UMH

UMH Properties
UMH

Overview Fund Activity

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
Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
78
Reduced
79
Closed
21
Calls
$18K
Puts
$46K
Net Calls
-$28K
Net Calls Change
+$1K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$18.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$15.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.68M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.45M
5
ME
McIlrath & Eck
Washington
+$3.08M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$12.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.31M
3
Raymond James Financial
Raymond James Financial
Florida
-$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 		Shares
Change %
PS
201
Principal Securities
Iowa
$13K – – –
VCM
202
Versant Capital Management
Arizona
$12.9K +$7.82K +418 +155%
RA
203
Rise Advisors
New York
$12.5K +$12.5K +669 New
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$12K -$4.5K -249 -27%
WA
205
WPG Advisers
Maryland
$7.14K +$5.48K +293 +329%
HWA
206
HHM Wealth Advisors
Tennessee
$7.05K – – –
GI
207
GAMMA Investing
California
$6.27K +$3.09K +165 +97%
FHA
208
First Horizon Advisors
Tennessee
$5.98K – – –
CPG
209
Cornerstone Planning Group
New Jersey
$5.64K +$5.64K +323 New
HWM
210
Hemington Wealth Management
Virginia
$5K – – –
Simplex Trading
211
Simplex Trading
Illinois
$4K +$3.89K +220 +3,667%
MIM
212
Marshall Investment Management
Colorado
$3.22K +$3.22K +172 New
MCM
213
MAI Capital Management
Ohio
$2.81K – – –
AF
214
Allworth Financial
California
$2.46K +$331 +19 +16%
BA
215
Bellwether Advisors
Nebraska
$2.39K – – –
RIL
216
Rothschild Investment LLC
Illinois
$2.34K +$374 +20 +19%
SPIA
217
Steward Partners Investment Advisory
New York
$2.3K – – –
LC
218
Lindbrook Capital
California
$2.13K -$673 -36 -24%
CAM
219
Costello Asset Management
Pennsylvania
$1.93K +$1.93K +103 New
SIC
220
Salem Investment Counselors
North Carolina
$1.87K – – –
HNB
221
Huntington National Bank
Ohio
$1.52K – – –
SO
222
Sierra Ocean
California
$1.31K – – –
BIG
223
Brooklyn Investment Group
New York
$1.3K +$167 +9 +15%
SAM
224
Smartleaf Asset Management
Massachusetts
$1.29K -$2.75K -147 -68%
PWMG
225
Private Wealth Management Group
New Jersey
$1.05K – – –
7 8
9
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