Across its top 20 institutional holders, UMH's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 5/100, avg. turnover score 22/100).

Quarterly Activity

Recent Activity

+$413.5M

Total Buy Value

$517.7M

Total Sell Value

New buy34

Trim104

Add83

Sold out25

117

Net Buyers

129

Net Sellers

Smart Money Convergence

UMH does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/UMH

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-09

2026-07-09

No AI summary for this filing type

View Full Filing (SEC EDGAR)

2026-07-06

No AI summary for this filing type

View Full Filing (SEC EDGAR)

2026-07-01

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

903002103

FAQ

Who are the top institutional investors holding UMH PROPERTIES INC (UMH)?

Major stakeholders currently include BlackRock, Inc. ($114.3M), Vanguard Portfolio Management LLC ($58.9M), FMR LLC ($53.8M). Based on the latest 13F filings, there are a total of 267 tracked investment funds and institutions maintaining positions in UMH.

What is the overall institutional sentiment toward UMH recently?

Institutional sentiment appears Bullish (Net Buying). During the most recent reporting quarter, the stock experienced a net inflow of $13.6M, driven by 117 managers accumulating shares while 129 reduced their exposure.

Which institutions have been selling or reducing their UMH positions?

In the latest period, 104 funds trimmed their holdings, and 25 managers completely exited their positions. The aggregate reported sell value was $517.7M.

Are there any notable investors adding UMH to their portfolios?

Yes, buying activity remains notable. 34 institutions opened new positions in {ticker}, and 83 existing holders added to their shares. The total reported buy value for the quarter amounted to $413.5M.

Related Stocks

Trending Institutional Adds

The most-added stocks by 13F institutions this quarter

MSFT

Microsoft CORP

Institutions Holding

6,151

Total reported value

$2.1T

3246 13F institutions increased their position this quarter

View detail

AMZN

Amazon.com INC

Institutions Holding

5,958

Total reported value

$1.5T

3029 13F institutions increased their position this quarter

View detail

NVDA

Nvidia CORP

Institutions Holding

5,766

Total reported value

$3.0T

2744 13F institutions increased their position this quarter

View detail

Developer Access

Access UMH's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/UMH

CLI

npx alphasmo stocks get UMH

Full API & MCP documentation →