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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
TWD
251
True Wealth Design
Ohio
$1.62K -$155 -10 -8%
BFS
252
Bare Financial Services
Pennsylvania
$1.57K -$495 -32 -23%
DB
253
Danske Bank
Denmark
$1.44K -$46.4K -3,000 -97%
Group One Trading
254
Group One Trading
Illinois
$1.44K -$9.29K -600 -86%
WA
255
WPG Advisers
Maryland
$938 +$108 +7 +12%
PMAM
256
Picton Mahoney Asset Management
Ontario, Canada
$808
PWPS
257
Pinnacle Wealth Planning Services
Ohio
$779
RFP
258
Root Financial Partners
California
$693 +$743 +48 New
RWS
259
Retirement Wealth Solutions
Wisconsin
$687 -$62 -4 -8%
SWIM
260
Smallwood Wealth Investment Management
New Jersey
$678
RWM
261
Raffa Wealth Management
District of Columbia
$534
MB
262
MidFirst Bank
Oklahoma
$505
CIAM
263
Caitong International Asset Management
Hong Kong
$390 -$15.3K -988 -97%
BTI
264
Blue Trust Inc
Georgia
$317
BWL
265
Bogart Wealth LLC
Virginia
$130 +$139 +9 New
GIA
266
GHP Investment Advisors
Colorado
$44 +$46 +3 New
DF
267
Dunhill Financial
United Kingdom
$36 -$15 -1 -33%
HFS
268
Hughes Financial Services
Virginia
$14 +$15 +1 New
AAMU
269
APG Asset Management US
New York
-$10.8M -679,926 Closed
Qube Research & Technologies (QRT)
270
Qube Research & Technologies (QRT)
United Kingdom
-$1.39M -87,366 Closed
Two Sigma Advisers
271
Two Sigma Advisers
New York
-$1.29M -80,800 Closed
PGFC
272
Peapack-Gladstone Financial Corp
New Jersey
-$1.18M -74,096 Closed
A
273
AlphaQuest
New York
-$1.12M -70,304 Closed
Marshall Wace
274
Marshall Wace
United Kingdom
-$1.06M -66,395 Closed
VI
275
Versor Investments
New York
-$756K -47,500 Closed

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.