UMH PPTYS INC UMH
COM · REIT · CUSIP 903002103
Real estate developer
* 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 ($149.3k this quarter). Holder counts are more reliable. Shares outstanding: 85.4m as of 2026-07-31, 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 ≈ $15.13. Options: 4 managers hold calls ($516.3k notional), 4 hold puts ($641.9k).
Trends to Q2 2026
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 177 |
| Q4 2022 | 174 |
| Q1 2023 | 186 |
| Q2 2023 | 179 |
| Q3 2023 | 189 |
| Q4 2023 | 201 |
| Q1 2024 | 197 |
| Q2 2024 | 198 |
| Q3 2024 | 223 |
| Q4 2024 | 232 |
| Q1 2025 | 241 |
| Q2 2025 | 237 |
| Q3 2025 | 265 |
| Q4 2025 | 255 |
| Q1 2026 | 269 |
| Q2 2026 | 259 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q3 2024 | 121 | 79 |
| Q4 2024 | 130 | 80 |
| Q1 2025 | 107 | 99 |
| Q2 2025 | 115 | 97 |
| Q3 2025 | 157 | 87 |
| Q4 2025 | 137 | 123 |
| Q1 2026 | 115 | 130 |
| Q2 2026 | 130 | 116 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2025 | $222.4k | $427.1k | 1.92 |
| Q4 2025 | $714.4k | $386.6k | 0.54 |
| Q1 2026 | $134.2k | $381.0k | 2.84 |
| Q2 2026 | $516.3k | $641.9k | 1.24 |
Biggest buyers
| First Eagle Investment Management, LLC | Added | +901.5k |
| BOOTHBAY FUND MANAGEMENT, LLC | Added | +742.3k |
| BlackRock, Inc. | Added | +479.5k |
| AQR CAPITAL MANAGEMENT LLC | Added | +441.6k |
| Capital Research Global Investors | Added | +427.2k |
| CITADEL ADVISORS LLC | Added | +391.1k |
| MARSHALL WACE, LLP | New | +307.6k |
| ALLIANCEBERNSTEIN L.P. | Added | +274.8k |
| TUDOR INVESTMENT CORP ET AL | Added | +257.2k |
| TWO SIGMA INVESTMENTS, LP | Added | +197.0k |
Biggest sellers
| T. Rowe Price Investment Management, Inc. | Reduced | -2.8m |
| Copeland Capital Management, LLC | Sold out | -1.1m |
| JENNISON ASSOCIATES LLC | Sold out | -933.0k |
| SG Americas Securities, LLC | Reduced | -704.8k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC | Reduced | -497.9k |
| GOLDMAN SACHS GROUP INC | Reduced | -213.5k |
| MILLENNIUM MANAGEMENT LLC | Reduced | -195.5k |
| Point72 Asset Management, L.P. | Sold out | -191.3k |
| ENVESTNET ASSET MANAGEMENT INC | Reduced | -191.2k |
| ExodusPoint Capital Management, LP | Sold out | -184.2k |
Biggest calls
| CITADEL ADVISORS LLC | New | $302.8k20.0k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $155.9k10.3k shares |
| GROUP ONE TRADING LLC | Reduced | $28.8k1.9k shares |
| SIMPLEX TRADING, LLC | Reduced | $28.8k1.9k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $449.7k29.7k shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | New | $181.7k12.0k shares |
| SIMPLEX TRADING, LLC | Added | $9.1k600 shares |
| GROUP ONE TRADING LLC | New | $1.5k100 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 since 1 Apr 2026
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)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q4 2024 | 1 | $1,000 | 4 | $1.1m | — |
| Q1 2025 | 1 | $1,000 | 0 | — | — |
| Q2 2025 | 1 | $50 | 3 | $3.8m | — |
| Q3 2025 | 1 | $144.6k | 3 | $3.1m | — |
| Q4 2025 | 3 | $40.3k | 2 | $313.8k | — |
| Q1 2026 | 2 | $43.1k | 0 | — | — |
| Q2 2026 | 3 | $10.2k | 0 | — | — |
| Q3 2026 | 3 | $31.1k | 0 | — | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2026-09-25 | Mitchell William Edward Director · UMH Properties, Inc. | Bought | $19.9k1.3k shares |
