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. received a Notice of Exempt Solicitation from Erez Asset Management, which says it will withhold support for Presiding Independent Director Matthew I. Hirsch at UMH’s 2026 Annual Meeting on May 27, 2026. Erez, which reports owning approximately 4% of UMH, cites persistent underperformance, a significant valuation discount versus peers, limited board refreshment and governance features (a plurality voting standard and a staggered board) as reasons for its action.
The letter notes that Institutional Shareholder Services has repeatedly recommended withholding support for Mr. Hirsch and that nearly 40% of votes cast withheld support the last time he stood for election in 2023. Erez urges fellow shareholders to withhold to press for independent board leadership and greater accountability.
UMH PROPERTIES INC ownership filing: T. Rowe Price Investment Management, Inc. reports beneficial ownership of 3,673,293 shares, representing 4.3% of the REIT class, per the Amendment No. 1 Schedule 13G/A.
The filing lists sole voting power and sole dispositive power over the 3,673,293 shares. The signature on the amendment is dated 05/15/2026.
UMH Properties, Inc. updated its equity distribution arrangements to continue raising capital through at-the-market offerings of both common and preferred stock under its effective Form S-3 shelf registration.
Under an amended equity distribution agreement, the company may offer and sell common stock with an aggregate sales price of up to $150,000,000, including shares previously sold, with approximately $44,600,000 of common stock remaining available upon execution. A separate amended and restated at-the-market sales agreement allows sales of 6.375% Series D Cumulative Redeemable Preferred Stock up to an aggregate sales price of $100,000,000, including prior sales, with about $97,500,000 still available. Net proceeds from both programs are intended for working capital and general corporate purposes such as purchasing manufactured homes, expanding existing communities, potential property acquisitions, and short-term debt repayment, including borrowings under the revolving credit facility.
UMH Properties, Inc. proposes an at-the-market offering of up to $97,512,461 aggregate sales price of its 6.375% Series D Cumulative Redeemable Preferred Stock.
The Series D shares carry a 6.375% dividend ($1.59375 per share annually) and a $25.00 liquidation preference; 12,982,064 Series D shares were outstanding as of May 11, 2026. Proceeds are for working capital and general corporate purposes, including property acquisitions, expansion, manufactured home purchases and short-term debt repayment.
UMH Properties, Inc. is offering up to $44,621,570 of its common stock for sale pursuant to an equity distribution agreement dated September 16, 2024 (as amended) with several distribution agents. The offering is an "at the market" offering under which shares may be sold from time to time on the NYSE or by other permitted methods.
The prospectus supplement states that $105,378,430 of the $150,000,000 capacity under the equity distribution agreement has been sold as of the date of the supplement, leaving $44,621,570 available. The supplement discloses 85,166,195 shares outstanding as of May 11, 2026, and that proceeds may be used for working capital, purchases of manufactured homes, expansion, acquisitions, or short-term repayment of indebtedness. Sales commissions to the Distribution Agents are up to 2% of gross proceeds.
UMH Properties, Inc. filed a shelf registration on Form S-3 to register multiple classes of securities for issuance from time to time, including Common Stock, Preferred Stock, warrants and debt securities. The prospectus describes the terms to be set in prospectus supplements and includes REIT ownership limits and investor risk factors.
The prospectus discloses corporate and portfolio context: authorized capital stock of 205,413,800 shares, 85,166,195 shares of Common Stock issued and outstandingMay 8, 2026, and 12,982,064 shares of Series D Preferred Stock outstanding27,100 developed homesites11,200 rental homes
UMH Properties, Inc. amended and extended its unsecured revolving credit facility through a Third Amended and Restated Credit Agreement. The facility now provides $260 million in available borrowings plus a $340 million accordion feature, bringing total potential availability up to $600 million, subject to additional lender commitments.
The amendment extends the maturity from November 7, 2026 to May 7, 2030, with a further one-year extension option. As of May 8, 2026, $10 million was outstanding with $250 million available. Pricing was reduced by about 35–40 basis points to SOFR plus 1.30%–1.90% or BMO’s prime plus 0.30%–0.90%, and availability is limited to 60% of the value of qualifying unencumbered communities.
UMH Properties, Inc. President and CEO Samuel A. Landy reported a bona fide gift of 7,932 shares of UMH common stock at $15.70 per share. After this gift, he directly holds 997,578.7 shares. He also retains several stock option awards covering tens of thousands of additional shares at exercise prices between $13.09 and $15.04 with expirations from 2027 to 2033.
UMH Properties, Inc. reported higher results for the first quarter ended March 31, 2026. Total income rose to $65.8 million, up from $61.2 million a year earlier, an 8% increase, driven by stronger rental and related income. Net income attributable to common shareholders improved to $2.6 million, or $0.03 per diluted share, compared with a net loss of $271,000, or $0.00 per share, in the prior-year quarter.
Funds from operations (FFO) attributable to common shareholders was $18.1 million, or $0.21 per diluted share, essentially flat versus $18.2 million, or $0.22 per share, last year. Normalized FFO edged up to $19.4 million, or $0.23 per diluted share, compared with $18.8 million, or $0.23 per share. Same-property community NOI increased 7.1% to $34.9 million, with occupancy improving from 87.9% to 89.0%.
Management cited strong demand for its manufactured home communities, higher rents, and growing occupancy, while noting higher interest expense and winter-related cost pressures. The company tightened full-year 2026 guidance for normalized FFO to $0.98–$1.04 per diluted share, with a midpoint of $1.01, slightly above its prior midpoint.
UMH Properties, Inc. reported improved results for the quarter ended March 31, 2026, driven by higher rental income and stronger community performance. Rental and related income rose to $59.5M from $54.6M, aided by acquisitions, rent increases and higher occupancy.
Community Net Operating Income increased to $34.2M from $31.5M, as same-property occupancy climbed to 89.0% and rental rates increased 5.0%. Net income attributable to common shareholders improved to $2.6M, or $0.03 per share, compared with a small loss a year earlier.
Operating cash flow strengthened to $20.8M, while cash, cash equivalents and restricted cash totaled $46.0M at period-end. The company owned 145 manufactured home communities with about 27,100 developed homesites, including roughly 10,400 occupied rental homes with 94.6% rental-home occupancy.