UMHNYSEReal Estate Investment TrustsFiscal year ends December 31Also trades as UMH.PD
UMH PROPERTIES, INC.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$15.10−0.14 (-0.92%)
Close on Oct 19, 2026
- Market cap
- $1.29B
- P/E (TTM)
- 125.8
- Dividend yield
- 5.89%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
65M
Shares held, 13F filers
Institutional holders
259
30 new, 36 sold out
Net institutional buying
-1M
In Q2 2026
Insider trades, 12 months
16 buys · 1 sales
Net bought $88.29K
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 8,237,593 | 9.70% | 13G (passive) amendment | Jun 30, 2026 |
| Bruce Schanzer | 4,270,000 | 5.00% | 13D (active) amendment | Sep 28, 2026 |
| Vanguard Portfolio Management | 4,263,389 | 5.00% | 13G (passive) | Jun 30, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UMH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,397,572 | – | $127.14M | +479,488 | 0.00% |
| Vanguard Portfolio Management LLC | 4,225,497 | – | $63.97M | +144,092 | 0.00% |
| State Street Corp | 3,679,545 | – | $55.71M | +171,127 | 0.00% |
| FMR LLC | 3,645,734 | – | $55.20M | −83,146 | 0.00% |
| Vanguard Capital Management LLC | 3,448,062 | – | $52.20M | +64,915 | 0.00% |
| Capital Research Global Investors | 3,034,683 | – | $45.95M | +427,196 | 0.01% |
| Geode Capital Management, LLC | 2,323,227 | – | $35.18M | +192,029 | 0.00% |
| Goldman Sachs Group Inc | 2,092,331 | – | $31.68M | −213,461 | 0.00% |
| Private Management Group Inc | 1,970,696 | – | $29.84M | +33,589 | 0.79% |
| D.A. Davidson & Co. | 1,943,138 | – | $29.42M | +171,827 | 0.16% |
| First Eagle Investment Management, LLC | 1,666,438 | – | $25.23M | +901,519 | 0.02% |
| Alliancebernstein L.P. | 1,476,121 | – | $21.30M | +274,755 | 0.01% |
| Charles Schwab Investment Management Inc | 1,312,010 | – | $19.86M | +69,363 | 0.00% |
| Dimensional Fund Advisors LP | 1,160,736 | – | $17.57M | −15,033 | 0.00% |
| Bank Of America Corp /De/ | 1,033,986 | – | $15.65M | +7,562 | 0.00% |
| Two Sigma Investments, LP | 1,010,182 | – | $15.29M | +196,966 | 0.01% |
| Raymond James Financial Inc | 969,903 | – | $14.68M | −1,530 | 0.00% |
| Northern Trust Corp | 883,272 | – | $13.37M | −56,820 | 0.00% |
| T. Rowe Price Investment Management, Inc. | 858,167 | – | $12.99K | −2,815,126 | 0.01% |
| Boothbay Fund Management, LLC | 795,640 | – | $12.05M | +742,318 | 0.16% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 259 | 65M | 30 / 102 | 80 / 36 | 7M | 9M |
| Q1 2026 | 269 | 67M | 40 / 82 | 106 / 24 | 12M | 8M |
| Q4 2025 | 255 | 72M | 38 / 104 | 80 / 44 | 12M | 7M |
| Q3 2025 | 265 | 67M | 52 / 106 | 69 / 18 | 6M | 8M |
| Q2 2025 | 235 | 69M | 17 / 97 | 76 / 21 | 5M | 2M |
| Q1 2025 | 240 | 66M | 31 / 79 | 79 / 21 | 5M | 4M |
| Q4 2024 | 232 | 66M | 37 / 106 | 56 / 25 | 10M | 3M |
| Q3 2024 | 223 | 60M | 44 / 81 | 62 / 17 | 14M | 3M |
| Q2 2024 | 198 | 55M | 20 / 85 | 53 / 16 | 4M | 4M |
| Q1 2024 | 197 | 54M | 21 / 78 | 65 / 23 | 5M | 3M |
| Q4 2023 | 201 | 52M | 30 / 94 | 48 / 17 | 6M | 3M |
| Q3 2023 | 189 | 49M | 25 / 75 | 53 / 15 | 5M | 3M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UMH | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Real Estate Index Fund | 3,073,376 | – | $46.44M | 0.06% | Jul 31, 2026 |
