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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.

Capital Research Global Investors ha dichiarato la proprietà beneficiaria di 5.471.303 azioni di UMH Properties, Inc., pari al 6,5% delle circa 84.075.332 azioni in circolazione. Il deposito è un emendamento al modulo Schedule 13G/A e precisa che le azioni sono detenute nell'ambito normale dell'attività e non sono state acquistate per modificare o influenzare il controllo dell'emittente.

La comunicazione indica Smallcap World Fund, Inc. come titolare correlato per conto del quale sono segnalate alcune partecipazioni e identifica CRGI come una divisione di Capital Research and Management Company nonché entità di gestione degli investimenti affiliate.

Capital Research Global Investors informó la titularidad beneficiaria de 5.471.303 acciones de UMH Properties, Inc., lo que representa el 6,5% de las aproximadamente 84.075.332 acciones en circulación. El expediente es una enmienda al Schedule 13G/A y explica que las acciones se mantienen en el curso ordinario del negocio y no fueron adquiridas para cambiar o influir en el control del emisor.

La divulgación nombra a Smallcap World Fund, Inc. como titular relacionado en cuyo nombre se informan algunas participaciones e identifica a CRGI como una división de Capital Research and Management Company y entidades de gestión de inversiones afiliadas.

Capital Research Global Investors는 UMH Properties, Inc.의 보통주 5,471,303주를 수익적 소유하고 있다고 보고했으며, 이는 약 84,075,332주 중 6.5%에 해당합니다. 해당 신고서는 수정된 Schedule 13G/A로, 이 주식들은 영업의 통상적인 과정에서 보유된 것이며 발행인의 지배권을 변경하거나 영향을 미치기 위해 취득된 것이 아님을 설명합니다.

공개 문서에는 일부 보유분이 보고되는 명의 관련 보유자로 Smallcap World Fund, Inc.를 명시하고 있으며, CRGI를 Capital Research and Management Company의 한 부문이자 계열 투자운용 기관들로 규정하고 있습니다.

Capital Research Global Investors a déclaré la propriété bénéficiaire de 5 471 303 actions de UMH Properties, Inc., soit 6,5 % des quelque 84 075 332 actions en circulation. Le dépôt est un Schedule 13G/A amendé et précise que les actions sont détenues dans le cadre normal des activités et n'ont pas été acquises dans le but de modifier ou d'influencer le contrôle de l'émetteur.

La divulgation indique Smallcap World Fund, Inc. comme détenteur associé pour le compte duquel certaines participations sont déclarées, et le dossier identifie CRGI comme une division de Capital Research and Management Company ainsi que des entités de gestion d'investissements affiliées.

Capital Research Global Investors meldete eine wirtschaftliche Beteiligung an 5.471.303 Aktien von UMH Properties, Inc., was 6,5% der rund 84.075.332 ausstehenden Aktien entspricht. Die Einreichung ist eine geänderte Schedule 13G/A und erklärt, dass die Aktien im normalen Geschäftsverlauf gehalten werden und nicht erworben wurden, um die Kontrolle über den Emittenten zu ändern oder zu beeinflussen.

Die Offenlegung nennt Smallcap World Fund, Inc. als verbundenen Inhaber, in dessen Namen einige Bestände gemeldet werden, und identifiziert CRGI als eine Sparte von Capital Research and Management Company sowie als verbundene Investment-Management-Gesellschaften.

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.

Capital Research Global Investors ha dichiarato la proprietà beneficiaria di 5.471.303 azioni di UMH Properties, Inc., pari al 6,5% delle circa 84.075.332 azioni in circolazione. Il deposito è un emendamento al modulo Schedule 13G/A e precisa che le azioni sono detenute nell'ambito normale dell'attività e non sono state acquistate per modificare o influenzare il controllo dell'emittente.

La comunicazione indica Smallcap World Fund, Inc. come titolare correlato per conto del quale sono segnalate alcune partecipazioni e identifica CRGI come una divisione di Capital Research and Management Company nonché entità di gestione degli investimenti affiliate.

Capital Research Global Investors informó la titularidad beneficiaria de 5.471.303 acciones de UMH Properties, Inc., lo que representa el 6,5% de las aproximadamente 84.075.332 acciones en circulación. El expediente es una enmienda al Schedule 13G/A y explica que las acciones se mantienen en el curso ordinario del negocio y no fueron adquiridas para cambiar o influir en el control del emisor.

La divulgación nombra a Smallcap World Fund, Inc. como titular relacionado en cuyo nombre se informan algunas participaciones e identifica a CRGI como una división de Capital Research and Management Company y entidades de gestión de inversiones afiliadas.

Capital Research Global Investors는 UMH Properties, Inc.의 보통주 5,471,303주를 수익적 소유하고 있다고 보고했으며, 이는 약 84,075,332주 중 6.5%에 해당합니다. 해당 신고서는 수정된 Schedule 13G/A로, 이 주식들은 영업의 통상적인 과정에서 보유된 것이며 발행인의 지배권을 변경하거나 영향을 미치기 위해 취득된 것이 아님을 설명합니다.

공개 문서에는 일부 보유분이 보고되는 명의 관련 보유자로 Smallcap World Fund, Inc.를 명시하고 있으며, CRGI를 Capital Research and Management Company의 한 부문이자 계열 투자운용 기관들로 규정하고 있습니다.

Capital Research Global Investors a déclaré la propriété bénéficiaire de 5 471 303 actions de UMH Properties, Inc., soit 6,5 % des quelque 84 075 332 actions en circulation. Le dépôt est un Schedule 13G/A amendé et précise que les actions sont détenues dans le cadre normal des activités et n'ont pas été acquises dans le but de modifier ou d'influencer le contrôle de l'émetteur.

La divulgation indique Smallcap World Fund, Inc. comme détenteur associé pour le compte duquel certaines participations sont déclarées, et le dossier identifie CRGI comme une division de Capital Research and Management Company ainsi que des entités de gestion d'investissements affiliées.

Capital Research Global Investors meldete eine wirtschaftliche Beteiligung an 5.471.303 Aktien von UMH Properties, Inc., was 6,5% der rund 84.075.332 ausstehenden Aktien entspricht. Die Einreichung ist eine geänderte Schedule 13G/A und erklärt, dass die Aktien im normalen Geschäftsverlauf gehalten werden und nicht erworben wurden, um die Kontrolle über den Emittenten zu ändern oder zu beeinflussen.

Die Offenlegung nennt Smallcap World Fund, Inc. als verbundenen Inhaber, in dessen Namen einige Bestände gemeldet werden, und identifiziert CRGI als eine Sparte von Capital Research and Management Company sowie als verbundene Investment-Management-Gesellschaften.






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

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