UMH

UMH Properties

262 hedge funds and large institutions have $990M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 106 increasing their positions, 69 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding in top 10

Funds holding in top 10:

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

3.63% less ownership

Funds ownership: 82.08%78.45% (-3.6%)

15% less capital invested

Capital invested by funds: $1.16B → $990M (-$169M)

48% less call options, than puts

Call options by funds: $222K | Put options by funds: $427K

Holders
262
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$222K
Puts
$427K
Net Calls
Net Calls Change

Top Buyers

1 +$7.39M
2 +$7.14M
3 +$6.42M
4
DADC
D.A. Davidson & Co
Montana
+$6.2M
5
Goldman Sachs
Goldman Sachs
New York
+$4.76M

Top Sellers

1 -$31.4M
2 -$28.8M
3 -$15.4M
4
UBS AM
UBS AM
Illinois
-$9M
5
N
Nuveen
North Carolina
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
MFIM
176
Mesirow Financial Investment Management
Illinois
$195K
I
177
InceptionR
California
$190K
DT
178
Diversified Trust
Tennessee
$190K
II
179
IFM Investors
Australia
$189K
Cerity Partners
180
Cerity Partners
New York
$181K
MGP
181
M&G plc
United Kingdom
$180K
Nisa Investment Advisors
182
Nisa Investment Advisors
Missouri
$179K
YIM
183
Yoffe Investment Management
Pennsylvania
$172K
FCM
184
Firestone Capital Management
Florida
$168K
HS
185
Hazelview Securities
Ontario, Canada
$168K
First Trust Advisors
186
First Trust Advisors
Illinois
$167K
Tudor Investment Corp
187
Tudor Investment Corp
Connecticut
$165K
Pictet Asset Management
188
Pictet Asset Management
Switzerland
$163K
NAM
189
Nissay Asset Management
Japan
$162K
PCS
190
Personal CFO Solutions
New Jersey
$157K
Osaic Holdings
191
Osaic Holdings
Arizona
$152K
Prudential Financial
192
Prudential Financial
New Jersey
$150K
SWM
193
Stockman Wealth Management
Montana
$149K
SOW
194
State of Wyoming
Wyoming
$122K
TRCT
195
Tower Research Capital (TRC)
New York
$112K
AIP
196
Ameritas Investment Partners
Nebraska
$98.7K
Jones Financial Companies
197
Jones Financial Companies
Missouri
$84.3K
AC
198
AlphaCore Capital
California
$80.8K
FDCDDQ
199
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74K
SWM
200
Spire Wealth Management
Virginia
$74K