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UMH

UMH Properties

239 hedge funds and large institutions have $848M invested in UMH Properties in 2026 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 90 increasing their positions, 75 reducing their positions, and 32 closing their positions.

New
Increased
Maintained
Reduced
Closed

20% more repeat investments, than reductions

Existing positions increased: 90 | Existing positions reduced: 75

11% less funds holding

Funds holding: 269239 (-30)

12% less capital invested

Capital invested by funds: $968M → $848M (-$121M)

12.99% less ownership

Funds ownership: 78.78%65.78% (-13%)

16% less first-time investments, than exits

New positions opened: 27 | Existing positions closed: 32

20% less call options, than puts

Call options by funds: $516K | Put options by funds: $642K

Holders
239
Holders Change
-30
Holders Change %
-11.15%
% of All Funds
2.93%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
27
Increased
90
Reduced
75
Closed
32
Calls
$516K
Puts
$642K
Net Calls
-$126K
Net Calls Change
+$121K
Name Holding Trade Value Shares
Change
Change in
Stake
UB
201
UMB Bank
Missouri
$8.96K
PNC Financial Services Group
202
PNC Financial Services Group
Pennsylvania
$7.86K +$4.07K +266 +105%
AFC
203
Ares Financial Consulting
California
$6.3K
GRP
204
Global Retirement Partners
California
$5.66K +$5.72K +374 New
IAIM
205
International Assets Investment Management
Florida
$5.53K -$8.4K -549 -60%
Mirae Asset Global Investments
206
Mirae Asset Global Investments
South Korea
$5.04K -$20.4K -1,334 -80%
SAM
207
Smartleaf Asset Management
Massachusetts
$4.76K
ZBNA
208
Zions Bancorporation, National Association
Utah
$4.65K
Group One Trading
209
Group One Trading
Illinois
$4.65K +$3.17K +207 +207%
BFS
210
Bare Financial Services
Pennsylvania
$4.41K +$2.79K +182 +167%
OCWP
211
Owl Creek Wealth Partners
Colorado
$4.39K
BBHC
212
Brown Brothers Harriman & Co
New York
$3.53K
HWA
213
HHM Wealth Advisors
Tennessee
$3.03K -$5.77K -377 -65%
AssetMark Inc
214
AssetMark Inc
California
$2.75K -$15 -1 -0.5%
SIM
215
Synergy Investment Management
Florida
$2.63K +$2.56K +167 New
TWD
216
True Wealth Design
Ohio
$2.47K +$780 +51 +46%
CA
217
Clearstead Advisors
Ohio
$2.2K +$2.22K +145 New
LFG
218
Larson Financial Group
Missouri
$2.19K
CAL
219
Capital Analysts LLC
Pennsylvania
$2K -$964 -63 -34%
Optiver Holding
220
Optiver Holding
Netherlands
$1.73K -$2.33K -152 -57%
AG
221
AmeriFlex Group
Nevada
$1.73K +$1.75K +114 New
PWA
222
Physician Wealth Advisors
Utah
$1.68K +$1.7K +111 New
DB
223
Danske Bank
Denmark
$1.51K
FFO
224
Fortitude Family Office
Arizona
$1.35K +$1.36K +89 New
C
225
Covestor
United Kingdom
$1K +$643 +42 +840%

UMH Hedge Fund Activity: Q2 2026 in Review

239 of the 8,153 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2026, worth a combined $848M — down 12% from $968M a quarter earlier.

Sellers outnumbered buyers: 32 funds closed out of UMH and 27 opened new positions — a net loss of 5 holders — while 75 trimmed existing stakes and 90 added.

The largest buyer was BlackRock, adding an estimated $7.34M. The largest seller was T. Rowe Price Investment Management, cutting an estimated $43.1M.

  • 239 institutional investors held UMH Properties (UMH) as of Q2 2026, down from 269 in Q1 2026.
  • Funds reported $848M of UMH Properties stock for Q2 2026, down 12% quarter-over-quarter.
  • 27 funds opened new UMH Properties positions in Q2 2026 and 32 closed out, a net change of -5 holders.
  • The largest UMH Properties buyer in Q2 2026 was BlackRock, an estimated $7.34M added.
  • The largest UMH Properties seller in Q2 2026 was T. Rowe Price Investment Management, an estimated $43.1M sold.

Based on aggregated 13F filings for Q2 2026.