Exploring UMH Properties, Inc. (UMH) Investor Profile: Who’s Buying and Why?

Have you ever wondered who's investing in manufactured housing and why? Dive into the world of UMH Properties, Inc. (UMH), a key player in the real estate investment trust (REIT) sector, specializing in manufactured home communities. As of April 2025, UMH operates 141 communities with approximately 26,500 developed homesites across multiple states. Institutional investors hold a significant stake, with 79.93% ownership, representing a total value of holdings of $1,141 million. Are these investments driven by stable income streams, long-term value appreciation, or perhaps the growing demand for affordable housing? Let's explore the investor profile of UMH and uncover the motivations behind their investment decisions.

UMH Properties, Inc. (UMH) Who Invests in UMH Properties, Inc. (UMH) and Why?

Understanding the investor profile of UMH Properties, Inc. (UMH) involves examining the various types of investors who hold its stock and their motivations. These investors range from retail individuals to large institutional entities, each with different investment horizons and objectives.

Key Investor Types:

• Retail Investors: These are individual investors who buy and sell shares for their own accounts. Retail investors may be attracted to UMH for its dividend yield or perceived growth potential in the manufactured housing sector.
• Institutional Investors: These include mutual funds, pension funds, insurance companies, and other large financial entities that invest on behalf of their clients. Institutional investors often have significant holdings in UMH and can influence the stock's price and stability.
• Hedge Funds: These are investment partnerships that use various strategies, including leverage and derivatives, to generate higher returns. Hedge funds may invest in UMH based on short-term trading opportunities or specific market events.

Investment Motivations:

• Growth Prospects: Investors may be drawn to UMH due to its potential for growth in the manufactured housing market. Factors such as increasing demand for affordable housing and UMH's expansion strategy can drive this interest.
• Dividends: UMH is known for its dividend payouts, which can be attractive to income-seeking investors. The company's ability to consistently generate cash flow and distribute dividends is a key factor for these investors.
• Market Position: UMH's established presence and competitive positioning in the manufactured housing industry can make it an appealing investment. Its portfolio of properties and operational expertise provide a foundation for sustained performance.

Investment Strategies:

• Long-Term Holding: Many institutional investors adopt a long-term holding strategy, viewing UMH as a stable investment with steady returns over time. This approach aligns with the company's long-term growth prospects and dividend policy.
• Short-Term Trading: Hedge funds and other active traders may engage in short-term trading strategies to capitalize on price fluctuations in UMH's stock. These strategies can be driven by market sentiment, economic data, or company-specific news.
• Value Investing: Some investors may see UMH as undervalued based on its assets, earnings, or growth potential. Value investors seek to buy shares at a discount to their intrinsic value and hold them until the market recognizes their true worth.

For instance, as of the fiscal year 2024, UMH Properties, Inc. reported a total revenue of $212.5 million, demonstrating a steady financial performance that could attract various investor types. Additionally, the company's consistent dividend payouts, yielding around 4.5% annually, appeal particularly to income-focused investors.

Institutional investors, holding approximately 65% of UMH's outstanding shares, play a significant role in the company's investor base. These institutions often conduct thorough due diligence, focusing on long-term growth prospects and stability. Hedge funds, while maintaining a smaller presence at about 5% of the shares, engage in more active trading strategies, influenced by short-term market trends and company announcements.

The appeal of UMH Properties, Inc. lies in its strategic positioning within the growing manufactured housing sector and its commitment to delivering shareholder value through consistent dividend payments and long-term growth initiatives. This multifaceted approach attracts a diverse range of investors, each with unique investment horizons and objectives.

Understanding UMH Properties, Inc. is crucial for investors. Learn more about the company's vision at: Mission Statement, Vision, & Core Values of UMH Properties, Inc. (UMH).

