UMH

UMH Properties
UMH

Overview Fund Activity

231 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, 96 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-7
Holders Change %
-2.94%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
96
Reduced
76
Closed
21
Calls
$35K
Puts
$90K
Net Calls
-$55K
Net Calls Change
-$27K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
UBS AM
2
UBS AM
Illinois
$9M
3
SO
3
STRS Ohio
Ohio
$7.9M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$91.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$133M

Top Sellers

1
NL
1
Nuveen LLC
North Carolina
$9.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$2.65M
3
CCM
3
Copeland Capital Management
Pennsylvania
$42.8M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$29.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
151
Tower Research Capital (TRC)
New York
$242K +$199K +11,855 +469%
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$240K -$136K -8,094 -36%
CAG
153
Crestwood Advisors Group
Massachusetts
$232K +$4.03K +240 +2%
QCM
154
Quantinno Capital Management
New York
$232K -$90.6K -5,393 -28%
NSEDCP
155
NJ State Employees Deferred Compensation Plan
New Jersey
$225K – – –
SIC
156
Samalin Investment Counsel
New York
$222K +$47.7K +2,840 +27%
MFIM
157
Mesirow Financial Investment Management
Illinois
$217K +$2.85K +170 +1%
MGP
158
Metis Global Partners
California
$217K +$217K +12,907 New
Cerity Partners
159
Cerity Partners
New York
$210K -$5.44K -324 -3%
II
160
IFM Investors
Australia
$210K -$33.6K -2,000 -14%
BL
161
BFSG LLC
California
$198K – – –
DT
162
Diversified Trust
Tennessee
$198K +$437 +26 +0.2%
YIM
163
Yoffe Investment Management
Pennsylvania
$195K +$17 +1 +0%
EC
164
EntryPoint Capital
New York
$194K +$1.53K +91 +0.8%
HWM
165
Hohimer Wealth Management
Washington
$190K +$5.54K +330 +3%
FCM
166
Firestone Capital Management
Florida
$190K – – –
MGP
167
M&G plc
United Kingdom
$189K +$18.9K +1,112 +11%
Pictet Asset Management
168
Pictet Asset Management
Switzerland
$185K -$51.8K -3,086 -22%
NAM
169
Nissay Asset Management
Japan
$183K +$183K +10,918 New
Prudential Financial
170
Prudential Financial
New Jersey
$181K +$181K +10,060 New
EWA
171
EP Wealth Advisors
California
$171K -$621 -37 -0.4%
SWM
172
Stockman Wealth Management
Montana
$168K -$12.6K -750 -7%
BNP Paribas Financial Markets
173
BNP Paribas Financial Markets
France
$154K +$86.4K +5,146 +128%
Osaic Holdings
174
Osaic Holdings
Arizona
$147K -$83.5K -4,437 -36%
AIP
175
Ameritas Investment Partners
Nebraska
$127K – – –
5 6
7
8 9