UMH Properties (UMH) Institutional Ownership

$15.41 -0.39 (-2.47%)

Closing price 09/23/2026 03:59 PM Eastern

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$15.70 +0.29 (+1.88%)

As of 09/23/2026 07:34 PM Eastern

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Current Institutional Ownership Percentage: 75.40%
Number of Institutional Buyers (last 12 months): 148
Total Institutional Inflows (last 12 months): $349.23M

Number of Institutional Sellers (last 12 months): 78
Total Institutional Outflows (last 12 months): $158.26M

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UMH Institutional Buying and Selling by Quarter

UMH Properties Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
9/9/2026	Tidal Investments LLC	24,795	$375K	0.0%	-9.8%	0.029%
9/9/2026	Engineers Gate Manager LP	52,153	$790K	0.0%	+90.4%	0.061%
9/9/2026	Squarepoint Ops LLC	82,376	$1.25M	0.0%	-7.3%	0.096%
9/8/2026	Allworth Financial LP	2,970	$45K	0.0%	+321.9%	0.003%
8/27/2026	Corient Private Wealth LP	10,795	$163K	0.0%	N/A	0.013%
8/26/2026	Amundi	44,822	$679K	0.0%	-26.0%	0.052%
8/25/2026	VIRGINIA RETIREMENT SYSTEMS ET Al	19,810	$300K	0.0%	N/A	0.023%
8/20/2026	Private Management Group Inc.	1,970,696	$29.84M	0.8%	+1.7%	2.308%
8/20/2026	Wedbush Securities Inc.	189,997	$2.88M	0.1%	+1.2%	0.223%
8/19/2026	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	445,154	$6.74M	0.0%	+5.8%	0.521%
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8/19/2026	Nissay Asset Management Corp Japan	12,784	$194K	0.0%	+8.0%	0.015%
8/19/2026	Hsbc Holdings PLC	157,910	$2.39M	0.0%	+12.6%	0.185%
8/18/2026	Pacific Heights Asset Management LLC	700,000	$10.60M	0.3%	N/A	0.820%
8/18/2026	Public Employees Retirement System of Ohio	91,954	$1.39M	0.0%	N/A	0.108%
8/17/2026	Bank of America Corp DE	1,033,986	$15.66M	0.0%	N/A	1.211%
8/15/2026	Jupiter Topco LLC	31,802	$481K	0.0%	N/A	0.037%
8/14/2026	Hsbc Holdings PLC	157,910	$2.39M	0.0%	N/A	0.185%
8/14/2026	Legal & General Group Plc	335,512	$5.08M	0.0%	N/A	0.393%
8/14/2026	The Manufacturers Life Insurance Company	64,370	$975K	0.0%	N/A	0.075%
8/13/2026	Connor Clark & Lunn Investment Management Ltd.	58,156	$880K	0.0%	N/A	0.068%
8/13/2026	Capital Square LLC	17,963	$274K	0.1%	N/A	0.021%
8/13/2026	Globeflex Capital L P	35,200	$533K	0.1%	N/A	0.041%
8/12/2026	Quantbot Technologies LP	53,350	$808K	0.0%	N/A	0.062%
8/12/2026	William Blair Investment Management LLC	672,085	$10.18M	0.0%	N/A	0.787%
8/12/2026	EP Wealth Advisors LLC	11,048	$167K	0.0%	N/A	0.013%
8/12/2026	Bard Associates Inc.	8,450	$128K	0.0%	N/A	0.010%
8/12/2026	Ieq Capital LLC	27,690	$419K	0.0%	N/A	0.032%
8/11/2026	Allworth Financial LP	2,970	$45K	0.0%	N/A	0.003%
8/10/2026	NewEdge Wealth LLC	15,287	$231K	0.0%	N/A	0.018%
8/7/2026	BlackRock Inc.	8,397,572	$127.14M	0.0%	N/A	9.860%
8/7/2026	Deutsche Bank AG	106,063	$1.61M	0.0%	N/A	0.125%
8/7/2026	Mitsubishi UFJ Asset Management Co. Ltd.	70,496	$1.07M	0.0%	N/A	0.083%
8/6/2026	Bank of New York Mellon Corp	476,378	$7.21M	0.0%	N/A	0.559%
8/6/2026	State of Wyoming	4,783	$72K	0.0%	N/A	0.006%
8/6/2026	GSA Capital Partners LLP	41,186	$624K	0.0%	N/A	0.048%
7/10/2026	Wedge Capital Management L L P NC	159,678	$2.42M	0.0%	-4.6%	0.187%
5/19/2026	McIlrath & Eck LLC	137,878	$1.99M	0.1%	-42.8%	0.162%
5/19/2026	Bank of America Corp DE	1,026,424	$14.81M	0.0%	-6.3%	1.205%
5/18/2026	Amundi	60,547	$874K	0.0%	+45.6%	0.071%
5/18/2026	Royal Bank of Canada	86,710	$1.25M	0.0%	-4.1%	0.102%
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5/16/2026	The Manufacturers Life Insurance Company	51,259	$740K	0.0%	-1.5%	0.060%
5/16/2026	Quantinno Capital Management LP	77,463	$1.12M	0.0%	-5.4%	0.091%
5/16/2026	Lazard Asset Management LLC	99,506	$1.44M	0.0%	+11.8%	0.117%
5/15/2026	Entropy Technologies LP	15,589	$225K	0.0%	N/A	0.018%
5/14/2026	Public Employees Retirement System of Ohio	91,641	$1.32M	0.0%	-17.0%	0.108%
