UMH

UMH Properties
UMH

Overview Fund Activity

231 hedge funds and large institutions have $1.16B invested in UMH Properties in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 76 reducing their positions, and 21 closing their positions.

Holders
231
Holders Change
-7
Holders Change %
-2.94%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
96
Reduced
76
Closed
21
Calls
$35K
Puts
$90K
Net Calls
-$55K
Net Calls Change
-$27K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
UBS AM
2
UBS AM
Illinois
$9M
3
SO
3
STRS Ohio
Ohio
$7.9M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$91.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$133M

Top Sellers

1
NL
1
Nuveen LLC
North Carolina
$9.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$2.65M
3
CCM
3
Copeland Capital Management
Pennsylvania
$42.8M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$29.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$7.95M 473,300 -22,589 -5%
SO
27
STRS Ohio
Ohio
$7.9M 470,800 +457,200 +3,362%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$7.04M 419,419 -14,874 -3%
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$7.04M 419,242 +7,500 +2%
CI
30
Cherokee Insurance
Michigan
$6.37M 379,138 +5,160 +1%
Legal & General Group
31
Legal & General Group
United Kingdom
$6.29M 374,511 +17,337 +5%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$6.14M 365,488 -9,719 -3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$6.06M 360,975 +19,430 +6%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$5.65M 336,602 -30,208 -8%
UBS Group
35
UBS Group
Switzerland
$5.57M 331,643 +89,864 +37%
Citigroup
36
Citigroup
New York
$5.28M 314,409 +50,591 +19%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$5.04M 299,890 -73,832 -20%
Wells Fargo
38
Wells Fargo
California
$4.86M 289,734 -1,824 -0.6%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$4.76M 283,771 -8,987 -3%
MA
40
Montag & Associates
Georgia
$4.46M 265,811 – –
ME
41
McIlrath & Eck
Washington
$4.3M 255,962 -10,436 -4%
PHAM
42
Pacific Heights Asset Management
California
$4.2M 250,000 – –
PAM
43
Panagora Asset Management
Massachusetts
$3.52M 209,881 -618 -0.3%
Invesco
44
Invesco
Georgia
$3.42M 203,827 +23,108 +13%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$3.3M 196,458 -67,687 -26%
Barclays
46
Barclays
United Kingdom
$3.12M 185,845 +51,954 +39%
WS
47
Wedbush Securities
California
$3.03M 180,389 -2,948 -2%
Renaissance Technologies
48
Renaissance Technologies
New York
$3.03M 180,400 +180,400 New
Franklin Resources
49
Franklin Resources
California
$2.99M 177,992 -4,885 -3%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$2.95M 175,937 -15,608 -8%
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