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 39 funds opening new positions, 104 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)

3% less funds holding

Funds holding: 263254 (-9)

11% less first-time investments, than exits

New positions opened: 39 | Existing positions closed: 44

Holders
254
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
IA
226
IFP Advisors
Florida
$7K
RIL
227
Rothschild Investment LLC
Illinois
$6.41K
EWA
228
EverSource Wealth Advisors
Alabama
$6.25K
SAM
229
Smartleaf Asset Management
Massachusetts
$4.92K
PNC Financial Services Group
230
PNC Financial Services Group
Pennsylvania
$4.74K
HNB
231
Huntington National Bank
Ohio
$4.22K
CAL
232
Capital Analysts LLC
Pennsylvania
$4K
FHC
233
First Horizon Corporation
Tennessee
$3.95K
Los Angeles Capital Management
234
Los Angeles Capital Management
California
$3.64K
MCM
235
MAI Capital Management
Ohio
$3.07K
AssetMark Inc
236
AssetMark Inc
California
$2.9K
PFBT
237
Parkside Financial Bank & Trust
Missouri
$2.51K
BFS
238
Bare Financial Services
Pennsylvania
$2.24K
ACM
239
Aster Capital Management
United Arab Emirates
$2.2K
TWD
240
True Wealth Design
Ohio
$1.94K
C
241
Covestor
United Kingdom
$1K
PWA
242
Physician Wealth Advisors
Utah
$987
WA
243
WPG Advisers
Maryland
$923
PMAM
244
Picton Mahoney Asset Management
Ontario, Canada
$891
PWPS
245
Pinnacle Wealth Planning Services
Ohio
$859
RWS
246
Retirement Wealth Solutions
Wisconsin
$821
SWIM
247
Smallwood Wealth Investment Management
New Jersey
$747
MB
248
MidFirst Bank
Oklahoma
$557
BTI
249
Blue Trust Inc
Georgia
$350
LFG
250
Larson Financial Group
Missouri
$286