| SMALLCAP World Fund Inc | 2,955,941 | – | $44.75M | 0.05% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 2,437,382 | – | $36.90M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 2,146,741 | – | $32.50M | 0.04% | Jun 30, 2026 |
| Fidelity Real Estate Income Fund | 1,016,249 | – | $15.36M | 0.35% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 932,093 | – | $14.11M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 923,283 | – | $13.95M | 0.04% | Jul 31, 2026 |
| First Eagle Small Cap Opportunity Fund | 773,544 | – | $11.69M | 0.40% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 729,259 | – | $11.04M | 0.08% | Jun 30, 2026 |
| Permanent Portfolio | 700,000 | – | $10.58M | 0.15% | Jul 31, 2026 |
| Schwab U.S. REIT ETF | 572,236 | – | $8.59M | 0.09% | May 31, 2026 |
| Vanguard Real Estate Ii Index Fund | 538,832 | – | $8.14M | 0.07% | Jul 31, 2026 |
| Fidelity SAI Real Estate Income Fund | 522,334 | – | $7.89M | 0.36% | Jul 31, 2026 |
| Invesco KBW Premium Yield Equity REIT ETF | 469,834 | – | $7.06M | 2.43% | May 31, 2026 |
| T. Rowe Price Small-Cap Value Fund, Inc. | 460,764 | – | $6.98M | 0.07% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Samuel A. Landy | President and CEO, Director | 1,158,214 | Sep 29, 2026 |
| Eugene W. Landy | Chairman, Director | 1,300,601 | Aug 6, 2026 |
| Craig Koster | EVP and General Counsel | 337 | Sep 30, 2026 |
| Brett Taft | EVP and COO | 129,872 | Sep 29, 2026 |
| Kevin S. Miller | EVP, CFO, Treasurer | 4,466 | Sep 29, 2026 |
| Jeffrey A. Carus | Director | 39,587 | Sep 30, 2026 |
| Kenneth K. Quigley Jr | Director | 46,619 | Sep 30, 2026 |
| Anna T. Chew | Director | 1,066,790 | Sep 29, 2026 |
| Angela D. Pruitt | Director | 17,262 | Sep 29, 2026 |
| Amy Lynn Butewicz | Director | 19,074 | Sep 29, 2026 |
| Todd J. Clark | Director | 7,193 | Sep 29, 2026 |
| William Edward Mitchell | Director | 37,314 | Sep 29, 2026 |
| Stuart Levy | Director | 32,010 | Sep 29, 2026 |
| Matthew I. Hirsch | Director | 71,446 | Sep 29, 2026 |
| Michael P. Landy | Director | 433,511 | Sep 17, 2026 |
| Kiernan Conway | Director | 2,222 | Apr 10, 2025 |
| Daniel O. Landy | – | 251,969 | Sep 29, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| William Edward Mitchell Director | Sep 25, 2026 | Buy | +1,300 | $15.30 | $19.89K | 36,829 |
| Matthew I. Hirsch Director | Sep 16, 2026 | Award | +1,264 | $15.58 | $19.69K | 64,850 |
| William Edward Mitchell Director | Sep 16, 2026 | Award | +1,264 | $15.58 | $19.69K | 35,529 |
| Angela D. Pruitt Director | Sep 16, 2026 | Award | +1,264 | $15.58 | $19.69K | 17,039 |
| Amy Lynn Butewicz Director | Sep 16, 2026 | Award | +1,264 | $15.58 | $19.69K | 18,809 |
| Michael P. Landy Director | Sep 16, 2026 | Award | +1,264 | $15.58 | $19.69K | 367,201 |
| Jeffrey A. Carus Director | Sep 16, 2026 | Award | +1,264 | $15.58 | $19.69K | 37,136 |
| Todd J. Clark Director | Sep 16, 2026 | Award | +1,264 | $15.58 | $19.69K | 7,113 |
| Kenneth K. Quigley Jr Director | Sep 16, 2026 | Award | +1,264 | $15.58 | $19.69K | 46,074 |
