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UMH

UMH Properties

234 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, 97 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

2.24% more ownership

Funds ownership: 80.12%82.36% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 239234 (-5)

6% less capital invested

Capital invested by funds: $1.24B → $1.16B (-$72.8M)

19% less first-time investments, than exits

New positions opened: 17 | Existing positions closed: 21

61% less call options, than puts

Call options by funds: $35K | Put options by funds: $90K

Holders
234
Holders Change
-5
Holders Change %
-2.09%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
97
Reduced
76
Closed
21
Calls
$35K
Puts
$90K
Net Calls
-$55K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
RWS
201
Retirement Wealth Solutions
Wisconsin
$15.9K +$51 +3 +0.3%
RA
202
Rise Advisors
New York
$11.2K
PS
203
Principal Securities
Iowa
$10.1K -$1.44K -84 -12%
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$10K -$1.01K -59 -9%
BIG
205
Brooklyn Investment Group
New York
$8.68K +$7.67K +448 +640%
EWA
206
EverSource Wealth Advisors
Alabama
$8.33K +$8.06K +471 +1,884%
MCM
207
MAI Capital Management
Ohio
$7.04K +$4.6K +269 +179%
GWM
208
Geneos Wealth Management
Colorado
$7.02K -$15.9K -930 -69%
FHA
209
First Horizon Advisors
Tennessee
$6.51K +$1.16K +68 +21%
HWA
210
HHM Wealth Advisors
Tennessee
$6.33K
AF
211
Allworth Financial
California
$6.21K +$3.92K +229 +162%
HWM
212
Hemington Wealth Management
Virginia
$5K
VCM
213
Versant Capital Management
Arizona
$4.99K -$6.69K -391 -57%
GI
214
GAMMA Investing
California
$4.72K -$924 -54 -16%
AssetMark Inc
215
AssetMark Inc
California
$4.25K +$4.33K +253 New
SCM
216
Sterling Capital Management
North Carolina
$3.17K -$15.1K -884 -82%
RIL
217
Rothschild Investment LLC
Illinois
$3.02K +$941 +55 +44%
BA
218
Bellwether Advisors
Nebraska
$2.15K
SPIA
219
Steward Partners Investment Advisory
New York
$2.06K
SAM
220
Smartleaf Asset Management
Massachusetts
$1.86K +$719 +42 +61%
CAM
221
Costello Asset Management
Pennsylvania
$1.73K
Jones Financial Companies
222
Jones Financial Companies
Missouri
$1.67K +$1.71K +100 New
WA
223
WPG Advisers
Maryland
$1.54K -$4.96K -290 -76%
IA
224
IFP Advisors
Florida
$1.41K
HNB
225
Huntington National Bank
Ohio
$1.36K

UMH Hedge Fund Activity: Q2 2025 in Review

234 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2025, worth a combined $1.16B — down 5.9% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UMH and 17 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 97 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $13.4M. The largest seller was Nuveen, cutting an estimated $8.3M.

  • 234 institutional investors held UMH Properties (UMH) as of Q2 2025, down from 239 in Q1 2025.
  • Funds reported $1.16B of UMH Properties stock for Q2 2025, down 5.9% quarter-over-quarter.
  • 17 funds opened new UMH Properties positions in Q2 2025 and 21 closed out, a net change of -4 holders.
  • The largest UMH Properties buyer in Q2 2025 was T. Rowe Price Investment Management, an estimated $13.4M added.
  • The largest UMH Properties seller in Q2 2025 was Nuveen, an estimated $8.3M sold.

Based on aggregated 13F filings for Q2 2025.