13F Insight
DOSSIER · 13F Holders · Q1 2026Financial Services · Real Estate Investment TrustsDefensive growthQuality
UMH

UMH PPTYS INC

278 institutions still hold UMH PPTYS INC as of Q1 2026. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 903002103·Real Estate Investment Trusts·278 13F holders·last filed Mar 31, 2026
Market cap
—
▼ 0.6%
vs prior quarter
13F value held
$646M
72.0% inst. owned
of float
Holders
278
+70 QoQ
filers reporting
Activity
+15 / −44
+997 added · −951 reduced
this quarter
Concentration
17.67%
BlackRock, Inc. #1
top holder share
AI Holders Summary · Q1 2026

278 institutions reported UMH in Q1 2026. BlackRock, Inc. leads at 17.7% of the visible book. +70 net new institutions vs prior quarter — accumulation reading.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
BlackRock, Inc.
CIK 0002012383
$114M7.9M0.00%Q1 202602
Vanguard Portfolio Management
CIK 0002100121· Index
$59M4.1M0.00%Q1 202603
FMR LLC
CIK 0000315066
$54M3.7M0.00%Q1 202604
STATE STREET CORP
CIK 0000093751
$51M3.5M0.00%Q1 202605
VANGUARD CAPITAL MANAGEMENT LLC
CIK 0002100119· Index
$49M3.4M0.00%Q1 202606
Capital Research Global Investors
CIK 0001422848
$38M2.6M0.01%Q1 202607
GOLDMAN SACHS GROUP INC
CIK 0000886982
$33M2.3M0.00%Q1 202608
GEODE CAPITAL MANAGEMENT, LLC
CIK 0001214717· Index
$31M2.1M0.00%Q1 202609
PRIVATE MANAGEMENT GROUP INC
CIK 0001142031
$28M1.9M0.80%Q1 202610
D.A. DAVIDSON & CO.
CIK 0001080107
$26M1.8M0.15%Q1 202611
JENNISON ASSOCIATES LLC
CIK 0000053417
$22M1.4M0.01%Q4 202512
ALLIANCEBERNSTEIN L.P.
CIK 0001109448
$19M1.2M0.01%Q1 202613
Copeland Capital Management, LLC
CIK 0001541743
$18M1.1M0.41%Q4 202514
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
CIK 0000884546· Index
$18M1.2M0.00%Q1 202615
DIMENSIONAL FUND ADVISORS LP
CIK 0000354204· Quasi-passive
$17M1.2M0.00%Q1 202616
WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC
CIK 0001644956
$17M1.2M0.06%Q1 202617
BANK OF AMERICA CORP /DE/
CIK 0000070858
$15M1.0M0.00%Q1 202618
RAYMOND JAMES FINANCIAL INC
CIK 0000720005
$14M971K0.00%Q1 202619
NORTHERN TRUST CORP
CIK 0000073124· Index
$14M940K0.00%Q1 202620
TWO SIGMA INVESTMENTS, LP
CIK 0001179392
$12M813K0.01%Q1 2026
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