UMH PPTYS INC UMH
COM · REIT · CUSIP 903002103
Real estate developer
177
institutional holders
41.2m
shares reported held*
73.9%
of all shares outstanding*
$665.3mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($2.2m this quarter). Holder counts are more reliable. Shares outstanding: 55.7m as of 2022-11-01, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $16.15. Options: 4 managers hold calls ($345.0k notional), 3 hold puts ($403.0k).
Biggest calls
| CITADEL ADVISORS LLC | — | $286.0k17.7k shares |
| SIMPLEX TRADING, LLC | — | $48.0k3.0k shares |
| GROUP ONE TRADING LLC | — | $11.0k700 shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | — | $321.0k19.9k shares |
| SIMPLEX TRADING, LLC | — | $82.0k5.1k shares |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | — | $00 shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| BlackRock, Inc. 13G · institution filed 2026-07-30 | 9.7% |
Erez REIT Opportunities LP
13D · may seek influence
no change · filed 2026-09-29
Stated purposeOn 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 seek Board change and solicit shareholders in support of such change at the Issuer's upcoming annual meeting. The foregoing description of the September 28 Presentation does not purport to be complete and is qualified in its entirety by reference to the full text of the September 28 Presentation, attached hereto as Exhibit 99.1, and is incorporated herein by reference. Full filing |
5.0% |
| VANGUARD PORTFOLIO MANAGEMENT LLC 13G · institution new · filed 2026-07-31 | 5.0% |
Fell to 5% or below in the last year: T. Rowe Price Investment Management, Inc. (4.3%, 2026-05-15), VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD PORTFOLIO MANAGEMENT LLC), Capital Research Global Investors (4.3%, 2025-11-13)
Insider purchases and sales in Q3 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
BuyingSelling
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2020 | 0 | — | 0 | — | — |
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 1 | $3.0k | 1 | $69.0k | — |
| Q1 2022 | 2 | $26.8k | 1 | $374.8k | — |
| Q2 2022 | 2 | $117.2k | 1 | $24.0k | — |
| Q3 2022 | 1 | $3.0k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-09-15 | Mitchell William Edward Director · UMH Properties, Inc. | Bought | $1,00057 shares |
| 2022-08-15 | Mitchell William Edward Director · UMH Properties, Inc. | Bought | $1,00053 shares |
| 2022-07-15 | Mitchell William Edward Director · UMH Properties, Inc. | Bought | $1,00055 shares |
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.00% of their portfolio | 5.2m $84.6m | — |
| BlackRock Inc. 0.00% of their portfolio | 3.6m $58.6m | — |
| JANUS HENDERSON GROUP PLC 0.02% of their portfolio | 3.3m $53.1m | — |
| FMR LLC 0.00% of their portfolio | 2.8m $45.0m | — |
| JENNISON ASSOCIATES LLC 0.04% of their portfolio | 2.2m $35.4m | — |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.12% of their portfolio | 2.0m $31.5m | — |
| Copeland Capital Management, LLC 0.86% of their portfolio | 1.6m $26.0m | — |
| STATE STREET CORP 0.00% of their portfolio | 1.5m $23.6m | — |
| WESTFIELD CAPITAL MANAGEMENT CO LP 0.17% of their portfolio | 1.3m $21.6m | — |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 1.0m $16.7m | — |
| GW&K Investment Management, LLC 0.17% of their portfolio | 975.3k $15.8m | — |
| B&I Capital AG 4.87% of their portfolio | 763.9k $12.3m | — |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 688.3k $11.1m | — |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 645.8k $10.4m | — |
| Invesco Ltd. 0.00% of their portfolio | 606.7k $9.8m | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 599.4k $9.7m | — |
| NORTHERN TRUST CORP 0.00% of their portfolio | 571.2k $9.2m | — |
| State of New Jersey Common Pension Fund D 0.03% of their portfolio | 467.4k $7.5m | — |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 448.0k $7.2m | — |
| MORGAN STANLEY 0.00% of their portfolio | 396.5k $6.4m | — |
| D.A. DAVIDSON & CO. 0.08% of their portfolio | 395.0k $6.4m | — |
| LOOMIS SAYLES & CO L P 0.01% of their portfolio | 377.8k $6.1m | — |
| Russell Investments Group, Ltd. 0.01% of their portfolio | 375.6k $6.1m | — |
| Bank of New York Mellon Corp 0.00% of their portfolio | 354.9k $5.7m | — |
| HEARTLAND ADVISORS INC 0.42% of their portfolio | 350.0k $5.7m | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 343.8k $5.6m | — |
| ROBOTTI ROBERT 1.22% of their portfolio | 318.0k $5.1m | — |
| NORDEA INVESTMENT MANAGEMENT AB 0.01% of their portfolio | 314.0k $5.1m | — |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 309.2k $5.0m | — |
| MONTAG A & ASSOCIATES INC 0.34% of their portfolio | 304.2k $4.9m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 296.5k $4.8m | — |
| SCOUT INVESTMENTS, INC. 0.10% of their portfolio | 294.6k $4.8m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 291.2k $4.7m | — |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 275.1k $4.4m | — |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 261.4k $4.2m | — |
