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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
SOADOR
101
State of Alaska Department of Revenue
Alaska
$634K +$54K +3,153 +9%
CCIA
102
Cherry Creek Investment Advisors
Colorado
$626K +$20.5K +1,199 +3%
Amundi
103
Amundi
France
$626K -$84.3K -4,927 -12%
Squarepoint
104
Squarepoint
New York
$608K -$392K -22,893 -39%
AQR Capital Management
105
AQR Capital Management
Connecticut
$607K -$203K -11,877 -25%
OC
106
Oppenheimer & Co
New York
$601K -$3.29K -192 -0.5%
GC
107
Globeflex Capital
California
$591K
VAM
108
Vert Asset Management
California
$581K -$46.6K -2,724 -7%
Macquarie Group
109
Macquarie Group
Australia
$573K +$80.5K +4,703 +16%
QCG
110
Quadrant Capital Group
Ohio
$562K -$16.3K -953 -3%
Janus Henderson Group
111
Janus Henderson Group
United Kingdom
$534K
IIM
112
INTECH Investment Management
Florida
$530K -$201K -11,718 -27%
RAM
113
Resona Asset Management
Japan
$522K -$11.9K -696 -2%
SCA
114
Snowden Capital Advisors
New York
$505K -$8.11K -474 -2%
CLA
115
Carnegie Lake Advisors
New Jersey
$503K
CIM
116
Cambria Investment Management
California
$499K +$509K +29,728 New
CIA
117
Concurrent Investment Advisors
Florida
$496K +$8.8K +514 +2%
PCM
118
Penserra Capital Management
California
$493K -$30.5K -1,781 -6%
UIA
119
Ulland Investment Advisors
Minnesota
$485K +$340K +19,895 +221%
Pathstone Holdings
120
Pathstone Holdings
New Jersey
$460K -$4.76K -278 -1%
Daiwa Securities Group
121
Daiwa Securities Group
Japan
$459K +$37.4K +2,188 +9%
AAS
122
Avantax Advisory Services
Texas
$441K -$34 -2 -0%
COPPSERS
123
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$420K +$28.9K +1,686 +7%
KeyBank National Association
124
KeyBank National Association
Ohio
$419K +$13K +762 +3%
PS
125
Pensionfund Sabic
Netherlands
$412K

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.