| Stuart Levy Director | Sep 16, 2026 | Award | +1,264 | $15.58 | $19.69K | 31,552 |
| William Edward Mitchell Director | Sep 15, 2026 | Buy | +67.23 | $14.88 | $1.00K | 34,265 |
| Kevin S. Miller EVP, CFO, Treasurer | Sep 15, 2026 | Buy | +67.23 | $14.88 | $1.00K | 24,172 |
| Jeffrey A. Carus Director | Aug 19, 2026 | Buy | +500 | $16.46 | $8.23K | 500 |
| Kevin S. Miller EVP, CFO, Treasurer | Aug 17, 2026 | Buy | +64 | $15.63 | $1.00K | 24,105 |
| William Edward Mitchell Director | Aug 17, 2026 | Buy | +64 | $15.63 | $1.00K | 34,197 |
| Kevin S. Miller EVP, CFO, Treasurer | Aug 10, 2026 | Option exercise | +1,000 | $14.36 | $14.36K | 24,041 |
| Daniel O. Landy – | Aug 7, 2026 | Option exercise | +22,400 | $9.70 | $217.28K | 134,964 |
| Daniel O. Landy – | Aug 6, 2026 | Option exercise | +11,000 | $9.70 | $106.70K | 112,564 |
| Kevin S. Miller EVP, CFO, Treasurer | Jul 15, 2026 | Buy | +67.8 | $14.75 | $1.00K | 23,041 |
| William Edward Mitchell Director | Jul 15, 2026 | Buy | +67.8 | $14.75 | $1.00K | 34,133 |
| Kevin S. Miller EVP, CFO, Treasurer | Jun 15, 2026 | Buy | +68.38 | $14.63 | $1.00K | 22,628 |
| William Edward Mitchell Director | Jun 10, 2026 | Award | +1,284 | $15.34 | $19.70K | 33,601 |
| Michael P. Landy Director | Jun 10, 2026 | Award | +1,284 | $15.34 | $19.70K | 365,937 |
| Stuart Levy Director | Jun 10, 2026 | Award | +1,284 | $15.34 | $19.70K | 29,848 |
| Todd J. Clark Director | Jun 10, 2026 | Award | +1,284 | $15.34 | $19.70K | 5,787 |
| Angela D. Pruitt Director | Jun 10, 2026 | Award | +1,284 | $15.34 | $19.70K | 15,555 |
| Kenneth K. Quigley Jr Director | Jun 10, 2026 | Award | +1,284 | $15.34 | $19.70K | 44,282 |
| Jeffrey A. Carus Director | Jun 10, 2026 | Award | +1,284 | $15.34 | $19.70K | 35,352 |
| Matthew I. Hirsch Director | Jun 10, 2026 | Award | +1,284 | $15.34 | $19.70K | 62,827 |
| Amy Lynn Butewicz Director | Jun 10, 2026 | Award | +1,284 | $15.34 | $19.70K | 17,298 |
| William Edward Mitchell Director | Jun 2, 2026 | Buy | +133 | $14.94 | $1.99K | 32,317 |
| Samuel A. Landy President and CEO, Director | May 6, 2026 | Gift | −7,932 | $15.70 | $124.53K | 997,579 |
| Anna T. Chew EVP and CFO, Director | Apr 6, 2026 | Gift | −10,000 | $14.64 | $146.40K | 1,060,585 |
| Anna T. Chew EVP and CFO, Director | Apr 2, 2026 | Gift | −5,000 | $14.59 | $72.95K | 1,070,585 |
| Jeffrey A. Carus Director | Apr 1, 2026 | Buy | +500 | $14.50 | $7.25K | 33,566 |
| Matthew I. Hirsch Director | Mar 27, 2026 | Buy | +500 | $14.48 | $7.24K | 60,792 |
| Kenneth K. Quigley Jr Director | Mar 25, 2026 | Buy | +2,500 | $14.34 | $35.85K | 42,367 |
| Todd J. Clark Director | Mar 24, 2026 | Award | +1,381 | $14.26 | $19.69K | 4,463 |
| William Edward Mitchell Director | Mar 24, 2026 | Award | +1,381 | $14.26 | $19.69K | 31,732 |
| Stuart Levy Director | Mar 24, 2026 | Award | +1,381 | $14.26 | $19.69K | 28,138 |
| Michael P. Landy Director | Mar 24, 2026 | Award | +1,381 | $14.26 | $19.69K | 364,653 |
| Jeffrey A. Carus Director | Mar 24, 2026 | Award | +1,381 | $14.26 | $19.69K | 33,066 |
| Angela D. Pruitt Director | Mar 24, 2026 | Award | +1,381 | $14.26 | $19.69K | 14,069 |
