UMH PROPERTIES, INC. (UMH) — Institutional Holders, Q2 2026

260 institutional investment managers reported a UMH position on SEC Form 13F-HR for the quarter ended June 30, 2026, with a combined reported value of $976.5M. Every filer is listed below, ranked by position value, 100 per page; this page shows ranks 1 to 100. Put and call option positions are excluded, and a firm filing several lots or share classes is shown once with its total.

← UMH stock profile

UMH in Q2 2026: what funds did

Funds that filed a 13F for both Q1 2026 and Q2 2026, by what they did with the common stock. Share counts are adjusted for any split between the two quarters; dollar figures are the change in shares at this quarter’s price.

New positions

Added to

104

Trimmed

Sold out

Biggest buyers

BOOTHBAY FUND MANAGEMENTAdded · +742,318 sh+$11.2M
BlackRockAdded · +479,488 sh+$7.3M
AQR CAPITAL MANAGEMENTAdded · +441,592 sh+$6.7M
Capital Research Global InvestorsAdded · +427,196 sh+$6.5M
CITADEL ADVISORSAdded · +391,110 sh+$5.9M

Biggest sellers

T. Rowe Price Investment ManagementTrimmed · -2,815,126 sh-$42.6M
Copeland Capital ManagementSold out · -1,130,858 sh-$17.1M
JENNISON ASSOCIATESSold out · -933,034 sh-$14.1M
SG Americas SecuritiesTrimmed · -704,759 sh-$10.7M
WILLIAM BLAIR INVESTMENT MANAGEMENTTrimmed · -497,897 sh-$7.5M

