UMH

UMH Properties

232 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

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $1.23B → $1.16B (-$72.7M)

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
232
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
$35K
Puts
$90K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MC
176
Montag & Caldwell
Georgia
$116K
AC
177
AlphaCore Capital
California
$90.1K
RI
178
Ridgewood Investments
New Jersey
$75.5K
FDCDDQ
179
Federation des caisses Desjardins du Quebec
Quebec, Canada
$70.2K
SWM
180
Spire Wealth Management
Virginia
$59.1K
QT
181
Quantbot Technologies
New York
$52.2K
KBC Group
182
KBC Group
Belgium
$50K
AB
183
Amalgamated Bank
New York
$42K
A
184
AlphaQuest
New York
$40.8K
US Bancorp
185
US Bancorp
Minnesota
$40.6K
AAP
186
Arax Advisory Partners
Colorado
$38.2K
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
Mirae Asset Global Investments
190
Mirae Asset Global Investments
South Korea
$27.3K
Loomis, Sayles & Company
191
Loomis, Sayles & Company
Massachusetts
$26.2K
GFM
192
GF Fund Management
China
$22.8K
BI
193
Binnacle Investments
Iowa
$21K
AAS
194
Ameritas Advisory Services
Nebraska
$20.4K
PFBT
195
Parkside Financial Bank & Trust
Missouri
$20.3K
S
196
SignatureFD
Georgia
$20K
Simplex Trading
197
Simplex Trading
Illinois
$19K
FFA
198
Farther Finance Advisors
California
$18.7K
RWS
199
Retirement Wealth Solutions
Wisconsin
$15.9K
RA
200
Rise Advisors
New York
$11.2K