Ranked by reported Q2 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. | 8.4M | $127.1M | +6.1% | 9.860% | 0.00% |
| 2 | VANGUARD PORTFOLIO MANAGEMENT LLC | 4.2M | $64.0M | +3.5% | 4.962% | 0.00% |
| 3 | STATE STREET CORP | 3.7M | $55.7M | +4.9% | 4.320% | 0.00% |
| 4 | FMR LLC | 3.6M | $55.2M | -2.2% | 4.281% | 0.00% |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 3.4M | $52.2M | +1.9% | 4.049% | 0.00% |
| 6 | Capital Research Global Investors | 3.0M | $45.9M | +16.4% | 3.563% | 0.01% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 2.3M | $35.2M | +9.0% | 2.728% | 0.00% |
| 8 | GOLDMAN SACHS GROUP INC | 2.1M | $31.7M | -9.3% | 2.457% | 0.00% |
| 9 | PRIVATE MANAGEMENT GROUP INC | 2.0M | $29.8M | +1.7% | 2.314% | 0.79% |
| 10 | D.A. DAVIDSON & CO. | 1.9M | $29.4M | +9.7% | 2.282% | 0.16% |
| 11 | ALLIANCEBERNSTEIN L.P. | 1.5M | $21.3M | +22.9% | 1.733% | 0.01% |
| 12 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 1.3M | $19.9M | +5.6% | 1.540% | 0.00% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 1.2M | $17.6M | -1.3% | 1.363% | 0.00% |
| 14 | BANK OF AMERICA CORP /DE/ | 1.0M | $15.7M | +0.7% | 1.214% | 0.00% |
| 15 | TWO SIGMA INVESTMENTS, LP | 1.0M | $15.3M | +24.2% | 1.186% | 0.01% |
| 16 | RAYMOND JAMES FINANCIAL INC | 970K | $14.7M | -0.2% | 1.139% | 0.00% |
| 17 | NORTHERN TRUST CORP | 883K | $13.4M | -6.0% | 1.037% | 0.00% |
| 18 | First Eagle Investment Management, LLC | 833K | $12.6M | +8.9% | 0.978% | 0.01% |
| 19 | BOOTHBAY FUND MANAGEMENT, LLC | 796K | $12.0M | +1392.1% | 0.934% | 0.16% |
| 20 | Invesco Ltd. | 789K | $11.9M | +16.2% | 0.926% | 0.00% |
| 21 | CITADEL ADVISORS LLC | 745K | $11.3M | +125.8% | 0.874% | 0.00% |
| 22 | AQR CAPITAL MANAGEMENT LLC | 731K | $11.1M | +152.4% | 0.859% | 0.00% |
| 23 | PACIFIC HEIGHTS ASSET MANAGEMENT LLC | 700K | $10.6M | +7.7% | 0.822% | 0.34% |
| 24 | SCHRODER INVESTMENT MANAGEMENT GROUP | 670K | $10.3M | -9.3% | 0.787% | 0.01% |
| 25 | WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | 672K | $10.2M | -42.6% | 0.789% | 0.03% |
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 Q2 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 |
|---|---|---|---|---|---|---|
| Q2 2026 | 257 | 3.4% | 75.95% | 2.82 pp | $943M | +6.5% |
| Q1 2026 | 266 | +5.6% | 78.77% | +0.09 pp | $886M | 11% |
| Q4 2025 | 252 | 1.6% | 78.68% | +0.42 pp | $993M | +9.2% |
| Q3 2025 | 256 | +9.9% | 78.26% | 3.27 pp | $909M | 12% |
| Q2 2025 | 233 | 0.4% | 81.53% | +1.66 pp | $1.04B | 5.9% |
| Q1 2025 | 234 | +3.5% | 79.87% | +0.57 pp | $1.10B | +0.5% |
| Q4 2024 | 226 | +2.7% | 79.30% | +3.49 pp | $1.10B | +4.9% |
| Q3 2024 | 220 | — | 75.81% | — | $1.05B | — |
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 Q2 2026 13F filings, institutional ownership of UMH Properties, Inc. stands at 75.9%, held across 257 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of UMH, with approximately 8,397,572 shares worth $0.13B as of Q2 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of UMH, including TWO SIGMA INVESTMENTS, LP, CITADEL ADVISORS LLC.
Our composite Smart Money Score for UMH is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
26 institutions opened new positions in UMH during Q2 2026, while 35 fully exited. 173 added to existing positions and 52 trimmed.
UMH institutional ownership fell by 2.82 percentage points quarter-over-quarter, with a net change of -9 holders.
The top 10 institutions account for 55.8% 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