Security record
UMH
UMH Properties, Inc. · Real Estate · REIT - Residential
100Tracked holders
-1Δ holders
46.77MShares held
$707.29MReported value
+5New positions
−6Exits
Momentum inputs (comparable managers):
holder breadth -1.0% ·
share flow +4.1% ·
net new positions -1.0%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 100 | -1 | 46.77M | $707.29M | +5 | −6 |
| Q1 2026 | 104 | +4 | 45.03M | $651.60M | +7 | −3 |
| Q4 2025 | 99 | 0 | 49.57M | $788.66M | +2 | −2 |
| Q3 2025 | 16 | +2 | 27.00M | $400.90M | +3 | −1 |
| Q2 2025 | 11 | +2 | 23.94M | $401.95M | +2 | — |
| Q1 2025 | 6 | 0 | 5.60M | $104.78M | — | — |
| Q4 2024 | 6 | -3 | 5.71M | $107.89M | — | −3 |
| Q3 2024 | 8 | -1 | 2.88M | $56.68M | +1 | −2 |
| Q2 2024 | 9 | — | 2.30M | $36.82M | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 2 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 3 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 4 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 5 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 6 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 7 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 8 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 9 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 10 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 11 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 12 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 13 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 14 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 15 | BlackRock ✦ (passive) | 8.40M | +6.1% | $127.14M | 0.0% | ▲ Add | 5 | SEC ↗ |
| 16 | State Street Global Advisors ✦ (passive) | 3.68M | +4.9% | $55.71M | 0.0% | ▲ Add | 7 | SEC ↗ |
| 17 | Fidelity (FMR) ✦ | 3.65M | -2.2% | $55.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 18 | Fidelity (FMR) ✦ | 3.65M | -2.2% | $55.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 19 | Fidelity (FMR) ✦ | 3.65M | -2.2% | $55.20M | 0.0% | ▼ Trim | 5 | SEC ↗ |
| 20 | Vanguard Capital Management Llc | 3.45M | +1.9% | $52.20M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 21 | Capital Research Global Investors | 3.03M | +16.4% | $45.95M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 22 | Geode Capital Management ✦ (passive) | 2.32M | +9.0% | $35.18M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 23 | Geode Capital Management ✦ (passive) | 2.32M | +9.0% | $35.18M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 24 | Goldman Sachs Group ✦ | 2.09M | -9.3% | $31.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 25 | Goldman Sachs Group ✦ | 2.09M | -9.3% | $31.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 26 | Goldman Sachs Group ✦ | 2.09M | -9.3% | $31.68M | 0.0% | ▼ Trim | 4 | SEC ↗ |
| 27 | Alliancebernstein L.P. | 1.48M | +22.9% | $21.30M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 28 | Charles Schwab Investment… | 1.31M | +5.6% | $19.86M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 29 | Dimensional Fund Advisors Lp | 1.16M | -1.3% | $17.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 30 | Dimensional Fund Advisors Lp | 1.16M | -1.3% | $17.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 31 | Dimensional Fund Advisors Lp | 1.16M | -1.3% | $17.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 32 | Dimensional Fund Advisors Lp | 1.16M | -1.3% | $17.57M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 33 | Bank Of America Corp /De/ | 1.03M | +0.7% | $15.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 34 | Bank Of America Corp /De/ | 1.03M | +0.7% | $15.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 1.03M | +0.7% | $15.65M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 36 | Two Sigma Investments ✦ | 1.01M | +24.2% | $15.29M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 37 | Raymond James Financial Inc | 969.90K | -0.2% | $14.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 38 | Raymond James Financial Inc | 969.90K | -0.2% | $14.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | Raymond James Financial Inc | 969.90K | -0.2% | $14.68M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 40 | Northern Trust Corp | 883.27K | -6.0% | $13.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 41 | Northern Trust Corp | 883.27K | -6.0% | $13.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 42 | Northern Trust Corp | 883.27K | -6.0% | $13.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 43 | Northern Trust Corp | 883.27K | -6.0% | $13.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Northern Trust Corp | 883.27K | -6.0% | $13.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 45 | Northern Trust Corp | 883.27K | -6.0% | $13.37M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | First Eagle Investment Management… | 833.22K | +8.9% | $12.61M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 47 | Invesco Ltd. | 788.83K | +16.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 48 | Invesco Ltd. | 788.83K | +16.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 49 | Invesco Ltd. | 788.83K | +16.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 50 | Invesco Ltd. | 788.83K | +16.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 51 | Invesco Ltd. | 788.83K | +16.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 52 | Invesco Ltd. | 788.83K | +16.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 53 | Invesco Ltd. | 788.83K | +16.2% | $11.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 54 | AQR Capital Management ✦ | 731.29K | +152.4% | $11.07M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 55 | AQR Capital Management ✦ | 731.29K | +152.4% | $11.07M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 56 | AQR Capital Management ✦ | 731.29K | +152.4% | $11.07M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 57 | AQR Capital Management ✦ | 731.29K | +152.4% | $11.07M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 58 | AQR Capital Management ✦ | 731.29K | +152.4% | $11.07M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 59 | AQR Capital Management ✦ | 731.29K | +152.4% | $11.07M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 60 | AQR Capital Management ✦ | 731.29K | +152.4% | $11.07M | 0.0% | ▲ Add | 9 | SEC ↗ |
