UMH

UMH Properties
UMH

Overview Fund Activity

238 hedge funds and large institutions have $1.23B invested in UMH Properties in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
78
Reduced
79
Closed
21
Calls
$18K
Puts
$46K
Net Calls
-$28K
Net Calls Change
+$1K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$18.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$15.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.68M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.45M
5
ME
McIlrath & Eck
Washington
+$3.08M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$12.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.31M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.9M
4
Goldman Sachs
Goldman Sachs
New York
-$3.87M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
CCM
176
Coldstream Capital Management
Washington
$102K +$102K +5,459 New
RI
177
Ridgewood Investments
New Jersey
$83.8K +$224 +12 +0.3%
BNP Paribas Financial Markets
178
BNP Paribas Financial Markets
France
$75.5K -$75.9K -4,058 -50%
SWM
179
Spire Wealth Management
Virginia
$69.9K – – –
US Bancorp
180
US Bancorp
Minnesota
$50.8K -$4.21K -225 -8%
TRCT
181
Tower Research Capital (TRC)
New York
$47.3K -$711 -38 -1%
AB
182
Amalgamated Bank
New York
$47K +$8.65K +461 +23%
A
183
AlphaQuest
New York
$45.5K -$5.54K -296 -11%
AAP
184
Arax Advisory Partners
Colorado
$40K -$7.78K -416 -16%
Mirae Asset Global Investments
185
Mirae Asset Global Investments
South Korea
$37.9K -$1.07K -57 -3%
GSWM
186
Golden State Wealth Management
California
$37.4K – – –
FFA
187
Farther Finance Advisors
California
$37.4K +$7.48K +400 +25%
CCM
188
Cloud Capital Management
Washington
$37K +$37K +2,000 New
SSG
189
Summit Securities Group
New York
$35.1K +$35.1K +1,876 New
SHIM
190
Stone House Investment Management
Pennsylvania
$34K +$34K +1,816 New
KBC Group
191
KBC Group
Belgium
$32K +$32K +1,727 New
CIAS
192
CBIZ Investment Advisory Services
Ohio
$31.4K -$505 -27 -2%
Loomis, Sayles & Company
193
Loomis, Sayles & Company
Massachusetts
$29K -$16.2K -871 -36%
GFM
194
GF Fund Management
China
$26.6K +$1.2K +64 +5%
GWM
195
Geneos Wealth Management
Colorado
$25.2K +$20.6K +1,101 +446%
S
196
SignatureFD
Georgia
$21.2K -$823 -44 -4%
SCM
197
Sterling Capital Management
North Carolina
$20.1K -$16.4K -878 -45%
BI
198
Binnacle Investments
Iowa
$18.4K +$18.4K +983 New
RWS
199
Retirement Wealth Solutions
Wisconsin
$17.6K +$37 +2 +0.2%
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$15.4K +$6.08K +325 +65%
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8
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