UMH Properties (NYSE: UMH), a REIT focused on manufactured home communities, has been added to the Russell 2000 Value-Defensive Index following FTSE Russell’s 2026 index reconstitution, effective after the US market close on June 26, 2026.
UMH owns 145 communities with about 27,100 sites and 11,200 rental homes.
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Positive
Inclusion in Russell 2000 Value-Defensive Index after June 26, 2026 reconstitution
Index inclusion based on low-volatility and quality factor signals per FTSE Russell methodology
Company expects greater visibility and a broader shareholder base from index membership
Portfolio includes 145 communities and roughly 27,100 developed homesites
About 11,200 homesites are rental homes, plus over 1,000 self-storage units
Negative
None.
News Market Reaction – UMH
-1.94%
-1.94%News Effect
On the day this news was published, UMH declined 1.94%, reflecting a mild negative market reaction.
This announcement highlights UMH’s inclusion in a Russell defensive index, reflecting factor traits ...
Analysis
This announcement highlights UMH’s inclusion in a Russell defensive index, reflecting factor traits like quality and lower volatility. The company’s 145 communities and active S‑3 shelf frame future capital flexibility, while insider net buying and low short interest offer additional context to monitor.
Key Figures
Manufactured home communities:145 communitiesDeveloped homesites:27,100 homesitesRental homes:11,200 rental homes+5 more
8 metrics
Manufactured home communities145 communitiesCurrent UMH portfolio size
Developed homesites27,100 homesitesAcross UMH’s manufactured home communities
Re-election of multiple directors and highlighting multi‑year total shareholder returns.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Pattern Detected
Recent UMH news has mostly seen share moves align with the tone of governance and policy updates, with only one modest divergence on a sustainability report.
Key Terms
real estate investment trust, reit, russell 2000 value-defensive index, ftse russell index reconstitution, +1 more
5 terms
real estate investment trustfinancial
"a real estate investment trust (REIT) specializing in manufactured home communities"
A real estate investment trust (REIT) is a company that owns and manages income-producing properties—like apartment buildings, shopping centers, offices, or warehouses—and is required to pass most of its rental income to shareholders as dividends. Think of it as a shared property owner: instead of buying a whole building, investors buy a slice of a portfolio that pays regular income and can offer exposure to property values and rental markets without direct management. REITs matter to investors for predictable income, diversification, and liquidity compared with owning physical real estate.
reitfinancial
"a real estate investment trust (REIT) specializing in manufactured home communities"
A real estate investment trust (REIT) is a company that owns, operates, or finances income-producing real estate, like shopping centers, apartments, or office buildings. For investors, REITs offer a way to invest in real estate without having to buy property directly, often providing regular income through dividends. They function like a mutual fund for real estate, making it easier for people to add property investments to their portfolio.
russell 2000 value-defensive indexfinancial
"it was added to the Russell 2000 Value-Defensive Index, which identifies smaller-cap"
An index that tracks a slice of small-company stocks chosen for both “value” traits (cheaper prices relative to fundamentals) and “defensive” traits (more stable revenues or lower sensitivity to market swings). Think of it as a curated basket of smaller firms that aim to offer bargain prices plus steadier performance, which investors use as a yardstick or building block when seeking lower-volatility, income-oriented exposure within the small-cap market.
ftse russell index reconstitutionfinancial
"This addition is part of the FTSE Russell index reconstitution that took effect"
A FTSE Russell index reconstitution is the periodic review and reshuffling of the stocks that make up one of FTSE Russell’s market indexes, where companies are added, removed or moved between segments based on size and other rules. For investors this matters because index-tracking funds must buy or sell the affected shares, which can change demand, price volatility and trading volume—think of it like a sports team roster change that shifts who’s in play and how fans (investors) react.
factor signal scoresfinancial
"benchmarks that weigh components based on factor signal scores such as low volatility"
Factor signal scores are numerical ratings that show how strongly a stock or asset displays a specific investment trait—like value, growth, momentum, or quality—on a standardized scale. Investors use them like report-card grades to compare securities and build portfolios that emphasize or avoid certain characteristics, helping shape expected returns and risks much as a car's fuel efficiency rating helps buyers compare models.
