UMH

UMH Properties
UMH

Overview Fund Activity

231 hedge funds and large institutions have $1.16B invested in UMH Properties in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-7
Holders Change %
-2.94%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
96
Reduced
76
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 Holding Trade Value Shares
Change 		Shares
Change %
C
226
Covestor
United Kingdom
$1K +$900 +54 +900%
PWMG
227
Private Wealth Management Group
New Jersey
$941 – – –
CPG
228
Cornerstone Planning Group
New Jersey
$449 -$4.92K -296 -92%
SC
229
SouthState Corp
Florida
$437 – – –
BTI
230
Blue Trust Inc
Georgia
$369 – – –
TWD
231
True Wealth Design
Ohio
$252 -$134 -8 -35%
PNC Financial Services Group
232
PNC Financial Services Group
Pennsylvania
$168 -$17 -1 -9%
Principal Financial Group
233
Principal Financial Group
Iowa
– -$726K -38,816 Closed
ERSOT
234
Employees Retirement System of Texas
Texas
– -$708K -37,861 Closed
CF
235
Corebridge Financial
Texas
– -$662K -35,420 Closed
ARC
236
Advisor Resource Council
Texas
– -$578K -32,164 Closed
Thrivent Financial for Lutherans
237
Thrivent Financial for Lutherans
Minnesota
– -$533K -28,517 Closed
Verition Fund Management
238
Verition Fund Management
Connecticut
– -$467K -24,959 Closed
XT
239
XTX Topco
Cayman Islands
– -$407K -21,782 Closed
CWM
240
CIBC World Markets
New York
– -$300K -16,043 Closed
SOW
241
State of Wyoming
Wyoming
– -$285K -15,243 Closed
JF
242
Jump Financial
Illinois
– -$188K -10,042 Closed
CCM
243
Coldstream Capital Management
Washington
– -$102K -5,459 Closed
CCM
244
Cloud Capital Management
Washington
– -$37K -2,000 Closed
SSG
245
Summit Securities Group
New York
– -$35.1K -1,876 Closed
Northwestern Mutual Wealth Management
246
Northwestern Mutual Wealth Management
Wisconsin
– -$15.4K -824 Closed
MIM
247
Marshall Investment Management
Colorado
– -$3.22K -172 Closed
SIC
248
Salem Investment Counselors
North Carolina
– -$1.87K -100 Closed
MAS
249
MPWM Advisory Solutions
Georgia
– -$692 -37 Closed
SC
250
Stephens Consulting
Michigan
– -$374 -20 Closed
7 8 9
10
11