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UMH

UMH Properties

234 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, 97 increasing their positions, 76 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

2.24% more ownership

Funds ownership: 80.12%82.36% (+2.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

2% less funds holding

Funds holding: 239234 (-5)

6% less capital invested

Capital invested by funds: $1.24B → $1.16B (-$72.8M)

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
234
Holders Change
-5
Holders Change %
-2.09%
% of All Funds
3.08%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
17
Increased
97
Reduced
76
Closed
21
Calls
$35K
Puts
$90K
Net Calls
-$55K
Net Calls Change
-$27K
Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Group
1
Vanguard Group
Pennsylvania
$133M +$6.58M +384,424 +5%
BlackRock
2
BlackRock
New York
$122M +$1.76M +102,667 +1%
T. Rowe Price Investment Management
3
T. Rowe Price Investment Management
Maryland
$103M +$13.4M +783,060 +15%
Capital Research Global Investors
4
Capital Research Global Investors
California
$91.9M +$7.44M +434,695 +9%
State Street
5
State Street
Massachusetts
$58.4M +$3.87M +226,027 +7%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$45.8M +$14K +818 +0%
CCM
7
Copeland Capital Management
Pennsylvania
$42.8M -$3.28M -191,716 -7%
American Century Companies
8
American Century Companies
Missouri
$40.1M +$4.85M +283,700 +13%
Geode Capital Management
9
Geode Capital Management
Massachusetts
$33.6M +$1.77M +103,446 +5%
William Blair Investment Management
10
William Blair Investment Management
Illinois
$29.5M -$2.52M -147,297 -8%
Jennison Associates
11
Jennison Associates
New York
$25.8M +$2.58M +150,718 +11%
PMG
12
Private Management Group
California
$20.5M -$161K -9,384 -0.8%
Bank of America
13
Bank of America
North Carolina
$20M +$1.56M +91,202 +8%
Northern Trust
14
Northern Trust
Illinois
$19.7M -$945K -55,200 -4%
Charles Schwab
15
Charles Schwab
California
$18.9M +$1.79M +104,717 +10%
Dimensional Fund Advisors
16
Dimensional Fund Advisors
Texas
$18.7M +$247K +14,456 +1%
DADC
17
D.A. Davidson & Co
Montana
$18.2M +$1.69M +98,622 +10%
AllianceBernstein
18
AllianceBernstein
Tennessee
$17.8M +$2.77M +161,977 +18%
Raymond James Financial
19
Raymond James Financial
Florida
$15.6M -$1.73M -101,301 -10%
First Eagle Investment Management
20
First Eagle Investment Management
New York
$9.97M +$573K +33,500 +6%
Goldman Sachs
21
Goldman Sachs
New York
$9.86M +$5.41M +316,281 +117%
KCM
22
Kennedy Capital Management
Missouri
$9.25M -$372K -21,728 -4%
N
23
Nuveen
North Carolina
$9.1M -$8.3M -485,300 -47%
UBS AM
24
UBS AM
Illinois
$9M +$7.87M +459,948 +605%
AAMU
25
APG Asset Management US
New York
$8.19M

UMH Hedge Fund Activity: Q2 2025 in Review

234 of the 7,595 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2025, worth a combined $1.16B — down 5.9% from $1.24B a quarter earlier.

Sellers outnumbered buyers: 21 funds closed out of UMH and 17 opened new positions — a net loss of 4 holders — while 76 trimmed existing stakes and 97 added.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $13.4M. The largest seller was Nuveen, cutting an estimated $8.3M.

  • 234 institutional investors held UMH Properties (UMH) as of Q2 2025, down from 239 in Q1 2025.
  • Funds reported $1.16B of UMH Properties stock for Q2 2025, down 5.9% quarter-over-quarter.
  • 17 funds opened new UMH Properties positions in Q2 2025 and 21 closed out, a net change of -4 holders.
  • The largest UMH Properties buyer in Q2 2025 was T. Rowe Price Investment Management, an estimated $13.4M added.
  • The largest UMH Properties seller in Q2 2025 was Nuveen, an estimated $8.3M sold.

Based on aggregated 13F filings for Q2 2025.