| 2026-09-15 | Miller Kevin S. EVP, CFO, Treasurer · UMH Properties, Inc. | Bought | $1.0k67 shares |
| 2026-09-15 | Mitchell William Edward Director · UMH Properties, Inc. | Bought | $1.0k67 shares |
| 2026-08-19 | Carus Jeffrey A Director · Held by Spouse · UMH Properties, Inc. | Bought | $8.2k500 shares |
| 2026-08-17 | Miller Kevin S. EVP, CFO, Treasurer · UMH Properties, Inc. | Bought | $1.0k64 shares |
| 2026-08-17 | Mitchell William Edward Director · UMH Properties, Inc. | Bought | $1.0k64 shares |
| 2026-07-15 | Miller Kevin S. EVP, CFO, Treasurer · UMH Properties, Inc. | Bought | $1.0k68 shares |
| 2026-07-15 | Mitchell William Edward Director · UMH Properties, Inc. | Bought | $1.0k68 shares |
| 2026-06-15 | Miller Kevin S. EVP, CFO, Treasurer · UMH Properties, Inc. | Bought | $1.0k68 shares |
| 2026-06-02 | Mitchell William Edward Director · UMH Properties, Inc. | Bought | $2.0k133 shares |
| 2026-04-01 | Carus Jeffrey A Director · UMH Properties, Inc. | Bought | $7.2k500 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, Q2 2026
| Manager | Shares | Change |
|---|---|---|
| BlackRock, Inc. 0.00% of their portfolio | 8.4m $127.1m | Added +479.5k |
| VANGUARD PORTFOLIO MANAGEMENT LLC 0.00% of their portfolio | 4.2m $64.0m | Added +144.1k |
| STATE STREET CORP 0.00% of their portfolio | 3.7m $55.7m | Added +171.1k |
| FMR LLC 0.00% of their portfolio | 3.6m $55.2m | Reduced -83.1k |
| VANGUARD CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 3.4m $52.2m | Added +64.9k |
| Capital Research Global Investors 0.01% of their portfolio | 3.0m $45.9m | Added +427.2k |
| GEODE CAPITAL MANAGEMENT, LLC 0.00% of their portfolio | 2.3m $35.2m | Added +192.0k |
| GOLDMAN SACHS GROUP INC 0.00% of their portfolio | 2.1m $31.7m | Reduced -213.5k |
| PRIVATE MANAGEMENT GROUP INC 0.79% of their portfolio | 2.0m $29.8m | Added +33.6k |
| D.A. DAVIDSON & CO. 0.16% of their portfolio | 1.9m $29.4m | Added +171.8k |
| First Eagle Investment Management, LLC 0.02% of their portfolio | 1.7m $25.2m | Added +901.5k |
| ALLIANCEBERNSTEIN L.P. 0.01% of their portfolio | 1.5m $21.3m | Added +274.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.00% of their portfolio | 1.3m $19.9m | Added +69.4k |
| DIMENSIONAL FUND ADVISORS LP 0.00% of their portfolio | 1.2m $17.6m | Reduced -15.0k |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 1.0m $15.7m | Added +7.6k |
| TWO SIGMA INVESTMENTS, LP 0.01% of their portfolio | 1.0m $15.3m | Added +197.0k |
| RAYMOND JAMES FINANCIAL INC 0.00% of their portfolio | 969.9k $14.7m | Reduced -1.5k |
| NORTHERN TRUST CORP 0.00% of their portfolio | 883.3k $13.4m | Reduced -56.8k |
| T. Rowe Price Investment Management, Inc. 0.01% of their portfolio | 858.2k $13.0m | Reduced -2.8m |
| BOOTHBAY FUND MANAGEMENT, LLC 0.23% of their portfolio | 795.6k $12.0m | Added +742.3k |
| Invesco Ltd. 0.00% of their portfolio | 788.8k $11.9m | Added +109.7k |
| AQR CAPITAL MANAGEMENT LLC 0.00% of their portfolio | 731.3k $11.1m | Added +441.6k |
| Pacific Heights Asset Management LLC 0.34% of their portfolio | 700.0k $10.6m | Added +50.0k |
| CITADEL ADVISORS LLC 0.01% of their portfolio | 694.9k $10.5m | Added +391.1k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.03% of their portfolio | 672.1k $10.2m | Reduced -497.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.01% of their portfolio | 670.3k $10.3m | Reduced -68.5k |
