 4 |
UMH Ownership FAQ
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