UMH US Equity

UMH PROPERTIES, INC.

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Real Estate · Real Estate Investment Trusts · CIK 752642 · FYE 1231

$15.76

+0.07 (+0.45%)

USD · as of 2026-07-29 · marketstack

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Institutional ownership· 13F filers holding UMH · 2026-Q1 methodology → sources →

268 holders

% of shares outstanding held

78.6%

Shares held (13F)

66,973,293

Reporting holders

268

Top holders

largest 100 of 268 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	7,918,0847.9M	$114M	9.30%	—
2	VANGUARD PORTFOLIO MANAGEMENT LLC	4,081,4054.1M	$59M	4.79%	NEW†
3	FMR LLC	3,728,8803.7M	$54M	4.38%	ADD 4%
4	T. Rowe Price Investment Management, Inc.	3,673,2933.7M	$53M	4.31%	TRIM -43%
5	STATE STREET CORP	3,508,4183.5M	$51M	4.12%	—
6	VANGUARD CAPITAL MANAGEMENT LLC	3,383,1473.4M	$49M	3.97%	NEW†
7	Capital Research Global Investors	2,607,4872.6M	$38M	3.06%	—
8	GOLDMAN SACHS GROUP INC	2,305,7922.3M	$33M	2.71%	ADD 24%
9	GEODE CAPITAL MANAGEMENT, LLC	2,131,1982.1M	$31M	2.50%	ADD 3%
10	PRIVATE MANAGEMENT GROUP INC	1,937,1071.9M	$28M	2.27%	ADD 5%
11	D.A. DAVIDSON & CO.	1,771,3111.8M	$26M	2.08%	ADD 4%
12	ALLIANCEBERNSTEIN L.P.	1,201,3661.2M	$19M	1.41%	TRIM -3%
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,242,6471.2M	$18M	1.46%	—
14	DIMENSIONAL FUND ADVISORS LP	1,175,7691.2M	$17M	1.38%	ADD 4%
15	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1,169,9821.2M	$17M	1.37%	ADD 3%
16	Copeland Capital Management, LLC	1,130,8581.1M	$16M	1.33%	—
17	BANK OF AMERICA CORP /DE/	1,026,4241.0M	$15M	1.21%	TRIM -6%
18	SG Americas Securities, LLC	988,065988,065	$14M	1.16%	TRIM -34%
19	RAYMOND JAMES FINANCIAL INC	971,433971,433	$14M	1.14%	ADD 4%
20	NORTHERN TRUST CORP	940,092940,092	$14M	1.10%	TRIM -3%
21	JENNISON ASSOCIATES LLC	933,034933,034	$13M	1.10%	TRIM -31%
22	TWO SIGMA INVESTMENTS, LP	813,216813,216	$12M	0.95%	ADD 632%
23	First Eagle Investment Management, LLC	764,919764,919	$11M	0.90%	ADD 7%
24	SCHRODER INVESTMENT MANAGEMENT GROUP	738,848738,848	$11M	0.87%	—
25	Invesco Ltd.	679,108679,108	$10M	0.80%	ADD 13%
26	Pacific Heights Asset Management LLC	650,000650,000	$9M	0.76%	—
27	KENNEDY CAPITAL MANAGEMENT LLC	595,476595,476	$9M	0.70%	—
28	VANGUARD FIDUCIARY TRUST CO	568,507568,507	$8M	0.67%	NEW
29	MORGAN STANLEY	481,554481,554	$7M	0.57%	ADD 3%
30	State of New Jersey Common Pension Fund D	458,770458,770	$7M	0.54%	—
31	CITIGROUP INC	435,766435,766	$6M	0.51%	ADD 17%
32	Bank of New York Mellon Corp	421,924421,924	$6M	0.50%	TRIM -2%
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	420,706420,706	$6M	0.49%	—
34	Cherokee Insurance Co	409,004409,004	$6M	0.48%	ADD 3%
35	Russell Investments Group, Ltd.	388,832388,832	$6M	0.46%	TRIM -2%
36	Legal & General Group Plc	346,792346,792	$5M	0.41%	TRIM -12%
37	STATE OF WISCONSIN INVESTMENT BOARD	344,118344,118	$5M	0.40%	TRIM -8%
38	WELLS FARGO & COMPANY/MN	343,324343,324	$5M	0.40%	TRIM -15%
39	CITADEL ADVISORS LLC	303,800303,800	$4M	0.36%	ADD 191%
40	UBS Group AG	303,776303,776	$4M	0.36%	ADD 18%
41	AQR CAPITAL MANAGEMENT LLC	289,703289,703	$4M	0.34%	ADD 3%
42	JPMORGAN CHASE & CO	280,296280,296	$4M	0.33%	—
43	MONTAG A & ASSOCIATES INC	261,651261,651	$4M	0.31%	—
44	NEUBERGER BERMAN GROUP LLC	244,516244,516	$4M	0.29%	TRIM -2%
45	CONNORS INVESTOR SERVICES INC	238,637238,637	$3M	0.28%	ADD 2%
46	ENVESTNET ASSET MANAGEMENT INC	214,456214,456	$3M	0.25%	TRIM -7%
