UMH

UMH Properties
UMH

Overview Fund Activity

238 hedge funds and large institutions have $1.23B invested in UMH Properties in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
78
Reduced
79
Closed
21
Calls
$18K
Puts
$46K
Net Calls
-$28K
Net Calls Change
+$1K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$18.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$15.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.68M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.45M
5
ME
McIlrath & Eck
Washington
+$3.08M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$12.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.31M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.9M
4
Goldman Sachs
Goldman Sachs
New York
-$3.87M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
SEI Investments
26
SEI Investments
Pennsylvania
$7.87M +$1.22M +65,461 +18%
State of New Jersey Common Pension Fund D
27
State of New Jersey Common Pension Fund D
New Jersey
$7.7M +$411K +22,000 +6%
State of Wisconsin Investment Board
28
State of Wisconsin Investment Board
Wisconsin
$7.02M +$547K +29,244 +8%
CI
29
Cherokee Insurance
Michigan
$6.99M +$85.8K +4,587 +1%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$6.99M -$1.62M -86,684 -19%
Russell Investments Group
31
Russell Investments Group
United Kingdom
$6.86M +$2.87M +153,470 +72%
Legal & General Group
32
Legal & General Group
United Kingdom
$6.68M +$69.7K +3,725 +1%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$6.39M -$89.5K -4,788 -1%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$5.47M -$170K -9,096 -3%
Wells Fargo
35
Wells Fargo
California
$5.45M -$111K -5,922 -2%
Goldman Sachs
36
Goldman Sachs
New York
$5.07M -$3.87M -206,818 -43%
ME
37
McIlrath & Eck
Washington
$4.98M +$3.08M +164,465 +161%
MA
38
Montag & Associates
Georgia
$4.97M -$29.9K -1,600 -0.6%
Marshall Wace
39
Marshall Wace
United Kingdom
$4.96M -$4.31M -230,662 -47%
Qube Research & Technologies (QRT)
40
Qube Research & Technologies (QRT)
United Kingdom
$4.94M -$1.32M -70,781 -21%
Citigroup
41
Citigroup
New York
$4.93M -$920K -49,180 -16%
PHAM
42
Pacific Heights Asset Management
California
$4.68M – – –
UBS Group
43
UBS Group
Switzerland
$4.52M +$514K +27,473 +13%
PAM
44
Panagora Asset Management
Massachusetts
$3.94M -$1.79M -95,971 -31%
DRZID
45
DePrince Race & Zollo Inc (DRZ)
Florida
$3.68M +$3.68M +196,827 New
Royal Bank of Canada
46
Royal Bank of Canada
Ontario, Canada
$3.58M +$101K +5,409 +3%
WS
47
Wedbush Securities
California
$3.43M -$60.1K -3,214 -2%
Franklin Resources
48
Franklin Resources
California
$3.42M -$131K -7,000 -4%
Invesco
49
Invesco
Georgia
$3.38M -$1.84M -98,262 -35%
Stifel Financial
50
Stifel Financial
Missouri
$3.35M +$100K +5,373 +3%
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