We are live on ! Find out more
UMH

UMH Properties

239 hedge funds and large institutions have $848M invested in UMH Properties in 2026 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 75 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 75

11% less funds holding

Funds holding: 269239 (-30)

12% less capital invested

Capital invested by funds: $968M → $848M (-$121M)

12.99% less ownership

Funds ownership: 78.78%65.78% (-13%)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

20% less call options, than puts

Call options by funds: $516K | Put options by funds: $642K

Holders
239
Holders Change
-30
Holders Change %
-11.15%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
90
Reduced
75
Closed
32
Calls
$516K
Puts
$642K
Net Calls
-$126K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
KBC Group
176
KBC Group
Belgium
$45K
AF
177
Allworth Financial
California
$45K +$34.7K +2,266 +322%
S
178
SignatureFD
Georgia
$44.8K -$5.89K -385 -12%
TRCT
179
Tower Research Capital (TRC)
New York
$39.1K -$77.3K -5,052 -66%
US Bancorp
180
US Bancorp
Minnesota
$38.7K +$6.84K +447 +21%
TMAM
181
Tokio Marine Asset Management
Japan
$34.2K +$34.6K +2,260 New
VCM
182
Versant Capital Management
Arizona
$30.6K -$3.47K -227 -10%
SHIM
183
Stone House Investment Management
Pennsylvania
$27.5K
NS
184
NBC Securities
Alabama
$24.6K -$8.04K -525 -24%
IWC
185
Integrated Wealth Concepts
Massachusetts
$23.8K +$24.1K +1,573 New
SCM
186
Sterling Capital Management
North Carolina
$23.4K +$15.7K +1,025 +197%
Loomis, Sayles & Company
187
Loomis, Sayles & Company
Massachusetts
$22.3K
Nisa Investment Advisors
188
Nisa Investment Advisors
Missouri
$22.2K -$55.6K -3,631 -71%
FFA
189
Farther Finance Advisors
California
$19.8K +$2.83K +185 +17%
HHCP
190
Hilton Head Capital Partners
South Carolina
$18.8K -$1.27K -83 -6%
IA
191
IFP Advisors
Florida
$18.7K +$12K +781 +171%
GFM
192
GF Fund Management
China
$16.6K -$2.11K -138 -11%
EP
193
Essential Partners
California
$14.7K +$6.61K +432 +80%
EWA
194
EverSource Wealth Advisors
Alabama
$13.9K +$7.35K +480 +109%
RIL
195
Rothschild Investment LLC
Illinois
$10.9K +$5.43K +355 +98%
PA
196
Parallel Advisors
California
$10.7K +$689 +45 +7%
Fifth Third Bancorp
197
Fifth Third Bancorp
Ohio
$10.4K -$643 -42 -6%
ETC
198
Exchange Traded Concepts
Oklahoma
$9.54K -$5.77K -377 -37%
HNB
199
Huntington National Bank
Ohio
$9.37K +$6.21K +406 +191%
GI
200
GAMMA Investing
California
$9.33K +$3.73K +244 +66%

UMH Hedge Fund Activity: Q2 2026 in Review

239 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2026, worth a combined $848M — down 12% from $968M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UMH and 27 opened new positions — a net loss of 5 holders — while 75 trimmed existing stakes and 90 added.

The largest buyer was BlackRock, adding an estimated $7.34M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $43.1M.

  • 239 institutional investors held UMH Properties (UMH) as of Q2 2026, down from 269 in Q1 2026.
  • Funds reported $848M of UMH Properties stock for Q2 2026, down 12% quarter-over-quarter.
  • 27 funds opened new UMH Properties positions in Q2 2026 and 32 closed out, a net change of -5 holders.
  • The largest UMH Properties buyer in Q2 2026 was BlackRock, an estimated $7.34M added.
  • The largest UMH Properties seller in Q2 2026 was T. Rowe Price Investment Management, an estimated $43.1M sold.

Based on aggregated 13F filings for Q2 2026.