| 61 | Citadel Advisors ✦ | 694.91K | +128.7% | $10.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 62 | Citadel Advisors ✦ | 694.91K | +128.7% | $10.52M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 63 | Schroder Investment Management Group | 670.32K | -9.3% | $10.35M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Morgan Stanley ✦ | 497.07K | +3.2% | $7.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 65 | Morgan Stanley ✦ | 497.07K | +3.2% | $7.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 66 | Morgan Stanley ✦ | 497.07K | +3.2% | $7.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 67 | Morgan Stanley ✦ | 497.07K | +3.2% | $7.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 68 | Morgan Stanley ✦ | 497.07K | +3.2% | $7.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 69 | Morgan Stanley ✦ | 497.07K | +3.2% | $7.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 70 | Morgan Stanley ✦ | 497.07K | +3.2% | $7.53M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 71 | Bank of New York Mellon Corp | 476.38K | +12.9% | $7.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 72 | Bank of New York Mellon Corp | 476.38K | +12.9% | $7.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 73 | Bank of New York Mellon Corp | 476.38K | +12.9% | $7.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Bank of New York Mellon Corp | 476.38K | +12.9% | $7.21M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 75 | Citigroup Inc | 447.18K | +2.6% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 76 | Citigroup Inc | 447.18K | +2.6% | $6.77M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 77 | UBS AM, a distinct business unit of… | 445.15K | +5.8% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 78 | UBS AM, a distinct business unit of… | 445.15K | +5.8% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 79 | UBS AM, a distinct business unit of… | 445.15K | +5.8% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 80 | UBS AM, a distinct business unit of… | 445.15K | +5.8% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 81 | UBS AM, a distinct business unit of… | 445.15K | +5.8% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 82 | UBS AM, a distinct business unit of… | 445.15K | +5.8% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 83 | UBS AM, a distinct business unit of… | 445.15K | +5.8% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 84 | UBS AM, a distinct business unit of… | 445.15K | +5.8% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 85 | UBS AM, a distinct business unit of… | 445.15K | +5.8% | $6.74M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 86 | Wells Fargo & Company/Mn | 387.84K | +13.0% | $5.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 87 | Wells Fargo & Company/Mn | 387.84K | +13.0% | $5.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 88 | Wells Fargo & Company/Mn | 387.84K | +13.0% | $5.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Wells Fargo & Company/Mn | 387.84K | +13.0% | $5.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 90 | Wells Fargo & Company/Mn | 387.84K | +13.0% | $5.87M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 91 | Russell Investments Group, Ltd. | 363.72K | -6.5% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 92 | Russell Investments Group, Ltd. | 363.72K | -6.5% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Russell Investments Group, Ltd. | 363.72K | -6.5% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | Russell Investments Group, Ltd. | 363.72K | -6.5% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 95 | Russell Investments Group, Ltd. | 363.72K | -6.5% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Russell Investments Group, Ltd. | 363.72K | -6.5% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Russell Investments Group, Ltd. | 363.72K | -6.5% | $5.51M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 98 | Legal & General Group Plc | 335.51K | -3.2% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Legal & General Group Plc | 335.51K | -3.2% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 100 | Legal & General Group Plc | 335.51K | -3.2% | $5.08M | 0.0% | ▼ Trim | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| No new tracked buyers this quarter. |
Exited
| Jennison Associates Llc | $13.46M | was 0.0% |
| Point72 Asset Management | $2.76M | was 0.0% |
| Stifel Financial Corp | $1.12M | was 0.0% |
| Cetera Investment Advisers | $260,480 | was 0.0% |
| Allianz Asset Management GmbH | $176,464 | was 0.0% |
| Northwestern Mutual Wealth… | $14,430 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 265 holders, 66.66M shares, $881.23M reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
Aug 19
Carus Jeffrey A
Director · 500 sh @ 16.46 · $8,230
Aug 17
Miller Kevin S.
Officer · EVP, CFO, Treasurer · 64 sh @ 15.62 · $1,000
Aug 17
Mitchell William Edward
Director · 64 sh @ 15.62 · $1,000
Open-market sales (S)
No open-market insider sales in our coverage window.
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 11
SC 13D — Erez REIT Opportunities LP
4.0% of class · View original SEC filing ↗
Jul 31
SC 13G — VANGUARD PORTFOLIO MANAGEMENT LLC
Jul 30
SC 13G/A — BlackRock, Inc.
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
Get this via the API