UMH Properties, Inc. 13F holders
259 funds reported a position in UMH Properties, Inc. in their 13F for the quarter ended 30 June 2026, together 65.5 million shares worth $990.5 million. Against the quarter before, 27 opened a position, 101 added, 80 trimmed and 36 sold out; together they sold a net 2.3 million shares. The largest holders: BlackRock, Inc., Vanguard Portfolio Management LLC and State Street Corp.
Funds holding259-10 on Q1 2026
Shares they held65.5Mworth $990.5 million
Net sold on the quarter2.3M sharesabout $34.0 million at the funds' values
Funds buying to selling128 to 116opened or added, to cut or sold
Opened 27Added 101Held 49Trimmed 80Sold out 36
What each fund did in UMH against its 13F for the quarter before; a change under 0.1% of a holding counts as held
Funds reporting a position in UMH in their 13F, each quarter; hover a bar for the shares they held
Filed so far for the quarter to 30 September 2026
3,241 funds have filed their 13F for the quarter so far; the rest are due by 16 November 2026. Of those, 76 reported a position in UMH Properties, Inc.: 9 opened one, 26 added, 18 trimmed and 5 sold out, a net 695,550 shares bought.
The largest moves in the name among the funds that have filed, against each fund's previous 13F.
The well-known funds
Of the 44 funds followed here, 7 reported a position in UMH Properties, Inc. in a 13F for the quarter ended 30 June 2026. The largest: FMR LLC, 3.6 million shares worth $55.2 million, 0.0% of its reported book. New this quarter: Renaissance Technologies. Sold out: Point72 Asset Management. In the quarter, 5 funds added or opened a position and 3 trimmed or sold out; together they bought a net 910,246 shares, about $13.8 million at the funds' own value per share on 30 June 2026. A change under 0.1% of a holding counts as held.
| Fund | Shares | Value | Of its book | Change on the quarter | Status | Quarter ended | Filing |
|---|---|---|---|---|---|---|---|
| FMR LLC | 3,645,734 | $55.2 million | 0.0% | -83,146 | trimmed | 30 June 2026 | 13F |
| Capital Research Global Investors | 3,034,683 | $45.9 million | 0.0% | +427,196 | added | 30 June 2026 | 13F |
| Geode Capital Management | 2,323,227 | $35.2 million | 0.0% | +192,029 | added | 30 June 2026 | 13F |
| Two Sigma Investments | 1,010,182 | $15.3 million | 0.0% | +196,966 | added | 30 June 2026 | 13F |
| Citadel Advisors | 694,910 | $10.5 million | 0.0% | +391,110 | added | 30 June 2026 | 13F |
| Renaissance Technologies | 172,867 | $2.6 million | 0.0% | +172,867 | new | 30 June 2026 | 13F |
| Millennium Management | 15,356 | $232,490 | 0.0% | -195,524 | trimmed | 30 June 2026 | 13F |
| Point72 Asset Management | 0 | $0 | 0.0% | -191,252 | exited | 30 June 2026 | 13F |
Value is what the fund reported.
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Change is shares against the fund's previous 13F; a fund with one filing read shows no change. 13Fs cover long US positions of managers above $100 million and are filed up to 45 days after the quarter.The largest holders
| Fund | Shares | Share of all | Value | Of its book | Change in shares | Filing |
|---|---|---|---|---|---|---|
| BlackRock, Inc. | 8,397,572 | 12.83% | $127.1 million | 0.00% | +479,488 | 13F |
| Vanguard Portfolio Management LLC | 4,225,497 | 6.45% | $64.0 million | 0.00% | +144,092 | 13F |
| State Street Corp. | 3,679,545 | 5.62% | $55.7 million | 0.00% | +171,127 | 13F |
| FMR LLC | 3,645,734 | 5.57% | $55.2 million | 0.00% | -83,146 | 13F |
| Vanguard Capital Management LLC | 3,448,062 | 5.27% | $52.2 million | 0.00% | +64,915 | 13F |
| Capital Research Global Investors | 3,034,683 | 4.63% | $45.9 million | 0.01% | +427,196 | 13F |
| Geode Capital Management, LLC | 2,323,227 | 3.55% | $35.2 million | 0.00% | +192,029 | 13F |
| Goldman Sachs Group Inc. | 2,092,331 | 3.20% | $31.7 million | 0.00% | -213,461 | 13F |
