UMH

UMH Properties

256 hedge funds and large institutions have $987M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 105 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:

3.8% less ownership

Funds ownership: 82.05%78.25% (-3.8%)

15% less capital invested

Capital invested by funds: $1.16B → $987M (-$171M)

48% less call options, than puts

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

Holders
256
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 +$6.85M
2 +$6.62M
3 +$5.95M
4
DADC
D.A. Davidson & Co
Montana
+$5.75M
5
Goldman Sachs
Goldman Sachs
New York
+$4.42M

Top Sellers

1 -$29.1M
2 -$26.7M
3 -$14.2M
4
UBS AM
UBS AM
Illinois
-$9M
5
N
Nuveen
North Carolina
-$5.49M
Name Holding Trade Value Shares
Change
Change in
Stake
BNP Paribas Asset Management
201
BNP Paribas Asset Management
France
$48K
PD
202
Point72 (DIFC)
United Arab Emirates
$44.5K
AB
203
Amalgamated Bank
New York
$37K
US Bancorp
204
US Bancorp
Minnesota
$35K
NS
205
NBC Securities
Alabama
$31.9K
GSWM
206
Golden State Wealth Management
California
$29.7K
CCM
207
Cloud Capital Management
Washington
$29K
SHIM
208
Stone House Investment Management
Pennsylvania
$27K
CFD
209
Creative Financial Designs
Indiana
$26.4K
Mirae Asset Global Investments
210
Mirae Asset Global Investments
South Korea
$26K
S
211
SignatureFD
Georgia
$25.2K
Rockefeller Capital Management
212
Rockefeller Capital Management
New York
$23.8K
Loomis, Sayles & Company
213
Loomis, Sayles & Company
Massachusetts
$22.1K
PFA
214
Pathway Financial Advisers
Indiana
$20.3K
CPG
215
Cornerstone Planning Group
New Jersey
$20.1K
GFM
216
GF Fund Management
China
$19.9K
BI
217
Binnacle Investments
Iowa
$18K
FFA
218
Farther Finance Advisors
California
$17.3K
Carson Wealth (CWM LLC)
219
Carson Wealth (CWM LLC)
Nebraska
$17K
CIAS
220
CBIZ Investment Advisory Services
Ohio
$16.4K
SAM
221
Smartleaf Asset Management
Massachusetts
$15.9K
PFBT
222
Parkside Financial Bank & Trust
Missouri
$12.2K
AAS
223
Ameritas Advisory Services
Nebraska
$10.8K
RA
224
Rise Advisors
New York
$9.94K
HWA
225
HHM Wealth Advisors
Tennessee
$8.57K