UMH

UMH Properties

260 hedge funds and large institutions have $989M 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:

3.68% less ownership

Funds ownership: 82.05%78.37% (-3.7%)

15% less capital invested

Capital invested by funds: $1.16B → $989M (-$170M)

48% less call options, than puts

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

Holders
260
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
VanEck Associates
151
VanEck Associates
New York
$287K
MIM
152
Meixler Investment Management
Arizona
$286K
OC
153
Oppenheimer & Co
New York
$286K
KK
154
KLP Kapitalforvaltning
Norway
$270K
SMDAM
155
Sumitomo Mitsui DS Asset Management
Japan
$262K
Public Employees Retirement Association of Colorado
156
Public Employees Retirement Association of Colorado
Colorado
$262K
MGP
157
Metis Global Partners
California
$262K
Creative Planning
158
Creative Planning
Kansas
$261K
SIC
159
Samalin Investment Counsel
New York
$257K
Susquehanna International Group
160
Susquehanna International Group
Pennsylvania
$255K
JG
161
Jain Global
New York
$244K
State Board of Administration of Florida Retirement System
162
State Board of Administration of Florida Retirement System
Florida
$236K
AIM
163
Aigen Investment Management
New York
$234K
Bessemer Group
164
Bessemer Group
New Jersey
$232K
VOYA Investment Management
165
VOYA Investment Management
Georgia
$223K
DFA
166
Delta Financial Advisors
Louisiana
$223K
HWM
167
Hohimer Wealth Management
Washington
$216K
BL
168
BFSG LLC
California
$213K
WAP
169
Wealthcare Advisory Partners
Pennsylvania
$207K
CAG
170
Crestwood Advisors Group
Massachusetts
$206K
Allianz Asset Management
171
Allianz Asset Management
Germany
$203K
ProShare Advisors
172
ProShare Advisors
Maryland
$202K
NSEDCP
173
NJ State Employees Deferred Compensation Plan
New Jersey
$199K
MFIM
174
Mesirow Financial Investment Management
Illinois
$195K
I
175
InceptionR
California
$190K