UMH Institutional Ownership & Shareholders
UMH PROPERTIES INC (UMH) is currently held by 263 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $984.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of UMH tracked by InsiderSet, reporting ownership valued at approximately $127.14M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $127.22M, representing an estimated gain of +0.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 54% of the total disclosed UMH value among the investors covered in this analysis. Major shareholders include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, and several other long-term asset managers with concentrated positions in UMH PROPERTIES INC (UMH).
This page ranks the largest institutional UMH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
263
Total Reported Value
$984.36M
Largest Holder
Blackrock, Inc.
Largest Position
$127.14M
Insider Transactions (90d)
24
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Blackrock, Inc. | 0.00% | 8,397,572 | $127,139,234 | $127,223,216 | +$83,982 | +0.07% | |
| Vanguard Portfolio Management Llc | 0.00% | 4,225,497 | $63,974,025 | $64,016,280 | +$42,255 | +0.07% | |
| State Street Corp | 0.00% | 3,679,545 | $55,712,988 | $55,745,107 | +$32,119 | +0.06% | |
| Fmr Llc | 0.00% | 3,645,734 | $55,196,416 | $55,232,870 | +$36,454 | +0.07% | |
| Vanguard Capital Management Llc | 0.00% | 3,448,062 | $52,203,659 | $52,238,139 | +$34,480 | +0.07% | |
| Capital Research Global Investors | 0.01% | 3,034,683 | $45,945,101 | $45,975,447 | +$30,346 | +0.07% | |
| D.A. Davidson & Co. | 0.21% | 2,497,888 | $38,467,487 | $37,843,003 | -$624,484 | -1.62% | |
| Geode Capital Management, Llc | 0.00% | 2,323,227 | $35,180,202 | $35,196,889 | +$16,687 | +0.05% | |
| Goldman Sachs Group Inc | 0.00% | 2,092,331 | $31,677,887 | $31,698,815 | +$20,928 | +0.07% | |
| Private Management Group Inc | 0.79% | 1,970,696 | $29,836,337 | $29,856,044 | +$19,707 | +0.07% | |
| Alliancebernstein L.P. | 0.01% | 1,476,121 | $21,300,426 | $22,363,233 | +$1,062,807 | +4.99% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,312,010 | $19,863,831 | $19,876,952 | +$13,121 | +0.07% | |
| Dimensional Fund Advisors Lp | 0.00% | 1,160,736 | $17,574,543 | $17,585,150 | +$10,607 | +0.06% | |
| Bank Of America Corp | 0.00% | 1,033,986 | $15,654,548 | $15,664,888 | +$10,340 | +0.07% | |
| Two Sigma Investments, Lp | 0.01% | 1,010,182 | $15,294,155 | $15,304,257 | +$10,102 | +0.07% | |
| Raymond James Financial Inc | 0.00% | 969,903 | $14,684,324 | $14,694,030 | +$9,706 | +0.07% | |
| Northern Trust Corp | 0.00% | 883,272 | $13,372,738 | $13,381,571 | +$8,833 | +0.07% | |
| T. Rowe Price Investment Management, Inc. | 0.01% | 858,167 | $12,993,000 | $13,001,230 | +$8,230 | +0.06% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.02% | 833,219 | $12,614,936 | $12,623,268 | +$8,332 | +0.07% |
| Boothbay Fund Management, Llc | 0.22% | 795,640 | $12,045,990 | $12,053,946 | +$7,956 | +0.07% | |
| Invesco Ltd. | 0.00% | 788,834 | $11,942,948 | $11,950,835 | +$7,887 | +0.07% | |
| Aqr Capital Management Llc | 0.00% | 731,295 | $11,071,813 | $11,079,119 | +$7,306 | +0.07% | |
| Pacific Heights Asset Management Llc | 0.34% | 700,000 | $10,598,000 | $10,605,000 | +$7,000 | +0.07% | |
| Citadel Advisors Llc | 0.01% | 694,910 | $10,520,938 | $10,527,887 | +$6,949 | +0.07% | |
| Schroder Investment Management Group | 0.01% | 670,317 | $10,349,694 | $10,155,303 | -$194,391 | -1.88% | |
| William Blair Investment Management, Llc | 0.03% | 672,085 | $10,175,367 | $10,182,088 | +$6,721 | +0.07% | |
| Kennedy Capital Management Llc | 0.16% | 580,640 | $8,790,890 | $8,796,696 | +$5,806 | +0.07% | |
