UMH

UMH Properties
UMH

Overview Fund Activity

231 hedge funds and large institutions have $1.16B invested in UMH Properties in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 96 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
231
Holders Change
-7
Holders Change %
-2.94%
% of All Funds
3.1%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.01%
New
17
Increased
96
Reduced
76
Closed
21
Calls
$35K
Puts
$90K
Net Calls
-$55K
Net Calls Change
-$27K

Top Buyers

1
T. Rowe Price Investment Management
1
T. Rowe Price Investment Management
Maryland
$103M
2
UBS AM
2
UBS AM
Illinois
$9M
3
SO
3
STRS Ohio
Ohio
$7.9M
4
Capital Research Global Investors
4
Capital Research Global Investors
California
$91.9M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$133M

Top Sellers

1
NL
1
Nuveen LLC
North Carolina
$9.1M
2
SEI Investments
2
SEI Investments
Pennsylvania
$2.65M
3
CCM
3
Copeland Capital Management
Pennsylvania
$42.8M
4
William Blair Investment Management
4
William Blair Investment Management
Illinois
$29.5M
5
Marshall Wace
5
Marshall Wace
United Kingdom
$2.71M
Name Holding Trade Value Shares
Change 		Shares
Change %
PS
201
Principal Securities
Iowa
$10.1K -$1.41K -84 -12%
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$10K -$975 -59 -9%
BIG
203
Brooklyn Investment Group
New York
$8.68K +$7.51K +448 +640%
EWA
204
EverSource Wealth Advisors
Alabama
$8.33K +$7.91K +471 +1,884%
MCM
205
MAI Capital Management
Ohio
$7.04K +$4.52K +269 +179%
GWM
206
Geneos Wealth Management
Colorado
$7.02K -$15.6K -930 -69%
FHA
207
First Horizon Advisors
Tennessee
$6.52K +$1.14K +68 +21%
HWA
208
HHM Wealth Advisors
Tennessee
$6.33K – – –
AF
209
Allworth Financial
California
$6.21K +$3.85K +229 +162%
HWM
210
Hemington Wealth Management
Virginia
$5K – – –
VCM
211
Versant Capital Management
Arizona
$4.99K -$6.57K -391 -57%
GI
212
GAMMA Investing
California
$4.72K -$907 -54 -16%
AssetMark Inc
213
AssetMark Inc
California
$4.25K +$4.25K +253 New
SCM
214
Sterling Capital Management
North Carolina
$3.17K -$14.8K -884 -82%
RIL
215
Rothschild Investment LLC
Illinois
$3.02K +$923 +55 +44%
BA
216
Bellwether Advisors
Nebraska
$2.15K – – –
SPIA
217
Steward Partners Investment Advisory
New York
$2.07K – – –
SAM
218
Smartleaf Asset Management
Massachusetts
$1.86K +$703 +42 +61%
CAM
219
Costello Asset Management
Pennsylvania
$1.73K – – –
Jones Financial Companies
220
Jones Financial Companies
Missouri
$1.67K +$1.67K +100 New
WA
221
WPG Advisers
Maryland
$1.55K -$4.87K -290 -76%
IA
222
IFP Advisors
Florida
$1.41K – – –
HNB
223
Huntington National Bank
Ohio
$1.36K – – –
SO
224
Sierra Ocean
California
$1.18K – – –
PMAM
225
Picton Mahoney Asset Management
Ontario, Canada
$1K -$366K -20,492 -100%
7 8
9
10 11