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Institutional Ownership · SEC Form 13F

Who owns UMH Properties (UMH)


Which tracked institutional funds hold UMH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See UMH company fundamentals →

Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.

240
Institutional holders
62M
Shares held (tracked funds)
73.6%
Of shares outstanding

How the tape is positioned

50 tracked funds added or opened UMH while 37 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.

A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.

Conviction spread

UMH’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes UMH more heavily than its largest holder by dollar value does.

Book-share is each fund’s reported value in UMH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.

Institutional & insider positioning

Between 2026-Q1 and 2026-Q2, across 240 tracked filers holding UMH, 127 increased or opened the position and 130 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.

This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.

New buyers & exits

Funds opening or closing a position in UMH between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.

New buyers 7

  • MARSHALL WACE, LLP$5M
  • RENAISSANCE TECHNOLOGIES LLC$3M
  • ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$2M
  • WESPAC Advisors, LLC$993K
  • Connor, Clark & Lunn Investment Management Ltd.$880K
  • Quantbot Technologies LP$808K

Full exits 24

  • T. Rowe Price Investment Management, Inc.$53M
  • Copeland Capital Management, LLC$16M
  • SG Americas Securities, LLC$14M
  • JENNISON ASSOCIATES LLC$13M
  • Point72 Asset Management, L.P.$3M
  • WEDBUSH SECURITIES INC$3M

Largest adds

  • BlackRock, Inc.$13M
  • BOOTHBAY FUND MANAGEMENT, LLC$11M
  • Capital Research Global Investors$8M
  • AQR CAPITAL MANAGEMENT LLC$7M
  • CITADEL ADVISORS LLC$6M
  • STATE STREET CORP$5M

Largest trims

  • WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC$7M
  • MILLENNIUM MANAGEMENT LLC$3M
  • ENVESTNET ASSET MANAGEMENT INC$3M
  • UBS Group AG$2M
  • GOLDMAN SACHS GROUP INC$2M
  • JANE STREET GROUP, LLC$1M

Institutional holders

One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.

