UMH Properties

UMH • NYSE

UMH Properties is a reit - residential company in the real estate sector on NYSE, led by Samuel A. Landy, with a market cap of $1.4B. As of Q3 2025, 78% of shares are held by 258 institutional investors, with VANGUARD GROUP INC as the largest holder at 9.4%.

Chief Executive OfficerSamuel A. Landy

Market Cap$1.4B

REIT - Residential

Real Estate

Employees480.0

Websiteumh.reit

Country

United States of America

Overview

Overview of institutional ownership in UMH as of Q3 2025 with a market cap of $1.3B

All Institutions

Institutions: 258
Value Held: $983.1M
Shares Held: 66.2M
Avg Position: $3.8M
Median Position: $408.5K

Hedge Funds

Hedge Funds: 25
Value Held: $26.8M
Shares Held: 1.8M
Avg Position: $1.1M
Median Position: $556.6K

Ownership Breakdown

Institutional (non-HF)

75.83%

$956.3M

Hedge Funds

2.13%

$26.8M

Retail & Other

22.05%

$278.1M

Based on market cap of $1.3B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in UMH as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$118.6M 0.00% of portfolio	9.40% 8.0M shares	≤ Q2 2013 Held for 12y 5m+	$6.69T
B BlackRock, Inc. Institution	-	$114.1M 0.00% of portfolio	9.05% 7.7M shares	≤ Q2 2013 Held for 12y 5m+	$5.67T
T T. Rowe Price Investment Management, Inc. Insurance Manager	John Edward Robison President	$61.6M 0.04% of portfolio	4.88% 4.1M shares	Q3 2022 Held for 3y 2m	$161.58B
Capital Research Global Investors RIA/Wealth	Maria Alejandra Herrera CIO	$54.5M 0.01% of portfolio	4.32% 3.7M shares	Q3 2024 Held for 1y 2m	$532.36B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$52.2M 0.00% of portfolio	4.14% 3.5M shares	≤ Q2 2013 Held for 12y 5m+	$2.88T
FMR LLC Institution	-	$40.5M 0.00% of portfolio	3.21% 2.7M shares	Q3 2018 Held for 7y 2m	$1.92T
A AMERICAN CENTURY COMPANIES INC Institution	-	$34.6M 0.02% of portfolio	2.75% 2.3M shares	Q4 2022 Held for 2y 11m	$195.93B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$30.5M 0.00% of portfolio	2.42% 2.1M shares	≤ Q2 2013 Held for 12y 5m+	$1.57T
PRIVATE MANAGEMENT GROUP INC RIA/Wealth	Robert Todd Summers President	$25.0M 0.74% of portfolio	1.98% 1.7M shares	Q1 2023 Held for 2y 8m	$3.4B
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC Long Only Manager	Brent Walker Gledhill CEO	$24.6M 0.06% of portfolio	1.95% 1.7M shares	Q2 2021 Held for 4y 5m	$38.7B

Net Capital Flow

Institutional buying and selling activity for UMH in Q3 2025

Traded: −$35.5M
Buyers: 156
Sellers: 86
Total Bought: +$84.6M
Total Sold: −$120.1M
Avg Position: $3.6M

Biggest Buyers

Institution	Net Bought	Current Position
PRIVATE MANAGEMENT GROUP INC RIA/Wealth	+$6.9M +461.5K shares	$25.0M 1.7M shares
CITIGROUP INC Institution	+$6.6M +445.8K shares	$11.3M 760.2K shares
B BlackRock, Inc. Institution	+$6.0M +400.8K shares	$114.1M 7.7M shares
D DAVIDSON D A & CO Institution	+$5.7M +387.0K shares	$21.8M 1.5M shares
GOLDMAN SACHS GROUP INC Institution	+$4.4M +297.6K shares	$13.1M 885.0K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	+$3.8M +256.6K shares	$6.5M 437.0K shares
S SG Americas Securities, LLC Institution	+$3.0M +204.8K shares	$3.0M 204.8K shares
C Cubist Systematic Strategies, LLC Institution	+$2.6M +175.4K shares	$2.6M 175.4K shares
Q Qube Research & Technologies Ltd Institution	+$2.6M +175.2K shares	$5.5M 371.6K shares
GSA CAPITAL PARTNERS LLP Hedge Fund•Quant	+$2.2M +151.5K shares	$2.2M 151.5K shares

Biggest Sellers

Institution	Net Sold	Current Position
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$29.1M −2.0M shares	$61.6M 4.1M shares
Capital Research Global Investors RIA/Wealth	−$26.7M −1.8M shares	$54.5M 3.7M shares
Copeland Capital Management, LLC Long Only Manager	−$14.2M −959.5K shares	$23.6M 1.6M shares
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	−$9.0M −536.0K shares	Sold Off 0 shares
N Nuveen, LLC Institution	−$5.5M −369.8K shares	$2.6M 172.2K shares
ALLIANCEBERNSTEIN L.P. Long Only Manager	−$3.7M −248.0K shares	$12.0M 810.2K shares
S STRS OHIO Institution	−$3.0M −200.7K shares	$4.0M 270.1K shares
Marshall Wace LLP Institution	−$2.7M −161.7K shares	Sold Off 0 shares
NFJ INVESTMENT GROUP, LLC Long Only Manager	−$2.7M −161.5K shares	Sold Off 0 shares
BANK OF AMERICA CORP /DE/ Institution	−$1.8M −123.4K shares	$15.8M 1.1M shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited UMH in Q3 2025