5/14/2026	Sei Investments Co.	133,726	$1.93M	0.0%	+10.4%	0.157%
5/13/2026	NewEdge Wealth LLC	15,336	$221K	0.0%	+18.8%	0.018%
5/13/2026	First Trust Advisors LP	87,881	$1.27M	0.0%	+695.1%	0.103%
5/7/2026	Dimensional Fund Advisors LP	1,175,769	$16.97M	0.0%	+3.8%	1.381%
5/7/2026	AlphaCentric Advisors LLC	10,000	$144K	0.1%	N/A	0.012%
5/6/2026	Jennison Associates LLC	933,034	$13.46M	0.0%	-31.2%	1.095%
5/6/2026	Copeland Capital Management LLC	1,130,858	$16.32M	0.4%	-1.7%	1.328%
5/5/2026	D.A. Davidson & CO.	1,771,311	$25.56M	0.2%	+4.2%	2.080%
5/5/2026	Bank of New York Mellon Corp	421,924	$6.09M	0.0%	-2.2%	0.496%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	36,135	$521K	0.0%	+40.0%	0.042%
4/30/2026	Hsbc Holdings PLC	140,232	$2.02M	0.0%	+7.8%	0.165%
4/30/2026	Summit Securities Group LLC	3,160	$46K	0.0%	N/A	0.004%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	90,725	$1.31M	0.0%	-0.8%	0.107%
4/30/2026	Resona Asset Management Co. Ltd.	36,275	$522K	0.0%	+7.8%	0.043%
4/28/2026	Abel Hall LLC	10,434	$151K	0.0%	N/A	0.012%
4/28/2026	Cherokee Insurance Co	409,004	$5.90M	2.2%	+3.4%	0.481%
4/25/2026	Strs Ohio	99,500	$1.44M	0.0%	-42.3%	0.117%
4/25/2026	Keybank National Association OH	35,609	$514K	0.0%	-15.8%	0.042%
4/24/2026	Deprince Race & Zollo Inc.	169,431	$2.45M	0.0%	-23.2%	0.199%
4/23/2026	Inspire Investing LLC	35,667	$515K	0.0%	+21.2%	0.042%
4/23/2026	North Star Investment Management Corp.	168,020	$2.43M	0.1%	-4.9%	0.198%
4/16/2026	SG Americas Securities LLC	988,065	$14.26M	0.0%	-33.8%	1.162%
3/20/2026	Hsbc Holdings PLC	130,125	$2.07M	0.0%	+24.3%	0.153%
3/6/2026	Hsbc Holdings PLC	130,125	$2.07M	0.0%	+24.3%	0.153%
2/19/2026	T. Rowe Price Investment Management Inc.	4,386,288	$69.79M	0.0%	+5.7%	5.146%
2/19/2026	Invesco Ltd.	602,771	$9.59M	0.0%	+200.2%	0.707%
2/18/2026	Mercer Global Advisors Inc. ADV	28,188	$448K	0.0%	+32.2%	0.033%
2/18/2026	EP Wealth Advisors LLC	10,644	$169K	0.0%	N/A	0.012%
2/18/2026	Uniplan Investment Counsel Inc.	16,538	$263K	0.1%	N/A	0.019%
2/18/2026	VARCOV Co.	27,274	$434K	0.2%	N/A	0.032%
2/18/2026	Susquehanna Portfolio Strategies LLC	111,190	$1.77M	0.0%	+155.7%	0.130%
2/18/2026	Millennium Management LLC	22,560	$359K	0.0%	-21.3%	0.026%
2/18/2026	Inspire Investing LLC	29,417	$468K	0.0%	-3.8%	0.035%
2/18/2026	Engineers Gate Manager LP	50,592	$805K	0.0%	-2.5%	0.059%
2/18/2026	Balyasny Asset Management L.P.	86,362	$1.37M	0.0%	-39.1%	0.101%
2/17/2026	Guggenheim Capital LLC	10,521	$167K	0.0%	N/A	0.012%
2/17/2026	AQR Capital Management LLC	280,973	$4.47M	0.0%	+424.3%	0.330%
2/17/2026	Cetera Investment Advisers	18,535	$295K	0.0%	-20.4%	0.022%
2/17/2026	Lazard Asset Management LLC	89,013	$1.42M	0.0%	+3.8%	0.104%
2/17/2026	Price T Rowe Associates Inc. MD	97,373	$1.55M	0.0%	+16.1%	0.114%
2/17/2026	T. Rowe Price Investment Management Inc.	2,101,433	$33.43M	0.0%	-49.3%	2.466%
2/17/2026	Osaic Holdings Inc.	13,399	$213K	0.0%	+33.3%	0.016%
2/17/2026	Public Employees Retirement System of Ohio	110,422	$1.76M	0.0%	-3.2%	0.130%
2/17/2026	Russell Investments Group Ltd.	397,422	$6.32M	0.0%	+2.3%	0.466%
2/17/2026	State of Wisconsin Investment Board	373,910	$5.95M	0.0%	+5.5%	0.439%
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2/17/2026	Captrust Financial Advisors	11,251	$179K	0.0%	N/A	0.013%
2/17/2026	Royal Bank of Canada	90,422	$1.44M	0.0%	-25.5%	0.106%
2/16/2026	Squarepoint Ops LLC	48,420	$770K	0.0%	+16.8%	0.057%
2/16/2026	Panagora Asset Management Inc.	157,419	$2.51M	0.0%	-25.4%	0.185%
2/16/2026	Mariner LLC	14,938	$238K	0.0%	N/A	0.018%
2/16/2026	Kennedy Capital Management LLC	597,144	$9.50M	0.2%	+11.4%	0.701%
2/16/2026	Arax Advisory Partners	1,832	$29K	0.0%	-53.3%	0.002%
2/16/2026	Barclays PLC	166,624	$2.65M	0.0%	+3.0%	0.195%
2/16/2026	Bard Associates Inc.	8,450	$134K	0.0%	-70.5%	0.010%
2/13/2026	Kestra Advisory Services LLC	5,236	$83K	0.0%	N/A	0.006%

