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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
BlackRock
1
BlackRock
New York
$127M +$7.34M +479,488 +6%
Vanguard Portfolio Management
2
Vanguard Portfolio Management
Pennsylvania
$64M +$2.21M +144,092 +4%
State Street
3
State Street
Massachusetts
$55.7M +$2.62M +171,127 +5%
Vanguard Capital Management
4
Vanguard Capital Management
Pennsylvania
$52.2M +$993K +64,915 +2%
Capital Research Global Investors
5
Capital Research Global Investors
California
$45.9M +$6.54M +427,196 +16%
Geode Capital Management
6
Geode Capital Management
Massachusetts
$35.2M +$2.94M +192,029 +9%
Goldman Sachs
7
Goldman Sachs
New York
$31.7M -$3.27M -213,461 -9%
PMG
8
Private Management Group
California
$29.8M +$514K +33,589 +2%
DADC
9
D.A. Davidson & Co
Montana
$29.4M +$2.63M +171,827 +10%
AllianceBernstein
10
AllianceBernstein
Tennessee
$21.3M +$4.2M +274,755 +23%
Charles Schwab
11
Charles Schwab
California
$19.9M +$1.06M +69,363 +6%
Dimensional Fund Advisors
12
Dimensional Fund Advisors
Texas
$17.6M -$230K -15,033 -1%
Two Sigma Investments
13
Two Sigma Investments
New York
$15.3M +$3.01M +196,966 +24%
Raymond James Financial
14
Raymond James Financial
Florida
$14.7M -$23.4K -1,530 -0.2%
Northern Trust
15
Northern Trust
Illinois
$13.4M -$870K -56,820 -6%
T. Rowe Price Investment Management
16
T. Rowe Price Investment Management
Maryland
$13M -$43.1M -2,815,126 -77%
First Eagle Investment Management
17
First Eagle Investment Management
New York
$12.6M +$1.05M +68,300 +9%
Invesco
18
Invesco
Georgia
$11.9M +$1.68M +109,726 +16%
Citadel Advisors
19
Citadel Advisors
Florida
$10.5M +$5.99M +391,110 +129%
Schroder Investment Management Group
20
Schroder Investment Management Group
United Kingdom
$10.3M -$1.05M -68,531 -9%
William Blair Investment Management
21
William Blair Investment Management
Illinois
$10.2M -$7.62M -497,897 -43%
Vanguard Fiduciary Trust
22
Vanguard Fiduciary Trust
Pennsylvania
$8.13M -$486K -31,770 -6%
Morgan Stanley
23
Morgan Stanley
New York
$7.53M +$237K +15,516 +3%
Bank of New York Mellon
24
Bank of New York Mellon
New York
$7.21M +$833K +54,454 +13%
Citigroup
25
Citigroup
New York
$6.77M +$175K +11,410 +3%

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.