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.
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.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 8,397,572 | $127M | 13.8% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC added | 4,225,497 | $64M | 6.9% | 2026-Q2 |
| STATE STREET CORP added | 3,679,545 | $56M | 6.0% | 2026-Q2 |
| FMR LLC trimmed | 3,645,734 | $55M | 6.0% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 3,448,062 | $52M | 5.7% | 2026-Q2 |
| Capital Research Global Investors added | 3,034,683 | $46M | 5.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC added | 2,323,227 | $35M | 3.8% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,092,331 | $32M | 3.4% | 2026-Q2 |
| PRIVATE MANAGEMENT GROUP INC added | 1,970,696 | $30M | 3.2% | 2026-Q2 |
| D.A. DAVIDSON & CO. added | 1,943,138 | $29M | 3.2% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 1,476,121 | $21M | 2.3% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 1,312,010 | $20M | 2.2% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,160,736 | $18M | 1.9% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 1,033,986 | $16M | 1.7% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 1,010,182 | $15M | 1.7% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 969,903 | $15M | 1.6% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 883,272 | $13M | 1.5% | 2026-Q2 |
| First Eagle Investment Management, LLC added | 833,219 | $13M | 1.4% | 2026-Q2 |
| BOOTHBAY FUND MANAGEMENT, LLC added | 795,640 | $12M | 1.3% | 2026-Q2 |
| Invesco Ltd. added | 788,834 | $12M | 1.3% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 731,295 | $11M | 1.2% | 2026-Q2 |
| Pacific Heights Asset Management LLC added | 700,000 | $11M | 1.1% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 694,910 | $11M | 1.1% | 2026-Q2 |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC trimmed | 672,085 | $10M | 1.1% | 2026-Q2 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 670,317 | $10M | 1.1% | 2026-Q2 |
| KENNEDY CAPITAL MANAGEMENT LLC trimmed | 580,640 | $9M | 1.0% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 536,737 | $8M | 0.9% | 2026-Q2 |
| MORGAN STANLEY added | 497,070 | $8M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp added | 476,378 | $7M | 0.8% | 2026-Q2 |
| CITIGROUP INC added | 447,176 | $7M | 0.7% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 445,154 | $7M | 0.7% | 2026-Q2 |
| State of New Jersey Common Pension Fund D trimmed | 429,904 | $7M | 0.7% | 2026-Q2 |
| Cherokee Insurance Co added | 415,162 | $6M | 0.7% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN added | 387,843 | $6M | 0.6% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 363,716 | $6M | 0.6% | 2026-Q2 |
| Legal & General Group Plc trimmed | 335,512 | $5M | 0.6% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL added | 332,751 | $5M | 0.5% | 2026-Q2 |
| Nuveen, LLC added | 323,704 | $5M | 0.5% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 315,020 | $5M | 0.5% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD trimmed | 313,226 | $5M | 0.5% | 2026-Q2 |
| MARSHALL WACE, LLP added | 307,597 | $5M | 0.5% | 2026-Q2 |
| CONNORS INVESTOR SERVICES INC added | 274,499 | $4M | 0.5% | 2026-Q2 |
| MONTAG A & ASSOCIATES INC trimmed | 258,354 | $4M | 0.4% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 218,817 | $3M | 0.4% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS | 198,900 | $3M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 172,867 | $3M | 0.3% | 2026-Q2 |
| North Star Investment Management Corp. | 168,020 | $3M | 0.3% | 2026-Q2 |
| DEPRINCE RACE & ZOLLO INC trimmed | 164,842 | $2M | 0.3% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 164,256 | $2M | 0.3% | 2026-Q2 |
| Swiss National Bank added | 162,100 | $2M | 0.3% | 2026-Q2 |
