UMH at a glance
UMH PROPERTIES, INC. (UMH, SEC CIK 752642) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 2, 2026 and Form 4 insider filings as recently as September 25, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), UMH PROPERTIES, INC. (UMH) reported revenue of $261.8 million (up 8.8% from FY2024) and net income of $6.0 million. Diluted EPS was $0.07.
- As of June 30, 2026, 28 institutional investment managers tracked by SignalX reported holding UMH PROPERTIES, INC. (UMH) shares worth $536.6 million in 13F-HR filings.
- The most recent insider open-market purchase reported on Form 4 was by Mitchell William Edward on September 25, 2026 of 1,300 shares at $15.30 per share.
- In the last 90 days, UMH insiders reported 8 open-market purchases ($34K) and 0 open-market sales ($0) on Form 4, a net purchase of $34K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $261.8M
- +8.8% vs prior year
- Insiders · 90 days
- 8 buys · 0 sells
- Net +$34K
- 13F holders
- 28 funds
- $536.6M · +1 vs prior quarter
- Latest 8-K
- Aug 31, 2026
- Item 7.01
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Dec 31, 2025
Business Overview
- Core business: Ownership and operation of 145 manufactured home communities leasing homesites and homes to residents across 12 states
- New segment: Formation of UMH OZ Fund in 2022 for acquiring and redeveloping communities in Qualified Opportunity Zones, owns 2 communities
- Strategic focus: Growth via acquisition of well-located communities and expansion of existing sites, plus exploring new Southeastern U.S. markets
- Quantitative metric: 27,100 developed homesites with 11,000 rental homes and 10,900 owned rental homes representing 41% of developed sites
- Noteworthy fact: Company quadrupled developed homesites since 2010 by acquiring 112 communities totaling ~19,400 homesites
Risk Factors
- Legal risk: One-time legal and professional fees of $724,000 included in 2025 community operating expenses
- Macroeconomic threat: Interest expense increased 9% to $29.7 million in 2025 due to Series B Bonds issuance and refinancing at higher rates
- Operational risk: Deferred maintenance in recently acquired communities causing higher initial expenditures, affecting operating expense ratios
- Market disruption: Competition noted in acquiring suitable manufactured home communities could reduce acquisition volume and growth
- Financial risk: Total debt rose to $688.0 million at 4.9% weighted average interest rate as of December 31, 2025, up from $652.4 million at 4.4% in 2024
Management Discussion & Analysis
- Revenue Rental and Related Income up 10% YoY with Community NOI up 9% driven by rent increases and growth in sales business
- Profitability Same Property NOI up 9%, Same Property expense ratio improved to 39.3% from 39.7%, Same Property occupancy up 80 bps to 88.3%
- Best segment Manufactured home communities rental homes with occupancy 93.8% and increase of 571 net rental homes in portfolio
- Capital Allocation Issued $80.2M Series B Bonds; raised $44.1M common stock and $2.0M preferred stock net proceeds; dividend up 4.7% to $0.225/share; $72M cash and $260M credit facility available
- Outlook Focus on acquiring communities with returns above cost of funds; continued investments in Opportunity Zone funds and joint ventures; risks in market competition and financing availability
AI summary of the UMH 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Rental and related income up 9% YoY for the quarter
- Community NOI up 8% YoY for the quarter
- Same-property NOI up 9% YoY, occupancy 89.4% after 110-basis-point increase
- Rental-home occupancy 95.3%, with portfolio increasing by 192 homes
- Mortgage rates approximately 6.6%; affordability challenges remain a housing headwind
Risk Factors
- No material risk-factor changes provided; excerpt references risks described in the Annual Report on Form 10-K
- Unknown or currently immaterial risks potentially affecting business, financial condition, or operating results
- No new regulatory, legal, operational, competitive, market, or financial risk specifics disclosed in provided text
AI summary of the UMH 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 7.01: Regulation FD Disclosure
- Regulation FD disclosure accompanied by Exhibit 99
- Information excluded from automatic incorporation into Securities Act or Exchange Act filings
Item EX-99.1: Item EX-99.1
- $10.2M Fannie Mae refinancing secured through Wells Fargo for 267-site community
- Fixed 6.03% interest-only loan with 10-year term, extending long-term financing visibility
Item 7.01: Regulation FD Disclosure
- Q2 2026 results released August 5, 2026 for the quarter ended June 30, 2026
