UMH

UMH Properties

260 hedge funds and large institutions have $989M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 106 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3.68% less ownership

Funds ownership: 82.05%78.37% (-3.7%)

15% less capital invested

Capital invested by funds: $1.16B → $989M (-$170M)

48% less call options, than puts

Call options by funds: $222K | Put options by funds: $427K

Holders
260
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$222K
Puts
$427K
Net Calls
Net Calls Change

Top Buyers

1 +$7.39M
2 +$7.14M
3 +$6.42M
4
DADC
D.A. Davidson & Co
Montana
+$6.2M
5
Goldman Sachs
Goldman Sachs
New York
+$4.76M

Top Sellers

1 -$31.4M
2 -$28.8M
3 -$15.4M
4
UBS AM
UBS AM
Illinois
-$9M
5
N
Nuveen
North Carolina
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
Universal-Beteiligungs- und Servicegesellschaft
76
Universal-Beteiligungs- und Servicegesellschaft
Germany
$1.39M
CSC
77
Caldwell Sutter Capital
California
$1.31M
HPCM
78
Hunter Perkins Capital Management
Illinois
$1.3M
Lazard Asset Management
79
Lazard Asset Management
New York
$1.27M
Sumitomo Mitsui Trust Group
80
Sumitomo Mitsui Trust Group
Japan
$1.27M
T. Rowe Price Associates
81
T. Rowe Price Associates
Maryland
$1.25M
A
82
AlphaQuest
New York
$1.24M
EC
83
EntryPoint Capital
New York
$1.24M
Citadel Advisors
84
Citadel Advisors
Florida
$1.18M
California State Teachers Retirement System (CalSTRS)
85
California State Teachers Retirement System (CalSTRS)
California
$1.16M
PGFC
86
Peapack-Gladstone Financial Corp
New Jersey
$1.1M
HF
87
HRT Financial
New York
$1.08M
GI
88
GAMCO Investors
Connecticut
$1.02M
Teacher Retirement System of Texas
89
Teacher Retirement System of Texas
Texas
$1M
Zurich Cantonal Bank
90
Zurich Cantonal Bank
Switzerland
$994K
Mitsubishi UFJ Asset Management
91
Mitsubishi UFJ Asset Management
Japan
$947K
UIA
92
Ulland Investment Advisors
Minnesota
$882K
AQR Capital Management
93
AQR Capital Management
Connecticut
$796K
QT
94
Quantbot Technologies
New York
$790K
EGM
95
Engineers Gate Manager
New York
$771K
Manulife (Manufacturers Life Insurance)
96
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$766K
Connor, Clark & Lunn Investment Management (CC&L)
97
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$727K
MIM
98
MetLife Investment Management
New Jersey
$680K
SPS
99
Susquehanna Portfolio Strategies
Pennsylvania
$646K
SOADOR
100
State of Alaska Department of Revenue
Alaska
$635K