UMH: Capital Research Discloses 6.5% Stake (5.47M Shares)

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.

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

Financial Analyst

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.

Corporate Governance Expert

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.

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.

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Accepted by SEC EDGAR 08/13/2025 - 11:39 AM Learn about SEC filing dates

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13G

UNDER THE SECURITIES EXCHANGE ACT OF 1934

(Amendment No. 1)

UMH Properties, Inc.

(Name of Issuer)

Common Stock

(Title of Class of Securities)

903002103

(CUSIP Number)

06/30/2025

(Date of Event Which Requires Filing of this Statement)

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

CUSIP No. 903002103

1

Names of Reporting Persons

Capital Research Global Investors

2

Check the appropriate box if a member of a Group (see instructions)

(a)
(b)

3

Sec Use Only

4

Citizenship or Place of Organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

5	Sole Voting Power 5,471,303.00
6	Shared Voting Power 0.00
7	Sole Dispositive Power 5,471,303.00
8	Shared Dispositive Power 0.00

9

Aggregate Amount Beneficially Owned by Each Reporting Person

5,471,303.00

10

Check box if the aggregate amount in row (9) excludes certain shares (See Instructions)

11

Percent of class represented by amount in row (9)

6.5 %

12

Type of Reporting Person (See Instructions)

IA

SCHEDULE 13G

Item 1.
(a)	Name of issuer: UMH Properties, Inc.
(b)	Address of issuer's principal executive offices: 3499 Route 9, Suite 3C, Freehold, NJ 07728, United States of America
Item 2.
(a)	Name of person filing: Capital Research Global Investors
(b)	Address or principal business office or, if none, residence: 333 South Hope Street, 55th Fl, Los Angeles, CA 90071
(c)	Citizenship: N/A
(d)	Title of class of securities: Common Stock
(e)	CUSIP No.: 903002103
Item 3.	If this statement is filed pursuant to §§ 240.13d-1(b) or 240.13d-2(b) or (c), check whether the person filing is a:
(a)	Broker or dealer registered under section 15 of the Act (15 U.S.C. 78o);
(b)	Bank as defined in section 3(a)(6) of the Act (15 U.S.C. 78c);
(c)	Insurance company as defined in section 3(a)(19) of the Act (15 U.S.C. 78c);
(d)	Investment company registered under section 8 of the Investment Company Act of 1940 (15 U.S.C. 80a-8);
(e)	An investment adviser in accordance with § 240.13d-1(b)(1)(ii)(E);
(f)	An employee benefit plan or endowment fund in accordance with § 240.13d-1(b)(1)(ii)(F);
(g)	A parent holding company or control person in accordance with § 240.13d-1(b)(1)(ii)(G);
(h)	A savings associations as defined in Section 3(b) of the Federal Deposit Insurance Act (12 U.S.C. 1813);
(i)	A church plan that is excluded from the definition of an investment company under section 3(c)(14) of the Investment Company Act of 1940 (15 U.S.C. 80a-3);
(j)	A non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J). If filing as a non-U.S. institution in accordance with § 240.13d-1(b)(1)(ii)(J), please specify the type of institution:
(k)	Group, in accordance with Rule 240.13d-1(b)(1)(ii)(K).
Item 4.	Ownership
(a)	Amount beneficially owned: 5,471,303 ** **Capital Research Global Investors ("CRGI") is a division of Capital Research and Management Company ("CRMC"), as well as its investment management subsidiaries and affiliates Capital Bank and Trust Company, Capital International, Inc., Capital International Limited, Capital International Sarl, Capital International K.K., Capital Group Private Client Services, Inc., and Capital Group Investment Management Private Limited (together with CRMC, the "investment management entities"). CRGI's divisions of each of the investment management entities collectively provide investment management services under the name "Capital Research Global Investors." CRGI is deemed to be the beneficial owner of 5,471,303 shares or 6.5% of the 84,075,332 shares believed to be outstanding.
(b)	Percent of class: 6.5 %
(c)	Number of shares as to which the person has:
	(i) Sole power to vote or to direct the vote: 5,471,303
	(ii) Shared power to vote or to direct the vote: 0
	(iii) Sole power to dispose or to direct the disposition of: 5,471,303
	(iv) Shared power to dispose or to direct the disposition of: 0
Item 5.	Ownership of 5 Percent or Less of a Class.
Item 6.	Ownership of more than 5 Percent on Behalf of Another Person.
	If any other person is known to have the right to receive or the power to direct the receipt of dividends from, or the proceeds from the sale of, such securities, a statement to that effect should be included in response to this item and, if such interest relates to more than 5 percent of the class, such person should be identified. A listing of the shareholders of an investment company registered under the Investment Company Act of 1940 or the beneficiaries of employee benefit plan, pension fund or endowment fund is not required. SMALLCAP World Fund, Inc.
Item 7.	Identification and Classification of the Subsidiary Which Acquired the Security Being Reported on by the Parent Holding Company or Control Person.
	Not Applicable
Item 8.	Identification and Classification of Members of the Group.
	Not Applicable
Item 9.	Notice of Dissolution of Group.
	Not Applicable

Item 10.

Certifications:

By signing below I certify that, to the best of my knowledge and belief, the securities referred to above were acquired and are held in the ordinary course of business and were not acquired and are not held for the purpose of or with the effect of changing or influencing the control of the issuer of the securities and were not acquired and are not held in connection with or as a participant in any transaction having that purpose or effect, other than activities solely in connection with a nomination under ?? 240.14a-11.

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

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