Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
257 institutional managers reported holding UMH for the quarter ended Mar 31, 2026. Together they hold about 78% of shares outstanding; the top 10 hold 44%. 33 opened new positions; 27 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 8.18M | 9.59% | $118.1M | added +0.7% | ≤2013 |
| BlackRock | 7.92M | 9.28% | $114.3M | trimmed -1.4% | ≤2013 |
| FMR (Fidelity) | 3.73M | 4.37% | $53.8M | added +3.6% | 2018 Q3 |
| T. Rowe Price Investment Management, INC. | 3.67M | 4.30% | $53.0M | added +74.8% | 2022 Q3 |
| State Street | 3.51M | 4.11% | $50.6M | added +0.6% | ≤2013 |
| Capital Research Global Investors | 2.61M | 3.05% | $37.6M | unchanged | 2024 Q3 |
| Goldman Sachs | 2.31M | 2.70% | $33.3M | added +23.6% | 2015 Q3 |
| Geode Capital | 2.13M | 2.50% | $30.8M | added +2.8% | ≤2013 |
| Private Management Group INC | 1.94M | 2.27% | $28.0M | added +5.2% | 2023 Q1 |
| D.a. Davidson & CO. | 1.77M | 2.08% | $25.6M | added +4.2% | 2013 Q4 |
| Charles Schwab Investment Management | 1.24M | 1.46% | $17.9M | added +1.8% | ≤2013 |
| AllianceBernstein | 1.20M | 1.41% | $17.3M | trimmed -3% | 2016 Q4 |
| Dimensional Fund Advisors | 1.18M | 1.38% | $17.0M | added +3.8% | ≤2013 |
| William Blair Investment Management, LLC | 1.17M | 1.37% | $16.9M | added +3.3% | 2021 Q2 |
| Copeland Capital Management, LLC | 1.13M | 1.32% | $16.3M | trimmed -1.7% | 2021 Q1 |
| Bank OF America CORP /DE/ | 1.03M | 1.20% | $14.8M | trimmed -6.3% | ≤2013 |
| SG Americas Securities, LLC | 988.1k | 1.16% | $14.3M | trimmed -33.8% | 2025 Q3 |
| Raymond James Financial INC | 971.4k | 1.14% | $14.0M | added +3.6% | 2014 Q4 |
| Northern Trust | 940.1k | 1.10% | $13.6M | trimmed -3.1% | ≤2013 |
| Jennison Associates LLC | 933.0k | 1.09% | $13.5M | trimmed -31.2% | 2021 Q1 |
| Two Sigma | 813.2k | 0.95% | $11.7M | added +631.9% | 2025 Q4 |
| First Eagle Investment Management | 764.9k | 0.90% | $11.0M | added +6.8% | 2024 Q3 |
| Schroder Investment Management Group | 738.8k | 0.86% | $10.7M | trimmed -0.8% | 2025 Q4 |
| UBS | 724.5k | 0.85% | $10.5M | added +6.7% | ≤2013 |
| Invesco | 679.1k | 0.80% | $9.8M | added +12.7% | ≤2013 |
| Pacific Heights Asset Management LLC | 650.0k | 0.76% | $9.4M | unchanged | 2020 Q1 |
| Kennedy Capital Management LLC | 595.5k | 0.70% | $8.6M | unchanged | 2019 Q1 |
| Morgan Stanley | 481.6k | 0.56% | $6.9M | added +3% | ≤2013 |
| State of New Jersey Common Pension Fund D | 458.8k | 0.54% | $6.6M | trimmed -1.4% | 2014 Q2 |
| Citigroup INC | 435.8k | 0.51% | $6.3M | added +17.1% | ≤2013 |
| BNY Mellon | 421.9k | 0.49% | $6.1M | trimmed -2.2% | ≤2013 |
| Cherokee Insurance CO | 409.0k | 0.48% | $5.9M | added +3.4% | 2024 Q4 |
| Russell Investments Group, LTD. | 388.8k | 0.46% | $5.6M | trimmed -2.2% | 2017 Q2 |
| Legal & General Group PLC | 346.8k | 0.41% | $5.0M | trimmed -12.3% | 2016 Q2 |
| State OF Wisconsin Investment Board | 344.1k | 0.40% | $5.0M | trimmed -8% | 2019 Q1 |
| Wells Fargo & COMPANY/MN | 343.3k | 0.40% | $5.0M | trimmed -15% | ≤2013 |
| Citadel Advisors | 303.8k | 0.36% | $4.4M | added +191.5% | 2025 Q3 |
| AQR Capital | 289.7k | 0.34% | $4.2M | added +3.1% | 2023 Q1 |
| Montag A & Associates INC | 261.7k | 0.31% | $3.8M | unchanged | 2018 Q3 |
| Neuberger Berman Group LLC | 244.5k | 0.29% | $3.5M | trimmed -2% | 2014 Q4 |
| Connors Investor Services INC | 238.6k | 0.28% | $3.4M | added +2.2% | 2014 Q3 |
| Envestnet Asset Management INC | 214.5k | 0.25% | $3.1M | trimmed -7.5% | 2021 Q1 |
| Millennium Management | 210.9k | 0.25% | $3.0M | added +834.8% | 2025 Q2 |
| Storebrand Asset Management AS | 198.9k | 0.23% | $2.9M | trimmed -14.7% | 2025 Q4 |
| Point72 | 191.3k | 0.22% | $2.8M | trimmed -81% | 2025 Q3 |
| Wedbush Securities INC | 187.8k | 0.22% | $2.7M | trimmed -1.9% | ≤2013 |
| ExodusPoint | 184.2k | 0.22% | $2.7M | opened | 2026 Q1 |
| Nuveen | 171.8k | 0.20% | $2.5M | added +1.6% | 2019 Q2 |
| Deprince Race & Zollo INC | 169.4k | 0.20% | $2.4M | trimmed -23.2% | 2025 Q1 |
| North Star Investment Management CORP. | 168.0k | 0.20% | $2.4M | trimmed -4.9% | 2021 Q2 |
Largest 50 of 257 shown; the full ranked, searchable register is at boothcheck.com/holders/UMH. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.