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UMH

UMH Properties

234 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, 97 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

2.24% more ownership

Funds ownership: 80.12%82.36% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 239234 (-5)

6% less capital invested

Capital invested by funds: $1.24B → $1.16B (-$72.8M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

61% less call options, than puts

Call options by funds: $35K | Put options by funds: $90K

Holders
234
Holders Change
-5
Holders Change %
-2.09%
% 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
17
Increased
97
Reduced
76
Closed
21
Calls
$35K
Puts
$90K
Net Calls
-$55K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
SO
226
Sierra Ocean
California
$1.18K
PMAM
227
Picton Mahoney Asset Management
Ontario, Canada
$1K -$351K -20,492 -100%
C
228
Covestor
United Kingdom
$1K +$924 +54 +900%
PWMG
229
Private Wealth Management Group
New Jersey
$941
CPG
230
Cornerstone Planning Group
New Jersey
$449 -$5.07K -296 -92%
SC
231
SouthState Corp
Florida
$437
SWIM
232
Smallwood Wealth Investment Management
New Jersey
$436
BTI
233
Blue Trust Inc
Georgia
$369
TWD
234
True Wealth Design
Ohio
$252 -$137 -8 -35%
PNC Financial Services Group
235
PNC Financial Services Group
Pennsylvania
$168 -$17 -1 -9%
Principal Financial Group
236
Principal Financial Group
Iowa
-$726K -38,816 Closed
ERSOT
237
Employees Retirement System of Texas
Texas
-$708K -37,861 Closed
CF
238
Corebridge Financial
Texas
-$662K -35,420 Closed
ARC
239
Advisor Resource Council
Texas
-$578K -32,164 Closed
Thrivent Financial for Lutherans
240
Thrivent Financial for Lutherans
Minnesota
-$533K -28,517 Closed
Verition Fund Management
241
Verition Fund Management
Connecticut
-$467K -24,959 Closed
XT
242
XTX Topco
Cayman Islands
-$407K -21,782 Closed
CWM
243
CIBC World Markets
New York
-$300K -16,043 Closed
SOW
244
State of Wyoming
Wyoming
-$285K -15,243 Closed
JF
245
Jump Financial
Illinois
-$188K -10,042 Closed
CCM
246
Coldstream Capital Management
Washington
-$102K -5,459 Closed
CCM
247
Cloud Capital Management
Washington
-$37K -2,000 Closed
SSG
248
Summit Securities Group
New York
-$35.1K -1,876 Closed
Northwestern Mutual Wealth Management
249
Northwestern Mutual Wealth Management
Wisconsin
-$15.4K -824 Closed
MIM
250
Marshall Investment Management
Colorado
-$3.22K -172 Closed

UMH Hedge Fund Activity: Q2 2025 in Review

234 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2025, worth a combined $1.16B — down 5.9% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UMH and 17 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 97 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $13.4M. The largest seller was Nuveen, cutting an estimated $8.3M.

  • 234 institutional investors held UMH Properties (UMH) as of Q2 2025, down from 239 in Q1 2025.
  • Funds reported $1.16B of UMH Properties stock for Q2 2025, down 5.9% quarter-over-quarter.
  • 17 funds opened new UMH Properties positions in Q2 2025 and 21 closed out, a net change of -4 holders.
  • The largest UMH Properties buyer in Q2 2025 was T. Rowe Price Investment Management, an estimated $13.4M added.
  • The largest UMH Properties seller in Q2 2025 was Nuveen, an estimated $8.3M sold.

Based on aggregated 13F filings for Q2 2025.