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. Vanguard Real Estate Index Investor is the top mutual fund, with 3.55% 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	42.65%	9.09%	48.26%
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	409.00K	2.24%	$5.90M
Ldr capital management	70.86K	1.56%	$1.13M
Private management group	1.84M	0.85%	$29.31M
Ulland investment advisors	66.22K	0.82%	$955.00K
Pensionfund dsm netherlands	88.90K	0.74%	$1.28M
Pensionfund sabic	42.56K	0.74%	$614.00K
Silver lake advisory	108.33K	0.62%	$1.56M
Caldwell sutter capital	84.02K	0.57%	$1.34M
Entrypoint capital	74.48K	0.46%	$1.18M
Wealthtrust axiom	108.73K	0.43%	$1.61M

Top Buyers

Holder	Shares	% Assets	Change
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
Pacific heights asset management	650.00K	0.39%	250.00K

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
Anson funds management lp	100.00K	0.13%	100.00K	$1.49M
Engineers gate manager lp	51.91K	0.01%	51.91K	$770.82K
Point72 asset management	35.35K	0.00%	35.35K	$524.89K
Evergreen capital management	34.81K	0.01%	34.81K	$553.76K

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
Vanguard Real Estate Index Investor	3.02M	3.55%	-17.18K
American Funds SMALLCAP World A	2.61M	3.07%	-
Fidelity US REIT Mother Fund	2.38M	2.88%	-5.00K
Vanguard Total Stock Mkt Idx Inv	2.40M	2.82%	-
T. Rowe Price Small-Cap Value	2.16M	2.54%	61.40K
Vanguard US Total Market Shares ETF	2.01M	2.43%	1.82K
iShares Russell 2000 ETF	1.95M	2.30%	-15.93K
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	1.26M	1.48%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Apr 01, 2026	Carus Jeffrey A	-	Buy	$7.25K
Mar 27, 2026	HIRSCH MATTHEW I	-	Buy	$7.24K
Mar 25, 2026	QUIGLEY KENNETH K JR	-	Buy	$35.85K
Dec 15, 2025	Carus Jeffrey A	-	Buy	$500.05
Dec 15, 2025	Carus Jeffrey A	-	Buy	$500.05

Insider Transactions Trends

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

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 2.24% 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 3.55% of its total shares outstanding invested in 3.02M UMH Properties shares.

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