UMH

UMH Properties

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

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.85% less ownership

Funds ownership: 82.69%79.83% (-2.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

61% less call options, than puts

Call options by funds: $18K | Put options by funds: $46K

Holders
238
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
$18K
Puts
$46K
Net Calls
Net Calls Change

Top Sellers

1 -$12.6M
2 -$4.31M
3 -$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
Change in
Stake
CCM
176
Coldstream Capital Management
Washington
$102K
RI
177
Ridgewood Investments
New Jersey
$83.8K
BNP Paribas Financial Markets
178
BNP Paribas Financial Markets
France
$75.5K
SWM
179
Spire Wealth Management
Virginia
$69.9K
US Bancorp
180
US Bancorp
Minnesota
$50.8K
TRCT
181
Tower Research Capital (TRC)
New York
$47.3K
AB
182
Amalgamated Bank
New York
$47K
A
183
AlphaQuest
New York
$45.5K
AAP
184
Arax Advisory Partners
Colorado
$40K
Mirae Asset Global Investments
185
Mirae Asset Global Investments
South Korea
$37.9K
GSWM
186
Golden State Wealth Management
California
$37.4K
FFA
187
Farther Finance Advisors
California
$37.4K
CCM
188
Cloud Capital Management
Washington
$37K
SSG
189
Summit Securities Group
New York
$35.1K
SHIM
190
Stone House Investment Management
Pennsylvania
$34K
KBC Group
191
KBC Group
Belgium
$32K
CIAS
192
CBIZ Investment Advisory Services
Ohio
$31.4K
Loomis, Sayles & Company
193
Loomis, Sayles & Company
Massachusetts
$29K
GFM
194
GF Fund Management
China
$26.6K
GWM
195
Geneos Wealth Management
Colorado
$25.2K
S
196
SignatureFD
Georgia
$21.2K
SCM
197
Sterling Capital Management
North Carolina
$20.1K
BI
198
Binnacle Investments
Iowa
$18.4K
RWS
199
Retirement Wealth Solutions
Wisconsin
$17.6K
Northwestern Mutual Wealth Management
200
Northwestern Mutual Wealth Management
Wisconsin
$15.4K