47	MILLENNIUM MANAGEMENT LLC	210,880210,880	$3M	0.25%	ADD 835%
48	STOREBRAND ASSET MANAGEMENT AS	198,900198,900	$3M	0.23%	TRIM -15%
49	Point72 Asset Management, L.P.	191,252191,252	$3M	0.22%	TRIM -81%
50	WEDBUSH SECURITIES INC	187,758187,758	$3M	0.22%	—
51	ExodusPoint Capital Management, LP	184,223184,223	$3M	0.22%	NEW
52	Nuveen, LLC	171,815171,815	$2M	0.20%	—
53	DEPRINCE RACE & ZOLLO INC	169,431169,431	$2M	0.20%	TRIM -23%
54	North Star Investment Management Corp.	168,020168,020	$2M	0.20%	TRIM -5%
55	WEDGE CAPITAL MANAGEMENT L L P/NC	167,410167,410	$2M	0.20%	ADD 8%
56	Swiss National Bank	159,200159,200	$2M	0.19%	—
57	CANADA LIFE ASSURANCE Co	150,562150,562	$2M	0.18%	ADD 3%
58	HSBC HOLDINGS PLC	140,232140,232	$2M	0.16%	TRIM -46%
59	McIlrath & Eck, LLC	137,878137,878	$2M	0.16%	TRIM -43%
60	SEI INVESTMENTS CO	133,726133,726	$2M	0.16%	ADD 10%
61	Asset Management One Co., Ltd.	127,547127,547	$2M	0.15%	—
62	NOMURA ASSET MANAGEMENT CO LTD	125,400125,400	$2M	0.15%	ADD 6%
63	D. E. Shaw & Co., Inc.	125,335125,335	$2M	0.15%	NEW
64	PRICE T ROWE ASSOCIATES INC /MD/	112,935112,935	$2M	0.13%	ADD 16%
65	Universal- Beteiligungs- und Servicegesellschaft mbH	112,630112,630	$2M	0.13%	ADD 18%
66	RHUMBLINE ADVISERS	108,382108,382	$2M	0.13%	—
67	Silver Lake Advisory, LLC	108,330108,330	$2M	0.13%	TRIM -3%
68	WealthTrust Axiom LLC	108,030108,030	$2M	0.13%	—
69	JANE STREET GROUP, LLC	107,162107,162	$2M	0.13%	NEW
70	Zurcher Kantonalbank (Zurich Cantonalbank)	104,883104,883	$2M	0.12%	ADD 51%
71	AMERIPRISE FINANCIAL INC	103,259103,259	$1M	0.12%	ADD 9%
72	LAZARD ASSET MANAGEMENT LLC	99,50699,506	$1M	0.12%	ADD 12%
73	STRS OHIO	99,50099,500	$1M	0.12%	TRIM -42%
74	DEUTSCHE BANK AG\	98,10298,102	$1M	0.12%	TRIM -5%
75	GW HENSSLER & ASSOCIATES LTD	96,36896,368	$1M	0.11%	—
76	AMERICAN CENTURY COMPANIES INC	93,16093,160	$1M	0.11%	TRIM -92%
77	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	91,64191,641	$1M	0.11%	TRIM -17%
78	Uniplan Investment Counsel, Inc.	90,82490,824	$1M	0.11%	TRIM -6%
79	Sumitomo Mitsui Trust Group, Inc.	90,72590,725	$1M	0.11%	—
80	Pensionfund PDN	88,90088,900	$1M	0.10%	ADD 103%
81	Squarepoint Ops LLC	88,82188,821	$1M	0.10%	ADD 83%
82	Hunter Perkins Capital Management, LLC	88,31788,317	$1M	0.10%	—
83	FIRST TRUST ADVISORS LP	87,88187,881	$1M	0.10%	ADD 695%
84	ROYAL BANK OF CANADA	86,71086,710	$1M	0.10%	TRIM -4%
85	CALDWELL SUTTER CAPITAL, INC.	83,02383,023	$1M	0.10%	—
86	SHUFRO ROSE & CO LLC	78,15078,150	$1M	0.09%	—
87	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	77,87477,874	$1M	0.09%	—
88	Quantinno Capital Management LP	77,46377,463	$1M	0.09%	TRIM -5%
89	STIFEL FINANCIAL CORP	77,38077,380	$1M	0.09%	TRIM -3%
90	TUDOR INVESTMENT CORP ET AL	75,54275,542	$1M	0.09%	NEW
91	Mitsubishi UFJ Asset Management Co., Ltd.	70,49670,496	$1M	0.08%	ADD 11%
92	Vanguard Investments Australia, Ltd.	69,34569,345	$1M	0.08%	NEW
93	Susquehanna Portfolio Strategies, LLC	67,64267,642	$976,074	0.08%	TRIM -39%
94	GAMCO INVESTORS, INC. ET AL	66,90066,900	$965,367	0.08%	—
95	Ulland Investment Advisors, LLC	66,21566,215	$955,000	0.08%	—
96	BARCLAYS PLC	63,48963,489	$916,146	0.07%	TRIM -62%
97	Amundi	60,54760,547	$873,693	0.07%	ADD 46%
98	DARK FOREST CAPITAL MANAGEMENT LP	60,40260,402	$871,601	0.07%	ADD 30%
99	HRT FINANCIAL LP	54,77754,777	$790,000	0.06%	NEW
100	GSA CAPITAL PARTNERS LLP	54,70054,700	$789,000	0.06%	NEW

