UMH

UMH Properties

232 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, 96 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more ownership

Funds ownership:

more funds holding in top 10

Funds holding in top 10:

less funds holding

Funds holding:

6% less capital invested

Capital invested by funds: $1.23B → $1.16B (-$72.7M)

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
232
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
$35K
Puts
$90K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PS
201
Principal Securities
Iowa
$10.1K
Carson Wealth (CWM LLC)
202
Carson Wealth (CWM LLC)
Nebraska
$10K
BIG
203
Brooklyn Investment Group
New York
$8.68K
EWA
204
EverSource Wealth Advisors
Alabama
$8.33K
MCM
205
MAI Capital Management
Ohio
$7.04K
GWM
206
Geneos Wealth Management
Colorado
$7.02K
FHA
207
First Horizon Advisors
Tennessee
$6.51K
HWA
208
HHM Wealth Advisors
Tennessee
$6.33K
AF
209
Allworth Financial
California
$6.21K
HWM
210
Hemington Wealth Management
Virginia
$5K
VCM
211
Versant Capital Management
Arizona
$4.99K
GI
212
GAMMA Investing
California
$4.72K
AssetMark Inc
213
AssetMark Inc
California
$4.25K
SCM
214
Sterling Capital Management
North Carolina
$3.17K
RIL
215
Rothschild Investment LLC
Illinois
$3.02K
BA
216
Bellwether Advisors
Nebraska
$2.15K
SPIA
217
Steward Partners Investment Advisory
New York
$2.06K
SAM
218
Smartleaf Asset Management
Massachusetts
$1.86K
CAM
219
Costello Asset Management
Pennsylvania
$1.73K
Jones Financial Companies
220
Jones Financial Companies
Missouri
$1.67K
WA
221
WPG Advisers
Maryland
$1.54K
IA
222
IFP Advisors
Florida
$1.41K
HNB
223
Huntington National Bank
Ohio
$1.36K
SO
224
Sierra Ocean
California
$1.18K
PMAM
225
Picton Mahoney Asset Management
Ontario, Canada
$1K