| Vanguard Fiduciary Trust Co | 0.00% | 536,737 | $8,126,198 | $8,131,566 | +$5,368 | +0.07% | |
| Morgan Stanley | 0.00% | 497,070 | $7,525,666 | $7,530,611 | +$4,945 | +0.07% | |
| Bank Of New York Mellon Corp | 0.00% | 476,378 | $7,212,363 | $7,217,127 | +$4,764 | +0.07% | |
| Citigroup Inc | 0.00% | 447,176 | $6,770,245 | $6,774,716 | +$4,471 | +0.07% | |
| State Of New Jersey Common Pension Fund D | 0.02% | 429,904 | $6,508,746 | $6,513,046 | +$4,300 | +0.07% | |
| Cherokee Insurance Co | 2.43% | 415,162 | $6,285,559 | $6,289,704 | +$4,145 | +0.07% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 420,706 | $6,070,788 | $6,373,696 | +$302,908 | +4.99% | |
| Wells Fargo & Company/Mn | 0.00% | 387,843 | $5,871,937 | $5,875,821 | +$3,884 | +0.07% | |
| Russell Investments Group, Ltd. | 0.00% | 363,716 | $5,506,665 | $5,510,297 | +$3,632 | +0.07% | |
| Legal & General Group Plc | 0.00% | 335,512 | $5,079,653 | $5,083,007 | +$3,354 | +0.07% | |
| Tudor Investment Corp Et Al | 0.02% | 332,751 | $5,037,850 | $5,041,178 | +$3,328 | +0.07% | |
| Nuveen, Llc | 0.00% | 323,704 | $4,900,878 | $4,904,116 | +$3,238 | +0.07% | |
| Jpmorgan Chase & Co | 0.00% | 315,020 | $4,863,909 | $4,772,553 | -$91,356 | -1.88% | |
| State Of Wisconsin Investment Board | 0.01% | 313,226 | $4,742,242 | $4,745,374 | +$3,132 | +0.07% | |
| Marshall Wace, Llp | 0.00% | 307,597 | $4,657,017 | $4,660,095 | +$3,078 | +0.07% | |
| Sg Americas Securities, Llc | 0.00% | 283,306 | $4,289,000 | $4,292,086 | +$3,086 | +0.07% | |
| Connors Investor Services Inc | 0.36% | 274,499 | $4,155,915 | $4,158,660 | +$2,745 | +0.07% | |
| Neuberger Berman Group Llc | 0.00% | 249,543 | $3,970,227 | $3,780,576 | -$189,651 | -4.78% | |
| Montag A & Associates Inc | 0.17% | 256,660 | $3,952,562 | $3,888,399 | -$64,163 | -1.62% | |
| North Star Investment Management Corp. | 0.17% | 205,409 | $3,163,293 | $3,111,946 | -$51,347 | -1.62% | |
| Storebrand Asset Management As | 0.01% | 198,900 | $3,011,346 | $3,013,335 | +$1,989 | +0.07% | |
| Deprince Race & Zollo Inc | 0.05% | 174,208 | $2,682,803 | $2,639,251 | -$43,552 | -1.62% | |
| Renaissance Technologies LLC | Jim Simons | 0.00% | 172,867 | $2,617,206 | $2,618,935 | +$1,729 | +0.07% |
Frequently asked questions about UMH
Who are the largest institutional holders of UMH?
The largest institutional holders of UMH reported in the latest SEC Form 13F filings include Blackrock, Inc., Vanguard Portfolio Management Llc, State Street Corp, Fmr Llc, and Vanguard Capital Management Llc. InsiderSet ranks institutional holders by their latest reported UMH position.
What is UMH institutional ownership?
This page tracks UMH positions reported by institutional investment managers through SEC Form 13F. UMH PROPERTIES INC (UMH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own UMH?
InsiderSet currently tracks 263 institutional managers reporting UMH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of UMH shareholders.
How much UMH stock do institutions own?
Institutional investment managers disclosed approximately $984.36M in UMH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was UMH institutional ownership last updated?
The latest UMH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional UMH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its UMH position after the reporting date.
Are institutions buying or selling UMH?
Institutional buying and selling can be analyzed by comparing UMH positions across consecutive 13F reporting periods. InsiderSet's UMH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View UMH ownership changes.
How has UMH institutional ownership changed over time?
InsiderSet tracks UMH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.