UMH

UMH Properties

256 hedge funds and large institutions have $987M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3.8% less ownership

Funds ownership: 82.05%78.25% (-3.8%)

15% less capital invested

Capital invested by funds: $1.16B → $987M (-$171M)

48% less call options, than puts

Call options by funds: $222K | Put options by funds: $427K

Holders
256
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$222K
Puts
$427K
Net Calls
Net Calls Change

Top Buyers

1 +$6.85M
2 +$6.62M
3 +$5.95M
4
DADC
D.A. Davidson & Co
Montana
+$5.75M
5
Goldman Sachs
Goldman Sachs
New York
+$4.42M

Top Sellers

1 -$29.1M
2 -$26.7M
3 -$14.2M
4
UBS AM
UBS AM
Illinois
-$9M
5
N
Nuveen
North Carolina
-$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
GAMMA Investing
California
$8.17K
ASN
227
Advisory Services Network
Georgia
$7.53K
LFG
228
Larson Financial Group
Missouri
$7.43K
VCM
229
Versant Capital Management
Arizona
$7.35K
PS
230
Principal Securities
Iowa
$6.74K
FHC
231
First Horizon Corporation
Tennessee
$5.76K
EWA
232
EverSource Wealth Advisors
Alabama
$4.83K
AssetMark Inc
233
AssetMark Inc
California
$4.14K
HWM
234
Hemington Wealth Management
Virginia
$4K
BBHC
235
Brown Brothers Harriman & Co
New York
$3.5K
Optiver Holding
236
Optiver Holding
Netherlands
$3.18K
SCM
237
Sterling Capital Management
North Carolina
$2.87K
MCM
238
MAI Capital Management
Ohio
$2.23K
SPIA
239
Steward Partners Investment Advisory
New York
$1.83K
RIL
240
Rothschild Investment LLC
Illinois
$1.49K
RWS
241
Retirement Wealth Solutions
Wisconsin
$1.48K
WA
242
WPG Advisers
Maryland
$1.37K
PWA
243
Physician Wealth Advisors
Utah
$1.32K
HNB
244
Huntington National Bank
Ohio
$1.2K
PMAM
245
Picton Mahoney Asset Management
Ontario, Canada
$1K
C
246
Covestor
United Kingdom
$1K
BFS
247
Bare Financial Services
Pennsylvania
$950
PWMG
248
Private Wealth Management Group
New Jersey
$832
BIM
249
Breakwater Investment Management
Washington
$476
PA
250
Parallel Advisors
California
$446