| Private Management Group Inc. | 1,970,696 | 3.01% | $29.8 million | 0.79% | +33,589 | 13F |
| D.a. Davidson & Co. | 1,943,138 | 2.97% | $29.4 million | 0.16% | +171,827 | 13F |
| First Eagle Investment Management, LLC | 1,666,438 | 2.55% | $25.2 million | 0.02% | 13F | |
| AllianceBernstein L.P. | 1,476,121 | 2.25% | $21.3 million | 0.01% | +274,755 | 13F |
| Charles Schwab Investment Management Inc. | 1,312,010 | 2.00% | $19.9 million | 0.00% | +69,363 | 13F |
| Dimensional Fund Advisors LP | 1,160,736 | 1.77% | $17.6 million | 0.00% | -15,033 | 13F |
| Bank of America Corp. | 1,033,986 | 1.58% | $15.7 million | 0.00% | +7,562 | 13F |
| Two Sigma Investments, LP | 1,010,182 | 1.54% | $15.3 million | 0.01% | +196,966 | 13F |
| Raymond James Financial Inc. | 969,903 | 1.48% | $14.7 million | 0.00% | -1,530 | 13F |
| Northern Trust Corp. | 883,272 | 1.35% | $13.4 million | 0.00% | -56,820 | 13F |
| T. Rowe Price Investment Management, Inc. | 858,167 | 1.31% | $13.0 million | 0.01% | -2,815,126 | 13F |
| Boothbay Fund Management, LLC | 795,640 | 1.22% | $12.0 million | 0.23% | +742,318 | 13F |
| Invesco Ltd. | 788,834 | 1.20% | $11.9 million | 0.00% | +109,726 | 13F |
| AQR Capital Management LLC | 731,295 | 1.12% | $11.1 million | 0.00% | +441,592 | 13F |
| Pacific Heights Asset Management LLC | 700,000 | 1.07% | $10.6 million | 0.34% | +50,000 | 13F |
| Citadel Advisors LLC | 694,910 | 1.06% | $10.5 million | 0.01% | +391,110 | 13F |
| Schroder Investment Management Group | 670,317 | 1.02% | $10.3 million | 0.01% | -68,531 | 13F |
| William Blair Investment Management, LLC | 672,085 | 1.03% | $10.2 million | 0.03% | -497,897 | 13F |
| Kennedy Capital Management LLC | 580,640 | 0.89% | $8.8 million | 0.16% | -14,836 | 13F |
| Vanguard Fiduciary Trust Co. | 536,737 | 0.82% | $8.1 million | 0.00% | -31,770 | 13F |
| Morgan Stanley | 497,070 | 0.76% | $7.5 million | 0.00% | +15,516 | 13F |
| Bank of New York Mellon Corp | 476,378 | 0.73% | $7.2 million | 0.00% | +54,454 | 13F |
| Citigroup Inc. | 447,176 | 0.68% | $6.8 million | 0.00% | +11,410 | 13F |
| UBS AM, a distinct business unit of UBS Asset Management Americas LLC | 445,154 | 0.68% | $6.7 million | 0.00% | +24,448 | 13F |
| State of New Jersey Common Pension Fund D | 429,904 | 0.66% | $6.5 million | 0.02% | -28,866 | 13F |
| Cherokee Insurance Co | 415,162 | 0.63% | $6.3 million | 2.43% | +6,158 | 13F |
| Wells Fargo & Company | 387,843 | 0.59% | $5.9 million | 0.00% | +44,519 | 13F |
| Russell Investments Group, Ltd. | 363,716 | 0.56% | $5.5 million | 0.01% | -25,116 | 13F |
| Legal & General Group Plc | 335,512 | 0.51% | $5.1 million | 0.00% | -11,280 | 13F |
| Tudor Investment Corp. Et Al | 332,751 | 0.51% | $5.0 million | 0.02% | +257,209 | 13F |
| Nuveen, LLC | 323,704 | 0.49% | $4.9 million | 0.00% | +151,889 | 13F |
| JPMorgan Chase & Co. | 315,020 | 0.48% | $4.9 million | 0.00% | +34,724 | 13F |
| State of Wisconsin Investment Board | 313,226 | 0.48% | $4.7 million | 0.01% | -30,892 | 13F |
| Marshall Wace, LLP | 307,597 | 0.47% | $4.7 million | 0.00% | new | 13F |
| SG Americas Securities, LLC | 283,306 | 0.43% | $4.3 million | 0.00% | -704,759 | 13F |
| Connors Investor Services Inc. | 274,499 | 0.42% | $4.2 million | 0.36% | +35,862 | 13F |
| Montag A & Associates Inc. | 258,354 | 0.39% | $3.9 million | 0.17% | -3,297 | 13F |
| Neuberger Berman Group LLC | 218,817 | 0.33% | $3.3 million | 0.00% | -25,699 | 13F |
| Storebrand Asset Management As | 198,900 | 0.30% | $3.0 million | 0.01% | no change | 13F |
| Wedbush Securities Inc. | 189,997 | 0.29% | $2.9 million | 0.07% | +2,239 | 13F |
| Renaissance Technologies LLC | 172,867 | 0.26% | $2.6 million | 0.00% | new | 13F |
| North Star Investment Management Corp. | 168,020 | 0.26% | $2.5 million | 0.14% | no change | 13F |
The 50 largest of the 259 funds that reported a position in UMH in their 13F for the quarter ended 30 June 2026, by the value each reported.