| Pacific Heights Asset Management LLC 0.43% of their portfolio | 250.0k $4.0m | — |
| OCONNOR, A Distinct Business Unit of UBS ASSET MANAGEMENT AMERICAS (LLC) 0.04% of their portfolio | 226.2k $3.7m | — |
| Knights of Columbus Asset Advisors LLC 0.36% of their portfolio | 219.4k $3.5m | — |
| KENNEDY CAPITAL MANAGEMENT LLC 0.09% of their portfolio | 195.5k $3.2m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.00% of their portfolio | 190.1k $3.1m | — |
| DekaBank Deutsche Girozentrale 0.01% of their portfolio | 180.0k $2.8m | — |
| EAGLE ASSET MANAGEMENT INC 0.02% of their portfolio | 174.4k $2.8m | — |
| Nuveen Asset Management, LLC 0.00% of their portfolio | 172.4k $2.8m | — |
| LDR Capital Management LLC 1.37% of their portfolio | 167.8k $2.7m | — |
| Penn Capital Management Company, LLC 0.29% of their portfolio | 160.8k $2.6m | — |
| Swiss National Bank 0.00% of their portfolio | 122.2k $2.0m | — |
| Pensionfund PDN 0.68% of their portfolio | 119.8k $2.0m | — |
| WealthTrust Axiom LLC 0.71% of their portfolio | 115.5k $1.9m | — |
| Boston Partners 0.00% of their portfolio | 114.3k $1.8m | — |
| Silver Lake Advisory, LLC 0.98% of their portfolio | 104.1k $1.7m | — |
| McIlrath & Eck, LLC 0.45% of their portfolio | 101.4k $1.6m | — |
| GW HENSSLER & ASSOCIATES LTD 0.12% of their portfolio | 96.4k $1.6m | — |
| SHUFRO ROSE & CO LLC 0.15% of their portfolio | 90.7k $1.5m | — |
| Aptus Capital Advisors, LLC 0.05% of their portfolio | 88.9k $1.4m | — |
| VICTORY CAPITAL MANAGEMENT INC 0.00% of their portfolio | 84.4k $1.4m | — |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.01% of their portfolio | 79.7k $1.3m | — |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 78.1k $1.3m | — |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 77.3k $1.2m | — |
| Walthausen & Co., LLC 1.02% of their portfolio | 76.0k $1.2m | — |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 75.2k $1.2m | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 74.1k $1.2m | — |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 73.9k $1.2m | — |
| PEAPACK GLADSTONE FINANCIAL CORP 0.02% of their portfolio | 73.0k $1.2m | — |
| TWO SIGMA ADVISERS, LP 0.00% of their portfolio | 72.6k $1.2m | — |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 63.9k $1.0m | — |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 62.3k $1.0m | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 59.5k $961.0k | — |
| Hunter Perkins Capital Management, LLC 0.22% of their portfolio | 56.5k $912.0k | — |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 54.6k $881.0k | — |
| UBS Group AG 0.00% of their portfolio | 52.0k $840.0k | — |
| STRS OHIO 0.00% of their portfolio | 51.1k $825.0k | — |
| BARD ASSOCIATES INC 0.36% of their portfolio | 49.8k $804.0k | — |
| NOMURA ASSET MANAGEMENT CO LTD 0.01% of their portfolio | 49.3k $796.2k | — |
| North Star Investment Management Corp. 0.08% of their portfolio | 48.2k $779.0k | — |
| ALLIANCEBERNSTEIN L.P. 0.00% of their portfolio | 47.0k $759.0k | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 46.3k $748.0k | — |
| Curi Capital, LLC 0.03% of their portfolio | 45.6k $737.0k | — |
| GSA CAPITAL PARTNERS LLP 0.09% of their portfolio | 43.6k $705.0k | — |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 42.9k $693.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 42.1k $680.0k | — |
| WEDBUSH SECURITIES INC 0.04% of their portfolio | 40.8k $659.0k | — |
| CREDIT SUISSE AG/ 0.00% of their portfolio | 40.4k $651.0k | — |
| Lee Financial Co 0.12% of their portfolio | 38.2k $616.0k | — |
| HST Ventures, LLC 0.40% of their portfolio | 37.2k $602.0k | — |
| AXA S.A. 0.00% of their portfolio | 37.2k $601.4k | — |
| NEW YORK STATE COMMON RETIREMENT FUND 0.00% of their portfolio | 37.0k $597.0k | — |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC 0.01% of their portfolio | 36.0k $581.0k | — |
| SEI INVESTMENTS CO 0.00% of their portfolio | 32.8k $529.0k | — |
| SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC 0.01% of their portfolio | 32.5k $525.0k | — |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 31.7k $512.0k | — |
| Man Group plc 0.00% of their portfolio | 31.0k $501.0k | — |
| Pensionfund Sabic 0.17% of their portfolio | 30.6k $494.0k | — |
| Summit Global Investments 0.04% of their portfolio | 29.9k $483.0k | — |
| Anson Funds Management LP 0.07% of their portfolio | 29.5k $476.0k | — |
| Penserra Capital Management LLC 0.01% of their portfolio | 28.8k $464.0k | — |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 27.6k $446.0k | — |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.00% of their portfolio | 27.3k $440.0k | — |
| MetLife Investment Management, LLC 0.00% of their portfolio | 26.1k $422.2k | — |
| BNP PARIBAS FINANCIAL MARKETS 0.00% of their portfolio | 25.7k $414.4k | — |
| Lokken Investment Group LLC 0.35% of their portfolio | 25.1k $406.0k | — |