| KENNEDY CAPITAL MANAGEMENT LLC 0.16% of their portfolio | 580.6k $8.8m | Reduced -14.8k |
| VANGUARD FIDUCIARY TRUST CO 0.00% of their portfolio | 536.7k $8.1m | Reduced -31.8k |
| MORGAN STANLEY 0.00% of their portfolio | 497.1k $7.5m | Added +15.5k |
| Bank of New York Mellon Corp 0.00% of their portfolio | 476.4k $7.2m | Added +54.5k |
| CITIGROUP INC 0.00% of their portfolio | 447.2k $6.8m | Added +11.4k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.00% of their portfolio | 445.2k $6.7m | Added +24.4k |
| State of New Jersey Common Pension Fund D 0.02% of their portfolio | 429.9k $6.5m | Reduced -28.9k |
| Cherokee Insurance Co 2.43% of their portfolio | 415.2k $6.3m | Added +6.2k |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 387.8k $5.9m | Added +44.5k |
| Russell Investments Group, Ltd. 0.00% of their portfolio | 363.7k $5.5m | Reduced -25.1k |
| Legal & General Group Plc 0.00% of their portfolio | 335.5k $5.1m | Reduced -11.3k |
| TUDOR INVESTMENT CORP ET AL 0.02% of their portfolio | 332.8k $5.0m | Added +257.2k |
| Nuveen, LLC 0.00% of their portfolio | 323.7k $4.9m | Added +151.9k |
| JPMORGAN CHASE & CO 0.00% of their portfolio | 315.0k $4.9m | Added +34.7k |
| STATE OF WISCONSIN INVESTMENT BOARD 0.01% of their portfolio | 313.2k $4.7m | Reduced -30.9k |
| MARSHALL WACE, LLP 0.00% of their portfolio | 307.6k $4.7m | New |
| SG Americas Securities, LLC 0.00% of their portfolio | 283.3k $4.3m | Reduced -704.8k |
| CONNORS INVESTOR SERVICES INC 0.36% of their portfolio | 274.5k $4.2m | Added +35.9k |
| MONTAG A & ASSOCIATES INC 0.17% of their portfolio | 258.4k $3.9m | Reduced -3.3k |
| NEUBERGER BERMAN GROUP LLC 0.00% of their portfolio | 218.8k $3.3m | Reduced -25.7k |
| STOREBRAND ASSET MANAGEMENT AS 0.01% of their portfolio | 198.9k $3.0m | Unchanged |
| WEDBUSH SECURITIES INC 0.07% of their portfolio | 190.0k $2.9m | Added +2.2k |
| RENAISSANCE TECHNOLOGIES LLC 0.00% of their portfolio | 172.9k $2.6m | New |
| North Star Investment Management Corp. 0.14% of their portfolio | 168.0k $2.5m | Unchanged |
| DEPRINCE RACE & ZOLLO INC 0.04% of their portfolio | 164.8k $2.5m | Reduced -4.6k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.00% of their portfolio | 164.3k $2.5m | New |
| Swiss National Bank 0.00% of their portfolio | 162.1k $2.5m | Added +2.9k |
| WEDGE CAPITAL MANAGEMENT L L P/NC 0.04% of their portfolio | 159.7k $2.4m | Reduced -7.7k |
| HSBC HOLDINGS PLC 0.00% of their portfolio | 157.9k $2.4m | Added +17.7k |
| HRT FINANCIAL LP 0.01% of their portfolio | 154.4k $2.3m | Added +99.6k |
| CANADA LIFE ASSURANCE Co 0.00% of their portfolio | 149.5k $2.3m | Reduced -1.1k |
| Quantinno Capital Management LP 0.00% of their portfolio | 148.1k $2.2m | Added +70.6k |
| Susquehanna Portfolio Strategies, LLC 0.03% of their portfolio | 140.3k $2.1m | Added +72.6k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.00% of their portfolio | 135.3k $2.0m | Added +22.3k |
| Asset Management One Co., Ltd. 0.01% of their portfolio | 133.6k $2.0m | Added +6.0k |
| D. E. Shaw & Co., Inc. 0.00% of their portfolio | 132.4k $2.0m | Added +7.1k |
| NOMURA ASSET MANAGEMENT CO LTD 0.00% of their portfolio | 131.4k $2.0m | Added +6.0k |
