UMH Properties
240 hedge funds and large institutions have $1.24B invested in UMH Properties in 2025 Q1 according to their latest regulatory filings, with 30 funds opening new positions, 78 increasing their positions, 81 reducing their positions, and 21 closing their positions.
43% more first-time investments, than exits
New positions opened: 30 | Existing positions closed: 21
3% more funds holding
Funds holding: 232 → 240 (+8)
0% less capital invested
Capital invested by funds: $1.24B → $1.24B (-$1.13M)
4% less repeat investments, than reductions
Existing positions increased: 78 | Existing positions reduced: 81
2.9% less ownership
Funds ownership: 83.02% → 80.12% (-2.9%)
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
61% less call options, than puts
Call options by funds: $18K | Put options by funds: $46K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Capital Research Global Investors
Los Angeles,
California
|
+$18.3M |
| 2 |
AllianceBernstein
Nashville,
Tennessee
|
+$14.9M |
| 3 |
DRZID
DePrince Race & Zollo Inc (DRZ)
Winter Park,
Florida
|
+$3.58M |
| 4 |
First Eagle Investment Management
New York
|
+$3.36M |
| 5 |
ME
McIlrath & Eck
Arlington,
Washington
|
+$2.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BC
Brookfield Corp
Toronto,
Ontario, Canada
|
-$12.6M |
| 2 |
Marshall Wace
London,
United Kingdom
|
-$4.2M |
| 3 |
Raymond James Financial
St Petersburg,
Florida
|
-$3.8M |
| 4 |
Goldman Sachs
New York
|
-$3.77M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$2.49M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
251
Creative Planning
Overland Park,
Kansas
| – | -$95.4K | -5,053 | Closed |
|
252
Lazard Asset Management
New York
| – | -$39K | -2,087 | Closed |
|
|
CFGS
253
Concourse Financial Group Securities
Birmingham,
Alabama
| – | -$31.2K | -1,738 | Closed |
|
|
QL
254
Quarry LP
New York
| – | -$32.1K | -1,701 | Closed |
|
|
PFA
255
Pathway Financial Advisers
Auburn,
Indiana
| – | -$24.8K | -1,313 | Closed |
|
256
Group One Trading
Chicago,
Illinois
| – | -$5.46K | -300 | Closed |
|
|
NA
257
NewEdge Advisors
New Orleans,
Louisiana
| – | -$5.66K | -300 | Closed |
|
|
ACM
258
Aster Capital Management
Dubai,
United Arab Emirates
| – | -$5.19K | -275 | Closed |
|
|
LWANC
259
Laurel Wealth Advisors (North Carolina)
Charlotte,
North Carolina
| – | -$1.23K | -65 | Closed |
|
|
PA
260
Parallel Advisors
San Francisco,
California
| – | -$321 | -17 | Closed |
|
UMH Hedge Fund Activity: Q1 2025 in Review
240 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2025, worth a combined $1.24B — down 0.09% from $1.24B a quarter earlier.
Buyers outnumbered sellers: 30 funds opened new UMH positions and 21 closed out — a net gain of 9 holders — while 78 added to existing stakes and 81 trimmed.
The largest buyer was Capital Research Global Investors, adding an estimated $18.3M. The largest seller was Brookfield Corp, exiting entirely with an estimated $12.6M sold.
- 240 institutional investors held UMH Properties (UMH) as of Q1 2025, up from 232 in Q4 2024.
- Funds reported $1.24B of UMH Properties stock for Q1 2025, down 0.09% quarter-over-quarter.
- 30 funds opened new UMH Properties positions in Q1 2025 and 21 closed out, a net change of +9 holders.
- The largest UMH Properties buyer in Q1 2025 was Capital Research Global Investors, an estimated $18.3M added.
- The largest UMH Properties seller in Q1 2025 was Brookfield Corp, an estimated $12.6M sold.
Based on aggregated 13F filings for Q1 2025.