UMH

UMH Properties

256 hedge funds and large institutions have $987M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 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:

3.8% less ownership

Funds ownership: 82.05%78.25% (-3.8%)

15% less capital invested

Capital invested by funds: $1.16B → $987M (-$171M)

48% less call options, than puts

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

Holders
256
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 +$6.85M
2 +$6.62M
3 +$5.95M
4
DADC
D.A. Davidson & Co
Montana
+$5.75M
5
Goldman Sachs
Goldman Sachs
New York
+$4.42M

Top Sellers

1 -$29.1M
2 -$26.7M
3 -$14.2M
4
UBS AM
UBS AM
Illinois
-$9M
5
N
Nuveen
North Carolina
-$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
126
Bard Associates
Illinois
$426K
BFM
127
Boothbay Fund Management
New York
$412K
CIA
128
Concurrent Investment Advisors
Florida
$411K
SFI
129
Susquehanna Fundamental Investments
Pennsylvania
$411K
LPL Financial
130
LPL Financial
California
$407K
Aberdeen Group
131
Aberdeen Group
United Kingdom
$394K
Pathstone Holdings
132
Pathstone Holdings
New Jersey
$387K
COPPSERS
133
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$383K
OAM
134
Oxford Asset Management
United Kingdom
$379K
KeyBank National Association
135
KeyBank National Association
Ohio
$371K
ASRS
136
Arizona State Retirement System
Arizona
$351K
Cetera Investment Advisers
137
Cetera Investment Advisers
Illinois
$346K
New York State Common Retirement Fund
138
New York State Common Retirement Fund
New York
$330K
PFSRSONJ
139
Police & Firemen's Retirement System of New Jersey
New Jersey
$322K
PA
140
PharVision Advisers
Florida
$317K
Mercer Global Advisors
141
Mercer Global Advisors
Colorado
$317K
SCA
142
Snowden Capital Advisors
New York
$316K
ACM
143
Aster Capital Management
United Arab Emirates
$315K
BNP Paribas Financial Markets
144
BNP Paribas Financial Markets
France
$312K
UM
145
UniSuper Management
Australia
$307K
JF
146
Jump Financial
Illinois
$307K
AA
147
ALPS Advisors
Colorado
$304K
BWM
148
BCO Wealth Management
New Mexico
$296K
VI
149
Versor Investments
New York
$290K
VanEck Associates
150
VanEck Associates
New York
$287K