| WEDGE CAPITAL MANAGEMENT L L P/NC trimmed | 159,678 | $2M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 157,910 | $2M | 0.3% | 2026-Q2 |
| Quantinno Capital Management LP added | 148,085 | $2M | 0.2% | 2026-Q2 |
| Susquehanna Portfolio Strategies, LLC added | 140,279 | $2M | 0.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 135,275 | $2M | 0.2% | 2026-Q2 |
| Asset Management One Co., Ltd. added | 133,575 | $2M | 0.2% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 132,403 | $2M | 0.2% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT CO LTD added | 131,400 | $2M | 0.2% | 2026-Q2 |
| UBS Group AG trimmed | 125,256 | $2M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS added | 116,534 | $2M | 0.2% | 2026-Q2 |
| Uniplan Investment Counsel, Inc. added | 112,789 | $1M | 0.1% | 2026-Q2 |
| Silver Lake Advisory, LLC added | 109,819 | $2M | 0.2% | 2026-Q2 |
| FIRST TRUST ADVISORS LP added | 107,229 | $2M | 0.2% | 2026-Q2 |
| DEUTSCHE BANK AG\ added | 106,063 | $2M | 0.2% | 2026-Q2 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 104,883 | $2M | 0.2% | 2026-Q2 |
| WealthTrust Axiom LLC trimmed | 103,627 | $2M | 0.2% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 102,570 | $2M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 98,531 | $1M | 0.2% | 2026-Q2 |
| GW HENSSLER & ASSOCIATES LTD | 96,368 | $1M | 0.2% | 2026-Q2 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO added | 91,954 | $1M | 0.2% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 88,031 | $1M | 0.1% | 2026-Q2 |
| Universal- Beteiligungs- und Servicegesellschaft mbH trimmed | 82,826 | $1M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC trimmed | 82,376 | $1M | 0.1% | 2026-Q2 |
| CALDWELL SUTTER CAPITAL, INC. trimmed | 81,923 | $1M | 0.1% | 2026-Q2 |
| SHUFRO ROSE & CO LLC trimmed | 74,650 | $1M | 0.1% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 73,998 | $1M | 0.1% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. | 70,496 | $1M | 0.1% | 2026-Q2 |
| Vanguard Investments Australia, Ltd. trimmed | 69,173 | $1M | 0.1% | 2026-Q2 |
| GAMCO INVESTORS, INC. ET AL | 66,900 | $1M | 0.1% | 2026-Q2 |
| WESPAC Advisors, LLC new | 65,587 | $993K | 0.1% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 64,370 | $975K | 0.1% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 63,441 | $960K | 0.1% | 2026-Q2 |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS added | 59,828 | $906K | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 59,729 | $904K | 0.1% | 2026-Q2 |
| Connor, Clark & Lunn Investment Management Ltd. added | 58,156 | $880K | 0.1% | 2026-Q2 |
| XTX Topco Ltd added | 56,344 | $853K | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 54,600 | $827K | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 53,901 | $816K | 0.1% | 2026-Q2 |
| Quantbot Technologies LP added | 53,350 | $808K | 0.1% | 2026-Q2 |
| Engineers Gate Manager LP added | 52,153 | $790K | 0.1% | 2026-Q2 |
| Graham Capital Management, L.P. added | 51,181 | $775K | 0.1% | 2026-Q2 |
| MetLife Investment Management, LLC added | 50,334 | $762K | 0.1% | 2026-Q2 |
| EntryPoint Capital, LLC | 49,854 | $755K | 0.1% | 2026-Q2 |
| Inspire Investing, LLC added | 44,563 | $675K | 0.1% | 2026-Q2 |
| FOX RUN MANAGEMENT, L.L.C. added | 41,280 | $625K | 0.1% | 2026-Q2 |
| MERCER GLOBAL ADVISORS INC /ADV added | 41,142 | $623K | 0.1% | 2026-Q2 |
| Creative Planning added | 39,881 | $604K | 0.1% | 2026-Q2 |
| Vert Asset Management LLC added | 38,237 | $579K | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 37,772 | $572K | 0.1% | 2026-Q2 |
| Resona Asset Management Co.,Ltd. trimmed | 34,877 | $538K | 0.1% | 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.
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.