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UMH

UMH Properties

254 hedge funds and large institutions have $1.11B invested in UMH Properties in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $714K | Put options by funds: $387K

30% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 80

11% more capital invested

Capital invested by funds: $993M → $1.11B (+$113M)

2.81% more ownership

Funds ownership: 78.72%81.53% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 264254 (-10)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
254
Holders Change
-10
Holders Change %
-3.79%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
104
Reduced
80
Closed
44
Calls
$714K
Puts
$387K
Net Calls
+$327K
Net Calls Change
+$532K
Name Holding Trade Value Shares
Change
Change in
Stake
IA
226
IFP Advisors
Florida
$7K +$5.75K +383 +672%
RIL
227
Rothschild Investment LLC
Illinois
$6.41K +$4.55K +303 +303%
EWA
228
EverSource Wealth Advisors
Alabama
$6.25K +$1.02K +68 +21%
SAM
229
Smartleaf Asset Management
Massachusetts
$4.92K -$11.6K -775 -72%
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$4.74K +$4.24K +282 +1,763%
HNB
231
Huntington National Bank
Ohio
$4.22K +$2.76K +184 +227%
CAL
232
Capital Analysts LLC
Pennsylvania
$4K +$3.62K +241 New
FHC
233
First Horizon Corporation
Tennessee
$3.95K -$2.1K -140 -36%
Los Angeles Capital Management
234
Los Angeles Capital Management
California
$3.64K +$3.84K +256 New
MCM
235
MAI Capital Management
Ohio
$3.07K +$646 +43 +29%
AssetMark Inc
236
AssetMark Inc
California
$2.9K -$1.46K -97 -35%
PFBT
237
Parkside Financial Bank & Trust
Missouri
$2.51K -$9.94K -662 -81%
BFS
238
Bare Financial Services
Pennsylvania
$2.24K +$1.16K +77 +120%
ACM
239
Aster Capital Management
United Arab Emirates
$2.2K -$317K -21,097 -99%
TWD
240
True Wealth Design
Ohio
$1.94K +$1.7K +113 +1,256%
C
241
Covestor
United Kingdom
$1K
PWA
242
Physician Wealth Advisors
Utah
$987 -$405 -27 -30%
WA
243
WPG Advisers
Maryland
$923 -$511 -34 -37%
PMAM
244
Picton Mahoney Asset Management
Ontario, Canada
$891
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$859 +$811 +54 New
RWS
246
Retirement Wealth Solutions
Wisconsin
$821 -$706 -47 -47%
SWIM
247
Smallwood Wealth Investment Management
New Jersey
$747 +$315 +21 +81%
MB
248
MidFirst Bank
Oklahoma
$557 +$526 +35 New
BTI
249
Blue Trust Inc
Georgia
$350
LFG
250
Larson Financial Group
Missouri
$286 -$7.25K -483 -96%