UMH PROPERTIES INC (UMH) Institutional Shareholders
UMH PROPERTIES INC (UMH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $904.46M in UMH holdings during the latest filing period.
Blackrock, Inc. is currently the largest disclosed institutional shareholder of UMH tracked by InsiderSet, reporting ownership valued at approximately $114.26M in its March 31, 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 $119.64M, representing an estimated gain of +4.71% 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, Fmr Llc, 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
260
Total Reported Value
$904.46M
Largest Holder
Blackrock, Inc.
Largest Position
$114.26M
Insider Transactions (90d)
13
Latest Filing Quarter
Q2 2026
New Institutional Positions
65
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% | 7,918,084 | $114,257,957 | $119,642,249 | +$5,384,292 | +4.71% | |
| Vanguard Portfolio Management Llc | 0.00% | 4,081,405 | $58,894,674 | $61,670,030 | +$2,775,356 | +4.71% | |
| Fmr Llc | 0.00% | 3,728,880 | $53,807,734 | $56,343,377 | +$2,535,643 | +4.71% | |
| State Street Corp | 0.00% | 3,508,418 | $50,626,472 | $53,012,196 | +$2,385,724 | +4.71% | |
| Vanguard Capital Management Llc | 0.00% | 3,383,147 | $48,818,811 | $51,119,351 | +$2,300,540 | +4.71% | |
| Capital Research Global Investors | 0.01% | 2,607,487 | $37,626,037 | $39,399,129 | +$1,773,092 | +4.71% | |
| Goldman Sachs Group Inc | 0.00% | 2,305,792 | $33,272,583 | $34,840,517 | +$1,567,934 | +4.71% | |
| Geode Capital Management, Llc | 0.00% | 2,131,198 | $30,758,943 | $32,202,402 | +$1,443,459 | +4.69% | |
| Private Management Group Inc | 0.79% | 1,970,696 | $29,836,337 | $29,777,217 | -$59,120 | -0.20% | |
| D.A. Davidson & Co. | 0.16% | 1,943,138 | $29,419,121 | $29,360,815 | -$58,306 | -0.20% | |
| Storebrand Asset Management As | 0.01% | 1,137,997 | $20,437,257 | $17,195,135 | -$3,242,122 | -15.86% | |
| Alliancebernstein L.P. | 0.01% | 1,201,366 | $19,113,733 | $18,152,640 | -$961,093 | -5.03% | |
| Charles Schwab Investment Management Inc | 0.00% | 1,242,647 | $17,931,396 | $18,776,396 | +$845,000 | +4.71% | |
| Dimensional Fund Advisors Lp | 0.00% | 1,175,769 | $16,966,397 | $17,765,870 | +$799,473 | +4.71% | |
| William Blair Investment Management, Llc | 0.06% | 1,169,982 | $16,882,840 | $17,678,428 | +$795,588 | +4.71% | |
| Copeland Capital Management, Llc | 0.36% | 1,130,858 | $16,318,283 | $17,087,264 | +$768,981 | +4.71% | |
| Bank Of America Corp | 0.00% | 1,026,424 | $14,811,305 | $15,509,267 | +$697,962 | +4.71% | |
| Raymond James Financial Inc | 0.00% | 971,433 | $14,015,872 | $14,678,353 | +$662,481 | +4.73% | |
| Northern Trust Corp | 0.00% | 940,092 | $13,565,527 | $14,204,790 | +$639,263 | +4.71% | |
| Jennison Associates Llc | 0.01% | 933,034 | $13,463,681 | $14,098,144 | +$634,463 | +4.71% | |
| Two Sigma Investments, Lp | 0.01% | 813,216 | $11,734,707 | $12,287,694 | +$552,987 | +4.71% | |
| First Eagle U.S. Value | Jean-Marie Eveillard | 0.01% | 764,919 | $11,037,781 | $11,557,926 | +$520,145 | +4.71% |