UMH Institutional Ownership - Frequently Asked Questions

During the previous two years, 254 institutional investors and hedge funds held shares of UMH Properties. The most heavily invested institutionals were Vanguard Group Inc. ($129.33M), BlackRock Inc. ($127.14M), T. Rowe Price Investment Management Inc. ($69.79M), State Street Corp ($55.50M), FMR LLC ($53.70M), Capital Research Global Investors ($41.49M), and American Century Companies Inc. ($34.64M).Learn more on UMH Properties' institutional investors.

75.40% of UMH Properties' stock is owned by institutional investors. Learn more on UMH's institutional investor holdings.

Of the 226 institutional investors that purchased UMH Properties' stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: BlackRock Inc. ($8.40M), Raymond James Financial Inc. ($2.49M), Capital Research Global Investors ($2.24M), SG Americas Securities LLC ($1.53M), Bank of America Corp DE ($1.13M), Pacific Heights Asset Management LLC ($1.10M), and Vanguard Group Inc. ($1.04M).

Institutional investors have bought a total of 22,811,115 shares in the last 24 months. This purchase volume represents approximately $349.23M in transactions.

Of the 78 institutional investors that sold UMH Properties' stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital Research Global Investors ($2.86M), T. Rowe Price Investment Management Inc. ($2.05M), Copeland Capital Management LLC ($1.42M), Jennison Associates LLC ($655.24K), William Blair Investment Management LLC ($624.08K), SG Americas Securities LLC ($505.41K), and Strs Ohio ($371.30K).

Institutional investors have sold a total of 10,341,552 shares in the last 24 months. This volume of shares sold represents approximately $158.26M in transactions.

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Institutional ownership data for NYSE:UMH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 9/9/2026. New 13F filings are added each quarter as they're published.

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UMH Properties (UMH) Institutional Ownership

UMH Institutional Buying and Selling by Quarter

UMH Properties Major Shareholders & Ownership History

UMH Institutional Ownership - Frequently Asked Questions

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UMH Properties (UMH) Institutional Ownership

Institutional Ownership Changes (13F Filings) for UMH Properties (NYSE:UMH)

UMH Institutional Buying and Selling by Quarter

UMH Properties Major Shareholders & Ownership History

UMH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of UMH shares?

What percentage of UMH Properties' stock is owned by institutional investors?

Which institutional investors have been buying UMH Properties' stock?

How much institutional buying is happening at UMH Properties?

Which of UMH Properties' major shareholders have been selling company stock?

How much institutional selling is happening at UMH Properties?

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