UMH 13F holders ranked 1–100 of 260

Institutional investors reporting a position in UMH PROPERTIES, INC. on SEC Form 13F-HR for Q2 2026, ranked by reported value.
#	Institution	Shares	Value	% of portfolio	QoQShares vs Q1 2026
1	BlackRock#1 · 8,397,572 sh	8,397,572	$127.1M	<0.01%	+6.1%
2	VANGUARD PORTFOLIO MANAGEMENT#2 · 4,225,497 sh	4,225,497	$64.0M	<0.01%	+3.5%
3	STATE STREET#3 · 3,679,545 sh	3,679,545	$55.7M	<0.01%	+4.9%
4	FMR#4 · 3,645,734 sh	3,645,734	$55.2M	<0.01%	-2.2%
5	VANGUARD CAPITAL MANAGEMENT#5 · 3,448,062 sh	3,448,062	$52.2M	<0.01%	+1.9%
6	Capital Research Global Investors#6 · 3,034,683 sh	3,034,683	$45.9M	<0.01%	+16.4%
7	GEODE CAPITAL MANAGEMENT#7 · 2,323,227 sh	2,323,227	$35.2M	<0.01%	+9.0%
8	GOLDMAN SACHS GROUP#8 · 2,092,331 sh	2,092,331	$31.7M	<0.01%	-9.3%
9	PRIVATE MANAGEMENT GROUP#9 · 1,970,696 sh	1,970,696	$29.8M	0.79%	+1.7%
10	D.A. DAVIDSON#10 · 1,943,138 sh	1,943,138	$29.4M	0.16%	+9.7%
11	ALLIANCEBERNSTEIN L.P.#11 · 1,476,121 sh	1,476,121	$21.3M	<0.01%	+22.9%
12	CHARLES SCHWAB INVESTMENT MANAGEMENT#12 · 1,312,010 sh	1,312,010	$19.9M	<0.01%	+5.6%
13	DIMENSIONAL FUND ADVISORS#13 · 1,160,736 sh	1,160,736	$17.6M	<0.01%	-1.3%
14	BANK OF AMERICA#14 · 1,033,986 sh	1,033,986	$15.7M	<0.01%	+0.7%
15	TWO SIGMA INVESTMENTS#15 · 1,010,182 sh	1,010,182	$15.3M	0.01%	+24.2%
16	RAYMOND JAMES FINANCIAL#16 · 969,903 sh	969,903	$14.7M	<0.01%	-0.2%
17	NORTHERN#17 · 883,272 sh	883,272	$13.4M	<0.01%	-6.0%
18	T. Rowe Price Investment Management#18 · 858,167 sh	858,167	$13.0M	<0.01%	-76.6%
19	First Eagle Investment Management#19 · 833,219 sh	833,219	$12.6M	0.02%	+8.9%
20	BOOTHBAY FUND MANAGEMENT#20 · 795,640 sh	795,640	$12.0M	0.16%	+1392.1%
21	Invesco Ltd.#21 · 788,834 sh	788,834	$11.9M	<0.01%	+16.2%
22	AQR CAPITAL MANAGEMENT#22 · 731,295 sh	731,295	$11.1M	<0.01%	+152.4%
23	PACIFIC HEIGHTS ASSET MANAGEMENT#23 · 700,000 sh	700,000	$10.6M	0.34%	+7.7%
24	CITADEL ADVISORS#24 · 694,910 sh	694,910	$10.5M	<0.01%	+128.7%
25	SCHRODER INVESTMENT MANAGEMENT GROUP#25 · 670,317 sh	670,317	$10.3M	<0.01%	-9.3%
26	WILLIAM BLAIR INVESTMENT MANAGEMENT#26 · 672,085 sh	672,085	$10.2M	0.03%	-42.6%
27	KENNEDY CAPITAL MANAGEMENT#27 · 580,640 sh	580,640	$8.8M	0.16%	-2.5%
28	VANGUARD FIDUCIARY#28 · 536,737 sh	536,737	$8.1M	<0.01%	-5.6%
29	MORGAN STANLEY#29 · 497,070 sh	497,070	$7.5M	<0.01%	+3.2%
30	Bank of New York Mellon#30 · 476,378 sh	476,378	$7.2M	<0.01%	+12.9%
31	CITIGROUP#31 · 447,176 sh	447,176	$6.8M	<0.01%	+2.6%
32	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME#32 · 445,154 sh	445,154	$6.7M	<0.01%	+5.8%
33	State of New Jersey Common Pension Fund D#33 · 429,904 sh	429,904	$6.5M	0.02%	-6.3%
34	Cherokee Insurance#34 · 415,162 sh	415,162	$6.3M	2.43%	+1.5%
35	WELLS FARGO & COMPANY#35 · 387,843 sh	387,843	$5.9M	<0.01%	+13.0%
36	Russell Investments Group, Ltd.#36 · 363,716 sh	363,716	$5.5M	<0.01%	-6.5%
37	Legal & General Group Plc#37 · 335,512 sh	335,512	$5.1M	<0.01%	-3.3%
38	TUDOR INVESTMENT ET AL#38 · 332,751 sh	332,751	$5.0M	<0.01%	+340.5%
39	Nuveen#39 · 323,704 sh	323,704	$4.9M	<0.01%	+88.4%
40	JPMORGAN CHASE#40 · 315,020 sh	315,020	$4.9M	<0.01%	+12.4%
41	STATE OF WISCONSIN INVESTMENT BOARD#41 · 313,226 sh	313,226	$4.7M	<0.01%	-9.0%
42	MARSHALL WACE, LLP#42 · 307,597 sh	307,597	$4.7M	<0.01%	New
43	SG Americas Securities#43 · 283,306 sh	283,306	$4.3M	<0.01%	-71.3%
44	CONNORS INVESTOR SERVICES#44 · 274,499 sh	274,499	$4.2M	0.36%	+15.0%
45	MONTAG A & ASSOCIATES#45 · 258,354 sh	258,354	$3.9M	0.17%	-1.3%
46	Neuberger Berman Group#46 · 218,817 sh	218,817	$3.3M	<0.01%	-10.5%
47	STOREBRAND ASSET MANAGEMENT AS#47 · 198,900 sh	198,900	$3.0M	<0.01%	0.0%
48	WEDBUSH SECURITIES#48 · 189,997 sh	189,997	$2.9M	—	+1.2%
