UMH

UMH Properties

260 hedge funds and large institutions have $989M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 106 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:

3.68% less ownership

Funds ownership: 82.05%78.37% (-3.7%)

15% less capital invested

Capital invested by funds: $1.16B → $989M (-$170M)

48% less call options, than puts

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

Holders
260
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 +$7.39M
2 +$7.14M
3 +$6.42M
4
DADC
D.A. Davidson & Co
Montana
+$6.2M
5
Goldman Sachs
Goldman Sachs
New York
+$4.76M

Top Sellers

1 -$31.4M
2 -$28.8M
3 -$15.4M
4
UBS AM
UBS AM
Illinois
-$9M
5
N
Nuveen
North Carolina
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
RA
226
Rise Advisors
New York
$9.94K
HWA
227
HHM Wealth Advisors
Tennessee
$8.57K
GI
228
GAMMA Investing
California
$8.17K
ASN
229
Advisory Services Network
Georgia
$7.53K
LFG
230
Larson Financial Group
Missouri
$7.43K
VCM
231
Versant Capital Management
Arizona
$7.35K
PS
232
Principal Securities
Iowa
$6.74K
FHC
233
First Horizon Corporation
Tennessee
$5.76K
AF
234
Allworth Financial
California
$5.53K
EWA
235
EverSource Wealth Advisors
Alabama
$4.83K
AssetMark Inc
236
AssetMark Inc
California
$4.14K
HWM
237
Hemington Wealth Management
Virginia
$4K
BBHC
238
Brown Brothers Harriman & Co
New York
$3.5K
Optiver Holding
239
Optiver Holding
Netherlands
$3.18K
SCM
240
Sterling Capital Management
North Carolina
$2.87K
MCM
241
MAI Capital Management
Ohio
$2.23K
SPIA
242
Steward Partners Investment Advisory
New York
$1.83K
RIL
243
Rothschild Investment LLC
Illinois
$1.49K
RWS
244
Retirement Wealth Solutions
Wisconsin
$1.48K
WA
245
WPG Advisers
Maryland
$1.37K
PWA
246
Physician Wealth Advisors
Utah
$1.32K
HNB
247
Huntington National Bank
Ohio
$1.2K
PMAM
248
Picton Mahoney Asset Management
Ontario, Canada
$1K
C
249
Covestor
United Kingdom
$1K
BFS
250
Bare Financial Services
Pennsylvania
$950