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UMH

UMH Properties

269 hedge funds and large institutions have $968M invested in UMH Properties in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

5% more funds holding

Funds holding: 255269 (+14)

2.75% less ownership

Funds ownership: 81.53%78.78% (-2.8%)

12% less capital invested

Capital invested by funds: $1.11B → $968M (-$137M)

21% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 105

65% less call options, than puts

Call options by funds: $134K | Put options by funds: $381K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
269
Holders Change
+14
Holders Change %
+5.49%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
83
Reduced
105
Closed
24
Calls
$134K
Puts
$381K
Net Calls
-$247K
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
SIS
226
Sound Income Strategies
Florida
$8.52K
CPG
227
Cornerstone Planning Group
New Jersey
$8.37K -$1.24K -80 -13%
HWA
228
HHM Wealth Advisors
Tennessee
$8.33K
EP
229
Essential Partners
California
$7.79K +$1.07K +69 +15%
SCM
230
Sterling Capital Management
North Carolina
$7.52K -$108 -7 -1%
IA
231
IFP Advisors
Florida
$6.58K +$248 +16 +4%
FHC
232
First Horizon Corporation
Tennessee
$6.41K +$3.03K +196 +79%
EWA
233
EverSource Wealth Advisors
Alabama
$6.35K +$727 +47 +12%
AFC
234
Ares Financial Consulting
California
$6.08K +$6.44K +416 New
MCM
235
MAI Capital Management
Ohio
$5.38K +$2.79K +180 +93%
GI
236
GAMMA Investing
California
$5.37K -$4.97K -321 -46%
RIL
237
Rothschild Investment LLC
Illinois
$5.24K -$619 -40 -10%
QL
238
Quarry LP
New York
$5.07K +$5.43K +351 New
SAM
239
Smartleaf Asset Management
Massachusetts
$4.43K
ZBNA
240
Zions Bancorporation, National Association
Utah
$4.43K +$4.75K +307 New
OCWP
241
Owl Creek Wealth Partners
Colorado
$4.18K +$4.49K +290 New
Optiver Holding
242
Optiver Holding
Netherlands
$3.84K +$4.12K +266 New
Los Angeles Capital Management
243
Los Angeles Capital Management
California
$3.69K
PNC Financial Services Group
244
PNC Financial Services Group
Pennsylvania
$3.65K -$697 -45 -15%
BBHC
245
Brown Brothers Harriman & Co
New York
$3.36K +$3.61K +233 New
HNB
246
Huntington National Bank
Ohio
$3.07K -$805 -52 -20%
CAL
247
Capital Analysts LLC
Pennsylvania
$3K -$898 -58 -24%
AssetMark Inc
248
AssetMark Inc
California
$2.64K +$15 +1 +0.5%
PFBT
249
Parkside Financial Bank & Trust
Missouri
$2.28K
LFG
250
Larson Financial Group
Missouri
$2.09K +$1.97K +127 +706%

UMH Hedge Fund Activity: Q1 2026 in Review

269 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2026, worth a combined $968M — down 12% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UMH positions and 24 closed out — a net gain of 16 holders — while 83 added to existing stakes and 105 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $10.9M. The largest seller was American Century Companies, cutting an estimated $16.9M.

  • 269 institutional investors held UMH Properties (UMH) as of Q1 2026, up from 255 in Q4 2025.
  • Funds reported $968M of UMH Properties stock for Q1 2026, down 12% quarter-over-quarter.
  • 40 funds opened new UMH Properties positions in Q1 2026 and 24 closed out, a net change of +16 holders.
  • The largest UMH Properties buyer in Q1 2026 was Two Sigma Investments, an estimated $10.9M added.
  • The largest UMH Properties seller in Q1 2026 was American Century Companies, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2026.