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

7.2M

7.3M

7.7M

8.0M

7.9M

$114M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

4.1M

$59M

FMR LLC

2.7M

3.6M

3.7M

$54M

T. Rowe Price Investment Management, Inc.

5.3M

6.1M

4.1M

6.5M

3.7M

$53M

STATE STREET CORP

3.2M

3.5M

$51M

VANGUARD CAPITAL MANAGEMENT LLC

—

3.4M

$49M

Capital Research Global Investors

4.0M

5.0M

5.5M

3.7M

2.6M

$38M

GOLDMAN SACHS GROUP INC

478K

271K

587K

885K

1.9M

2.3M

$33M

GEODE CAPITAL MANAGEMENT, LLC

1.8M

1.9M

2.0M

2.1M

$31M

PRIVATE MANAGEMENT GROUP INC

1.2M

1.7M

1.8M

1.9M

$28M

D.A. DAVIDSON & CO.

914K

985K

1.1M

1.5M

1.7M

1.8M

$26M

ALLIANCEBERNSTEIN L.P.

75K

896K

1.1M

810K

1.2M

$19M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.0M

1.1M

1.2M

$18M

DIMENSIONAL FUND ADVISORS LP

1.1M

1.2M

1.1M

1.2M

$17M

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

2.0M

1.9M

1.8M

1.7M

1.1M

1.2M

$17M

Shares reported each quarter by the largest current holders. Green = added vs the prior filing, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	268	66,973,293	78.6%	$968M
2025-Q4

Short interest has its own tab now — open SI →

Source: SEC Form 13F — every institution manager (≥ $100M in 13F securities) reporting a long US-listed position, across ~10,250 filers over 10 years of history. 13F is long-only, US-listed, filed up to 45 days after quarter-end.

Activists & large holders· Schedule 13D/G beneficial owners · UMH

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
T. Rowe Price Investment Management, Inc.	4.3%	QII	2026-03-31	SEC →
Capital Research Global Investors	4.3%	QII	2025-09-30	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

Source: SEC Schedule 13D/13G structured XML. 13D = active intent; 13G filers report passively (Rule 13d-1(b) QII / 13d-1(c) Passive / 13d-1(d) Exempt) and are not activists. Percent and delta are the group aggregate the filing reports. Structured 13D/G coverage begins December 2024 (SEC XML mandate).

