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Who owns UMHWhat UMH owns — n/a

Who owns UMH Properties, Inc.?

Institutional ownership of UMH from SEC Form 13F filings across 191 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

191

13F holders

$785.4M

value, 2026 filers

62.1%

of shares outstanding (52.9M sh)

24

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of UMH's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1BlackRock, Inc.8.4M$127.1M0.0%9.9%+6.1%
2VANGUARD PORTFOLIO MANAGEMENT LLC4.2M$64.0M0.0%5%+3.5%
3FMR LLC3.6M$55.2M0.0%4.3%-2.2%
4VANGUARD CAPITAL MANAGEMENT LLC3.4M$52.2M0.0%4%-49.0%
5Capital Research Global Investors3.0M$45.9M0.0%3.6%+16.4%
6GEODE CAPITAL MANAGEMENT, LLC2.3M$35.2M0.0%2.7%+9.0%
7GOLDMAN SACHS GROUP INC2.1M$31.7M0.0%2.5%-9.3%
8D.A. DAVIDSON & CO.1.9M$29.4M0.2%2.3%+9.7%
9ALLIANCEBERNSTEIN L.P.1.5M$21.3M0.0%1.7%+22.9%
10Sixth Street Partners Management Company, L.P.NEW1.3M$19.9M3.4%1.5%new
11CHARLES SCHWAB INVESTMENT MANAGEMENT INC1.3M$19.9M0.0%1.5%+5.6%
12BANK OF AMERICA CORP /DE/1.0M$15.7M0.0%1.2%+0.7%
13TWO SIGMA INVESTMENTS, LP1.0M$15.3M0.0%1.2%+24.2%
14RAYMOND JAMES FINANCIAL INC969,903$14.7M0.0%1.1%-0.2%
15NORTHERN TRUST CORP883,272$13.4M0.0%1%-6.0%
16First Eagle Investment Management, LLC833,219$12.6M0.0%1%-45.5%
17BOOTHBAY FUND MANAGEMENT, LLC795,640$12.0M0.2%0.9%+1392.1%
18Invesco Ltd.788,834$11.9M0.0%0.9%+16.2%
19CITADEL ADVISORS LLC694,910$10.5M0.0%0.8%+128.7%
20WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC672,085$10.2M0.0%0.8%-42.6%
21VANGUARD FIDUCIARY TRUST CO536,737$8.1M0.0%0.6%-5.6%
22MORGAN STANLEY497,070$7.5M0.0%0.6%+3.2%
23Bank of New York Mellon Corp476,378$7.2M0.0%0.6%+12.9%
24CITIGROUP INC447,176$6.8M0.0%0.5%+2.6%
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC445,154$6.7M0.0%0.5%+5.8%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.