UMH

UMH Properties
UMH

Overview Fund Activity

238 hedge funds and large institutions have $1.23B invested in UMH Properties in 2025 Q1 according to their latest regulatory filings, with 31 funds opening new positions, 78 increasing their positions, 79 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
238
Holders Change
+8
Holders Change %
+3.48%
% of All Funds
3.23%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
31
Increased
78
Reduced
79
Closed
21
Calls
$18K
Puts
$46K
Net Calls
-$28K
Net Calls Change
+$1K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
+$18.8M
2
AllianceBernstein
AllianceBernstein
Tennessee
+$15.4M
3
DRZID
DePrince Race & Zollo Inc (DRZ)
Florida
+$3.68M
4
First Eagle Investment Management
First Eagle Investment Management
New York
+$3.45M
5
ME
McIlrath & Eck
Washington
+$3.08M

Top Sellers

1
BC
Brookfield Corp
Ontario, Canada
-$12.6M
2
Marshall Wace
Marshall Wace
United Kingdom
-$4.31M
3
Raymond James Financial
Raymond James Financial
Florida
-$3.9M
4
Goldman Sachs
Goldman Sachs
New York
-$3.87M
5
Teacher Retirement System of Texas
Teacher Retirement System of Texas
Texas
-$1.87M
Name Holding Trade Value Shares
Change 		Shares
Change %
Vanguard Group
1
Vanguard Group
Pennsylvania
$141M +$319K +17,084 +0.2%
BlackRock
2
BlackRock
New York
$134M -$983K -52,592 -0.7%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$99.6M +$1.37M +73,196 +1%
Capital Research Global Investors
4
Capital Research Global Investors
California
$94.2M +$18.8M +1,004,759 +25%
State Street
5
State Street
Massachusetts
$60.8M +$1.26M +67,517 +2%
CCM
6
Copeland Capital Management
Pennsylvania
$51.3M -$1.58M -84,695 -3%
Fidelity Investments
7
Fidelity Investments
Massachusetts
$51M +$24.3K +1,300 +0%
American Century Companies
8
American Century Companies
Missouri
$39.4M +$198K +10,602 +0.5%
William Blair Investment Management
9
William Blair Investment Management
Illinois
$35.6M -$1.65M -87,975 -4%
Geode Capital Management
10
Geode Capital Management
Massachusetts
$35.5M +$1.07M +57,239 +3%
Jennison Associates
11
Jennison Associates
New York
$25.9M -$1.44M -76,941 -5%
Northern Trust
12
Northern Trust
Illinois
$23M +$917K +49,040 +4%
PMG
13
Private Management Group
California
$23M -$102K -5,469 -0.4%
Dimensional Fund Advisors
14
Dimensional Fund Advisors
Texas
$20.6M +$677K +36,229 +3%
Bank of America
15
Bank of America
North Carolina
$20.5M -$861K -46,027 -4%
Raymond James Financial
16
Raymond James Financial
Florida
$19.3M -$3.9M -208,808 -17%
NL
17
Nuveen LLC
North Carolina
$19.2M +$19.2M +1,027,230 New
Charles Schwab
18
Charles Schwab
California
$19.1M -$128K -6,857 -0.7%
DADC
19
D.A. Davidson & Co
Montana
$18.4M +$1.32M +70,695 +8%
AllianceBernstein
20
AllianceBernstein
Tennessee
$16.8M +$15.4M +820,934 +1,091%
KCM
21
Kennedy Capital Management
Missouri
$10.7M -$1.02M -54,676 -9%
First Eagle Investment Management
22
First Eagle Investment Management
New York
$10.5M +$3.45M +184,600 +49%
Morgan Stanley
23
Morgan Stanley
New York
$9.27M -$1.37M -73,191 -13%
AAMU
24
APG Asset Management US
New York
$9.03M – – –
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$8.12M +$19.6K +1,047 +0.2%
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