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 %
MC
176
Montag & Caldwell
Georgia
$116K – – –
AC
177
AlphaCore Capital
California
$90.1K +$90.1K +5,367 New
RI
178
Ridgewood Investments
New Jersey
$75.5K +$252 +15 +0.3%
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.2K +$70.2K +4,183 New
SWM
180
Spire Wealth Management
Virginia
$59.1K -$3.69K -220 -6%
QT
181
Quantbot Technologies
New York
$52.2K +$52.2K +3,108 New
KBC Group
182
KBC Group
Belgium
$50K +$21.3K +1,278 +74%
AB
183
Amalgamated Bank
New York
$42K – – –
A
184
AlphaQuest
New York
$40.8K – – –
US Bancorp
185
US Bancorp
Minnesota
$40.6K -$5.07K -302 -11%
AAP
186
Arax Advisory Partners
Colorado
$38.2K +$2.27K +135 +6%
GSWM
187
Golden State Wealth Management
California
$33.6K – – –
SHIM
188
Stone House Investment Management
Pennsylvania
$30.5K – – –
CIAS
189
CBIZ Investment Advisory Services
Ohio
$28.4K +$185 +11 +0.7%
Mirae Asset Global Investments
190
Mirae Asset Global Investments
South Korea
$27.3K -$6.73K -401 -20%
Loomis, Sayles & Company
191
Loomis, Sayles & Company
Massachusetts
$26.2K – – –
GFM
192
GF Fund Management
China
$22.8K -$1.09K -65 -5%
BI
193
Binnacle Investments
Iowa
$21K +$4.48K +267 +27%
AAS
194
Ameritas Advisory Services
Nebraska
$20.4K +$20.4K +1,216 New
PFBT
195
Parkside Financial Bank & Trust
Missouri
$20.3K +$19.8K +1,178 +3,927%
S
196
SignatureFD
Georgia
$20K +$974 +58 +5%
Simplex Trading
197
Simplex Trading
Illinois
$19K +$15.3K +944 +418%
FFA
198
Farther Finance Advisors
California
$18.7K -$14.9K -886 -44%
RWS
199
Retirement Wealth Solutions
Wisconsin
$15.9K +$50 +3 +0.3%
RA
200
Rise Advisors
New York
$11.2K – – –
6 7
8
9 10