New Positions: 17
New Value: $2.1M
Exited Positions: 17
Exited Value: $18.7M

New Positions

Institution	Position Value
D DRW Securities, LLC Institution	$434.5K 29.3K shares
Cetera Investment Advisers RIA/Wealth	$345.8K 23.3K shares
P PharVision Advisers, LLC Hedge Fund•Long/Short	$317.2K 21.4K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$244.1K 16.4K shares
DELTA FINANCIAL ADVISORS LLC RIA/Wealth	$222.8K 15.0K shares
I INCEPTIONR LLC Hedge Fund•Quant	$190.0K 12.8K shares
Timbercreek Asset Management Ltd. Real Assets	$167.5K 11.3K shares
B BNP Paribas Investment Partners S.A. Institution	$47.5K 3.2K shares
Point72 Ltd RIA/Wealth	$44.5K 3.0K shares
NBC SECURITIES, INC. RIA/Wealth	$31.9K 2.2K shares

Exited Positions

Institution	Previous Position
UBS GLOBAL ASSET MANAGEMENT AMERICAS INC Long Only Manager	$9.0M 536.0K shares
Marshall Wace LLP Institution	$2.7M 161.7K shares
NFJ INVESTMENT GROUP, LLC Long Only Manager	$2.7M 161.5K shares
V Vestcor Investment Management Corp Institution	$1.0M 59.8K shares
M Man Group plc Institution	$960.5K 57.2K shares
BAILARD, INC. RIA/Wealth	$750.5K 44.7K shares
C Cherry Creek Investment Advisors, Inc. RIA/Wealth	$626.0K 37.3K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$307.3K 18.3K shares
Summit Global Investments Long Only Manager	$282.1K 16.8K shares
ORLEANS CAPITAL MANAGEMENT CORP/LA Long Only Manager	$251.9K 15.0K shares

Options Activity

Institutions with the largest Call and Put options positions in UMH as of Q3 2025

Call Positions: 1
Call Value: $160.4K
Put Positions: 1
Put Value: $311.9K

Call Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$160.4K 108.0 contracts

Put Positions

Institution	Position Value
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$311.9K 210.0 contracts

Most Committed Institutions

Institutions with UMH as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
LDR Capital Management LLC Hedge Fund•Sector	Lawrence David Raiman CIO	4.07% $1.5M	0.12% 100.7K shares	Q1 2022 Held for 3y 8m	$36.7M
PRIVATE MANAGEMENT GROUP INC RIA/Wealth	Robert Todd Summers President	0.74% $25.0M	1.98% 1.7M shares	Q1 2023 Held for 2y 8m	$3.4B
Ulland Investment Advisors, LLC Long Only Manager	Nathaniel J. Beebe President	0.67% $881.6K	0.07% 59.4K shares	Q3 2024 Held for 1y 2m	$131.0M
R Ronna Sue Cohen RIA/Wealth	Ronna Sue Cohen President	0.66% $1.7M	0.13% 111.8K shares	Q3 2018 Held for 7y 2m	$251.1M
CALDWELL SUTTER CAPITAL, INC. RIA/Wealth	John Caldwell Helmer Founder	0.56% $1.3M	0.10% 88.0K shares	Q4 2022 Held for 2y 11m	$234.1M
Copeland Capital Management, LLC Long Only Manager	Eric Copeland Brown CEO	0.49% $23.6M	1.88% 1.6M shares	Q1 2021 Held for 4y 8m	$4.8B
E EntryPoint Capital, LLC Hedge Fund•Long/Short	Lawrence Edward Leibowitz CEO	0.48% $1.2M	0.10% 83.4K shares	Q4 2023 Held for 1y 11m	$258.4M
W WealthTrust Axiom LLC Institution	-	0.43% $1.6M	0.13% 108.7K shares	Q1 2014 Held for 11y 8m	$373.3M
McIlrath & Eck, LLC RIA/Wealth	Thor Harvey Mcilrath Managing Partner	0.40% $3.8M	0.30% 256.9K shares	Q4 2017 Held for 7y 11m	$958.7M
Hunter Perkins Capital Management, LLC Long Only Manager	Alec Hunter Perkins CEO	0.30% $1.3M	0.10% 87.6K shares	Q3 2022 Held for 3y 2m	$435.0M

Hedge Fund Spotlight

Discover hedge funds investing in UMH

Quantinno Capital Management LP

Hedge Fund • Market Neutral

Portfolio ManagerHoon Nmn Kim

Portfolio Value: $36.6B
Positions: 2,911
Last Reported: Q3 2025

Sector Allocation

Position in UMH Properties

Market Value: $452.6K
Shares Held: 30.5K
Portfolio Weight: 0.00%
Owned Since: 2025-Q1

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