Institutional ownership· 13F filers holding UMH · 2026-Q1 methodology → sources →

268 holders

% of shares outstanding held

78.6%

Shares held (13F)

66,973,293

Reporting holders

268

Top holders

largest 100 of 268 · Δ vs 2025-Q4

#	Holder	Shares	Value	% of shares out	Δ QoQ
1	BlackRock, Inc.	7,918,0847.9M	$114M	9.30%	—
2	VANGUARD PORTFOLIO MANAGEMENT LLC	4,081,4054.1M	$59M	4.79%	NEW†
3	FMR LLC	3,728,8803.7M	$54M	4.38%	ADD 4%
4	T. Rowe Price Investment Management, Inc.	3,673,2933.7M	$53M	4.31%	TRIM -43%
5	STATE STREET CORP	3,508,4183.5M	$51M	4.12%	—
6	VANGUARD CAPITAL MANAGEMENT LLC	3,383,1473.4M	$49M	3.97%	NEW†
7	Capital Research Global Investors	2,607,4872.6M	$38M	3.06%	—
8	GOLDMAN SACHS GROUP INC	2,305,7922.3M	$33M	2.71%	ADD 24%
9	GEODE CAPITAL MANAGEMENT, LLC	2,131,1982.1M	$31M	2.50%	ADD 3%
10	PRIVATE MANAGEMENT GROUP INC	1,937,1071.9M	$28M	2.27%	ADD 5%
11	D.A. DAVIDSON & CO.	1,771,3111.8M	$26M	2.08%	ADD 4%
12	ALLIANCEBERNSTEIN L.P.	1,201,3661.2M	$19M	1.41%	TRIM -3%
13	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	1,242,6471.2M	$18M	1.46%	—
14	DIMENSIONAL FUND ADVISORS LP	1,175,7691.2M	$17M	1.38%	ADD 4%
15	WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC	1,169,9821.2M	$17M	1.37%	ADD 3%
16	Copeland Capital Management, LLC	1,130,8581.1M	$16M	1.33%	—
17	BANK OF AMERICA CORP /DE/	1,026,4241.0M	$15M	1.21%	TRIM -6%
18	SG Americas Securities, LLC	988,065988,065	$14M	1.16%	TRIM -34%
19	RAYMOND JAMES FINANCIAL INC	971,433971,433	$14M	1.14%	ADD 4%
20	NORTHERN TRUST CORP	940,092940,092	$14M	1.10%	TRIM -3%
21	JENNISON ASSOCIATES LLC	933,034933,034	$13M	1.10%	TRIM -31%
22	TWO SIGMA INVESTMENTS, LP	813,216813,216	$12M	0.95%	ADD 632%
23	First Eagle Investment Management, LLC	764,919764,919	$11M	0.90%	ADD 7%
24	SCHRODER INVESTMENT MANAGEMENT GROUP	738,848738,848	$11M	0.87%	—
25	Invesco Ltd.	679,108679,108	$10M	0.80%	ADD 13%
26	Pacific Heights Asset Management LLC	650,000650,000	$9M	0.76%	—
27	KENNEDY CAPITAL MANAGEMENT LLC	595,476595,476	$9M	0.70%	—
28	VANGUARD FIDUCIARY TRUST CO	568,507568,507	$8M	0.67%	NEW
29	MORGAN STANLEY	481,554481,554	$7M	0.57%	ADD 3%
30	State of New Jersey Common Pension Fund D	458,770458,770	$7M	0.54%	—
31	CITIGROUP INC	435,766435,766	$6M	0.51%	ADD 17%
32	Bank of New York Mellon Corp	421,924421,924	$6M	0.50%	TRIM -2%
33	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	420,706420,706	$6M	0.49%	—
34	Cherokee Insurance Co	409,004409,004	$6M	0.48%	ADD 3%
35	Russell Investments Group, Ltd.	388,832388,832	$6M	0.46%	TRIM -2%
36	Legal & General Group Plc	346,792346,792	$5M	0.41%	TRIM -12%
37	STATE OF WISCONSIN INVESTMENT BOARD	344,118344,118	$5M	0.40%	TRIM -8%
38	WELLS FARGO & COMPANY/MN	343,324343,324	$5M	0.40%	TRIM -15%
39	CITADEL ADVISORS LLC	303,800303,800	$4M	0.36%	ADD 191%
40	UBS Group AG	303,776303,776	$4M	0.36%	ADD 18%
41	AQR CAPITAL MANAGEMENT LLC	289,703289,703	$4M	0.34%	ADD 3%
42	JPMORGAN CHASE & CO	280,296280,296	$4M	0.33%	—
43	MONTAG A & ASSOCIATES INC	261,651261,651	$4M	0.31%	—
44	NEUBERGER BERMAN GROUP LLC	244,516244,516	$4M	0.29%	TRIM -2%
45	CONNORS INVESTOR SERVICES INC	238,637238,637	$3M	0.28%	ADD 2%
46	ENVESTNET ASSET MANAGEMENT INC	214,456214,456	$3M	0.25%	TRIM -7%
47	MILLENNIUM MANAGEMENT LLC	210,880210,880	$3M	0.25%	ADD 835%
