As of November 7, 2026, 2 holders' latest Schedule 13D or 13G filings report owning 5% or more of UMH Properties Inc. The largest reported stake is BlackRock, Inc.'s, at 9.7%. 11 filings are on record since August 13, 2025 (Schedule 13G/A, July 30, 2026).
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Key facts
- · Reporting person: Vanguard Portfolio Management · Sole voting: 37,593 · Shared voting: 0 · Sole dispositive: 4,266,820 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-10-30
- · Reporting person: Erez REIT Opportunities LP · Sole voting: 0 · Shared voting: 3,451,421 · Sole dispositive: 0 · Shared dispositive: 3,451,421 · SCHEDULE 13D/A, 2026-09-29
- · Holder: Erez REIT Opportunities LP · Percent: 5% · SCHEDULE 13D
- · Holder: Vanguard Portfolio Management · Percent: 5% · SCHEDULE 13G
- · Reporting person: BlackRock, Inc. · Sole voting: 8,007,473 · Shared voting: 0 · Sole dispositive: 8,237,593 · Shared dispositive: 0 · SCHEDULE 13G/A, 2026-07-30
UMH Properties Inc has 11 Schedule 13D or 13G filings on record since 2025-08-13. 2 holders' latest filing reports 5% or more of common stock. Each figure below is the holder's own, as filed, with the filing linked.
Holders
| Holder | Percent | Shares | Latest | Event date |
|---|---|---|---|---|
| BlackRock, Inc. | 9.7% | 8,237,593 | SCHEDULE 13G/A, 2026-07-30 | 2026-06-30 |
| Erez REIT Opportunities LP | 5% | 3,451,421 | SCHEDULE 13D/A, 2026-09-29 | 2026-09-28 |
| Vanguard Portfolio Management | 4.99% | 4,266,820 | SCHEDULE 13G/A, 2026-10-30 | 2026-09-30 |
| Capital Research Global Investors | 4.3% | 3,671,303 | SCHEDULE 13G/A, 2025-11-13 | 2025-09-30 |
| T. Rowe Price Investment Management, Inc. | 4.3% | 3,673,293 | SCHEDULE 13G/A, 2026-05-15 | 2026-03-31 |
| The Vanguard Group | 0% | 0 | SCHEDULE 13G/A, 2026-03-27 | 2026-03-13 |
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More on UMH Properties Inc and the records around it.
UMH Properties Inc elsewhere on the record
- Leadership changes Jun 2026
- Who owns it
Companies that share a holder
- Erez REIT Opportunities LP also filed stake reports on 2 other companies: Empire State Realty Trust, Inc. (Oct 2026), Veris Residential, Inc. (Feb 2026)
- Capital Research Global Investors also filed stake reports on 99 other companies: Royal Caribbean Cruises Ltd. (Oct 2026), Patria Investments Ltd. (Sep 2026), Arxis, Inc. (Aug 2026)
- T. Rowe Price Investment Management, Inc. also filed stake reports on 167 other companies: CABALETTA BIO INC (Nov 2026), MADISON SQUARE GARDEN SPORTS CORP (Nov 2026), MSG RANGERS CORP (Nov 2026)
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Voting and dispositive power, as filed
| Reporting person | Sole voting | Shared voting | Sole dispositive | Shared dispositive | Filing |
|---|---|---|---|---|---|
| BlackRock, Inc. | 8,007,473 | 0 | 8,237,593 | 0 | SCHEDULE 13G/A, 2026-07-30 |
| Erez REIT Opportunities LP | 0 | 3,451,421 | 0 | 3,451,421 | SCHEDULE 13D/A, 2026-09-29 |
| Erez Asset Management LLC | 0 | 4,270,000 | 0 | 4,270,000 | SCHEDULE 13D/A, 2026-09-29 |
| Bruce Schanzer | 0 | 4,270,000 | 0 | 4,270,000 | SCHEDULE 13D/A, 2026-09-29 |
| Vanguard Portfolio Management | 37,593 | 0 | 4,266,820 | 0 | SCHEDULE 13G/A, 2026-10-30 |
The latest filing identifies UMH Properties Inc by CUSIP 903002103 and gives its principal executive office as 3499 Route 9, Suite 3C, Freehold, NJ 07728 (SCHEDULE 13G/A, 2026-10-30).
