UMH

UMH Properties
UMH

Overview Fund Activity

238 hedge funds and large institutions have $1.23B invested in UMH Properties in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
78
Reduced
79
Closed
21
Calls
$18K
Puts
$46K
Net Calls
-$28K
Net Calls Change
+$1K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$18.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$15.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.68M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.45M
5
ME
McIlrath & Eck
Washington
+$3.08M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$12.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.31M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.9M
4
Goldman Sachs
Goldman Sachs
New York
-$3.87M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
MAS
226
MPWM Advisory Solutions
Georgia
$692 – – –
PFBT
227
Parkside Financial Bank & Trust
Missouri
$561 +$561 +30 New
SC
228
SouthState Corp
Florida
$487 +$487 +26 New
SWIM
229
Smallwood Wealth Investment Management
New Jersey
$486 +$486 +26 New
EWA
230
EverSource Wealth Advisors
Alabama
$468 -$1.31K -70 -74%
TWD
231
True Wealth Design
Ohio
$431 +$431 +23 New
BTI
232
Blue Trust Inc
Georgia
$411 +$411 +22 New
SC
233
Stephens Consulting
Michigan
$374 +$374 +20 New
PNC Financial Services Group
234
PNC Financial Services Group
Pennsylvania
$206 +$56 +3 +38%
HI
235
Harbour Investments
Wisconsin
$131 – – –
DF
236
Dunhill Financial
United Kingdom
$79 – – –
LFG
237
Larson Financial Group
Missouri
$19 -$2.98K -157 -99%
BC
238
Brookfield Corp
Ontario, Canada
– -$12.6M -666,534 Closed
VI
239
Vestcor Inc
New Brunswick, Canada
– -$1.28M -67,977 Closed
SG Americas Securities
240
SG Americas Securities
New York
– -$684K -36,228 Closed
CIC
241
Cornercap Investment Counsel
Georgia
– -$459K -24,328 Closed
EGM
242
Engineers Gate Manager
New York
– -$406K -21,501 Closed
CT
243
ClearAlpha Technologies
Connecticut
– -$374K -19,793 Closed
Los Angeles Capital Management
244
Los Angeles Capital Management
California
– -$283K -14,985 Closed
VI
245
Versor Investments
New York
– -$268K -14,200 Closed
VA
246
Vident Advisory
Georgia
– -$225K -11,905 Closed
CIS
247
Custom Index Systems
New York
– -$215K -11,364 Closed
CIP
248
Cornerstone Investment Partners
Georgia
– -$197K -10,419 Closed
Creative Planning
249
Creative Planning
Kansas
– -$95.4K -5,053 Closed
Lazard Asset Management
250
Lazard Asset Management
New York
– -$39K -2,087 Closed
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