FundSharesReported value% of valueQuarter
BlackRock, Inc. added8,397,572$127M13.8%2026-Q2
VANGUARD PORTFOLIO MANAGEMENT LLC added4,225,497$64M6.9%2026-Q2
STATE STREET CORP added3,679,545$56M6.0%2026-Q2
FMR LLC trimmed3,645,734$55M6.0%2026-Q2
VANGUARD CAPITAL MANAGEMENT LLC added3,448,062$52M5.7%2026-Q2
Capital Research Global Investors added3,034,683$46M5.0%2026-Q2
GEODE CAPITAL MANAGEMENT, LLC added2,323,227$35M3.8%2026-Q2
GOLDMAN SACHS GROUP INC trimmed2,092,331$32M3.4%2026-Q2
PRIVATE MANAGEMENT GROUP INC added1,970,696$30M3.2%2026-Q2
D.A. DAVIDSON & CO. added1,943,138$29M3.2%2026-Q2
ALLIANCEBERNSTEIN L.P. added1,476,121$21M2.3%2026-Q2
CHARLES SCHWAB INVESTMENT MANAGEMENT INC added1,312,010$20M2.2%2026-Q2
DIMENSIONAL FUND ADVISORS LP trimmed1,160,736$18M1.9%2026-Q2
BANK OF AMERICA CORP /DE/ added1,033,986$16M1.7%2026-Q2
TWO SIGMA INVESTMENTS, LP added1,010,182$15M1.7%2026-Q2
RAYMOND JAMES FINANCIAL INC trimmed969,903$15M1.6%2026-Q2
NORTHERN TRUST CORP trimmed883,272$13M1.5%2026-Q2
First Eagle Investment Management, LLC added833,219$13M1.4%2026-Q2
BOOTHBAY FUND MANAGEMENT, LLC added795,640$12M1.3%2026-Q2
Invesco Ltd. added788,834$12M1.3%2026-Q2
AQR CAPITAL MANAGEMENT LLC added731,295$11M1.2%2026-Q2
Pacific Heights Asset Management LLC added700,000$11M1.1%2026-Q2
CITADEL ADVISORS LLC added694,910$11M1.1%2026-Q2
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed672,085$10M1.1%2026-Q2
SCHRODER INVESTMENT MANAGEMENT GROUP trimmed670,317$10M1.1%2026-Q2
KENNEDY CAPITAL MANAGEMENT LLC trimmed580,640$9M1.0%2026-Q2
VANGUARD FIDUCIARY TRUST CO trimmed536,737$8M0.9%2026-Q2
MORGAN STANLEY added497,070$8M0.8%2026-Q2
Bank of New York Mellon Corp added476,378$7M0.8%2026-Q2
CITIGROUP INC added447,176$7M0.7%2026-Q2
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added445,154$7M0.7%2026-Q2
State of New Jersey Common Pension Fund D trimmed429,904$7M0.7%2026-Q2
Cherokee Insurance Co added415,162$6M0.7%2026-Q2
WELLS FARGO & COMPANY/MN added387,843$6M0.6%2026-Q2
Russell Investments Group, Ltd. trimmed363,716$6M0.6%2026-Q2
Legal & General Group Plc trimmed335,512$5M0.6%2026-Q2
TUDOR INVESTMENT CORP ET AL added332,751$5M0.5%2026-Q2
Nuveen, LLC added323,704$5M0.5%2026-Q2
JPMORGAN CHASE & CO added315,020$5M0.5%2026-Q2
STATE OF WISCONSIN INVESTMENT BOARD trimmed313,226$5M0.5%2026-Q2
MARSHALL WACE, LLP added307,597$5M0.5%2026-Q2
CONNORS INVESTOR SERVICES INC added274,499$4M0.5%2026-Q2
MONTAG A & ASSOCIATES INC trimmed258,354$4M0.4%2026-Q2
NEUBERGER BERMAN GROUP LLC trimmed218,817$3M0.4%2026-Q2
STOREBRAND ASSET MANAGEMENT AS198,900$3M0.3%2026-Q2
RENAISSANCE TECHNOLOGIES LLC trimmed172,867$3M0.3%2026-Q2
North Star Investment Management Corp.168,020$3M0.3%2026-Q2
DEPRINCE RACE & ZOLLO INC trimmed164,842$2M0.3%2026-Q2
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added164,256$2M0.3%2026-Q2
Swiss National Bank added162,100$2M0.3%2026-Q2
WEDGE CAPITAL MANAGEMENT L L P/NC trimmed159,678$2M0.3%2026-Q2
HSBC HOLDINGS PLC added157,910$2M0.3%2026-Q2
Quantinno Capital Management LP added148,085$2M0.2%2026-Q2
Susquehanna Portfolio Strategies, LLC added140,279$2M0.2%2026-Q2
PRICE T ROWE ASSOCIATES INC /MD/ added135,275$2M0.2%2026-Q2
Asset Management One Co., Ltd. added133,575$2M0.2%2026-Q2
D. E. Shaw & Co., Inc. added132,403$2M0.2%2026-Q2
NOMURA ASSET MANAGEMENT CO LTD added131,400$2M0.2%2026-Q2
UBS Group AG trimmed125,256$2M0.2%2026-Q2
RHUMBLINE ADVISERS added116,534$2M0.2%2026-Q2
Uniplan Investment Counsel, Inc. added112,789$1M0.1%2026-Q2
Silver Lake Advisory, LLC added109,819$2M0.2%2026-Q2
FIRST TRUST ADVISORS LP added107,229$2M0.2%2026-Q2
DEUTSCHE BANK AG\ added106,063$2M0.2%2026-Q2
Zurcher Kantonalbank (Zurich Cantonalbank)104,883$2M0.2%2026-Q2
WealthTrust Axiom LLC trimmed103,627$2M0.2%2026-Q2
LAZARD ASSET MANAGEMENT LLC added102,570$2M0.2%2026-Q2
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added98,531$1M0.2%2026-Q2
GW HENSSLER & ASSOCIATES LTD96,368$1M0.2%2026-Q2
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added91,954$1M0.2%2026-Q2
Sumitomo Mitsui Trust Group, Inc. trimmed88,031$1M0.1%2026-Q2
Universal- Beteiligungs- und Servicegesellschaft mbH trimmed82,826$1M0.1%2026-Q2
Squarepoint Ops LLC trimmed82,376$1M0.1%2026-Q2
CALDWELL SUTTER CAPITAL, INC. trimmed81,923$1M0.1%2026-Q2
SHUFRO ROSE & CO LLC trimmed74,650$1M0.1%2026-Q2
AMERIPRISE FINANCIAL INC trimmed73,998$1M0.1%2026-Q2
Mitsubishi UFJ Asset Management Co., Ltd.70,496$1M0.1%2026-Q2
Vanguard Investments Australia, Ltd. trimmed69,173$1M0.1%2026-Q2
GAMCO INVESTORS, INC. ET AL66,900$1M0.1%2026-Q2
WESPAC Advisors, LLC new65,587$993K0.1%2026-Q2
MANUFACTURERS LIFE INSURANCE COMPANY, THE added64,370$975K0.1%2026-Q2
VANGUARD ASSET MANAGEMENT, Ltd added63,441$960K0.1%2026-Q2
COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added59,828$906K0.1%2026-Q2
SEI INVESTMENTS CO trimmed59,729$904K0.1%2026-Q2
Connor, Clark & Lunn Investment Management Ltd. added58,156$880K0.1%2026-Q2
XTX Topco Ltd added56,344$853K0.1%2026-Q2
BARCLAYS PLC trimmed54,600$827K0.1%2026-Q2
SUSQUEHANNA INTERNATIONAL GROUP, LLP added53,901$816K0.1%2026-Q2
Quantbot Technologies LP added53,350$808K0.1%2026-Q2
Engineers Gate Manager LP added52,153$790K0.1%2026-Q2
Graham Capital Management, L.P. added51,181$775K0.1%2026-Q2
MetLife Investment Management, LLC added50,334$762K0.1%2026-Q2
EntryPoint Capital, LLC49,854$755K0.1%2026-Q2
Inspire Investing, LLC added44,563$675K0.1%2026-Q2
FOX RUN MANAGEMENT, L.L.C. added41,280$625K0.1%2026-Q2
MERCER GLOBAL ADVISORS INC /ADV added41,142$623K0.1%2026-Q2
Creative Planning added39,881$604K0.1%2026-Q2
Vert Asset Management LLC added38,237$579K0.1%2026-Q2
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added37,772$572K0.1%2026-Q2
Resona Asset Management Co.,Ltd. trimmed34,877$538K0.1%2026-Q2

Ownership over time

Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.

HoldersTotal shares

Reading this table

Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.

About 13F filings

A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.

Learn how to read institutional ownership