UMH

UMH Properties

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.85% less ownership

Funds ownership: 82.69%79.83% (-2.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

61% less call options, than puts

Call options by funds: $18K | Put options by funds: $46K

Holders
238
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18K
Puts
$46K
Net Calls
Net Calls Change

Top Sellers

1 -$12.6M
2 -$4.31M
3 -$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
Change in
Stake
CCIA
101
Cherry Creek Investment Advisors
Colorado
$675K
OC
102
Oppenheimer & Co
New York
$672K
CF
103
Corebridge Financial
Texas
$662K
GC
104
Globeflex Capital
California
$658K
SOADOR
105
State of Alaska Department of Revenue
Alaska
$648K
QCG
106
Quadrant Capital Group
Ohio
$643K
RAM
107
Resona Asset Management
Japan
$596K
Janus Henderson Group
108
Janus Henderson Group
United Kingdom
$595K
PCM
109
Penserra Capital Management
California
$582K
ARC
110
Advisor Resource Council
Texas
$578K
SCA
111
Snowden Capital Advisors
New York
$572K
CLA
112
Carnegie Lake Advisors
New Jersey
$560K
Macquarie Group
113
Macquarie Group
Australia
$550K
CIA
114
Concurrent Investment Advisors
Florida
$543K
Thrivent Financial for Lutherans
115
Thrivent Financial for Lutherans
Minnesota
$533K
Pathstone Holdings
116
Pathstone Holdings
New Jersey
$517K
AAS
117
Avantax Advisory Services
Texas
$491K
Daiwa Securities Group
118
Daiwa Securities Group
Japan
$470K
Verition Fund Management
119
Verition Fund Management
Connecticut
$467K
PS
120
Pensionfund Sabic
Netherlands
$459K
Bessemer Group
121
Bessemer Group
New Jersey
$455K
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
II
125
Inspire Investing
Idaho
$418K