UMH

UMH Properties

260 hedge funds and large institutions have $989M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 51 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:

3.68% less ownership

Funds ownership: 82.05%78.37% (-3.7%)

15% less capital invested

Capital invested by funds: $1.16B → $989M (-$170M)

48% less call options, than puts

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

Holders
260
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 +$7.39M
2 +$7.14M
3 +$6.42M
4
DADC
D.A. Davidson & Co
Montana
+$6.2M
5
Goldman Sachs
Goldman Sachs
New York
+$4.76M

Top Sellers

1 -$31.4M
2 -$28.8M
3 -$15.4M
4
UBS AM
UBS AM
Illinois
-$9M
5
N
Nuveen
North Carolina
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
IA
251
IFP Advisors
Florida
$846
PWMG
252
Private Wealth Management Group
New Jersey
$832
BIM
253
Breakwater Investment Management
Washington
$476
PA
254
Parallel Advisors
California
$446
FFO
255
Fortitude Family Office
Arizona
$446
SWIM
256
Smallwood Wealth Investment Management
New Jersey
$386
BTI
257
Blue Trust Inc
Georgia
$327
PNC Financial Services Group
258
PNC Financial Services Group
Pennsylvania
$238
TWD
259
True Wealth Design
Ohio
$134
Northwestern Mutual Wealth Management
260
Northwestern Mutual Wealth Management
Wisconsin
$30
UBS AM
261
UBS AM
Illinois
Marshall Wace
262
Marshall Wace
United Kingdom
NIG
263
NFJ Investment Group
Texas
DFCM
264
Dark Forest Capital Management
Puerto Rico
VI
265
Vestcor Inc
New Brunswick, Canada
Man Group
266
Man Group
United Kingdom
B
267
Bailard
California
CCIA
268
Cherry Creek Investment Advisors
Colorado
Two Sigma Advisers
269
Two Sigma Advisers
New York
SGI
270
Summit Global Investments
Utah
OCM
271
Orleans Capital Management
Louisiana
RI
272
Ridgewood Investments
New Jersey
BIG
273
Brooklyn Investment Group
New York
GWM
274
Geneos Wealth Management
Colorado
BA
275
Bellwether Advisors
Nebraska