UMH

UMH Properties

257 hedge funds and large institutions have $987M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 50 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:

3.8% less ownership

Funds ownership: 82.05%78.25% (-3.8%)

15% less capital invested

Capital invested by funds: $1.16B → $987M (-$171M)

48% less call options, than puts

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

Holders
257
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 +$6.85M
2 +$6.62M
3 +$5.95M
4
DADC
D.A. Davidson & Co
Montana
+$5.75M
5
Goldman Sachs
Goldman Sachs
New York
+$4.42M

Top Sellers

1 -$29.1M
2 -$26.7M
3 -$14.2M
4
UBS AM
UBS AM
Illinois
-$9M
5
N
Nuveen
North Carolina
-$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BIM
251
Breakwater Investment Management
Washington
$476
PA
252
Parallel Advisors
California
$446
FFO
253
Fortitude Family Office
Arizona
$446
SWIM
254
Smallwood Wealth Investment Management
New Jersey
$386
BTI
255
Blue Trust Inc
Georgia
$327
PNC Financial Services Group
256
PNC Financial Services Group
Pennsylvania
$238
TWD
257
True Wealth Design
Ohio
$134
Northwestern Mutual Wealth Management
258
Northwestern Mutual Wealth Management
Wisconsin
$30
UBS AM
259
UBS AM
Illinois
Marshall Wace
260
Marshall Wace
United Kingdom
NIG
261
NFJ Investment Group
Texas
DFCM
262
Dark Forest Capital Management
Puerto Rico
VI
263
Vestcor Inc
New Brunswick, Canada
Man Group
264
Man Group
United Kingdom
B
265
Bailard
California
CCIA
266
Cherry Creek Investment Advisors
Colorado
Two Sigma Advisers
267
Two Sigma Advisers
New York
SGI
268
Summit Global Investments
Utah
OCM
269
Orleans Capital Management
Louisiana
RI
270
Ridgewood Investments
New Jersey
BIG
271
Brooklyn Investment Group
New York
GWM
272
Geneos Wealth Management
Colorado
BA
273
Bellwether Advisors
Nebraska
CAM
274
Costello Asset Management
Pennsylvania
SO
275
Sierra Ocean
California