UMH

UMH Properties

260 hedge funds and large institutions have $989M 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:

3.68% less ownership

Funds ownership: 82.05%78.37% (-3.7%)

15% less capital invested

Capital invested by funds: $1.16B → $989M (-$170M)

48% less call options, than puts

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

Holders
260
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
Simplex Trading
201
Simplex Trading
Illinois
$57K
BNP Paribas Asset Management
202
BNP Paribas Asset Management
France
$48K
KBC Group
203
KBC Group
Belgium
$45K
PD
204
Point72 (DIFC)
United Arab Emirates
$44.5K
AB
205
Amalgamated Bank
New York
$37K
US Bancorp
206
US Bancorp
Minnesota
$35K
NS
207
NBC Securities
Alabama
$31.9K
GSWM
208
Golden State Wealth Management
California
$29.7K
CCM
209
Cloud Capital Management
Washington
$29K
SHIM
210
Stone House Investment Management
Pennsylvania
$27K
CFD
211
Creative Financial Designs
Indiana
$26.4K
Mirae Asset Global Investments
212
Mirae Asset Global Investments
South Korea
$26K
S
213
SignatureFD
Georgia
$25.2K
Rockefeller Capital Management
214
Rockefeller Capital Management
New York
$23.8K
Loomis, Sayles & Company
215
Loomis, Sayles & Company
Massachusetts
$22.1K
PFA
216
Pathway Financial Advisers
Indiana
$20.3K
CPG
217
Cornerstone Planning Group
New Jersey
$20.1K
GFM
218
GF Fund Management
China
$19.9K
BI
219
Binnacle Investments
Iowa
$18K
FFA
220
Farther Finance Advisors
California
$17.3K
Carson Wealth (CWM LLC)
221
Carson Wealth (CWM LLC)
Nebraska
$17K
CIAS
222
CBIZ Investment Advisory Services
Ohio
$16.4K
SAM
223
Smartleaf Asset Management
Massachusetts
$15.9K
PFBT
224
Parkside Financial Bank & Trust
Missouri
$12.2K
AAS
225
Ameritas Advisory Services
Nebraska
$10.8K