FREEHOLD, NJ, June 29, 2026 (GLOBE NEWSWIRE) -- UMH Properties, Inc. (NYSE: UMH) (TASE: UMH), a real estate investment trust (REIT) specializing in manufactured home communities, announced today that it was added to the Russell 2000 Value-Defensive Index, which identifies smaller-cap, high-quality, and lower-volatility stocks. This addition is part of the FTSE Russell index reconstitution that took effect after the close of the US markets on June 26, 2026.
Samuel A. Landy, President and Chief Executive Officer, commented, "We are very pleased to now be represented in the Russell 2000 Value-Defensive Index. FTSE Russell's Defensive Indexes are benchmarks that weigh components based on factor signal scores such as low volatility and quality. Including UMH Properties indicates that our portfolio, which benefits from steady, essential housing demand and inflation-adjusted tangible real estate, meets these stability criteria. We anticipate our inclusion to result in greater visibility for UMH and to broaden our shareholder base."
UMH Properties, Inc., which was organized in 1968, is a public equity REIT that currently owns and operates 145 manufactured home communities, containing approximately 27,100 developed homesites, of which 11,200 contain rental homes, and over 1,000 self-storage units. These communities are located in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Maryland, Michigan, Alabama, South Carolina, Florida and Georgia. Included in the 145 communities are two communities in Florida, containing 363 sites, and one community in Pennsylvania, containing 113 sites, that UMH has an ownership interest in and operates through its joint ventures with Nuveen Real Estate.
Contact: Nelli Madden 732-577-4062
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FAQ
What did UMH (NYSE: UMH) announce about the Russell 2000 Value-Defensive Index on June 29, 2026?
UMH announced it was added to the Russell 2000 Value-Defensive Index, effective after the US market close on June 26, 2026. According to UMH, this follows FTSE Russell’s 2026 index reconstitution and recognizes its portfolio’s stability characteristics.
When did UMH’s inclusion in the Russell 2000 Value-Defensive Index become effective?
UMH’s inclusion in the Russell 2000 Value-Defensive Index became effective after the close of US markets on June 26, 2026. According to UMH, this timing aligns with FTSE Russell’s annual index reconstitution process for smaller-cap, lower-volatility stocks.
What is the Russell 2000 Value-Defensive Index and why is UMH (UMH) included?
The Russell 2000 Value-Defensive Index tracks smaller-cap stocks with high-quality, lower-volatility characteristics. According to UMH, FTSE Russell’s Defensive Indexes weigh components using factor signal scores, and UMH’s steady housing demand and tangible real estate met these stability criteria for inclusion.
How might Russell 2000 Value-Defensive Index inclusion affect UMH shareholders?
UMH expects index inclusion to increase its visibility and broaden its shareholder base over time. According to UMH, being part of a recognized defensive benchmark may draw more attention from investors seeking smaller-cap, quality, lower-volatility real estate exposure.
What type of real estate portfolio does UMH (NYSE: UMH) operate in 2026?
UMH operates a portfolio of manufactured home communities as a public equity REIT. According to UMH, it owns and operates 145 communities with approximately 27,100 developed homesites, including about 11,200 rental homes and over 1,000 self-storage units across multiple US states.
In which states does UMH own manufactured home communities as of June 2026?
UMH owns manufactured home communities in New Jersey, New York, Ohio, Pennsylvania, Tennessee, Indiana, Maryland, Michigan, Alabama, South Carolina, Florida and Georgia. According to UMH, certain Florida and Pennsylvania properties are held and operated through joint ventures with Nuveen Real Estate.
How many joint venture communities does UMH operate with Nuveen Real Estate?
UMH operates three communities through joint ventures with Nuveen Real Estate: two in Florida and one in Pennsylvania. According to UMH, the Florida communities contain 363 sites, and the Pennsylvania community contains 113 sites, all included within its total community count.
