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UMH

UMH Properties

234 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, 97 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

2.24% more ownership

Funds ownership: 80.12%82.36% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 239234 (-5)

6% less capital invested

Capital invested by funds: $1.24B → $1.16B (-$72.8M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

61% less call options, than puts

Call options by funds: $35K | Put options by funds: $90K

Holders
234
Holders Change
-5
Holders Change %
-2.09%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
97
Reduced
76
Closed
21
Calls
$35K
Puts
$90K
Net Calls
-$55K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
Morgan Stanley
26
Morgan Stanley
New York
$7.95M -$387K -22,589 -5%
SO
27
STRS Ohio
Ohio
$7.9M +$7.82M +457,200 +3,362%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$7.04M -$255K -14,874 -3%
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$7.04M +$128K +7,500 +2%
CI
30
Cherokee Insurance
Michigan
$6.37M +$88.3K +5,160 +1%
Legal & General Group
31
Legal & General Group
United Kingdom
$6.29M +$297K +17,337 +5%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$6.14M -$166K -9,719 -3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$6.06M +$332K +19,430 +6%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$5.65M -$517K -30,208 -8%
UBS Group
35
UBS Group
Switzerland
$5.57M +$1.54M +89,864 +37%
Citigroup
36
Citigroup
New York
$5.28M +$866K +50,591 +19%
JP Morgan Chase
37
JP Morgan Chase
New York
$5.04M -$1.26M -73,832 -20%
Wells Fargo
38
Wells Fargo
California
$4.86M -$31.2K -1,824 -0.6%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$4.76M -$154K -8,987 -3%
MA
40
Montag & Associates
Georgia
$4.46M
ME
41
McIlrath & Eck
Washington
$4.3M -$179K -10,436 -4%
PHAM
42
Pacific Heights Asset Management
California
$4.2M
SAM
43
Storebrand Asset Management
Norway
$3.94M -$52.4K -3,063 -1%
PAM
44
Panagora Asset Management
Massachusetts
$3.52M -$10.6K -618 -0.3%
Invesco
45
Invesco
Georgia
$3.42M +$395K +23,108 +13%
Qube Research & Technologies (QRT)
46
Qube Research & Technologies (QRT)
United Kingdom
$3.3M -$1.16M -67,687 -26%
Barclays
47
Barclays
United Kingdom
$3.12M +$889K +51,954 +39%
WS
48
Wedbush Securities
California
$3.03M -$50.4K -2,948 -2%
Renaissance Technologies
49
Renaissance Technologies
New York
$3.03M +$3.09M +180,400 New
Franklin Resources
50
Franklin Resources
California
$2.99M -$83.6K -4,885 -3%

UMH Hedge Fund Activity: Q2 2025 in Review

234 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2025, worth a combined $1.16B — down 5.9% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UMH and 17 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 97 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $13.4M. The largest seller was Nuveen, cutting an estimated $8.3M.

  • 234 institutional investors held UMH Properties (UMH) as of Q2 2025, down from 239 in Q1 2025.
  • Funds reported $1.16B of UMH Properties stock for Q2 2025, down 5.9% quarter-over-quarter.
  • 17 funds opened new UMH Properties positions in Q2 2025 and 21 closed out, a net change of -4 holders.
  • The largest UMH Properties buyer in Q2 2025 was T. Rowe Price Investment Management, an estimated $13.4M added.
  • The largest UMH Properties seller in Q2 2025 was Nuveen, an estimated $8.3M sold.

Based on aggregated 13F filings for Q2 2025.