UMH Properties, Inc. (UMH) Institutional Ownership and Major Shareholders of UMH Properties, Inc. (UMH)

Institutional ownership in UMH Properties, Inc. (UMH) reflects the extent to which large financial organizations, such as mutual funds, hedge funds, and pension funds, hold shares in the company. Analyzing this ownership can provide insights into market sentiment and potential stock performance. Here's a detailed look at UMH's institutional ownership profile:

As of the latest filings, several major institutional investors hold significant positions in UMH Properties, Inc. (UMH). While specific shareholding amounts can fluctuate, these firms are generally among the top holders:

• BlackRock Fund Advisors: Typically holds a substantial number of shares, reflecting its broad investment strategies.
• The Vanguard Group, Inc.: Known for its large index fund holdings, Vanguard often has a significant stake in UMH.
• Cohen & Steers Capital Management, Inc.: As a real estate investment specialist, Cohen & Steers often maintains a notable position in UMH.
• State Street Global Advisors, Inc.: Another major holder, usually through various index and actively managed funds.
• অন্যান্য উল্লেখযোগ্য বিনিয়োগকারী : বেশ কয়েকটি অন্যান্য বিনিয়োগকারী আছেন যারা UMH-এ উল্লেখযোগ্য সংখ্যক শেয়ার ধারণ করেন।

Changes in institutional ownership can indicate shifts in investor confidence. Recent trends may show institutions either increasing or decreasing their positions in UMH. For example:

• Increased Stakes: If multiple institutions have recently increased their holdings, it could signal positive sentiment about UMH's future prospects, possibly driven by strong financial performance or strategic initiatives.
• Decreased Stakes: Conversely, a decrease in institutional holdings might suggest concerns about the company's performance, industry trends, or broader economic factors.

These changes can be identified by comparing current and previous filings, typically available through financial news outlets and SEC filings.

Institutional investors often play a crucial role in shaping a company's stock price and overall strategy. Their actions can drive significant trading volume and influence market perception. For UMH Properties, Inc. (UMH):

• Stock Price Impact: Large purchases by institutional investors can lead to an increase in stock price, while significant sales can exert downward pressure.
• Strategic Influence: Institutional investors with substantial holdings may engage with company management to influence strategic decisions, such as capital allocation, dividend policies, and corporate governance practices.
• Stability: High institutional ownership can sometimes reduce stock volatility, as these investors often have a long-term investment horizon.

Understanding the composition and behavior of UMH's institutional investors is valuable for current and potential shareholders. Monitoring changes in ownership and the motivations behind those changes can provide key insights into the company's prospects. To gain more insight into UMH's core values, see: Mission Statement, Vision, & Core Values of UMH Properties, Inc. (UMH).

UMH Properties, Inc. (UMH) Key Investors and Their Impact on [Company Name]

UMH Properties, Inc. (UMH) is a publicly traded Real Estate Investment Trust (REIT) with a diverse ownership structure. A significant portion of its shares are held by institutional investors, indicating broad interest and confidence from major financial entities. As of April 2025, institutional investors and hedge funds own 75.40% of the stock.

Here’s a detailed look at notable investors in UMH and their recent activities:

• Vanguard Group Inc: Holds 9.10% of UMH Properties. In Q4 2024, Vanguard added 799,798 shares to their portfolio, with an estimated value of $15,100,186.
• BlackRock, Inc: Holds 8.12% of UMH Properties. BlackRock increased its holdings by 568,557 shares in Q4 2024, worth approximately $10,734,356.
• T. Rowe Price Investment Management, Inc: Holds 6.37% of UMH Properties.
• Capital Research Global Investors: Holds 4.89% of UMH Properties. Notably, in Q4 2024, they added 2,236,080 shares, valued at an estimated $42,217,190, marking a 124.5% increase in their portfolio.
• State Street Corp: Holds 3.86% of UMH Properties. State Street Corp added 379,744 shares (+13.5%) to their portfolio in Q4 2024, for an estimated $7,169,566.

Other significant institutional investors include Copeland Capital Management LLC, Fmr LLC, and American Century Companies Inc.

Several other institutional investors have also adjusted their positions in UMH Properties during the fourth quarter of 2024:

• Wells Fargo & Company MN increased its holdings by 2.2%, owning 297,480 shares valued at $5,616,000.
• Farther Finance Advisors LLC increased its holdings by 1,011.1%, now owning 1,600 shares valued at $30,000.
• Ulland Investment Advisors LLC lifted its holdings by 291.5%, now owning 3,915 shares valued at $74,000.
• Cornerstone Investment Partners LLC purchased a new stake worth approximately $197,000.
• Custom Index Systems LLC acquired a new stake worth approximately $215,000.
• Raymond James Financial Inc. purchased a new position with 1,239,182 shares.
• JPMorgan Chase & Co. raised its stake by 12.1%, owning 460,406 shares.
• Geode Capital Management LLC raised its position by 7.9% during the fourth quarter, owning 1,838,555 shares.

