$UMH

$15.34 -$0.12 (0.78%) Close

$UMH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 85.4M shares outstanding

Who owns UMH?

By type of holder

Institutions 75.3% Insiders 2.2% Everyone else 22.5%

Concentration Top 10 holders own 43.7%

BlackRock, Inc. 9.8% · Bruce Schanzer 5.0%

Institutional ownership

75.3%

-3.1 pts vs last qtr

Institutional holders

255

-14 vs last qtr

Net shares bought

−2.7M

by institutions in Q2 2026

New / sold out

29 / 43

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Boothbay Fund Management, LLC +742.3K
BlackRock, Inc. +479.5K

Biggest sellers in Q2 2026

T. Rowe Price Investment Management, Inc. −2.8M
Copeland Capital Management, LLC SOLD OUT −1.1M

Who is planning to sell?

No insider has filed a notice of proposed sale (Form 144) for UMH Properties Inc in the last 12 months.

Is your stake being diluted?

Diluted share count, FY2015–FY2025

+226.1%

+14.03% a year

Each share's claim on the business

−69.3%

shrank without buying or selling a share

Spent on buybacks vs paid in stock

$6.89M vs $30.5M

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years71% 3–5 years7% 1–3 years12% Under 1 year10%

Quarterly turnover

11.6%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting UMH on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	8.4M	9.83%	+479.5K (+6.1%)	≤2021	0.0%
Shares held by quarter Peak holding8.4M (Q2'26) Change over 8 quarters+1.7M Share of the company9.830% BlackRock, Inc.'s full portfolio →
VP Vanguard Portfolio Management LLC	4.2M	4.95%	+144.1K (+3.5%)	≤2021	0.0%
Shares held by quarter Peak holding4.2M (Q2'26) Change over 8 quarters+4.2M Share of the company4.950% Vanguard Portfolio Management LLC's full portfolio →

BlackRock, Inc.

8.4M

% of company

9.83%

Change vs last qtr

+479.5K (+6.1%)

Held since

≤2021

Vanguard Portfolio Management LLC

4.2M

% of company

4.95%

Change vs last qtr

+144.1K (+3.5%)

Held since

≤2021

28 more super investors behind a free account

See every manager holding UMH Properties Inc, how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting UMH on Form N-PORT; together they hold 32.2% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
VR Vanguard Real Estate Index Fund Vanguard Specialized Funds	$46.4M	3.1M	3.60%	0.06%	July 31, 2026
SW SMALLCAP World Fund Inc SMALLCAP World Fund Inc	$44.8M	3.0M	3.46%	0.05%	June 30, 2026

Vanguard Real Estate Index Fund

Vanguard Specialized Funds

Position value

$46.4M

% of company

3.60%

% of the fund

0.06%

As of

July 31, 2026

SMALLCAP World Fund Inc

Position value

$44.8M

% of company

3.46%

% of the fund

0.05%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding UMH Properties Inc and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
BS Bruce Schanzer 5%+ holder 13D · 5.0%	4.3M	5.00%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company5.000% Disclosed stake13D · 5.0% View the 13D/G filing →
ER Erez REIT Opportunities LP 5%+ holder 13D · 4.0%	3.5M	4.04%	—	—	—	—
This holder reports through Schedule 13D/G, not a quarterly 13F. Share of the company4.040% Disclosed stake13D · 4.0% View the 13D/G filing →

Bruce Schanzer

5%+ holder13D · 5.0%

4.3M

% of company

5.00%

Change vs last qtr

—

Held since

—

Erez REIT Opportunities LP

5%+ holder13D · 4.0%

3.5M

% of company

4.04%

Change vs last qtr

—

Held since

—

1 more holders behind a free account

See every insider and 5%+ holder of UMH Properties Inc.

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