| UBS Group AG 0.00% of their portfolio | 125.3k $1.9m | Reduced -178.5k |
| RHUMBLINE ADVISERS 0.00% of their portfolio | 116.5k $1.8m | Added +8.2k |
| Penserra Capital Management LLC 0.01% of their portfolio | 113.3k $1.7m | Added +78.5k |
| Silver Lake Advisory, LLC 0.59% of their portfolio | 109.8k $1.7m | Added +1.5k |
| FIRST TRUST ADVISORS LP 0.00% of their portfolio | 107.2k $1.6m | Added +19.3k |
| DEUTSCHE BANK AG\ 0.00% of their portfolio | 106.1k $1.6m | Added +8.0k |
| Zurcher Kantonalbank (Zurich Cantonalbank) 0.00% of their portfolio | 104.9k $1.6m | Unchanged |
| WealthTrust Axiom LLC 0.35% of their portfolio | 103.6k $1.6m | Reduced -4.4k |
| LAZARD ASSET MANAGEMENT LLC 0.00% of their portfolio | 102.6k $1.6m | Added +3.1k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.00% of their portfolio | 98.5k $1.5m | Added +20.7k |
| GW HENSSLER & ASSOCIATES LTD 0.06% of their portfolio | 96.4k $1.5m | Unchanged |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO 0.00% of their portfolio | 92.0k $1.4m | Added +313 |
| Pensionfund PDN 0.69% of their portfolio | 88.9k $1.3m | Unchanged |
| Hunter Perkins Capital Management, LLC 0.30% of their portfolio | 88.3k $1.3m | Unchanged |
| Sumitomo Mitsui Trust Group, Inc. 0.00% of their portfolio | 88.0k $1.3m | Reduced -2.7k |
| Uniplan Investment Counsel, Inc. 0.12% of their portfolio | 86.3k $1.3m | Reduced -4.5k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.00% of their portfolio | 82.8k $1.3m | Reduced -29.8k |
| Squarepoint Ops LLC 0.00% of their portfolio | 82.4k $1.2m | Reduced -6.4k |
| CALDWELL SUTTER CAPITAL, INC. 0.47% of their portfolio | 81.9k $1.2m | Reduced -1.1k |
| Ulland Investment Advisors, LLC 0.85% of their portfolio | 76.0k $1.2m | Added +9.8k |
| SHUFRO ROSE & CO LLC 0.07% of their portfolio | 74.7k $1.1m | Reduced -3.5k |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 74.0k $1.1m | Reduced -29.3k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.00% of their portfolio | 70.5k $1.1m | Unchanged |
| Vanguard Investments Australia, Ltd. 0.00% of their portfolio | 69.2k $1.0m | Reduced -172 |
| GAMCO INVESTORS, INC. ET AL 0.01% of their portfolio | 66.9k $1.0m | Unchanged |
| WESPAC Advisors, LLC 0.48% of their portfolio | 65.6k $993.0k | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.00% of their portfolio | 64.4k $974.6k | Added +13.1k |
| VANGUARD ASSET MANAGEMENT, Ltd 0.00% of their portfolio | 63.4k $960.5k | Added +12.5k |
| COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS 0.00% of their portfolio | 59.8k $905.8k | Added +23.7k |
| SEI INVESTMENTS CO 0.00% of their portfolio | 59.7k $904.3k | Reduced -74.0k |
| Connor, Clark & Lunn Investment Management Ltd. 0.00% of their portfolio | 58.2k $880.5k | New |
| XTX Topco Ltd 0.01% of their portfolio | 56.3k $853.0k | Added +43.1k |
| BARCLAYS PLC 0.00% of their portfolio | 54.6k $826.6k | Reduced -8.9k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.00% of their portfolio | 53.9k $816.1k | Added +8.9k |
| Quantbot Technologies LP 0.03% of their portfolio | 53.4k $807.7k | New |
| Engineers Gate Manager LP 0.01% of their portfolio | 52.2k $789.6k | Added +24.8k |
| Graham Capital Management, L.P. 0.02% of their portfolio | 51.2k $774.9k | New |