UMH

UMH Properties

262 hedge funds and large institutions have $990M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 51 funds opening new positions, 106 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:

3.63% less ownership

Funds ownership: 82.08%78.45% (-3.6%)

15% less capital invested

Capital invested by funds: $1.16B → $990M (-$169M)

48% less call options, than puts

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

Holders
262
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 +$7.39M
2 +$7.14M
3 +$6.42M
4
DADC
D.A. Davidson & Co
Montana
+$6.2M
5
Goldman Sachs
Goldman Sachs
New York
+$4.76M

Top Sellers

1 -$31.4M
2 -$28.8M
3 -$15.4M
4
UBS AM
UBS AM
Illinois
-$9M
5
N
Nuveen
North Carolina
-$5.92M
Name Holding Trade Value Shares
Change
Change in
Stake
QL
201
Quarry LP
New York
$60.9K
AAP
202
Arax Advisory Partners
Colorado
$58.2K
Simplex Trading
203
Simplex Trading
Illinois
$57K
BNP Paribas Asset Management
204
BNP Paribas Asset Management
France
$48K
KBC Group
205
KBC Group
Belgium
$45K
PD
206
Point72 (DIFC)
United Arab Emirates
$44.5K
AB
207
Amalgamated Bank
New York
$37K
US Bancorp
208
US Bancorp
Minnesota
$35K
NS
209
NBC Securities
Alabama
$31.9K
GSWM
210
Golden State Wealth Management
California
$29.7K
CCM
211
Cloud Capital Management
Washington
$29K
SHIM
212
Stone House Investment Management
Pennsylvania
$27K
CFD
213
Creative Financial Designs
Indiana
$26.4K
Mirae Asset Global Investments
214
Mirae Asset Global Investments
South Korea
$26K
S
215
SignatureFD
Georgia
$25.2K
Rockefeller Capital Management
216
Rockefeller Capital Management
New York
$23.8K
Loomis, Sayles & Company
217
Loomis, Sayles & Company
Massachusetts
$22.1K
PFA
218
Pathway Financial Advisers
Indiana
$20.3K
CPG
219
Cornerstone Planning Group
New Jersey
$20.1K
GFM
220
GF Fund Management
China
$19.9K
BI
221
Binnacle Investments
Iowa
$18K
FFA
222
Farther Finance Advisors
California
$17.3K
Carson Wealth (CWM LLC)
223
Carson Wealth (CWM LLC)
Nebraska
$17K
CIAS
224
CBIZ Investment Advisory Services
Ohio
$16.4K
SAM
225
Smartleaf Asset Management
Massachusetts
$15.9K