Who Owns UMH Properties, Inc. (UMH)?Hedge Fund & Institutional Holders

$14.60-0.12 (-0.82%)Real EstateNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$1.1807758000550004e+219T

% of Float Held

Infinity%

QoQ Change in Holders

+15 / -1

Price History

$14.12$15.70$17.27$18.84$20.42Aug 24Jun 25Mar 26

UMH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
D.A. DAVIDSON & CO.New Position+1.7M+$27.1M
SG Americas Securities, LLCNew Position+1.5M+$23.8M
JENNISON ASSOCIATES LLCNew Position+1.4M+$21.6M
Copeland Capital Management, LLCNew Position+1.1M+$18.3M
SCHRODER INVESTMENT MANAGEMENT GROUPNew Position+745K+$11.0M
PACIFIC HEIGHTS ASSET MANAGEMENT LLCNew Position+650K+$10.3M
Bank of New York Mellon CorpNew Position+431K+$6.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCNew Position+421K+$4.0M
McIlrath & Eck, LLCNew Position+241K+$3.8M
DEPRINCE RACE & ZOLLO INCNew Position+221K+$3.5M
ENVESTNET ASSET MANAGEMENT INCNew Position+232K+$3.0M
GW HENSSLER & ASSOCIATES LTDNew Position+193K+$3.0M
North Star Investment Management Corp.New Position+177K+$2.8M
STRS OHIONew Position+173K+$2.7M
WEDGE CAPITAL MANAGEMENT L L P/NCNew Position+154K+$2.5M

UMH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
Capital Research Global InvestorsDecreased-1.1M-$54.5B
STATE STREET CORPDecreased-27K-$52.1B
AMERICAN CENTURY COMPANIES INCDecreased-1.1M-$34.6B
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCDecreased-524K-$24.6B
DIMENSIONAL FUND ADVISORS LPDecreased-30K-$17.2B
NORTHERN TRUST CORPDecreased-89K-$15.7B
RAYMOND JAMES FINANCIAL INCDecreased-8K-$14.0B
CITIGROUP INCDecreased-388K-$11.3B
MORGAN STANLEYDecreased-130K-$8.9B
RENAISSANCE TECHNOLOGIES LLCClosed Position-437K-$6.5B
Qube Research & Technologies LtdDecreased-284K-$5.5B
JPMORGAN CHASE & CODecreased-46K-$4.9B
Neuberger Berman Group LLCDecreased-23K-$4.0B
MONTAG A & ASSOCIATES INCDecreased-4K-$3.9B
PANAGORA ASSET MANAGEMENT INCDecreased-54K-$3.1B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1VANGUARD GROUP INC7,421,609$118.1M0.00%Share
2BlackRock, Inc.3,655,674$58.0M0.00%Share
3STATE STREET CORP3,488,250$55.0M0.00%Share
4BlackRock, Inc.2,837,792$45.0M0.00%Share
5Capital Research Global Investors2,607,487$41.0M0.01%Share
6FMR LLC2,324,000$36.0M0.00%Share
7T. Rowe Price Investment Management, Inc.2,101,433$33.4M0.04%Share
8PRIVATE MANAGEMENT GROUP INC1,842,229$29.3M0.85%Share
9GEODE CAPITAL MANAGEMENT, LLC1,802,037$28.0M0.00%Share
10D.A. DAVIDSON & CO.1,700,296$27.1M0.17%Share
11GOLDMAN SACHS GROUP INC1,665,488$26.0M0.00%Share
12SG Americas Securities, LLC1,493,476$23.8M0.03%Share
13FMR LLC1,266,093$20.0M0.00%Share
14CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,220,448$19.0M0.00%Share
15ALLIANCEBERNSTEIN L.P.1,238,877$19.0M0.01%Share
16Copeland Capital Management, LLC1,149,834$18.3M0.41%Share
17WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,133,066$18.0M0.05%Share
18AMERICAN CENTURY COMPANIES INC1,185,562$18.0M0.01%Share
19JENNISON ASSOCIATES LLC1,027,117$16.3M0.01%Share
20DIMENSIONAL FUND ADVISORS LP1,049,136$16.0M0.00%Share
21Point72 Asset Management, L.P.1,008,065$16.0M0.02%Share
22BANK OF AMERICA CORP /DE/923,692$14.0M0.00%Share
23RAYMOND JAMES FINANCIAL INC874,065$13.0M0.00%Share
24First Eagle Investment Management, LLC716,419$11.4M0.02%Share
25SCHRODER INVESTMENT MANAGEMENT GROUP745,056$11.0M0.01%Share
26NORTHERN TRUST CORP698,413$11.0M0.00%Share
27APG Asset Management US Inc.679,926$10.8M0.08%Share
28PACIFIC HEIGHTS ASSET MANAGEMENT LLC650,000$10.3M0.39%Share
29KENNEDY CAPITAL MANAGEMENT LLC597,144$9.5M0.20%Share
30VANGUARD GROUP INC555,656$8.8M0.00%Share
31Invesco Ltd.476,977$7.6M0.00%Share
32State of New Jersey Common Pension Fund D465,189$7.4M0.03%Share
33Cherokee Insurance Co395,724$6.3M2.55%Share
34JENNISON ASSOCIATES LLC328,483$5.2M0.00%Share
35STATE OF WISCONSIN INVESTMENT BOARD373,910$5.0M0.01%Share
36Legal & General Group Plc376,636$5.0M0.00%Share
37MONTAG A & ASSOCIATES INC261,651$4.2M0.19%Share
38AQR CAPITAL MANAGEMENT LLC275,551$4.0M0.00%Share
39BlackRock, Inc.262,425$4.0M0.00%Share
40BlackRock, Inc.302,743$4.0M0.00%Share
41GEODE CAPITAL MANAGEMENT, LLC270,615$4.0M0.00%Share
42UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC293,465$4.0M0.00%Share
43CITIGROUP INC293,891$4.0M0.00%Share
44Bank of New York Mellon Corp278,165$4.0M0.00%Share
45McIlrath & Eck, LLC241,158$3.8M0.36%Share
46CONNORS INVESTOR SERVICES INC233,401$3.7M0.32%Share
47DEPRINCE RACE & ZOLLO INC220,691$3.5M0.07%Share
48UBS Group AG195,542$3.1M0.00%Share
49WELLS FARGO & COMPANY/MN243,058$3.0M0.00%Share
50WEDBUSH SECURITIES INC191,297$3.0M0.09%Share

UMH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025251$991.9M+63
Q3 2025188$794.3B-14
Q2 2025202$824.1B-34
Q1 2025236$1.1T+30
Q4 2024206$85.9T+30
Q3 2024176$730.5T+16
Q2 2024160$439.3T+5
Q1 2024155$426.5T—

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As of Q4 2025, 50 institutional investors hold UMH (UMH Properties, Inc.). The largest holder is VANGUARD GROUP INC with $118.1M in shares. This quarter, 15 institutions opened new positions and 1 closed their positions.

Frequently Asked Questions

How many hedge funds own UMH?

As of Q4 2025, 50 institutional investors report holding UMH (UMH Properties, Inc.) in their 13F filings.

Who is the largest institutional holder of UMH?

The largest institutional holder of UMH is VANGUARD GROUP INC with $118.1M in shares.

Is institutional ownership of UMH increasing or decreasing?

This quarter, 15 institutions opened new positions in UMH and 1 closed their positions.