Purpose of Transaction (Item 4)
Erez REIT Opportunities LP
On September 28, 2026, Erez Asset Management launched a campaign website located at www.saveUMH.com and issued a presentation (the "September 28 Presentation") outlining its "case for change" at the Issuer and disclosing that it intends to seek Board change and solicit shareholders in support of such change at the Issuer's upcoming annual meeting. The foregoing description of the September 28 Presentation does not purport to be complete and is qualified in its entirety by reference to the full text of the September 28 Presentation, attached hereto as Exhibit 99.1, and is incorporated herein by reference.Item 4 of the SCHEDULE 13D/A filed 2026-09-29
Timeline
| Filed | Holder | Percent | Filing |
|---|---|---|---|
| 2025-08-13 | Capital Research Global Investors | 6.5% | SCHEDULE 13G/A |
| 2025-11-13 | Capital Research Global Investors | 4.3% | SCHEDULE 13G/A |
| 2025-11-14 | T. Rowe Price Investment Management, Inc. | 4.9% | SCHEDULE 13G/A |
| 2026-02-17 | T. Rowe Price Investment Management, Inc. | 5.1% | SCHEDULE 13G |
| 2026-03-27 | The Vanguard Group | 0% | SCHEDULE 13G/A |
| 2026-05-15 | T. Rowe Price Investment Management, Inc. | 4.3% | SCHEDULE 13G/A |
| 2026-07-30 | BlackRock, Inc. | 9.7% | SCHEDULE 13G/A |
| 2026-07-31 | Vanguard Portfolio Management | 5% | SCHEDULE 13G |
| 2026-08-11 | Erez REIT Opportunities LP | 5% | SCHEDULE 13D |
| 2026-09-29 | Erez REIT Opportunities LP | 5% | SCHEDULE 13D/A |
| 2026-10-30 | Vanguard Portfolio Management | 4.99% | SCHEDULE 13G/A |
Questions about who owns UMH Properties Inc
Who owns UMH Properties Inc?
On this page, 2 holders' latest ownership filings report 5% or more of UMH Properties Inc: BlackRock, Inc. (9.7%, Schedule 13G/A, filed 2026-07-30) and Erez REIT Opportunities LP (5%, Schedule 13D/A, filed 2026-09-29).
Who are the largest shareholders of UMH Properties Inc?
By the share each holder's latest filing reports, the largest holders of UMH Properties Inc on this page are BlackRock, Inc. (9.7%) and Erez REIT Opportunities LP (5%).
When did BlackRock, Inc. buy into UMH Properties Inc?
The filings give report dates, not purchase dates. The earliest filing from BlackRock, Inc. on this page is the Schedule 13G/A, filed 2026-07-30, reporting 9.7%. That earliest filing is itself an amendment, which updates an earlier report.
Is this an audit or a full list?
Neither. The ownership list on this page covers only Schedule 13D and 13G filings, which holders make once they own 5% or more of a class of shares (an amendment can report a stake that has since fallen below 5%); 11 such filings are shown here. It is not an audit and not a full cap table: holders who never reached 5% are not listed, and a stake can change after its latest filing.
Also on the record for UMH Properties Inc
| Date | Record | Figure | Our page | Source |
|---|---|---|---|---|
| June 23, 2026 | Leadership change filing (Form 8-K, Item 5.02) | — | Leadership changes | Source |
| May 29, 2026 | Leadership change: Anna T. Chew departs, Chief Financial Officer, and 1 more | — | Leadership changes | Source |
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Where this comes from
Anyone who comes to own more than 5% of a class of a listed company's voting shares has to tell the SEC. A holder who may seek to change or influence the company files Schedule 13D, and has to say in Item 4, "Purpose of Transaction", what it intends to do. A holder with no such intent, such as many index and passive funds, may file the shorter Schedule 13G. Both are amended when the stake changes, including when it falls below 5%.
Every row here is one of those filings, linked to the filing itself. Percentages and share counts are exactly as the holder filed them, for the holder the filing names; an amendment showing a lower figure is shown as filed. Item 4 text is quoted word for word. Where a 13D's Item 4 contains a sentence stating a definite intent to influence the company, that sentence is marked and quoted; the page does not describe the holder or its motives beyond the words it filed. Nothing here is investment advice.