UMH

UMH Properties

252 hedge funds and large institutions have $1.1B invested in UMH Properties in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 79 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 262252 (-10)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
252
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
$714K
Puts
$387K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCM
176
Firestone Capital Management
Florida
$180K
CAPTRUST Financial Advisors
177
CAPTRUST Financial Advisors
North Carolina
$179K
First Trust Advisors
178
First Trust Advisors
Illinois
$176K
Pictet Asset Management
179
Pictet Asset Management
Switzerland
$175K
EWA
180
EP Wealth Advisors
California
$169K
GC
181
Guggenheim Capital
Illinois
$167K
SWM
182
Stockman Wealth Management
Montana
$159K
Nisa Investment Advisors
183
Nisa Investment Advisors
Missouri
$143K
BA
184
Bard Associates
Illinois
$134K
AIP
185
Ameritas Investment Partners
Nebraska
$106K
FDCDDQ
186
Federation des caisses Desjardins du Quebec
Quebec, Canada
$102K
Jones Financial Companies
187
Jones Financial Companies
Missouri
$96.8K
AC
188
AlphaCore Capital
California
$90.7K
KAS
189
Kestra Advisory Services
Texas
$83.3K
VCM
190
Versant Capital Management
Arizona
$67.2K
TRCT
191
Tower Research Capital (TRC)
New York
$63.1K
S
192
SignatureFD
Georgia
$57.1K
CFD
193
Creative Financial Designs
Indiana
$55.6K
BNP Paribas Asset Management
194
BNP Paribas Asset Management
France
$51K
DB
195
Danske Bank
Denmark
$49.3K
KBC Group
196
KBC Group
Belgium
$48K
AB
197
Amalgamated Bank
New York
$40K
US Bancorp
198
US Bancorp
Minnesota
$37.9K
Mirae Asset Global Investments
199
Mirae Asset Global Investments
South Korea
$37.5K
NS
200
NBC Securities
Alabama
$34.2K