UMH

UMH Properties

232 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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $1.23B → $1.16B (-$72.7M)

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
232
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$35K
Puts
$90K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
C
226
Covestor
United Kingdom
$1K
PWMG
227
Private Wealth Management Group
New Jersey
$941
CPG
228
Cornerstone Planning Group
New Jersey
$449
SC
229
SouthState Corp
Florida
$437
SWIM
230
Smallwood Wealth Investment Management
New Jersey
$436
BTI
231
Blue Trust Inc
Georgia
$369
TWD
232
True Wealth Design
Ohio
$252
PNC Financial Services Group
233
PNC Financial Services Group
Pennsylvania
$168
Principal Financial Group
234
Principal Financial Group
Iowa
ERSOT
235
Employees Retirement System of Texas
Texas
CF
236
Corebridge Financial
Texas
ARC
237
Advisor Resource Council
Texas
Thrivent Financial for Lutherans
238
Thrivent Financial for Lutherans
Minnesota
Verition Fund Management
239
Verition Fund Management
Connecticut
XT
240
XTX Topco
Cayman Islands
CWM
241
CIBC World Markets
New York
SOW
242
State of Wyoming
Wyoming
JF
243
Jump Financial
Illinois
CCM
244
Coldstream Capital Management
Washington
CCM
245
Cloud Capital Management
Washington
SSG
246
Summit Securities Group
New York
Northwestern Mutual Wealth Management
247
Northwestern Mutual Wealth Management
Wisconsin
MIM
248
Marshall Investment Management
Colorado
SIC
249
Salem Investment Counselors
North Carolina
MAS
250
MPWM Advisory Solutions
Georgia