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[SCHEDULE 13G/A] UMH Properties, Inc. SEC Filing

Filing Impact
(Low)
Filing Sentiment
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Capital Research Global Investors reported beneficial ownership of 5,471,303 shares of UMH Properties, Inc., representing 6.5% of the approximately 84,075,332 shares outstanding. The filing is an amended Schedule 13G/A and explains that the shares are held in the ordinary course of business and were not acquired to change or influence control of the issuer.

The disclosure names Smallcap World Fund, Inc. as a related holder on whose behalf some holdings are reported, and the filing identifies CRGI as a division of Capital Research and Management Company and affiliated investment management entities.

Positive

  • Disclosed beneficial ownership of 5,471,303 shares (6.5%)
  • Filing certifies holdings are held in the ordinary course and not to influence control
  • Identification of related investment management entities and Smallcap World Fund provides transparency

Negative

  • None.

Insights

TL;DR: CRGI discloses a material passive stake of 6.5% (5.47M shares) in UMH; this is material ownership but the filing indicates no intent to seek control.

The amended Schedule 13G/A reports 5,471,303 shares beneficially owned, equal to 6.5% of ~84.08M shares outstanding. Because the filer certifies the position is held in the ordinary course and not to influence control, this reads as a passive, long-only position rather than an activist investment. Investors should note the stake size is large enough to warrant attention but, based on the filing text, does not imply planned governance action.

TL;DR: A disclosed >5% ownership requires public reporting and can increase engagement risk, but the filer explicitly disclaims control intent.

The filing identifies Capital Research Global Investors and related investment management entities as the deemed beneficial owner. It also names Smallcap World Fund, Inc. where applicable. The certification that the securities "were not acquired and are not held for the purpose of or with the effect of changing or influencing the control" indicates a non-control posture under the Schedule 13G framework, which typically limits immediate governance implications.






Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)






SCHEDULE 13G





SCHEDULE 13G



Capital Research Global Investors
Signature:Jae Won Chung
Name/Title:Vice President and Senior Counsel II, Capital Research and Management Company
Date:08/05/2025

FAQ

How many UMH shares does Capital Research Global Investors report owning?

Capital Research Global Investors reports beneficial ownership of 5,471,303 shares of UMH.

What percentage of UMH does this stake represent?

The filing states the position represents 6.5% of the shares believed to be outstanding (approximately 84,075,332 shares).

Is this filing a Schedule 13G or 13D for UMH?

This is an amended Schedule 13G/A filing, which is used for passive investors meeting the criteria for Schedule 13G.

Does Capital Research intend to influence control of UMH?

According to the certification in the filing, the securities are held in the ordinary course of business and were not acquired and are not held to change or influence control of the issuer.

Which fund or account is named as holding more than 5% on behalf of another person?

The filing lists Smallcap World Fund, Inc. as a related holder for whom ownership is reported.
Umh Pptys Inc

NYSE:UMH

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1.30B
79.89M
6.21%
84.07%
1.97%
REIT - Residential
Real Estate Investment Trusts
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United States
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