We are live on ! Find out more
UMH

UMH Properties

268 hedge funds and large institutions have $968M invested in UMH Properties in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

6% more funds holding

Funds holding: 254268 (+14)

2.75% less ownership

Funds ownership: 81.53%78.78% (-2.8%)

12% less capital invested

Capital invested by funds: $1.11B → $968M (-$137M)

21% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 105

65% less call options, than puts

Call options by funds: $134K | Put options by funds: $381K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
268
Holders Change
+14
Holders Change %
+5.51%
% of All Funds
3.3%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
83
Reduced
105
Closed
24
Calls
$134K
Puts
$381K
Net Calls
-$247K
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
BlackRock
1
BlackRock
New York
$114M -$1.75M -112,833 -1%
VPM
2
Vanguard Portfolio Management
Pennsylvania
$58.9M +$63.2M +4,081,405 New
Fidelity Investments
3
Fidelity Investments
Massachusetts
$53.8M +$1.99M +128,305 +4%
T. Rowe Price Investment Management
4
T. Rowe Price Investment Management
Maryland
$53M -$11M -712,995 -16%
State Street
5
State Street
Massachusetts
$50.6M +$312K +20,168 +0.6%
VCM
6
Vanguard Capital Management
Pennsylvania
$48.8M +$52.4M +3,383,147 New
Capital Research Global Investors
7
Capital Research Global Investors
California
$37.6M
Goldman Sachs
8
Goldman Sachs
New York
$33.3M +$6.82M +440,774 +24%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$30.8M +$906K +58,546 +3%
PMG
10
Private Management Group
California
$28M +$1.47M +94,878 +5%
DADC
11
D.A. Davidson & Co
Montana
$25.6M +$1.1M +71,015 +4%
AllianceBernstein
12
AllianceBernstein
Tennessee
$19.1M -$581K -37,511 -3%
Charles Schwab
13
Charles Schwab
California
$17.9M +$344K +22,199 +2%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$17M +$665K +42,964 +4%
William Blair Investment Management
15
William Blair Investment Management
Illinois
$16.9M +$571K +36,916 +3%
CCM
16
Copeland Capital Management
Pennsylvania
$16.3M -$294K -18,976 -2%
Bank of America
17
Bank of America
North Carolina
$14.8M -$1.06M -68,501 -6%
SG Americas Securities
18
SG Americas Securities
New York
$14.3M -$7.82M -505,411 -34%
Raymond James Financial
19
Raymond James Financial
Florida
$14M +$518K +33,464 +4%
Northern Trust
20
Northern Trust
Illinois
$13.6M -$459K -29,632 -3%
Jennison Associates
21
Jennison Associates
New York
$13.5M -$6.54M -422,566 -31%
Two Sigma Investments
22
Two Sigma Investments
New York
$11.7M +$10.9M +702,107 +632%
First Eagle Investment Management
23
First Eagle Investment Management
New York
$11M +$751K +48,500 +7%
Schroder Investment Management Group
24
Schroder Investment Management Group
United Kingdom
$10.6M -$96.1K -6,208 -0.8%
Invesco
25
Invesco
Georgia
$9.8M +$1.18M +76,337 +13%