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UMH

UMH Properties

239 hedge funds and large institutions have $848M invested in UMH Properties in 2026 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 75 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 75

11% less funds holding

Funds holding: 269239 (-30)

12% less capital invested

Capital invested by funds: $968M → $848M (-$121M)

12.99% less ownership

Funds ownership: 78.78%65.78% (-13%)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

20% less call options, than puts

Call options by funds: $516K | Put options by funds: $642K

Holders
239
Holders Change
-30
Holders Change %
-11.15%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
90
Reduced
75
Closed
32
Calls
$516K
Puts
$642K
Net Calls
-$126K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
WA
226
WPG Advisers
Maryland
$984
FHC
227
First Horizon Corporation
Tennessee
$833 -$5.95K -389 -88%
PWPS
228
Pinnacle Wealth Planning Services
Ohio
$818
RWS
229
Retirement Wealth Solutions
Wisconsin
$720
SWIM
230
Smallwood Wealth Investment Management
New Jersey
$711
RWM
231
Raffa Wealth Management
District of Columbia
$560
MB
232
MidFirst Bank
Oklahoma
$530
CIAM
233
Caitong International Asset Management
Hong Kong
$363 -$46 -3 -11%
BTI
234
Blue Trust Inc
Georgia
$333
SIC
235
SJS Investment Consulting
Ohio
$288 +$291 +19 New
CPG
236
Cornerstone Planning Group
New Jersey
$216 -$7.94K -519 -97%
BWL
237
Bogart Wealth LLC
Virginia
$136
JWM
238
JPL Wealth Management
Colorado
$61 +$61 +4 New
GIA
239
GHP Investment Advisors
Colorado
$46
CCM
240
Copeland Capital Management
Pennsylvania
-$16.3M -1,130,858 Closed
Jennison Associates
241
Jennison Associates
New York
-$13.5M -933,034 Closed
Point72 Asset Management
242
Point72 Asset Management
Connecticut
-$2.76M -191,252 Closed
ECM
243
ExodusPoint Capital Management
New York
-$2.66M -184,223 Closed
SO
244
STRS Ohio
Ohio
-$1.44M -99,500 Closed
Stifel Financial
245
Stifel Financial
Missouri
-$1.12M -77,380 Closed
DFCM
246
Dark Forest Capital Management
Puerto Rico
-$872K -60,402 Closed
SSA
247
Schonfeld Strategic Advisors
New York
-$761K -52,731 Closed
PAM
248
Panagora Asset Management
Massachusetts
-$504K -34,944 Closed
ECM
249
Evergreen Capital Management
Washington
-$502K -34,806 Closed
Cetera Investment Advisers
250
Cetera Investment Advisers
Illinois
-$260K -18,051 Closed

UMH Hedge Fund Activity: Q2 2026 in Review

239 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2026, worth a combined $848M — down 12% from $968M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UMH and 27 opened new positions — a net loss of 5 holders — while 75 trimmed existing stakes and 90 added.

The largest buyer was BlackRock, adding an estimated $7.34M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $43.1M.

  • 239 institutional investors held UMH Properties (UMH) as of Q2 2026, down from 269 in Q1 2026.
  • Funds reported $848M of UMH Properties stock for Q2 2026, down 12% quarter-over-quarter.
  • 27 funds opened new UMH Properties positions in Q2 2026 and 32 closed out, a net change of -5 holders.
  • The largest UMH Properties buyer in Q2 2026 was BlackRock, an estimated $7.34M added.
  • The largest UMH Properties seller in Q2 2026 was T. Rowe Price Investment Management, an estimated $43.1M sold.

Based on aggregated 13F filings for Q2 2026.