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.

New
Increased
Maintained
Reduced
Closed
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
T. Rowe Price Investment Management
Maryland
+$13.1M
2
UBS AM
UBS AM
Illinois
+$7.72M
3
SO
STRS Ohio
Ohio
+$7.68M
4
Capital Research Global Investors
Capital Research Global Investors
California
+$7.3M
5
Vanguard Group
Vanguard Group
Pennsylvania
+$6.45M

Top Sellers

1
NL
Nuveen LLC
North Carolina
-$8.15M
2
SEI Investments
SEI Investments
Pennsylvania
-$4.42M
3
CCM
Copeland Capital Management
Pennsylvania
-$3.22M
4
William Blair Investment Management
William Blair Investment Management
Illinois
-$2.47M
5
Marshall Wace
Marshall Wace
United Kingdom
-$1.74M
Name Holding Trade Value Shares
Change 		Shares
Change %
Morgan Stanley
26
Morgan Stanley
New York
$7.95M -$379K -22,589 -5%
SO
27
STRS Ohio
Ohio
$7.9M +$7.68M +457,200 +3,362%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$7.04M -$250K -14,874 -3%
State of New Jersey Common Pension Fund D
29
State of New Jersey Common Pension Fund D
New Jersey
$7.04M +$126K +7,500 +2%
CI
30
Cherokee Insurance
Michigan
$6.37M +$86.6K +5,160 +1%
Legal & General Group
31
Legal & General Group
United Kingdom
$6.29M +$291K +17,337 +5%
State of Wisconsin Investment Board
32
State of Wisconsin Investment Board
Wisconsin
$6.14M -$163K -9,719 -3%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$6.06M +$326K +19,430 +6%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$5.65M -$507K -30,208 -8%
UBS Group
35
UBS Group
Switzerland
$5.57M +$1.51M +89,864 +37%
Citigroup
36
Citigroup
New York
$5.28M +$849K +50,591 +19%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$5.04M -$1.24M -73,832 -20%
Wells Fargo
38
Wells Fargo
California
$4.86M -$30.6K -1,824 -0.6%
Neuberger Berman Group
39
Neuberger Berman Group
New York
$4.76M -$151K -8,987 -3%
MA
40
Montag & Associates
Georgia
$4.46M – – –
ME
41
McIlrath & Eck
Washington
$4.3M -$175K -10,436 -4%
PHAM
42
Pacific Heights Asset Management
California
$4.2M – – –
PAM
43
Panagora Asset Management
Massachusetts
$3.52M -$10.4K -618 -0.3%
Invesco
44
Invesco
Georgia
$3.42M +$388K +23,108 +13%
Qube Research & Technologies (QRT)
45
Qube Research & Technologies (QRT)
United Kingdom
$3.3M -$1.14M -67,687 -26%
Barclays
46
Barclays
United Kingdom
$3.12M +$872K +51,954 +39%
WS
47
Wedbush Securities
California
$3.03M -$49.5K -2,948 -2%
Renaissance Technologies
48
Renaissance Technologies
New York
$3.03M +$3.03M +180,400 New
Franklin Resources
49
Franklin Resources
California
$2.99M -$82K -4,885 -3%
Royal Bank of Canada
50
Royal Bank of Canada
Ontario, Canada
$2.95M -$262K -15,608 -8%
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