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UMH

UMH Properties

268 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

6% more funds holding

Funds holding: 254268 (+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
268
Holders Change
+14
Holders Change %
+5.51%
% of All Funds
3.3%
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
PHAM
26
Pacific Heights Asset Management
California
$9.38M
KCM
27
Kennedy Capital Management
Missouri
$8.59M -$25.8K -1,668 -0.3%
VFT
28
Vanguard Fiduciary Trust
Pennsylvania
$8.2M +$8.8M +568,507 New
Morgan Stanley
29
Morgan Stanley
New York
$6.95M +$217K +13,991 +3%
State of New Jersey Common Pension Fund D
30
State of New Jersey Common Pension Fund D
New Jersey
$6.62M -$99.4K -6,419 -1%
Citigroup
31
Citigroup
New York
$6.29M +$983K +63,491 +17%
Bank of New York Mellon
32
Bank of New York Mellon
New York
$6.09M -$148K -9,551 -2%
UBS AM
33
UBS AM
Illinois
$6.07M -$2.6K -168 -0%
CI
34
Cherokee Insurance
Michigan
$5.9M +$206K +13,280 +3%
Russell Investments Group
35
Russell Investments Group
United Kingdom
$5.61M -$133K -8,590 -2%
Legal & General Group
36
Legal & General Group
United Kingdom
$5M -$755K -48,786 -12%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$4.97M -$461K -29,792 -8%
Wells Fargo
38
Wells Fargo
California
$4.95M -$935K -60,394 -15%
Citadel Advisors
39
Citadel Advisors
Florida
$4.38M +$3.09M +199,567 +191%
UBS Group
40
UBS Group
Switzerland
$4.38M +$709K +45,800 +18%
AQR Capital Management
41
AQR Capital Management
Connecticut
$4.18M +$135K +8,730 +3%
JP Morgan Chase
42
JP Morgan Chase
New York
$4.04M -$55.9K -3,613 -1%
MA
43
Montag & Associates
Georgia
$3.78M
Neuberger Berman Group
44
Neuberger Berman Group
New York
$3.53M -$77.8K -5,027 -2%
CIS
45
Connors Investor Services
Pennsylvania
$3.44M +$81K +5,236 +2%
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
$3.09M -$268K -17,304 -7%
Millennium Management
47
Millennium Management
New York
$3.04M +$2.91M +188,320 +835%
SAM
48
Storebrand Asset Management
Norway
$2.87M -$529K -34,208 -15%
Point72 Asset Management
49
Point72 Asset Management
Connecticut
$2.76M -$12.6M -816,813 -81%
WS
50
Wedbush Securities
California
$2.71M -$54.8K -3,539 -2%