UMH

UMH Properties

251 hedge funds and large institutions have $1.1B invested in UMH Properties in 2025 Q4 according to their latest regulatory filings, with 40 funds opening new positions, 102 increasing their positions, 79 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

9% less first-time investments, than exits

New positions opened: 40 | Existing positions closed: 44

3% less funds holding

Funds holding: 260251 (-9)

Holders
251
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
$714K
Puts
$387K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SAM
226
Smartleaf Asset Management
Massachusetts
$4.92K
PNC Financial Services Group
227
PNC Financial Services Group
Pennsylvania
$4.74K
HNB
228
Huntington National Bank
Ohio
$4.22K
CAL
229
Capital Analysts LLC
Pennsylvania
$4K
FHC
230
First Horizon Corporation
Tennessee
$3.95K
Los Angeles Capital Management
231
Los Angeles Capital Management
California
$3.64K
MCM
232
MAI Capital Management
Ohio
$3.07K
AssetMark Inc
233
AssetMark Inc
California
$2.9K
PFBT
234
Parkside Financial Bank & Trust
Missouri
$2.51K
BFS
235
Bare Financial Services
Pennsylvania
$2.24K
ACM
236
Aster Capital Management
United Arab Emirates
$2.2K
TWD
237
True Wealth Design
Ohio
$1.94K
C
238
Covestor
United Kingdom
$1K
PWA
239
Physician Wealth Advisors
Utah
$987
WA
240
WPG Advisers
Maryland
$923
PMAM
241
Picton Mahoney Asset Management
Ontario, Canada
$891
PWPS
242
Pinnacle Wealth Planning Services
Ohio
$859
RWS
243
Retirement Wealth Solutions
Wisconsin
$821
SWIM
244
Smallwood Wealth Investment Management
New Jersey
$747
MB
245
MidFirst Bank
Oklahoma
$557
BTI
246
Blue Trust Inc
Georgia
$350
LFG
247
Larson Financial Group
Missouri
$286
TFA
248
Transamerica Financial Advisors
Florida
$255
CA
249
Clearstead Advisors
Ohio
$176
National Bank of Canada
250
National Bank of Canada
Quebec, Canada
$47