UMH

UMH Properties
UMH

Overview Fund Activity

229 hedge funds and large institutions have $1.16B invested in UMH Properties in 2025 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 96 increasing their positions, 75 reducing their positions, and 21 closing their positions.

Holders
229
Holders Change
-9
Holders Change %
-3.78%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
16
Increased
96
Reduced
75
Closed
21
Calls
$35K
Puts
$90K
Net Calls
-$55K
Net Calls Change
-$27K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
UBS AM
2
UBS AM
Illinois
$9M
3
SO
3
STRS Ohio
Ohio
$7.9M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$91.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$133M

Top Sellers

1
NL
1
Nuveen LLC
North Carolina
$9.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$2.65M
3
CCM
3
Copeland Capital Management
Pennsylvania
$42.8M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$29.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$133M 7,907,970 +384,424 +5%
BlackRock
2
BlackRock
New York
$122M 7,283,388 +102,667 +1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$103M 6,107,591 +783,060 +15%
Capital Research Global Investors
4
Capital Research Global Investors
California
$91.9M 5,471,303 +434,695 +9%
State Street
5
State Street
Massachusetts
$58.4M 3,475,892 +226,027 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$45.8M 2,726,944 +818 +0%
CCM
7
Copeland Capital Management
Pennsylvania
$42.8M 2,552,058 -191,716 -7%
American Century Companies
8
American Century Companies
Missouri
$40.1M 2,389,308 +283,700 +13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$33.6M 1,999,240 +103,446 +5%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$29.5M 1,757,148 -147,297 -8%
Jennison Associates
11
Jennison Associates
New York
$25.8M 1,536,362 +150,718 +11%
PMG
12
Private Management Group
California
$20.5M 1,218,717 -9,384 -0.8%
Bank of America
13
Bank of America
North Carolina
$20M 1,189,252 +91,202 +8%
Northern Trust
14
Northern Trust
Illinois
$19.7M 1,174,768 -55,200 -4%
Charles Schwab
15
Charles Schwab
California
$18.9M 1,126,243 +104,717 +10%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$18.7M 1,115,275 +14,456 +1%
DADC
17
D.A. Davidson & Co
Montana
$18.2M 1,083,734 +98,622 +10%
AllianceBernstein
18
AllianceBernstein
Tennessee
$17.8M 1,058,160 +161,977 +18%
Raymond James Financial
19
Raymond James Financial
Florida
$15.6M 929,074 -101,301 -10%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$9.97M 594,019 +33,500 +6%
Goldman Sachs
21
Goldman Sachs
New York
$9.86M 587,345 +316,281 +117%
KCM
22
Kennedy Capital Management
Missouri
$9.25M 550,879 -21,728 -4%
NL
23
Nuveen LLC
North Carolina
$9.1M 541,930 -485,300 -47%
UBS AM
24
UBS AM
Illinois
$9M 536,004 +459,948 +605%
AAMU
25
APG Asset Management US
New York
$8.19M 483,116 – –
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