UMH

UMH Properties

238 hedge funds and large institutions have $1.23B invested in UMH Properties in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more funds holding

Funds holding:

less capital invested

Capital invested by funds: $ → $

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

2.85% less ownership

Funds ownership: 82.69%79.83% (-2.9%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

61% less call options, than puts

Call options by funds: $18K | Put options by funds: $46K

Holders
238
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$18K
Puts
$46K
Net Calls
Net Calls Change

Top Sellers

1 -$12.6M
2 -$4.31M
3 -$3.9M
4
Goldman Sachs
Goldman Sachs
New York
-$3.87M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$1.87M
Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Principal Securities
Iowa
$13K
VCM
202
Versant Capital Management
Arizona
$12.9K
RA
203
Rise Advisors
New York
$12.5K
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$12K
WA
205
WPG Advisers
Maryland
$7.14K
HWA
206
HHM Wealth Advisors
Tennessee
$7.05K
GI
207
GAMMA Investing
California
$6.26K
FHA
208
First Horizon Advisors
Tennessee
$5.98K
CPG
209
Cornerstone Planning Group
New Jersey
$5.64K
HWM
210
Hemington Wealth Management
Virginia
$5K
Simplex Trading
211
Simplex Trading
Illinois
$4K
MIM
212
Marshall Investment Management
Colorado
$3.22K
MCM
213
MAI Capital Management
Ohio
$2.81K
AF
214
Allworth Financial
California
$2.46K
BA
215
Bellwether Advisors
Nebraska
$2.39K
RIL
216
Rothschild Investment LLC
Illinois
$2.34K
SPIA
217
Steward Partners Investment Advisory
New York
$2.3K
LC
218
Lindbrook Capital
California
$2.13K
CAM
219
Costello Asset Management
Pennsylvania
$1.93K
SIC
220
Salem Investment Counselors
North Carolina
$1.87K
HNB
221
Huntington National Bank
Ohio
$1.51K
SO
222
Sierra Ocean
California
$1.31K
BIG
223
Brooklyn Investment Group
New York
$1.3K
SAM
224
Smartleaf Asset Management
Massachusetts
$1.29K
PWMG
225
Private Wealth Management Group
New Jersey
$1.05K