UMH

UMH Properties

252 hedge funds and large institutions have $1.1B invested in UMH Properties in 2025 Q4 according to their latest regulatory filings, with 38 funds opening new positions, 103 increasing their positions, 79 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

more ownership

Funds ownership:

0% more funds holding in top 10

Funds holding in top 10: 22 (0)

4% less funds holding

Funds holding: 262252 (-10)

14% less first-time investments, than exits

New positions opened: 38 | Existing positions closed: 44

Holders
252
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
$714K
Puts
$387K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Rockefeller Capital Management
201
Rockefeller Capital Management
New York
$32.7K
GSWM
202
Golden State Wealth Management
California
$31.8K
AAP
203
Arax Advisory Partners
Colorado
$29.1K
SHIM
204
Stone House Investment Management
Pennsylvania
$28.9K
FFA
205
Farther Finance Advisors
California
$23.9K
HHCP
206
Hilton Head Capital Partners
South Carolina
$22.4K
GFM
207
GF Fund Management
China
$21.3K
SWM
208
Spire Wealth Management
Virginia
$20.7K
Northwestern Mutual Wealth Management
209
Northwestern Mutual Wealth Management
Wisconsin
$17.7K
CIAM
210
Caitong International Asset Management
Hong Kong
$16.1K
PA
211
Parallel Advisors
California
$15.2K
IAIM
212
International Assets Investment Management
Florida
$14.9K
Fifth Third Bancorp
213
Fifth Third Bancorp
Ohio
$13.6K
CIAS
214
CBIZ Investment Advisory Services
Ohio
$13.4K
AF
215
Allworth Financial
California
$12.1K
Group One Trading
216
Group One Trading
Illinois
$11.1K
GI
217
GAMMA Investing
California
$11K
SIS
218
Sound Income Strategies
Florida
$9.68K
UB
219
UMB Bank
Missouri
$9.42K
CPG
220
Cornerstone Planning Group
New Jersey
$9.4K
HWA
221
HHM Wealth Advisors
Tennessee
$9.18K
SCM
222
Sterling Capital Management
North Carolina
$8.4K
GRP
223
Global Retirement Partners
California
$7.78K
IA
224
IFP Advisors
Florida
$7K
RIL
225
Rothschild Investment LLC
Illinois
$6.41K