- Supplemental information package accompanies earnings conference call
Item 2.02: Results of Operations and Financial Condition
- Forward-looking statements cover UMH’s expectations and assumptions, not historical results
- Key earnings sensitivities: occupancy, rental rates, acquisitions, home financing, repossessions, and manufactured-housing demand
Item EX-99.1: Item EX-99.1
- Q2 total income rose 7% to $71.6M, while net income per diluted share increased 67% to $0.05
- Normalized FFO increased 11% to $21.5M, or $0.25 per diluted share, supporting core REIT earnings growth
AI summaries of UMH 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UMH
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Mitchell William Edward | Buy | Sep 25, 2026 | 1,300 | $15.30 |
| BUTEWICZ AMY LYNN | A | Sep 16, 2026 | 1,264 | $15.58 |
| HIRSCH MATTHEW I | A | Sep 16, 2026 | 1,264 | $15.58 |
| Mitchell William Edward | A | Sep 16, 2026 | 1,264 | $15.58 |
| LANDY MICHAEL P | A | Sep 16, 2026 | 1,264 | $15.58 |
| PRUITT ANGELA D. | A | Sep 16, 2026 | 1,264 | $15.58 |
| Clark Todd J. | A | Sep 16, 2026 | 1,264 | $15.58 |
| QUIGLEY KENNETH K JR | A | Sep 16, 2026 | 1,264 | $15.58 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $220.9M | $240.6M | $261.8M | |
| Net Income | -$8.7M | $2.5M | $6.0M | |
| Net Margin | -3.9% | 1.0% | 2.3% | |
| Balance Sheet | ||||
| Total Assets | $1.4B | $1.6B | $1.7B | |
| Equity | $704.7M | $914.0M | $905.5M | |
| ROE | -1.2% | 0.3% | 0.7% | |
| Per Share | ||||
| EPS | $-0.15 | $0.03 | $0.07 | |
| Cash Flow | ||||
| Operating CF | $120.1M | $81.6M | $82.0M | |
| CapEx | $12.5M | - | - | |
Source: XBRL data in UMH PROPERTIES, INC. (UMH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UMH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 28 | $536.6M |
| Q1 2026 | 27 | $485.6M |
| Q4 2025 | 25 | $519.5M |
| Q3 2025 | 27 | $462.8M |
| Q2 2025 | 25 | $487.6M |
| Q1 2025 | 20 | $381.4M |
| Q4 2024 | 16 | $346.3M |
| Q3 2024 | 15 | $127.4M |
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Source: 13F-HR filings on SEC EDGAR (aggregated from 183 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UMH filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 8-K | Oct 2, 2026 | - | - | - |
| 4 | Sep 25, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 17, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 4 | Sep 16, 2026 | - | - | - |
| 8-K | Aug 31, 2026 | - | Analysis | - |
| 4 | Aug 20, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| 4 | Aug 19, 2026 | - | - | - |
| SC 13D | Aug 11, 2026 | - | - | |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
| 4 | Aug 10, 2026 | - | - | - |
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UMH SEC filings: frequently asked questions
Are UMH insiders buying or selling?
In the last 90 days, UMH PROPERTIES, INC. (UMH) officers, directors and 10% owners reported 8 open-market purchases worth $34,120 by 3 insiders and no open-market sales on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold UMH stock?
As of June 30, 2026, the largest UMH PROPERTIES, INC. (UMH) holders among the 13F filers tracked by SignalX were BlackRock ($127.1 million), Vanguard Portfolio Management LLC ($64.0 million), State Street Corp ($55.7 million), FMR LLC (Fidelity) ($55.2 million), Vanguard Capital Management LLC ($52.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UMH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), UMH PROPERTIES, INC. (UMH) reported revenue of $261.8 million (up 8.8% from FY2024) and net income of $6.0 million. Diluted EPS was $0.07. The figures come from the XBRL data in the 10-K.
What are the main risks in UMH's latest 10-K?
In the 10-K filed February 25, 2026, UMH PROPERTIES, INC. (UMH) flagged: Legal risk: One-time legal and professional fees of $724,000 included in 2025 community operating expenses. Macroeconomic threat: Interest expense increased 9% to $29.7 million in 2025 due to Series B Bonds issuance and refinancing at higher rates. (AI summary of the Risk Factors section.)
What did UMH report in its latest 8-K?
UMH PROPERTIES, INC. (UMH) filed an 8-K on August 31, 2026 reporting Item 7.01 (Regulation FD Disclosure). Regulation FD disclosure accompanied by Exhibit 99.
What are the latest UMH SEC filings?
UMH PROPERTIES, INC. (UMH) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on October 2, 2026 and a Form 4 insider filing on September 25, 2026.
What is UMH's SEC CIK number?
UMH PROPERTIES, INC. (UMH)'s SEC Central Index Key (CIK) is 752642. EDGAR lists every UMH filing under that number.
Ask anything about UMH
The research agent reads UMH's filings, financials, insider trades and 13F holders, then answers with sources.