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UMH

UMH Hedge Fund & Institutional Holdings

Umh Properties INC

-$137.1M

Net Activity

Institutions Holding

267

Popularity Rank

#2229

Avg Weight

0.05%

Total Value

$967.8M

Ownership Trend

267 institutions currently hold UMH, with 117 net buyers and 129 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

129

Net Buying Institutions

117

Key Holders

Key Holders

Top 5 by Value

BI
BlackRock, Inc.
$114.3M
VP
Vanguard Portfolio Management LLC
$58.9M
FL
FMR LLC
$53.8M
TR
T. Rowe Price Investment Management, Inc.
$53.0M
SS
State Street CORP
$50.6M

Top 5 by Conviction

CI
Cherokee Insurance Co
2.24%
PM
Private Management Group INC
0.80%
CC
Copeland Capital Management, LLC
0.36%
CI
Connors Investor Services INC
0.32%
PH
Pacific Heights Asset Management LLC
0.31%
View all 267 holding institutions

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.

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)

3

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 Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $137.1M, 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.

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