49	RENAISSANCE TECHNOLOGIES#49 · 172,867 sh	172,867	$2.6M	<0.01%	New
50	North Star Investment Management#50 · 168,020 sh	168,020	$2.5M	0.14%	0.0%
51	DEPRINCE RACE & ZOLLO#51 · 164,842 sh	164,842	$2.5M	—	-2.7%
52	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP#52 · 164,256 sh	164,256	$2.5M	<0.01%	New
53	Swiss National Bank#53 · 162,100 sh	162,100	$2.5M	<0.01%	+1.8%
54	WEDGE CAPITAL MANAGEMENT L L P#54 · 159,678 sh	159,678	$2.4M	—	-4.6%
55	HSBC PLC#55 · 157,910 sh	157,910	$2.4M	<0.01%	+12.6%
56	HRT FINANCIAL#56 · 154,375 sh	154,375	$2.3M	<0.01%	+181.8%
57	GREAT WEST LIFE ASSURANCE#57 · 149,474 sh	149,474	$2.3M	<0.01%	-0.7%
58	Quantinno Capital Management#58 · 148,085 sh	148,085	$2.2M	<0.01%	+91.2%
59	Susquehanna Portfolio Strategies#59 · 140,279 sh	140,279	$2.1M	0.03%	+107.4%
60	PRICE T ROWE ASSOCIATES#60 · 135,275 sh	135,275	$2.0M	<0.01%	+19.8%
61	Asset Management One , Ltd.#61 · 133,575 sh	133,575	$2.0M	—	+4.7%
62	D. E. Shaw#62 · 132,403 sh	132,403	$2.0M	<0.01%	+5.6%
63	NOMURA ASSET MANAGEMENT LTD#63 · 131,400 sh	131,400	$2.0M	<0.01%	+4.8%
64	UBS Group AG#64 · 125,256 sh	125,256	$1.9M	<0.01%	-58.8%
65	RHUMBLINE ADVISERS#65 · 116,534 sh	116,534	$1.8M	<0.01%	+7.5%
66	Penserra Capital Management#66 · 113,321 sh	113,321	$1.7M	0.01%	+225.1%
67	Silver Lake Advisory#67 · 109,819 sh	109,819	$1.7M	—	+1.4%
68	FIRST ADVISORS#68 · 107,229 sh	107,229	$1.6M	<0.01%	+22.0%
69	DEUTSCHE BANK AG\#69 · 106,063 sh	106,063	$1.6M	<0.01%	+8.1%
70	Zurcher Kantonalbank (Zurich Cantonalbank)#70 · 104,883 sh	104,883	$1.6M	<0.01%	0.0%
71	WealthTrust Axiom#71 · 103,627 sh	103,627	$1.6M	0.35%	-4.1%
72	LAZARD ASSET MANAGEMENT#72 · 102,570 sh	102,570	$1.6M	<0.01%	+3.1%
73	GW HENSSLER & ASSOCIATES LTD#73 · 96,368 sh	96,368	$1.5M	—	0.0%
74	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO#74 · 91,954 sh	91,954	$1.4M	<0.01%	+0.3%
75	Pensionfund PDN#75 · 88,900 sh	88,900	$1.3M	—	0.0%
76	Hunter Perkins Capital Management#76 · 88,317 sh	88,317	$1.3M	0.30%	0.0%
77	Sumitomo Mitsui#77 · 88,031 sh	88,031	$1.3M	<0.01%	-3.0%
78	Uniplan Investment Counsel#78 · 112,789 sh	112,789	$1.3M	0.12%	+24.2%
79	Universal- Beteiligungs- und Servicegesellschaft mbH#79 · 82,826 sh	82,826	$1.3M	<0.01%	-26.5%
80	Squarepoint Ops#80 · 82,376 sh	82,376	$1.2M	<0.01%	-7.3%
81	CALDWELL SUTTER CAPITAL#81 · 81,923 sh	81,923	$1.2M	0.47%	-1.3%
82	Ulland Investment Advisors#82 · 76,015 sh	76,015	$1.2M	—	+14.8%
83	SHUFRO ROSE#83 · 74,650 sh	74,650	$1.1M	0.06%	-4.5%
84	AMERIPRISE FINANCIAL#84 · 73,998 sh	73,998	$1.1M	<0.01%	-28.3%
85	Mitsubishi UFJ Asset Management , Ltd.#85 · 70,496 sh	70,496	$1.1M	<0.01%	0.0%
86	Vanguard Investments Australia, Ltd.#86 · 69,173 sh	69,173	$1.0M	<0.01%	-0.2%
87	GAMCO INVESTORS, ET AL#87 · 66,900 sh	66,900	$1.0M	<0.01%	0.0%
88	WESPAC Advisors#88 · 65,587 sh	65,587	$993.0K	—	New
89	MANUFACTURERS LIFE INSURANCE COMPANY, THE#89 · 64,370 sh	64,370	$974.6K	<0.01%	+25.6%
90	VANGUARD ASSET MANAGEMENT, Ltd#90 · 63,441 sh	63,441	$960.5K	<0.01%	+24.6%
91	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS#91 · 59,828 sh	59,828	$905.8K	<0.01%	+65.6%
92	SEI INVESTMENTS#92 · 59,729 sh	59,729	$904.3K	<0.01%	-55.3%
93	Connor, Clark & Lunn Investment Management Ltd.#93 · 58,156 sh	58,156	$880.5K	<0.01%	New
94	XTX Topco Ltd#94 · 56,344 sh	56,344	$853.0K	0.01%	+326.9%
95	BARCLAYS PLC#95 · 54,600 sh	54,600	$826.6K	<0.01%	-14.0%
96	SUSQUEHANNA INTERNATIONAL GROUP, LLP#96 · 53,901 sh	53,901	$816.1K	<0.01%	+19.9%
97	Quantbot Technologies#97 · 53,350 sh	53,350	$807.7K	0.03%	New
98	Engineers Gate Manager#98 · 52,153 sh	52,153	$789.6K	0.01%	+90.4%
99	Graham Capital Management, L.P.#99 · 51,181 sh	51,181	$774.9K	0.01%	New
100	MetLife Investment Management#100 · 50,334 sh	50,334	$762.1K	<0.01%	+15.7%

