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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
Royal Bank of Canada
51
Royal Bank of Canada
Ontario, Canada
$2.95M -$267K -15,608 -8%
NSIM
52
North Star Investment Management
Illinois
$2.94M
DRZID
53
DePrince Race & Zollo Inc (DRZ)
Florida
$2.86M -$453K -26,449 -13%
Stifel Financial
54
Stifel Financial
Missouri
$2.85M -$154K -9,024 -5%
Marshall Wace
55
Marshall Wace
United Kingdom
$2.71M -$1.77M -103,549 -39%
NIG
56
NFJ Investment Group
Texas
$2.71M -$17.1K -1,000 -0.6%
SEI Investments
57
SEI Investments
Pennsylvania
$2.65M -$4.5M -263,053 -63%
CIS
58
Connors Investor Services
Pennsylvania
$2.61M +$564K +32,962 +27%
Swiss National Bank
59
Swiss National Bank
Switzerland
$2.52M +$77K +4,500 +3%
LCM
60
LDR Capital Management
New York
$2.32M +$28.9K +1,691 +1%
Ameriprise
61
Ameriprise
Minnesota
$2.23M -$55.6K -3,249 -2%
RhumbLine Advisers
62
RhumbLine Advisers
Massachusetts
$2.23M +$229K +13,382 +11%
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$2.06M -$17K -995 -0.8%
Canada Life
64
Canada Life
Manitoba, Canada
$1.99M +$245K +14,343 +14%
Asset Management One
65
Asset Management One
Japan
$1.96M +$145K +8,497 +8%
WA
66
WealthTrust Axiom
Pennsylvania
$1.93M -$146K -8,550 -7%
Nomura Asset Management
67
Nomura Asset Management
Japan
$1.88M +$238K +13,900 +14%
Ohio Public Employees Retirement System (OPERS)
68
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.87M +$141K +8,260 +8%
SLA
69
Silver Lake Advisory
Utah
$1.85M +$21.9K +1,280 +1%
DFCM
70
Dark Forest Capital Management
Puerto Rico
$1.81M +$328K +19,177 +22%
First Trust Advisors
71
First Trust Advisors
Illinois
$1.66M +$408K +23,817 +32%
GHA
72
GW Henssler & Associates
Georgia
$1.62M
SRC
73
Shufro Rose & Co
New York
$1.59M -$20.5K -1,200 -1%
CSC
74
Caldwell Sutter Capital
California
$1.5M -$12.3K -721 -0.8%
Deutsche Bank
75
Deutsche Bank
Germany
$1.49M +$105K +6,142 +7%

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.