| Amy Lynn Butewicz Director | Mar 24, 2026 | Award | +1,381 | $14.26 | $19.69K | 15,785 |
| Matthew I. Hirsch Director | Mar 24, 2026 | Award | +1,381 | $14.26 | $19.69K | 60,292 |
| Kenneth K. Quigley Jr Director | Mar 24, 2026 | Award | +1,381 | $14.26 | $19.69K | 39,867 |
| Samuel A. Landy President and CEO, Director | Mar 9, 2026 | Gift | −13,000 | $14.92 | $193.96K | 28,359 |
| Samuel A. Landy President and CEO, Director | Jan 30, 2026 | Award | +34,122 | $15.63 | $533.33K | 1,002,337 |
| Anna T. Chew EVP and CFO, Director | Jan 30, 2026 | Award | +26,658 | $15.63 | $416.66K | 1,075,585 |
| Brett Taft EVP and COO | Jan 30, 2026 | Award | +4,905 | $15.63 | $76.67K | 128,144 |
| Craig Koster EVP and General Counsel | Jan 30, 2026 | Award | +4,159 | $15.63 | $65.01K | 119,378 |
| Kenneth K. Quigley Jr Director | Jan 21, 2026 | Award | +1,220 | $16.15 | $19.70K | 38,486 |
| Jeffrey A. Carus Director | Jan 21, 2026 | Award | +1,220 | $16.15 | $19.70K | 31,685 |
| Matthew I. Hirsch Director | Jan 21, 2026 | Award | +1,220 | $16.15 | $19.70K | 58,911 |
| Stuart Levy Director | Jan 21, 2026 | Award | +1,220 | $16.15 | $19.70K | 26,757 |
| Todd J. Clark Director | Jan 21, 2026 | Award | +1,220 | $16.15 | $19.70K | 3,082 |
| Amy Lynn Butewicz Director | Jan 21, 2026 | Award | +1,220 | $16.15 | $19.70K | 14,404 |
| Angela D. Pruitt Director | Jan 21, 2026 | Award | +1,220 | $16.15 | $19.70K | 12,688 |
| Daniel O. Landy – | Jan 21, 2026 | Award | +5,000 | $16.15 | $80.75K | 99,983 |
| Michael P. Landy Director | Jan 21, 2026 | Award | +1,220 | $16.15 | $19.70K | 363,272 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Samuel A. Landy Officer, Director | Oct 7, 2025 | 20,000 | $281.81K | Oct 7, 2025 | Vested Shares |
| Samuel A. Landy Officer, Director, 10% Stockholder | Sep 26, 2025 | 22,100 | $323.96K | Sep 26, 2025 | Vested Restricted Stock |
| Samuel A. Landy Officer, Director | Sep 3, 2025 | 10,000 | $151.49K | Sep 3, 2025 | Vested Shares |
| Angela D. Pruitt Director | Aug 22, 2025 | 1,600 | $25.97K | Aug 22, 2025 | Stock Award |
| Samuel A. Landy Officer, Director | Aug 11, 2025 | 45,700 | $744.80K | Aug 11, 2025 | Vested Shares |
| Samuel A. Landy Officer, Director | Jun 9, 2025 | 25,000 | $419.32K | Jun 9, 2025 | Vested Shares |
| Samuel A. Landy Officer, Director | May 19, 2025 | 25,000 | $425.25K | May 19, 2025 | Vested Shares |
| Angela D. Pruitt Director | Dec 10, 2024 | 2,800 | $55.38K | Dec 10, 2024 | Stock Award |
| Samuel A. Landy Officer, Director | Nov 13, 2024 | 50,000 | $977.38K | Nov 13, 2024 | Vested Shares |
| Kiernan Conway Director | Aug 15, 2024 | 2,700 | $52.48K | Aug 15, 2024 | Stock Award |
| Samuel A. Landy Officer, Director | May 28, 2024 | 25,000 | $373.30K | May 28, 2024 | Vested Shares |
| Brett Taft Officer | Apr 5, 2024 | 9,800 | $155.49K | Apr 3, 2024 | CSO Purchase |
| Kiernan Conway Director | Nov 17, 2023 | 1,200 | $16.88K | Nov 17, 2023 | Compensation |
| Kiernan Conway Director | Aug 15, 2023 | 1,000 | $15.22K | Aug 15, 2023 | Compensation |
| Kiernan Conway Director | May 22, 2023 | 2,500 | $38.15K | May 22, 2023 | Compensation |