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UMH

UMH Properties

269 hedge funds and large institutions have $968M invested in UMH Properties in 2026 Q1 according to their latest regulatory filings, with 40 funds opening new positions, 83 increasing their positions, 105 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 24

5% more funds holding

Funds holding: 255269 (+14)

2.75% less ownership

Funds ownership: 81.53%78.78% (-2.8%)

12% less capital invested

Capital invested by funds: $1.11B → $968M (-$137M)

21% less repeat investments, than reductions

Existing positions increased: 83 | Existing positions reduced: 105

65% less call options, than puts

Call options by funds: $134K | Put options by funds: $381K

100% less funds holding in top 10

Funds holding in top 10: 20 (-2)

Holders
269
Holders Change
+14
Holders Change %
+5.49%
% of All Funds
3.29%
Holding in Top 10
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-100%
% of All Funds
New
40
Increased
83
Reduced
105
Closed
24
Calls
$134K
Puts
$381K
Net Calls
-$247K
Net Calls Change
-$574K
Name Holding Trade Value Shares
Change
Change in
Stake
WAP
176
Wealthcare Advisory Partners
Pennsylvania
$171K +$6.04K +390 +3%
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$171K +$8.95K +578 +5%
Bessemer Group
178
Bessemer Group
New Jersey
$169K
ProShare Advisors
179
ProShare Advisors
Maryland
$168K -$46.9K -3,031 -21%
YIM
180
Yoffe Investment Management
Pennsylvania
$168K
Pathstone Holdings
181
Pathstone Holdings
New Jersey
$166K -$31.1K -2,011 -15%
Pictet Asset Management
182
Pictet Asset Management
Switzerland
$159K
SCA
183
Snowden Capital Advisors
New York
$158K -$53.4K -3,448 -24%
AHL
184
Abel Hall LLC
Louisiana
$151K +$162K +10,434 New
Mariner
185
Mariner
Kansas
$151K -$69.7K -4,504 -30%
FRM
186
Fox Run Management
Connecticut
$150K -$144K -9,319 -47%
IC
187
Inscription Capital
Texas
$147K +$158K +10,188 New
SWM
188
Stockman Wealth Management
Montana
$144K
AA
189
AlphaCentric Advisors
Puerto Rico
$144K +$155K +10,000 New
CA
190
Crossingbridge Advisors
New York
$144K +$155K +10,000 New
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$137K +$48.2K +3,111 +48%
BA
192
Bard Associates
Illinois
$122K
TRCT
193
Tower Research Capital (TRC)
New York
$110K +$56.8K +3,667 +92%
Osaic Holdings
194
Osaic Holdings
Arizona
$108K -$91.1K -5,884 -44%
AIP
195
Ameritas Investment Partners
Nebraska
$95.9K
Jones Financial Companies
196
Jones Financial Companies
Missouri
$86.4K -$666 -43 -0.7%
AC
197
AlphaCore Capital
California
$83.9K +$1.73K +112 +2%
Nisa Investment Advisors
198
Nisa Investment Advisors
Missouri
$73.5K -$59.8K -3,865 -43%
CFD
199
Creative Financial Designs
Indiana
$71.1K +$22.2K +1,435 +41%
Rockefeller Capital Management
200
Rockefeller Capital Management
New York
$66.4K +$39.4K +2,544 +124%

UMH Hedge Fund Activity: Q1 2026 in Review

269 of the 8,169 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q1 2026, worth a combined $968M — down 12% from $1.11B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new UMH positions and 24 closed out — a net gain of 16 holders — while 83 added to existing stakes and 105 trimmed.

The largest buyer was Two Sigma Investments, adding an estimated $10.9M. The largest seller was American Century Companies, cutting an estimated $16.9M.

  • 269 institutional investors held UMH Properties (UMH) as of Q1 2026, up from 255 in Q4 2025.
  • Funds reported $968M of UMH Properties stock for Q1 2026, down 12% quarter-over-quarter.
  • 40 funds opened new UMH Properties positions in Q1 2026 and 24 closed out, a net change of +16 holders.
  • The largest UMH Properties buyer in Q1 2026 was Two Sigma Investments, an estimated $10.9M added.
  • The largest UMH Properties seller in Q1 2026 was American Century Companies, an estimated $16.9M sold.

Based on aggregated 13F filings for Q1 2026.