UMH Properties
264 hedge funds and large institutions have $993M invested in UMH Properties in 2025 Q3 according to their latest regulatory filings, with 52 funds opening new positions, 106 increasing their positions, 69 reducing their positions, and 18 closing their positions.
189% more first-time investments, than exits
New positions opened: 52 | Existing positions closed: 18
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
54% more repeat investments, than reductions
Existing positions increased: 106 | Existing positions reduced: 69
13% more funds holding
Funds holding: 234 → 264 (+30)
3.63% less ownership
Funds ownership: 82.36% → 78.72% (-3.6%)
15% less capital invested
Capital invested by funds: $1.16B → $993M (-$170M)
48% less call options, than puts
Call options by funds: $222K | Put options by funds: $427K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PMG
Private Management Group
Irvine,
California
|
+$7.39M |
| 2 |
Citigroup
New York
|
+$7.14M |
| 3 |
BlackRock
New York
|
+$6.42M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$6.2M |
| 5 |
Goldman Sachs
New York
|
+$4.76M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
T. Rowe Price Investment Management
Baltimore,
Maryland
|
-$31.4M |
| 2 |
Capital Research Global Investors
Los Angeles,
California
|
-$28.8M |
| 3 |
CCM
Copeland Capital Management
Conshohocken,
Pennsylvania
|
-$15.4M |
| 4 |
UBS AM
Chicago,
Illinois
|
-$9M |
| 5 |
N
Nuveen
Charlotte,
North Carolina
|
-$5.92M |
UMH Hedge Fund Activity: Q3 2025 in Review
264 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2025, worth a combined $993M — down 15% from $1.16B a quarter earlier.
Buyers outnumbered sellers: 52 funds opened new UMH positions and 18 closed out — a net gain of 34 holders — while 106 added to existing stakes and 69 trimmed.
The largest buyer was Private Management Group, adding an estimated $7.39M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $31.4M.
- 264 institutional investors held UMH Properties (UMH) as of Q3 2025, up from 234 in Q2 2025.
- Funds reported $993M of UMH Properties stock for Q3 2025, down 15% quarter-over-quarter.
- 52 funds opened new UMH Properties positions in Q3 2025 and 18 closed out, a net change of +34 holders.
- The largest UMH Properties buyer in Q3 2025 was Private Management Group, an estimated $7.39M added.
- The largest UMH Properties seller in Q3 2025 was T. Rowe Price Investment Management, an estimated $31.4M sold.
Based on aggregated 13F filings for Q3 2025.