48	STOREBRAND ASSET MANAGEMENT AS	198,900198,900	$3M	0.23%	TRIM -15%
49	Point72 Asset Management, L.P.	191,252191,252	$3M	0.22%	TRIM -81%
50	WEDBUSH SECURITIES INC	187,758187,758	$3M	0.22%	—
51	ExodusPoint Capital Management, LP	184,223184,223	$3M	0.22%	NEW
52	Nuveen, LLC	171,815171,815	$2M	0.20%	—
53	DEPRINCE RACE & ZOLLO INC	169,431169,431	$2M	0.20%	TRIM -23%
54	North Star Investment Management Corp.	168,020168,020	$2M	0.20%	TRIM -5%
55	WEDGE CAPITAL MANAGEMENT L L P/NC	167,410167,410	$2M	0.20%	ADD 8%
56	Swiss National Bank	159,200159,200	$2M	0.19%	—
57	CANADA LIFE ASSURANCE Co	150,562150,562	$2M	0.18%	ADD 3%
58	HSBC HOLDINGS PLC	140,232140,232	$2M	0.16%	TRIM -46%
59	McIlrath & Eck, LLC	137,878137,878	$2M	0.16%	TRIM -43%
60	SEI INVESTMENTS CO	133,726133,726	$2M	0.16%	ADD 10%
61	Asset Management One Co., Ltd.	127,547127,547	$2M	0.15%	—
62	NOMURA ASSET MANAGEMENT CO LTD	125,400125,400	$2M	0.15%	ADD 6%
63	D. E. Shaw & Co., Inc.	125,335125,335	$2M	0.15%	NEW
64	PRICE T ROWE ASSOCIATES INC /MD/	112,935112,935	$2M	0.13%	ADD 16%
65	Universal- Beteiligungs- und Servicegesellschaft mbH	112,630112,630	$2M	0.13%	ADD 18%
66	RHUMBLINE ADVISERS	108,382108,382	$2M	0.13%	—
67	Silver Lake Advisory, LLC	108,330108,330	$2M	0.13%	TRIM -3%
68	WealthTrust Axiom LLC	108,030108,030	$2M	0.13%	—
69	JANE STREET GROUP, LLC	107,162107,162	$2M	0.13%	NEW
70	Zurcher Kantonalbank (Zurich Cantonalbank)	104,883104,883	$2M	0.12%	ADD 51%
71	AMERIPRISE FINANCIAL INC	103,259103,259	$1M	0.12%	ADD 9%
72	LAZARD ASSET MANAGEMENT LLC	99,50699,506	$1M	0.12%	ADD 12%
73	STRS OHIO	99,50099,500	$1M	0.12%	TRIM -42%
74	DEUTSCHE BANK AG\	98,10298,102	$1M	0.12%	TRIM -5%
75	GW HENSSLER & ASSOCIATES LTD	96,36896,368	$1M	0.11%	—
76	AMERICAN CENTURY COMPANIES INC	93,16093,160	$1M	0.11%	TRIM -92%
77	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	91,64191,641	$1M	0.11%	TRIM -17%
78	Uniplan Investment Counsel, Inc.	90,82490,824	$1M	0.11%	TRIM -6%
79	Sumitomo Mitsui Trust Group, Inc.	90,72590,725	$1M	0.11%	—
80	Pensionfund PDN	88,90088,900	$1M	0.10%	ADD 103%
81	Squarepoint Ops LLC	88,82188,821	$1M	0.10%	ADD 83%
82	Hunter Perkins Capital Management, LLC	88,31788,317	$1M	0.10%	—
83	FIRST TRUST ADVISORS LP	87,88187,881	$1M	0.10%	ADD 695%
84	ROYAL BANK OF CANADA	86,71086,710	$1M	0.10%	TRIM -4%
85	CALDWELL SUTTER CAPITAL, INC.	83,02383,023	$1M	0.10%	—
86	SHUFRO ROSE & CO LLC	78,15078,150	$1M	0.09%	—
87	CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM	77,87477,874	$1M	0.09%	—
88	Quantinno Capital Management LP	77,46377,463	$1M	0.09%	TRIM -5%
89	STIFEL FINANCIAL CORP	77,38077,380	$1M	0.09%	TRIM -3%
90	TUDOR INVESTMENT CORP ET AL	75,54275,542	$1M	0.09%	NEW
91	Mitsubishi UFJ Asset Management Co., Ltd.	70,49670,496	$1M	0.08%	ADD 11%
92	Vanguard Investments Australia, Ltd.	69,34569,345	$1M	0.08%	NEW
93	Susquehanna Portfolio Strategies, LLC	67,64267,642	$976,074	0.08%	TRIM -39%
94	GAMCO INVESTORS, INC. ET AL	66,90066,900	$965,367	0.08%	—
95	Ulland Investment Advisors, LLC	66,21566,215	$955,000	0.08%	—
96	BARCLAYS PLC	63,48963,489	$916,146	0.07%	TRIM -62%
97	Amundi	60,54760,547	$873,693	0.07%	ADD 46%
98	DARK FOREST CAPITAL MANAGEMENT LP	60,40260,402	$871,601	0.07%	ADD 30%
99	HRT FINANCIAL LP	54,77754,777	$790,000	0.06%	NEW
100	GSA CAPITAL PARTNERS LLP	54,70054,700	$789,000	0.06%	NEW

