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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
KK
151
KLP Kapitalforvaltning
Norway
$245K
Creative Planning
152
Creative Planning
Kansas
$244K +$248K +14,505 New
TRCT
153
Tower Research Capital (TRC)
New York
$242K +$203K +11,855 +469%
Nisa Investment Advisors
154
Nisa Investment Advisors
Missouri
$240K -$139K -8,094 -36%
CAG
155
Crestwood Advisors Group
Massachusetts
$232K +$4.11K +240 +2%
QCM
156
Quantinno Capital Management
New York
$232K -$92.3K -5,393 -28%
NSEDCP
157
NJ State Employees Deferred Compensation Plan
New Jersey
$225K
SIC
158
Samalin Investment Counsel
New York
$222K +$48.6K +2,840 +27%
Osaic Holdings
159
Osaic Holdings
Arizona
$219K +$14.2K +827 +7%
MFIM
160
Mesirow Financial Investment Management
Illinois
$217K +$2.91K +170 +1%
MGP
161
Metis Global Partners
California
$217K +$221K +12,907 New
Cerity Partners
162
Cerity Partners
New York
$210K -$5.54K -324 -3%
II
163
IFM Investors
Australia
$210K -$34.2K -2,000 -14%
BL
164
BFSG LLC
California
$198K
DT
165
Diversified Trust
Tennessee
$198K +$445 +26 +0.2%
YIM
166
Yoffe Investment Management
Pennsylvania
$195K +$17 +1 +0%
EC
167
EntryPoint Capital
New York
$194K +$1.56K +91 +0.8%
HWM
168
Hohimer Wealth Management
Washington
$190K +$5.65K +330 +3%
FCM
169
Firestone Capital Management
Florida
$190K
MGP
170
M&G plc
United Kingdom
$189K +$19K +1,112 +11%
Pictet Asset Management
171
Pictet Asset Management
Switzerland
$185K -$52.8K -3,086 -22%
NAM
172
Nissay Asset Management
Japan
$183K +$187K +10,918 New
Prudential Financial
173
Prudential Financial
New Jersey
$181K +$172K +10,060 New
EWA
174
EP Wealth Advisors
California
$171K -$633 -37 -0.4%
SWM
175
Stockman Wealth Management
Montana
$168K -$12.8K -750 -7%

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.