UMH

UMH Properties

232 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, 75 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $1.23B → $1.16B (-$72.7M)

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
232
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
$35K
Puts
$90K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TRCT
151
Tower Research Capital (TRC)
New York
$242K
Nisa Investment Advisors
152
Nisa Investment Advisors
Missouri
$240K
CAG
153
Crestwood Advisors Group
Massachusetts
$232K
QCM
154
Quantinno Capital Management
New York
$232K
NSEDCP
155
NJ State Employees Deferred Compensation Plan
New Jersey
$225K
SIC
156
Samalin Investment Counsel
New York
$222K
Osaic Holdings
157
Osaic Holdings
Arizona
$219K
MFIM
158
Mesirow Financial Investment Management
Illinois
$217K
MGP
159
Metis Global Partners
California
$217K
Cerity Partners
160
Cerity Partners
New York
$210K
II
161
IFM Investors
Australia
$210K
BL
162
BFSG LLC
California
$198K
DT
163
Diversified Trust
Tennessee
$198K
YIM
164
Yoffe Investment Management
Pennsylvania
$195K
EC
165
EntryPoint Capital
New York
$194K
HWM
166
Hohimer Wealth Management
Washington
$190K
FCM
167
Firestone Capital Management
Florida
$190K
MGP
168
M&G plc
United Kingdom
$189K
Pictet Asset Management
169
Pictet Asset Management
Switzerland
$185K
NAM
170
Nissay Asset Management
Japan
$183K
Prudential Financial
171
Prudential Financial
New Jersey
$181K
EWA
172
EP Wealth Advisors
California
$171K
SWM
173
Stockman Wealth Management
Montana
$168K
BNP Paribas Financial Markets
174
BNP Paribas Financial Markets
France
$154K
AIP
175
Ameritas Investment Partners
Nebraska
$127K