UMH

UMH Properties

257 hedge funds and large institutions have $987M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 50 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:

3.8% less ownership

Funds ownership: 82.05%78.25% (-3.8%)

15% less capital invested

Capital invested by funds: $1.16B → $987M (-$171M)

48% less call options, than puts

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

Holders
257
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 +$6.85M
2 +$6.62M
3 +$5.95M
4
DADC
D.A. Davidson & Co
Montana
+$5.75M
5
Goldman Sachs
Goldman Sachs
New York
+$4.42M

Top Sellers

1 -$29.1M
2 -$26.7M
3 -$14.2M
4
UBS AM
UBS AM
Illinois
-$9M
5
N
Nuveen
North Carolina
-$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
GI
226
GAMMA Investing
California
$8.17K
ASN
227
Advisory Services Network
Georgia
$7.53K
LFG
228
Larson Financial Group
Missouri
$7.43K
VCM
229
Versant Capital Management
Arizona
$7.35K
PS
230
Principal Securities
Iowa
$6.74K
FHC
231
First Horizon Corporation
Tennessee
$5.76K
AF
232
Allworth Financial
California
$5.53K
EWA
233
EverSource Wealth Advisors
Alabama
$4.83K
AssetMark Inc
234
AssetMark Inc
California
$4.14K
HWM
235
Hemington Wealth Management
Virginia
$4K
BBHC
236
Brown Brothers Harriman & Co
New York
$3.5K
Optiver Holding
237
Optiver Holding
Netherlands
$3.18K
SCM
238
Sterling Capital Management
North Carolina
$2.87K
MCM
239
MAI Capital Management
Ohio
$2.23K
IA
240
IFP Advisors
Florida
$2.02K
SPIA
241
Steward Partners Investment Advisory
New York
$1.83K
RIL
242
Rothschild Investment LLC
Illinois
$1.49K
RWS
243
Retirement Wealth Solutions
Wisconsin
$1.48K
WA
244
WPG Advisers
Maryland
$1.37K
PWA
245
Physician Wealth Advisors
Utah
$1.32K
HNB
246
Huntington National Bank
Ohio
$1.2K
PMAM
247
Picton Mahoney Asset Management
Ontario, Canada
$1K
C
248
Covestor
United Kingdom
$1K
BFS
249
Bare Financial Services
Pennsylvania
$950
PWMG
250
Private Wealth Management Group
New Jersey
$832