Who Owns UMH Properties, Inc. (UMH)?Hedge Fund & Institutional Holders

$14.60-0.12 (-0.82%)Real EstateNYSE

Institutional Holders

50

as of Q4 2025

Total Institutional Value

$InfinityT

% of Float Held

Infinity%

QoQ Change in Holders

+6 / -6

Price History

$14.12$15.70$17.27$18.84$20.42Aug 24Jun 25Mar 26

UMH — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
FMR LLCIncreased+873K+$56.0B
D.A. DAVIDSON & CO.New Position+1.7M+$27.1B
JENNISON ASSOCIATES LLCNew Position+1.4M+$21.6B
Copeland Capital Management, LLCNew Position+1.1M+$18.3B
BANK OF AMERICA CORP /DE/Increased+29K+$16.0B
Point72 Asset Management, L.P.Increased+973K+$15.5B
GOLDMAN SACHS GROUP INCIncreased+980K+$14.9B
SCHRODER INVESTMENT MANAGEMENT GROUPNew Position+745K+$11.0B
PACIFIC HEIGHTS ASSET MANAGEMENT LLCNew Position+650K+$10.3B
ALLIANCEBERNSTEIN L.P.Increased+429K+$7.0B
Invesco Ltd.Increased+402K+$6.6B
PRIVATE MANAGEMENT GROUP INCIncreased+162K+$4.4B
APG Asset Management US Inc.Increased+197K+$3.7B
DEPRINCE RACE & ZOLLO INCNew Position+221K+$3.5B
AQR CAPITAL MANAGEMENT LLCIncreased+227K+$3.2B

UMH — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
AMERICAN CENTURY COMPANIES INCDecreased-1.1M-$16.6B
Capital Research Global InvestorsDecreased-1.1M-$13.5B
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLCDecreased-524K-$6.6B
RENAISSANCE TECHNOLOGIES LLCClosed Position-437K-$6.5B
CITIGROUP INCDecreased-388K-$6.3B
Qube Research & Technologies LtdDecreased-284K-$5.5B
NORTHERN TRUST CORPDecreased-89K-$2.7B
FRANKLIN RESOURCES INCClosed Position-177K-$2.6B
Cubist Systematic Strategies, LLCClosed Position-175K-$2.6B
JANE STREET GROUP, LLCClosed Position-171K-$2.5B
JPMORGAN CHASE & CODecreased-46K-$1.9B
DARK FOREST CAPITAL MANAGEMENT LPDecreased-62K-$1.8B
D. E. Shaw & Co., Inc.Closed Position-101K-$1.5B
Anson Funds Management LPClosed Position-100K-$1.5B
DIMENSIONAL FUND ADVISORS LPDecreased-30K-$1.3B

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Capital Research Global Investors2,607,487$41.0B7.57%Share
2FMR LLC2,324,000$36.0B1.84%Share
3PRIVATE MANAGEMENT GROUP INC1,842,229$29.3B0.85%Share
4D.A. DAVIDSON & CO.1,700,296$27.1B165.70%Share
5GOLDMAN SACHS GROUP INC1,665,488$26.0B3.21%Share
6FMR LLC1,266,093$20.0B1.02%Share
7CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,220,448$19.0B2.95%Share
8ALLIANCEBERNSTEIN L.P.1,238,877$19.0B6.00%Share
9Copeland Capital Management, LLC1,149,834$18.3B0.41%Share
10WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC1,133,066$18.0B50.28%Share
11AMERICAN CENTURY COMPANIES INC1,185,562$18.0B9.05%Share
12JENNISON ASSOCIATES LLC1,027,117$16.3B9.81%Share
13Point72 Asset Management, L.P.1,008,065$16.0B17.89%Share
14DIMENSIONAL FUND ADVISORS LP1,049,136$16.0B3.36%Share
15BANK OF AMERICA CORP /DE/923,692$14.0B1.02%Share
16RAYMOND JAMES FINANCIAL INC874,065$13.0B4.04%Share
17First Eagle Investment Management, LLC716,419$11.4B20.06%Share
18NORTHERN TRUST CORP698,413$11.0B1.40%Share
19SCHRODER INVESTMENT MANAGEMENT GROUP745,056$11.0B8.34%Share
20APG Asset Management US Inc.679,926$10.8B84.72%Share
21PACIFIC HEIGHTS ASSET MANAGEMENT LLC650,000$10.3B0.39%Share
22KENNEDY CAPITAL MANAGEMENT LLC597,144$9.5B0.20%Share
23Invesco Ltd.476,977$7.6B1.16%Share
24State of New Jersey Common Pension Fund D465,189$7.4B26.75%Share
25Cherokee Insurance Co395,724$6.3B2.55%Share
26JENNISON ASSOCIATES LLC328,483$5.2B3.14%Share
27STATE OF WISCONSIN INVESTMENT BOARD373,910$5.0B11.18%Share
28Legal & General Group Plc376,636$5.0B1.11%Share
29MONTAG A & ASSOCIATES INC261,651$4.2B0.19%Share
30AQR CAPITAL MANAGEMENT LLC275,551$4.0B2.10%Share
31CITIGROUP INC293,891$4.0B1.77%Share
32CONNORS INVESTOR SERVICES INC233,401$3.7B0.32%Share
33DEPRINCE RACE & ZOLLO INC220,691$3.5B67.19%Share
34UBS Group AG195,542$3.1B0.50%Share
35WELLS FARGO & COMPANY/MN243,058$3.0B0.55%Share
36Neuberger Berman Group LLC225,154$3.0B2.23%Share
37North Star Investment Management Corp.176,615$2.8B0.18%Share
38STRS OHIO172,500$2.7B10.23%Share
39WEDGE CAPITAL MANAGEMENT L L P/NC154,336$2.5B44.08%Share
40Asset Management One Co., Ltd.125,867$2.0B5.59%Share
41JPMORGAN CHASE & CO176,646$2.0B0.13%Share
42Russell Investments Group, Ltd.171,268$2.0B2.18%Share
43Swiss National Bank159,200$2.0B1.19%Share
44BANK OF AMERICA CORP /DE/145,173$2.0B0.15%Share
45NORTHERN TRUST CORP148,616$2.0B0.25%Share
46BARCLAYS PLC166,394$2.0B0.48%Share
47Nuveen, LLC162,425$2.0B0.52%Share
48PANAGORA ASSET MANAGEMENT INC157,419$2.0B7.09%Share
49GOLDMAN SACHS GROUP INC181,013$2.0B0.25%Share
50TABR Capital Management, LLC111,350$1.8B0.69%Share

UMH Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 2025249$551.6B+62
Q3 2025187$409.5B-15
Q2 2025202$506.1B-34
Q1 2025236$830.5B+31
Q4 2024205$1.2T+29
Q3 2024176$28.6T+16
Q2 2024160$20.2T+6
Q1 2024154$184.7T—

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As of Q4 2025, 50 institutional investors hold UMH (UMH Properties, Inc.). The largest holder is Capital Research Global Investors with $41.0B in shares. This quarter, 6 institutions opened new positions and 6 closed their positions.

Frequently Asked Questions

How many hedge funds own UMH?

As of Q4 2025, 50 institutional investors report holding UMH (UMH Properties, Inc.) in their 13F filings.

Who is the largest institutional holder of UMH?

The largest institutional holder of UMH is Capital Research Global Investors with $41.0B in shares.

Is institutional ownership of UMH increasing or decreasing?

This quarter, 6 institutions opened new positions in UMH and 6 closed their positions.