| Schroder Investment Management Group | 0.01% | 738,848 | $10,639,411 | $11,163,993 | +$524,582 | +4.93% | |
| Invesco Ltd. | 0.00% | 679,108 | $9,799,529 | $10,261,322 | +$461,793 | +4.71% | |
| Pacific Heights Asset Management Llc | 0.31% | 650,000 | $9,379,500 | $9,821,500 | +$442,000 | +4.71% | |
| Kennedy Capital Management Llc | 0.18% | 595,476 | $8,592,719 | $8,997,642 | +$404,923 | +4.71% | |
| Vanguard Fiduciary Trust Co | 0.00% | 568,507 | $8,203,556 | $8,590,141 | +$386,585 | +4.71% | |
| Morgan Stanley | 0.00% | 481,554 | $6,948,843 | $7,276,281 | +$327,438 | +4.71% | |
| State Of New Jersey Common Pension Fund D | 0.03% | 458,770 | $6,620,051 | $6,932,015 | +$311,964 | +4.71% | |
| Citigroup Inc | 0.00% | 435,766 | $6,288,103 | $6,584,424 | +$296,321 | +4.71% | |
| Bank Of New York Mellon Corp | 0.00% | 421,924 | $6,088,362 | $6,375,272 | +$286,910 | +4.71% | |
| Ubs Am, A Distinct Business Unit Of Ubs Asset Management Americas Llc | 0.00% | 420,706 | $6,070,788 | $6,356,868 | +$286,080 | +4.71% | |
| Cherokee Insurance Co | 2.24% | 409,004 | $5,901,924 | $6,180,050 | +$278,126 | +4.71% | |
| Russell Investments Group, Ltd. | 0.01% | 388,832 | $5,610,855 | $5,875,252 | +$264,397 | +4.71% | |
| Legal & General Group Plc | 0.00% | 346,792 | $5,004,210 | $5,240,027 | +$235,817 | +4.71% | |
| State Of Wisconsin Investment Board | 0.01% | 344,118 | $4,965,623 | $5,199,623 | +$234,000 | +4.71% | |
| Wells Fargo & Company/Mn | 0.00% | 343,324 | $4,954,158 | $5,187,626 | +$233,468 | +4.71% | |
| Citadel Advisors Llc | 0.00% | 303,800 | $4,383,834 | $4,590,418 | +$206,584 | +4.71% | |
| Ubs Group Ag | 0.00% | 303,776 | $4,383,488 | $4,590,055 | +$206,567 | +4.71% | |
| Aqr Capital Management Llc | 0.00% | 289,703 | $4,180,407 | $4,377,412 | +$197,005 | +4.71% | |
| Montag A & Associates Inc | 0.18% | 261,651 | $3,775,622 | $3,953,547 | +$177,925 | +4.71% | |
| Neuberger Berman Group Llc | 0.00% | 244,516 | $3,528,366 | $3,694,637 | +$166,271 | +4.71% | |
| Connors Investor Services Inc | 0.32% | 238,637 | $3,443,532 | $3,605,805 | +$162,273 | +4.71% | |
| Envestnet Asset Management Inc | 0.00% | 214,456 | $3,094,604 | $3,240,430 | +$145,826 | +4.71% | |
| Millennium Management Llc | 0.00% | 210,880 | $3,042,998 | $3,186,397 | +$143,399 | +4.71% | |
| Point72 Asset Management, L.P. | 0.00% | 191,252 | $2,759,766 | $2,889,818 | +$130,052 | +4.71% | |
| Exoduspoint Capital Management, Lp | 0.03% | 184,223 | $2,658,338 | $2,783,610 | +$125,272 | +4.71% | |
| North Star Investment Management Corp. | 0.14% | 168,020 | $2,543,823 | $2,538,782 | -$5,041 | -0.20% | |
| Nuveen, Llc | 0.00% | 171,815 | $2,479,290 | $2,596,125 | +$116,835 | +4.71% | |
| Deprince Race & Zollo Inc | 0.05% | 169,431 | $2,444,889 | $2,560,102 | +$115,213 | +4.71% |
Frequently asked questions about UMH
Who owns the most UMH stock?
The largest holders of UMH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for UMH PROPERTIES INC (UMH).
Is UMH widely held by superinvestors?
Many widely followed stocks like UMH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly UMH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.