UMH

UMH Properties

262 hedge funds and large institutions have $990M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 106 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:

3.63% less ownership

Funds ownership: 82.08%78.45% (-3.6%)

15% less capital invested

Capital invested by funds: $1.16B → $990M (-$169M)

48% less call options, than puts

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

Holders
262
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 +$7.39M
2 +$7.14M
3 +$6.42M
4
DADC
D.A. Davidson & Co
Montana
+$6.2M
5
Goldman Sachs
Goldman Sachs
New York
+$4.76M

Top Sellers

1 -$31.4M
2 -$28.8M
3 -$15.4M
4
UBS AM
UBS AM
Illinois
-$9M
5
N
Nuveen
North Carolina
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
151
BCO Wealth Management
New Mexico
$296K
VI
152
Versor Investments
New York
$290K
VanEck Associates
153
VanEck Associates
New York
$287K
MIM
154
Meixler Investment Management
Arizona
$286K
OC
155
Oppenheimer & Co
New York
$286K
KK
156
KLP Kapitalforvaltning
Norway
$270K
SMDAM
157
Sumitomo Mitsui DS Asset Management
Japan
$262K
Public Employees Retirement Association of Colorado
158
Public Employees Retirement Association of Colorado
Colorado
$262K
MGP
159
Metis Global Partners
California
$262K
Creative Planning
160
Creative Planning
Kansas
$261K
SIC
161
Samalin Investment Counsel
New York
$257K
Susquehanna International Group
162
Susquehanna International Group
Pennsylvania
$255K
JG
163
Jain Global
New York
$244K
State Board of Administration of Florida Retirement System
164
State Board of Administration of Florida Retirement System
Florida
$236K
AIM
165
Aigen Investment Management
New York
$234K
Bessemer Group
166
Bessemer Group
New Jersey
$232K
VOYA Investment Management
167
VOYA Investment Management
Georgia
$223K
DFA
168
Delta Financial Advisors
Louisiana
$223K
HWM
169
Hohimer Wealth Management
Washington
$216K
BL
170
BFSG LLC
California
$213K
WAP
171
Wealthcare Advisory Partners
Pennsylvania
$207K
CAG
172
Crestwood Advisors Group
Massachusetts
$206K
Allianz Asset Management
173
Allianz Asset Management
Germany
$203K
ProShare Advisors
174
ProShare Advisors
Maryland
$202K
NSEDCP
175
NJ State Employees Deferred Compensation Plan
New Jersey
$199K