Welcome to our dedicated page for Umh Pptys SEC filings (Ticker: UMH), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
UMH Properties, Inc. filings document a Maryland public equity REIT that owns and operates manufactured home communities and related rental home, home sales and self-storage activities. Form 8-K disclosures cover operating results, supplemental earnings materials, Regulation FD operating updates, dividend declarations, distribution tax treatment, annual report publication and material financing agreements.
The company’s proxy materials describe shareholder voting matters, director elections, auditor ratification, executive compensation and governance procedures. Capital-structure disclosures identify common stock and 6.375% Series D Cumulative Redeemable Preferred Stock, along with credit-facility terms and borrowing capacity tied to unencumbered communities.
UMH Properties, Inc. furnished an investor update on its fourth quarter and full year 2025 operating results. The company shared this information through a press release dated January 5, 2026, which is attached as an exhibit. The disclosure is provided under Regulation FD and is expressly described as being "furnished" rather than "filed," meaning it is not subject to certain liability provisions of the securities laws or automatically incorporated into other securities filings.
UMH Properties, Inc. director Nelli Madden reported small stock purchases dated 12/15/2025. She acquired 32.79 shares at $15.25 per share for a custodial account for her son Daniel and 32.79 shares at the same price for a custodial account for her son Ethan through the company’s Dividend Reinvestment and Stock Purchase Plan.
After these transactions, she beneficially owned 30,023.85 common shares directly, 719.3 and 612.06 common shares indirectly in the two custodial accounts, 500 shares of UMH Properties, Inc. Preferred D stock, and stock options covering 11,000, 10,000 and 12,000 common shares at exercise prices of $15.8, $14.36 and $16.86, respectively.
UMH Properties, Inc. expanded its Fannie Mae credit facility by adding seven manufactured home communities with 1,765 sites, receiving approximately $91.8 million of new loan proceeds. The new financing bears a fixed interest rate of 5.46% with interest-only payments over a 9-year term and principal due at final maturity in December 2034, or earlier under certain conditions. Including this addition, the total outstanding balance under the Fannie Mae facility was about $398.3 million as of November 25, 2025. The company plans to use the net proceeds for future acquisitions, expansions of existing communities, purchasing manufactured homes for sale or lease, and to repay higher-interest-rate debt on a short-term basis.
UMH Properties, Inc. (UMH) director Nelli Madden reported an open-market purchase of company stock. On 11/24/2025, she bought 2,000 UMH common shares at a price of $14.92 per share, described as a purchase of shares. Following this transaction, she directly owns 28,737 common shares.
The filing also lists previously awarded derivative securities. These include stock options on 11,000 shares with a $15.80 exercise price that become exercisable on 01/10/2025 and expire on 01/10/2034; options on 10,000 shares at $14.36 exercisable from 03/21/2024 and expiring on 03/21/2033; and options on 12,000 shares at $16.86 exercisable from 06/16/2026 and expiring on 06/16/2035, all held directly.
UMH Properties (UMH): Schedule 13G/A filed by T. Rowe Price Investment Management, Inc. (Amendment No. 2). The firm reports beneficial ownership of 4,148,679 shares, representing 4.9% of the class as of the event date 09/30/2025.
T. Rowe Price IM has sole voting and dispositive power over 4,148,679 shares and no shared power. The filer certifies the securities were acquired and are held in the ordinary course of business, not to change or influence control.
Capital Research Global Investors filed an amended Schedule 13G reporting its passive ownership in UMH Properties, Inc. (UMH). As of 09/30/2025, the firm reported beneficial ownership of 3,671,303 shares of UMH common stock, representing 4.3% of the 84,928,979 shares believed to be outstanding.
The filer reported sole voting power over 3,671,303 shares and sole dispositive power over the same amount, with no shared voting or dispositive power. The filing indicates ownership of 5 percent or less of the class and certifies the holdings were acquired and are held in the ordinary course of business without the purpose of influencing control.
UMH Properties (UMH) director reported a Form 4. On 11/10/2025, an indirect account, Mitchell Portfolio Management, sold 2,000 shares at $15; that account now shows 0 shares. The reporting person holds 26,737 shares directly.
Derivative positions are listed as outstanding: options for 11,000 shares at $15.80 (exercisable 01/10/2025, expiring 01/10/2034), 10,000 at $14.36 (03/21/2024–03/21/2033), and 12,000 at $16.86 (06/16/2026–06/16/2035).
UMH Properties, Inc. furnished an 8-K announcing its third-quarter results for the period ended September 30, 2025. The company provided a press release and a supplemental information package in connection with its earnings conference call, included as Exhibit 99.1 and Exhibit 99.2. The materials are furnished under Item 2.02 (Results of Operations and Financial Condition) and Item 7.01 (Regulation FD Disclosure) and are not deemed filed or incorporated by reference unless specifically stated.
UMH Properties, Inc. reported Q3 results highlighting steady community growth and active balance sheet management. Total income was $66.9 million, up from $60.7 million a year ago, driven by rental and related income of $57.8 million versus $51.9 million. Net income attributable to common shareholders was $4.2 million, or $0.05 per diluted share, compared with $0.11 last year, reflecting higher depreciation and interest expense. For the first nine months, net income attributable to common shareholders rose to $6.5 million, or $0.08 per share, from $0.03.
UMH expanded its footprint with two acquisitions in Mantua, NJ for approximately $24.6 million and two in Conowingo, MD for approximately $14.6 million; a subsequent Albany, GA community was acquired for approximately $2.6 million. The company issued approximately $80.2 million of 5.85% Series B Bonds due 2030 and added ten communities to its Fannie Mae credit facility, receiving about $101.4 million at a 5.855% fixed rate. It sold 2.6 million common shares via its ATM program for $44.2 million net and maintained the quarterly common dividend at $0.225 per share, paid September 15. Cash and equivalents were $34.1 million, with operating cash flow of $60.6 million and investing outflows tied to property additions and development.
UMH Properties (UMH) reported an insider transaction by Director Nelli Madden. On 10/15/2025, the reporting person purchased 72.07 shares at $13.875 per share through the company’s Dividend Reinvestment and Stock Purchase Plan.
Following this transaction, the reporting person held 1,842.3 shares, owned directly. This filing was submitted as a Form filed by one reporting person.