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UMH

UMH Properties

234 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, 97 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

2.24% more ownership

Funds ownership: 80.12%82.36% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 239234 (-5)

6% less capital invested

Capital invested by funds: $1.24B → $1.16B (-$72.8M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

61% less call options, than puts

Call options by funds: $35K | Put options by funds: $90K

Holders
234
Holders Change
-5
Holders Change %
-2.09%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
97
Reduced
76
Closed
21
Calls
$35K
Puts
$90K
Net Calls
-$55K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Financial Markets
176
BNP Paribas Financial Markets
France
$154K +$88.1K +5,146 +128%
AIP
177
Ameritas Investment Partners
Nebraska
$127K
MC
178
Montag & Caldwell
Georgia
$116K
AC
179
AlphaCore Capital
California
$90.1K +$91.8K +5,367 New
RI
180
Ridgewood Investments
New Jersey
$75.5K +$257 +15 +0.3%
FDCDDQ
181
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.2K +$71.6K +4,183 New
SWM
182
Spire Wealth Management
Virginia
$59.1K -$3.77K -220 -6%
QT
183
Quantbot Technologies
New York
$52.2K +$53.2K +3,108 New
KBC Group
184
KBC Group
Belgium
$50K +$21.9K +1,278 +74%
AB
185
Amalgamated Bank
New York
$42K
A
186
AlphaQuest
New York
$40.8K
US Bancorp
187
US Bancorp
Minnesota
$40.6K -$5.17K -302 -11%
AAP
188
Arax Advisory Partners
Colorado
$38.2K +$2.31K +135 +6%
GSWM
189
Golden State Wealth Management
California
$33.6K
SHIM
190
Stone House Investment Management
Pennsylvania
$30.5K
CIAS
191
CBIZ Investment Advisory Services
Ohio
$28.4K +$188 +11 +0.7%
Mirae Asset Global Investments
192
Mirae Asset Global Investments
South Korea
$27.3K -$6.86K -401 -20%
Loomis, Sayles & Company
193
Loomis, Sayles & Company
Massachusetts
$26.2K
GFM
194
GF Fund Management
China
$22.8K -$1.11K -65 -5%
BI
195
Binnacle Investments
Iowa
$21K +$4.57K +267 +27%
AAS
196
Ameritas Advisory Services
Nebraska
$20.4K +$20.8K +1,216 New
PFBT
197
Parkside Financial Bank & Trust
Missouri
$20.3K +$20.2K +1,178 +3,927%
S
198
SignatureFD
Georgia
$20K +$993 +58 +5%
Simplex Trading
199
Simplex Trading
Illinois
$19K +$16.2K +944 +418%
FFA
200
Farther Finance Advisors
California
$18.7K -$15.2K -886 -44%

UMH Hedge Fund Activity: Q2 2025 in Review

234 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2025, worth a combined $1.16B — down 5.9% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UMH and 17 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 97 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $13.4M. The largest seller was Nuveen, cutting an estimated $8.3M.

  • 234 institutional investors held UMH Properties (UMH) as of Q2 2025, down from 239 in Q1 2025.
  • Funds reported $1.16B of UMH Properties stock for Q2 2025, down 5.9% quarter-over-quarter.
  • 17 funds opened new UMH Properties positions in Q2 2025 and 21 closed out, a net change of -4 holders.
  • The largest UMH Properties buyer in Q2 2025 was T. Rowe Price Investment Management, an estimated $13.4M added.
  • The largest UMH Properties seller in Q2 2025 was Nuveen, an estimated $8.3M sold.

Based on aggregated 13F filings for Q2 2025.