Funds that sold out of UMH in Q2 2026 (35)

Held UMH at the end of Q1 2026 and filed a Q2 2026 13F without it. Not in the list above, because they no longer hold it. Largest prior position first.

Institutions that held UMH in Q1 2026 and reported no position in Q2 2026.
Institution	Shares sold	Value in Q1 2026
Copeland Capital Management1,130,858 sh	1,130,858	$16.3M
JENNISON ASSOCIATES933,034 sh	933,034	$13.5M
Point72 Asset Management, L.P.191,252 sh	191,252	$2.8M
ExodusPoint Capital Management184,223 sh	184,223	$2.7M
STRS OHIO99,500 sh	99,500	$1.4M
STIFEL FINANCIAL77,380 sh	77,380	$1.1M
DARK FOREST CAPITAL MANAGEMENT60,402 sh	60,402	$871.6K
Schonfeld Strategic Advisors52,731 sh	52,731	$760.9K
QUADRANT CAPITAL GROUP66,644 sh	66,644	$529.8K
PANAGORA ASSET MANAGEMENT34,944 sh	34,944	$504.2K
EVERGREEN CAPITAL MANAGEMENT34,806 sh	34,806	$502.3K
Cetera Investment Advisers18,051 sh	18,051	$260.5K
UniSuper Management Pty Ltd16,900 sh	16,900	$243.9K
EASTERLY INVESTMENT PARTNERS15,925 sh	15,925	$229.8K
DRW Securities15,895 sh	15,895	$229.4K
GILDER GAGNON HOWE15,074 sh	15,074	$217.5K
Allianz Asset Management GmbH12,229 sh	12,229	$176.5K
Wealthcare Advisory Partners11,836 sh	11,836	$170.8K
BESSEMER GROUP11,737 sh	11,737	$169.0K
Pathstone11,489 sh	11,489	$165.8K
Snowden Capital Advisors10,930 sh	10,930	$157.7K
AlphaCore Capital5,815 sh	5,815	$83.9K
SUMMIT SECURITIES GROUP3,160 sh	3,160	$45.6K
Golden State Wealth Management2,000 sh	2,000	$28.9K
Advisory Services Network1,104 sh	1,104	$15.9K
NORTHWESTERN MUTUAL WEALTH MANAGEMENT1,000 sh	1,000	$14.4K
PROSPERITY BANCSHARES885 sh	885	$12.8K
Sound Income Strategies583 sh	583	$8.5K
MAI Capital Management373 sh	373	$5.4K
Quarry351 sh	351	$5.1K
LOS ANGELES CAPITAL MANAGEMENT256 sh	256	$3.7K
PICTON MAHONEY ASSET MANAGEMENT56 sh	56	$808.00
Root Financial Partners48 sh	48	$693.00
Dunhill Financial2 sh	2	$36.00
Hughes Financial Services1 sh	1	$14.00

Source: Form 13F-HR filings on SEC EDGAR, Q2 2026. Values are as reported by each manager at quarter end. “% of portfolio” is the position’s share of the manager’s total reported 13F value for the same quarter. “New” means the manager filed a 13F for Q1 2026 without this position; a dash means no comparison is available. Where a manager’s own filing is internally inconsistent its value is withheld and it is listed last. 13F data shows reported holdings, not recommendations.