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UMH

UMH Properties

254 hedge funds and large institutions have $1.11B invested in UMH Properties in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $714K | Put options by funds: $387K

30% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 80

11% more capital invested

Capital invested by funds: $993M → $1.11B (+$113M)

2.81% more ownership

Funds ownership: 78.72%81.53% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 264254 (-10)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
254
Holders Change
-10
Holders Change %
-3.79%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
104
Reduced
80
Closed
44
Calls
$714K
Puts
$387K
Net Calls
+$327K
Net Calls Change
+$532K
Name Holding Trade Value Shares
Change
Change in
Stake
PHAM
26
Pacific Heights Asset Management
California
$10.3M +$3.75M +250,000 +63%
Invesco
27
Invesco
Georgia
$9.59M +$6.04M +401,990 +200%
KCM
28
Kennedy Capital Management
Missouri
$9.5M +$918K +61,111 +11%
Morgan Stanley
29
Morgan Stanley
New York
$7.44M -$1.95M -130,031 -22%
State of New Jersey Common Pension Fund D
30
State of New Jersey Common Pension Fund D
New Jersey
$7.4M +$303K +20,190 +5%
Bank of New York Mellon
31
Bank of New York Mellon
New York
$6.86M +$1.24M +82,900 +24%
UBS AM
32
UBS AM
Illinois
$6.7M +$6.32M +420,874 New
Wells Fargo
33
Wells Fargo
California
$6.42M +$641K +42,655 +12%
Russell Investments Group
34
Russell Investments Group
United Kingdom
$6.32M +$136K +9,036 +2%
CI
35
Cherokee Insurance
Michigan
$6.3M +$86K +5,729 +1%
Legal & General Group
36
Legal & General Group
United Kingdom
$6.29M +$687K +45,735 +13%
State of Wisconsin Investment Board
37
State of Wisconsin Investment Board
Wisconsin
$5.95M +$295K +19,647 +6%
Citigroup
38
Citigroup
New York
$5.92M -$5.83M -387,968 -51%
JP Morgan Chase
39
JP Morgan Chase
New York
$4.52M -$685K -45,616 -14%
AQR Capital Management
40
AQR Capital Management
Connecticut
$4.47M +$3.41M +227,382 +424%
MA
41
Montag & Associates
Georgia
$4.16M -$62.5K -4,160 -2%
UBS Group
42
UBS Group
Switzerland
$4.1M +$297K +19,803 +8%
Neuberger Berman Group
43
Neuberger Berman Group
New York
$3.97M -$345K -22,990 -8%
ME
44
McIlrath & Eck
Washington
$3.84M -$237K -15,779 -6%
CIS
45
Connors Investor Services
Pennsylvania
$3.71M +$942K +62,748 +37%
SAM
46
Storebrand Asset Management
Norway
$3.71M -$21.8K -1,450 -0.6%
Envestnet Asset Management
47
Envestnet Asset Management
Illinois
$3.69M -$1.07M -71,124 -23%
DRZID
48
DePrince Race & Zollo Inc (DRZ)
Florida
$3.51M +$420K +27,987 +15%
WS
49
Wedbush Securities
California
$3.04M -$661 -44 -0%
NSIM
50
North Star Investment Management
Illinois
$2.81M +$23K +1,534 +0.9%