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Share of all is the fund's part of all the shares the funds reported. Change is shares against the fund's 13F for the quarter before. A 13F lists a manager's long positions in US-listed shares at the quarter's end. What is a 13F?Options the funds reported on UMH
| Fund | Option | Shares under the options | Value of those shares | Quarter ended | Filing |
|---|---|---|---|---|---|
| Citadel Advisors | Puts | 29,700 | $449,658 | 30 June 2026 | 13F |
| Citadel Advisors | Calls | 20,000 | $302,800 | 30 June 2026 | 13F |
A 13F lists calls and puts by the shares they cover and what those shares were worth at the quarter's end, not what the options cost.
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They are not counted in the holdings above. A put gains when the stock falls, a call when it rises, and a fund may hold either to hedge.Schedule 13D and 13G filed on the name, last twelve months
| Filed | Schedule | Who | Holding | Of the class | Event date | Rule or purpose | Filing |
|---|---|---|---|---|---|---|---|
| 29 September 2026 | 13D/A | Erez REIT Opportunities LP and 2 others | 4.3 million | 5.0% | 28 September 2026 | On September 28, 2026, Erez Asset Management launched a campaign website located at www.saveUMH.com and issued a presentation (the "September 28 Presentation") outlining its "case for change" at the Issuer and disclosing that it intends to | EDGAR |
| 11 August 2026 | 13D | Erez REIT Opportunities LP and 2 others | 4.3 million | 5.0% | 7 August 2026 | The Reporting Persons believe that the securities of the Issuer are undervalued and represent an attractive investment opportunity. The Reporting Persons have had, and intend to continue to have, discussions with the Board of Directors of t | EDGAR |
| 31 July 2026 | 13G | Vanguard Portfolio Management and 1 other | 4.3 million | 5.0% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 30 July 2026 | 13G/A | BlackRock, Inc. and 1 other | 8.2 million | 9.7% | 30 June 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 15 May 2026 | 13G/A | T. Rowe Price Investment Management, Inc. and 1 other | 3.7 million | 4.3% | 31 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 27 March 2026 | 13G/A | The Vanguard Group and 1 other | 0 | 0.0% | 13 March 2026 | passive, institutional (13d-1(b)) | EDGAR |
| 17 February 2026 | 13G | T. Rowe Price Investment Management, Inc. and 1 other | 4.4 million | 5.1% | 31 December 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 14 November 2025 | 13G/A | T. Rowe Price Investment Management, Inc. and 1 other | 4.1 million | 4.9% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
| 13 November 2025 | 13G/A | Capital Research Global Investors and 1 other | 3.7 million | 4.3% | 30 September 2025 | passive, institutional (13d-1(b)) | EDGAR |
A Schedule 13D is filed by anyone who crosses 5% of a class with intent to influence; a 13G by a passive holder.
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Amendments (/A) report a change, including an exit to zero. Holding and percentage are as the filer stated them on the cover page; the purpose is the filer's own words, cut short. 13D and 13GFails to deliver
| Settlement date | Shares failed | Price | File |
|---|---|---|---|
| 30 September 2026 | 494 | $15.47 | SEC |
| 22 September 2026 | 150 | $15.77 | SEC |
| 14 September 2026 | 102 | $15.51 | SEC |
| 11 September 2026 | 268 | $15.54 | SEC |
| 9 September 2026 | 45 | $15.86 | SEC |
| 3 September 2026 | 954 | $16.06 | SEC |
| 25 August 2026 | 59 | $16.62 | SEC |
| 21 August 2026 | 4,527 | $16.60 | SEC |
| 20 August 2026 | 6 | $16.56 | SEC |
| 17 August 2026 | 3,577 | $16.45 | SEC |
Shares that failed to deliver at settlement, per day, from the SEC's half-month files, which arrive about two weeks after the period.