Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in UMH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 7.9M | $114.3M | -1.4% | 9.290% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.1M | $58.9M | — | 4.789% | 0.00% |
| 3 | FMR LLC | 3.7M | $53.8M | +3.6% | 4.375% | 0.00% |
| 4 | STATE STREET CORP | 3.5M | $50.6M | +0.6% | 4.116% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $48.8M | — | 3.969% | 0.00% |
| 6 | Capital Research Global Investors | 2.6M | $37.6M | 0.0% | 3.059% | 0.01% |
| 7 | GOLDMAN SACHS GROUP INC | 2.3M | $33.3M | +23.6% | 2.705% | 0.00% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | 2.1M | $30.8M | +2.8% | 2.500% | 0.00% |
| 9 | PRIVATE MANAGEMENT GROUP INC | 1.9M | $28.0M | +5.1% | 2.273% | 0.80% |
| 10 | D.A. DAVIDSON & CO. | 1.8M | $25.6M | +4.2% | 2.078% | 0.15% |
| 11 | ALLIANCEBERNSTEIN L.P. | 1.2M | $19.1M | -3.0% | 1.409% | 0.01% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.2M | $17.9M | +1.8% | 1.458% | 0.00% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $17.0M | +3.8% | 1.379% | 0.00% |
| 14 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 1.2M | $16.9M | +3.3% | 1.373% | 0.06% |
| 15 | Copeland Capital Management, LLC | 1.1M | $16.3M | -1.7% | 1.327% | 0.36% |
| 16 | BANK OF AMERICA CORP /DE/ | 1.0M | $14.8M | -6.3% | 1.204% | 0.00% |
| 17 | RAYMOND JAMES FINANCIAL INC | 971K | $14.0M | +3.6% | 1.140% | 0.00% |
| 18 | NORTHERN TRUST CORP | 940K | $13.6M | -3.1% | 1.103% | 0.00% |
| 19 | JENNISON ASSOCIATES LLC | 933K | $13.5M | -31.2% | 1.095% | 0.01% |
| 20 | TWO SIGMA INVESTMENTS, LP | 813K | $11.7M | +631.9% | 0.954% | 0.01% |
| 21 | First Eagle Investment Management, LLC | 765K | $11.0M | +6.8% | 0.898% | 0.01% |
| 22 | SCHRODER INVESTMENT MANAGEMENT GROUP | 739K | $10.6M | -0.8% | 0.867% | 0.01% |
| 23 | Invesco Ltd. | 679K | $9.8M | +12.7% | 0.797% | 0.00% |
| 24 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 650K | $9.4M | 0.0% | 0.763% | 0.31% |
| 25 | KENNEDY CAPITAL MANAGEMENT, INC. | 595K | $8.6M | -0.3% | 0.699% | 0.18% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in UMH — a direct measure of their conviction.
Filings activity in UMH during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 262 | +4.0% | 67.65% | 8.56 pp | $881M | 11% |
| Q4 2025 | 252 | 1.6% | 76.21% | +6.39 pp | $993M | +9.2% |
| Q3 2025 | 256 | +9.9% | 69.82% | 9.91 pp | $909M | 12% |
| Q2 2025 | 233 | 0.4% | 79.73% | 5.04 pp | $1.04B | 5.9% |
| Q1 2025 | 234 | +3.5% | 84.77% | +0.44 pp | $1.10B | +0.5% |
| Q4 2024 | 226 | +2.7% | 84.33% | +3.95 pp | $1.10B | +4.9% |
| Q3 2024 | 220 | +15% | 80.38% | +21.62 pp | $1.05B | +37% |
| Q2 2024 | 191 | — | 58.76% | — | $765M | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying UMH stock.
Based on Q1 2026 13F filings, institutional ownership of UMH Properties, Inc. stands at 67.7%, held across 262 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UMH, with approximately 7,918,084 shares worth $0.11B as of Q1 2026.
Yes — 1 widely-followed marquee investor appear among the top 25 institutional holders of UMH, including TWO SIGMA INVESTMENTS, LP.
Our composite Smart Money Score for UMH is 41 out of 100 (Neutral). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
40 institutions opened new positions in UMH during Q1 2026, while 30 fully exited. 47 added to existing positions and 174 trimmed.
UMH institutional ownership fell by 8.56 percentage points quarter-over-quarter, with a net change of +10 holders.
The top 10 institutions account for 54.7% of all reported 13F value in UMH, and the top 25 account for 77.8%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
UMH Properties, Inc. (UMH) Institutional Ownership