UMH

UMH Properties
UMH

Overview Fund Activity

238 hedge funds and large institutions have $1.23B invested in UMH Properties in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
78
Reduced
79
Closed
21
Calls
$18K
Puts
$46K
Net Calls
-$28K
Net Calls Change
+$1K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$18.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$15.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.68M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.45M
5
ME
McIlrath & Eck
Washington
+$3.08M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$12.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.31M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.9M
4
Goldman Sachs
Goldman Sachs
New York
-$3.87M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCIA
101
Cherry Creek Investment Advisors
Colorado
$675K +$675K +36,083 New
OC
102
Oppenheimer & Co
New York
$672K +$108K +5,798 +19%
CF
103
Corebridge Financial
Texas
$662K -$9.84K -526 -1%
GC
104
Globeflex Capital
California
$658K – – –
SOADOR
105
State of Alaska Department of Revenue
Alaska
$648K +$1.53K +82 +0.2%
QCG
106
Quadrant Capital Group
Ohio
$643K +$538K +28,770 +511%
RAM
107
Resona Asset Management
Japan
$596K +$52K +2,779 +10%
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$595K – – –
PCM
109
Penserra Capital Management
California
$582K -$72.7K -3,892 -11%
ARC
110
Advisor Resource Council
Texas
$578K +$578K +32,164 New
SCA
111
Snowden Capital Advisors
New York
$572K -$17.9K -958 -3%
CLA
112
Carnegie Lake Advisors
New Jersey
$560K – – –
Macquarie Group
113
Macquarie Group
Australia
$550K +$185K +9,869 +51%
CIA
114
Concurrent Investment Advisors
Florida
$543K -$21.5K -1,152 -4%
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$533K +$533K +28,517 New
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$517K -$2.3K -123 -0.4%
AAS
117
Avantax Advisory Services
Texas
$491K +$12.5K +671 +3%
Daiwa Securities Group
118
Daiwa Securities Group
Japan
$470K +$16.9K +906 +4%
Verition Fund Management
119
Verition Fund Management
Connecticut
$467K -$470K -25,111 -50%
PS
120
Pensionfund Sabic
Netherlands
$459K – – –
Bessemer Group
121
Bessemer Group
New Jersey
$455K +$187 +10 +0%
KeyBank National Association
122
KeyBank National Association
Ohio
$453K – – –
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$436K – – –
Nisa Investment Advisors
124
Nisa Investment Advisors
Missouri
$419K +$19.9K +1,065 +5%
II
125
Inspire Investing
Idaho
$418K +$18.8K +1,007 +5%
3 4
5
6 7