† a filer this large appearing as NEW usually reflects a renamed or succeeded filing entity (the old name stops filing the same quarter) — not a brand-new position.

Rows rank by the value each filer reported — 13F filers price their own positions, so a holder with fewer shares can rank just above one with more.

Holder trends· top 15 holders · shares held over 6 quarters

green added · red trimmed

Holder

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

BlackRock, Inc.

7.2M

7.3M

7.7M

8.0M

7.9M

$114M

VANGUARD PORTFOLIO MANAGEMENT LLC

—

4.1M

$59M

FMR LLC

2.7M

3.6M

3.7M

$54M

T. Rowe Price Investment Management, Inc.

5.3M

6.1M

4.1M

6.5M

3.7M

$53M

STATE STREET CORP

3.2M

3.5M

$51M

VANGUARD CAPITAL MANAGEMENT LLC

—

3.4M

$49M

Capital Research Global Investors

4.0M

5.0M

5.5M

3.7M

2.6M

$38M

GOLDMAN SACHS GROUP INC

478K

271K

587K

885K

1.9M

2.3M

$33M

GEODE CAPITAL MANAGEMENT, LLC

1.8M

1.9M

2.0M

2.1M

$31M

PRIVATE MANAGEMENT GROUP INC

1.2M

1.7M

1.8M

1.9M

$28M

D.A. DAVIDSON & CO.

914K

985K

1.1M

1.5M

1.7M

1.8M

$26M

ALLIANCEBERNSTEIN L.P.

75K

896K

1.1M

810K

1.2M

$19M

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

1.0M

1.1M

1.2M

$18M

DIMENSIONAL FUND ADVISORS LP

1.1M

1.2M

1.1M

1.2M

$17M

WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC

2.0M

1.9M

1.8M

1.7M

1.1M

1.2M

$17M

Institutional footprint by quarter

Line breaks are honest gaps — quarters with no 13F record, or a suppressed % — never interpolated. % of shares outstanding uses today's share count for every quarter (the only count stored).

Quarter	Holders	Shares held	% shares out	Value held
2026-Q1	268	66,973,293	78.6%	$968M
2025-Q4

Short interest has its own tab now — open SI →

Activists & large holders· Schedule 13D/G beneficial owners · UMH

Large holders — 13G, passive (top 3 by % of class)

Holder	% of class	Type	As of
T. Rowe Price Investment Management, Inc.	4.3%	QII	2026-03-31	SEC →
Capital Research Global Investors	4.3%	QII	2025-09-30	SEC →
VANGUARD GROUP INC	0%	QII	2026-03-13	SEC →

UMH US Equity☆

Institutional ownership· 13F filers holding UMH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · UMH

Institutional ownership· 13F filers holding UMH · 2026-Q1 methodology → sources →

Top holders

Holder trends· top 15 holders · shares held over 6 quarters

Institutional footprint by quarter

Activists & large holders· Schedule 13D/G beneficial owners · UMH

UMH US Equity