Conversely, some institutions have reduced their stakes:

• BALYASNY ASSET MANAGEMENT L.P. removed 534,344 shares (-100.0%) from their portfolio in Q4 2024, for an estimated $10,088,414.

Insider Trading Activity:

UMH insiders have been actively trading the company's stock. Over the past six months, there have been 7 open market trades, including 3 purchases and 4 sales.

Notable insider transactions include:

• SAMUEL A LANDY (President and CEO) sold 50,000 shares for an estimated $977,500.
• ANGELA D. PRUITT sold 2,800 shares for an estimated $53,928.
• AMY LYNN BUTEWICZ sold 1,800 shares for an estimated $35,712.
• KIERNAN CONWAY sold 1,045 shares for an estimated $19,781.
• JEFFREY A CARUS made 3 purchases, buying 114 shares for an estimated $2,049.

Investor Influence:

The significant institutional ownership in UMH Properties suggests that these investors can exert influence on company decisions through voting rights and engagement with management. Large institutional investors often engage in discussions with company leadership regarding strategy, performance, and corporate governance. Their investment decisions can also impact stock movements, as large purchases can drive up demand and price, while significant sales can exert downward pressure.

Recent Moves:

Recent moves by institutional investors, such as the substantial increase in holdings by Capital Research Global Investors and Vanguard Group Inc, indicate a positive outlook on UMH Properties' prospects. These investments can provide the company with additional capital to execute its growth strategies, including acquisitions and developments.

Stock Performance and Market Data:

As of April 15, 2025, the share price was $17.04. On April 16, 2024, it was $15.20, representing a 12.11% increase. Recent data indicates:

• Today's Low: $16.94
• Today's High: $17.44
• 52 Week Low: $14.73
• 52 Week High: $20.64
• Market Capitalization: $1.4B

UMH Properties' dividend yield is 5.21%, with an annual distribution to shareholders of $0.90 per share.

Additional Factors:

It's also worth noting UMH Properties' lobbying activities. In Q1 2025, the company disclosed $30,000 in lobbying expenses, focusing on issues such as 'Opportunity Zones Manufactured home community issues'.

For more insights into UMH Properties, Inc., explore: UMH Properties, Inc. (UMH): History, Ownership, Mission, How It Works & Makes Money

UMH Properties, Inc. (UMH) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for gauging the potential future performance of UMH Properties, Inc. (UMH). Shifts in major shareholder positions, overall market trends, and analyst evaluations all contribute to the dynamic landscape that shapes UMH's stock performance.

Investor sentiment toward UMH Properties, Inc. (UMH) can be influenced by various factors, including the company's financial performance, broader economic conditions, and sector-specific trends. Examining the actions of major shareholders provides insights into this sentiment:

• Positive Sentiment: An increase in holdings by institutional investors or positive commentary from analysts often signals confidence in UMH's prospects.
• Neutral Sentiment: Stable holdings or mixed analyst opinions may indicate a wait-and-see approach, reflecting uncertainty or anticipation of future developments.
• Negative Sentiment: Decreased holdings by major shareholders or negative reports can suggest concerns about UMH's performance or market conditions.

The stock market's reaction to changes in ownership or significant investor moves can offer valuable clues about market confidence in UMH Properties, Inc. (UMH). Here’s how the market typically responds:

• Positive Reactions: When a well-regarded investor increases their stake, the stock price often rises, reflecting increased confidence.
• Negative Reactions: Conversely, a significant sell-off by a major investor can lead to a stock price decline, signaling concern.
• Neutral Reactions: Sometimes, the market may show little to no immediate reaction, especially if the investor's move was anticipated or aligns with broader market trends.

Analysts' perspectives play a vital role in shaping investor sentiment. Their insights often provide a deeper understanding of how key investors might impact UMH Properties, Inc. (UMH)'s future. Consider these points:

• Impact Assessment: Analysts evaluate how changes in major shareholders could affect UMH's strategy, operations, and financial health.
• Future Outlook: They offer forecasts based on these ownership changes, considering potential shifts in company direction or market positioning.
• Recommendations: Analysts provide recommendations (buy, sell, hold) based on their assessment, influencing investment decisions.

For additional insights into the financial health of UMH Properties, Inc. (UMH), you might find this resource helpful: Breaking Down UMH Properties, Inc. (UMH) Financial Health: Key Insights for Investors