UMH Properties, Inc. has 9 Schedule 13D or 13G filings on record since 2025-08-13. 3 holders' latest filing reports 5% or more of common stock, $0.10 par value per share. 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 |
| Vanguard Portfolio Management | 5% | 4,263,389 | SCHEDULE 13G, 2026-07-31 | 2026-06-30 |
| Erez REIT Opportunities LP | 5% | 3,451,421 | SCHEDULE 13D, 2026-08-11 | 2026-08-07 |
| 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 |
Purpose of Transaction (Item 4)
Erez REIT Opportunities LP
The Reporting Persons believe that the securities of the Issuer are undervalued and represent an attractive investment opportunity. The Reporting Persons have had, and intend to continue to have, discussions with the Board of Directors of the Issuer (the "Board") and management regarding corporate governance, including the composition of the Board, operations, capital allocation, the strategy and plans of the Issuer, including a potential strategic review or sale process involving the Issuer. On July 13, 2026, Erez Asset Management sent a letter (the "July 13 Letter") to the Board highlighting the Issuer's persistent trading at a discount to its net asset value and calling for the Board to undertake a comprehensive review of strategic alternatives, including a potential sale of the Issuer. The July 13 Letter further stated that Erez Asset Management has become aware of serious interest in the Issuer from both strategic and financial buyers. The foregoing description of the July 13 Letter does not purport to be complete and is qualified in its entirety by reference to the full text of the July 13 Letter, which is filed hereto as Exhibit 99.1 and is incorporated by reference herein. The Reporting Persons intend to have additional discussions with certain members of the Board and the Issuer's management about the foregoing matters, and may discuss other matters including, without limitation, the Issuer's management, capital structure and/or corporate structure, dividend …The first part of Item 4 of the SCHEDULE 13D filed 2026-08-11; the filing has the rest
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 |
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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.