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UMH

UMH Properties

254 hedge funds and large institutions have $1.11B invested in UMH Properties in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 104 increasing their positions, 80 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

84% more call options, than puts

Call options by funds: $714K | Put options by funds: $387K

30% more repeat investments, than reductions

Existing positions increased: 104 | Existing positions reduced: 80

11% more capital invested

Capital invested by funds: $993M → $1.11B (+$113M)

2.81% more ownership

Funds ownership: 78.72%81.53% (+2.8%)

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 264254 (-10)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
254
Holders Change
-10
Holders Change %
-3.79%
% of All Funds
3.09%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
38
Increased
104
Reduced
80
Closed
44
Calls
$714K
Puts
$387K
Net Calls
+$327K
Net Calls Change
+$532K
Name Holding Trade Value Shares
Change
Change in
Stake
NAM
176
Nissay Asset Management
Japan
$181K +$6.79K +452 +4%
FCM
177
Firestone Capital Management
Florida
$180K
CAPTRUST Financial Advisors
178
CAPTRUST Financial Advisors
North Carolina
$179K +$169K +11,251 New
First Trust Advisors
179
First Trust Advisors
Illinois
$176K -$2.87K -191 -2%
Pictet Asset Management
180
Pictet Asset Management
Switzerland
$175K
EWA
181
EP Wealth Advisors
California
$169K +$160K +10,644 New
GC
182
Guggenheim Capital
Illinois
$167K +$158K +10,521 New
SWM
183
Stockman Wealth Management
Montana
$159K
Nisa Investment Advisors
184
Nisa Investment Advisors
Missouri
$143K -$46.2K -3,078 -26%
BA
185
Bard Associates
Illinois
$134K -$303K -20,210 -71%
AIP
186
Ameritas Investment Partners
Nebraska
$106K
FDCDDQ
187
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K +$21.5K +1,430 +29%
Jones Financial Companies
188
Jones Financial Companies
Missouri
$96.8K +$5.29K +352 +6%
AC
189
AlphaCore Capital
California
$90.7K +$3.9K +260 +5%
KAS
190
Kestra Advisory Services
Texas
$83.3K +$78.6K +5,236 New
VCM
191
Versant Capital Management
Arizona
$67.2K +$56K +3,728 +753%
TRCT
192
Tower Research Capital (TRC)
New York
$63.1K -$53.5K -3,561 -47%
S
193
SignatureFD
Georgia
$57.1K +$28.4K +1,894 +112%
CFD
194
Creative Financial Designs
Indiana
$55.6K +$25.8K +1,720 +97%
BNP Paribas Asset Management
195
BNP Paribas Asset Management
France
$51K +$90 +6 +0.2%
DB
196
Danske Bank
Denmark
$49.3K +$46.6K +3,100 New
KBC Group
197
KBC Group
Belgium
$48K
AB
198
Amalgamated Bank
New York
$40K +$300 +20 +0.8%
US Bancorp
199
US Bancorp
Minnesota
$37.9K +$360 +24 +1%
Mirae Asset Global Investments
200
Mirae Asset Global Investments
South Korea
$37.5K +$9.13K +608 +35%