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UMH PROPERTIES, INC. hedge fund holdings

UMHNYSE
$15.37-0.04 (-0.26%)as of Oct 5, 2026

Every quarter, large institutional investment managers with over $100M in U.S.-listed assets under management disclose their U.S. equity holdings through 13F filings. Read together, those filings show which businesses professional capital is moving into and out of.

Price vs funds buying and selling

UMH · close · 13FReported Aug 14, 2026

Price vs funds buying and selling data

Showing the 1Y range: Oct 6, 2025 to Oct 5, 2026. Price (+8.2%). 0 fund reports plotted in this window as 0 markers; nearby trades of the same kind are grouped.

Transactions plotted on the price chart
DateCategoryPersonRoleActionAmountChange in holding
Funds buying · new + increased
Funds selling · reduced + closed
Net buyers vs sellers
Buying = new + increased; selling = reduced + closed. Counts exclude position changes under 5% of the fund's holding last quarter.

Price and fund activity data

Quarterly 13F fund buying and selling activity
QuarterFunds buyingFunds sellingBoughtSoldFilersReported
Q2 20257859$87.7M$26.7M224Aug 14, 2025
Q3 202511066$83M$113M250Nov 14, 2025
Q4 20259394$179M$109M242Feb 14, 2026
Q1 20267681$50.1M$109M258May 15, 2026
Q2 20268879$104M$114M239Aug 14, 2026

Quarterly action breakdown

Q2 2026
239 filers
New position
23
$12M+792K sh
Increased
65
$92.2M+6.09M sh
Reduced
48
-$86.3M-5.7M sh
Out / sold
31
-$27.5M-1.82M sh
Last 4 quarters · free
Reported Aug 14, 2026
FundActionChange in dollarValue% of portfolioReported
T. Rowe Price Investment Management, Inc.Reduce 76.64%-$42.6M$13M0.01%Aug 14, 2026
First Eagle Investment Management, LLCAdded 117.86%+$13.6M$25.2M0.02%Aug 24, 2026
Jennison Associates LLCSell 100%-$13.5M$00.00%Aug 3, 2026
William Blair Investment Management, LLCReduce 42.56%-$7.54M$10.2M0.03%Aug 12, 2026
D.A. Davidson & Co.Added 9.70%+$2.6M$29.4M0.16%Jul 24, 2026
Susquehanna Portfolio Strategies, LLCAdded 107.38%+$1.1M$2.12M0.03%Aug 14, 2026
Quantinno Capital Management LPAdded 91.17%+$1.07M$2.24M0.00%Aug 13, 2026
Schroder Investment Management GroupReduce 9.28%-$1.06M$10.3M0.01%Aug 13, 2026
WESPAC Advisors, LLCNew Buy+$993K$993K0.48%Aug 10, 2026
Graham Capital Management, L.P.New Buy+$775K$775K0.01%Aug 14, 2026
Pacific Heights Asset Management LLCAdded 7.69%+$757K$10.6M0.34%Aug 17, 2026
Connors Investor Services IncAdded 15.03%+$543K$4.16M0.36%Aug 14, 2026
Private Management Group IncAdded 1.73%+$509K$29.8M0.79%Jul 31, 2026
Evergreen Capital Management LLCSell 100%-$502K$00.00%Jul 23, 2026
Koshinski Asset Management, Inc.New Buy+$489K$489K0.03%Jul 27, 2026
Fox Run Management, L.L.C.Added 295.25%+$467K$625K0.10%Aug 4, 2026
State of New Jersey Common Pension Fund DReduce 6.29%-$437K$6.51M0.02%Aug 4, 2026
Jain Global LLCNew Buy+$424K$424K0.00%Aug 14, 2026
First Trust Advisors LPAdded 22.02%+$293K$1.62M0.00%Aug 11, 2026
UniSuper Management Pty LtdSell 100%-$244K$00.00%Aug 14, 2026
Easterly Investment Partners LLCSell 100%-$230K$00.00%Jul 23, 2026
Kennedy Capital Management LLCReduce 2.49%-$225K$8.79M0.16%Aug 14, 2026
Gilder Gagnon Howe & Co LLCSell 100%-$218K$00.00%Aug 14, 2026
CWA Asset Management Group, LLCNew Buy+$199K$199K0.01%Jul 14, 2026
Keybank National AssociationReduce 35.40%-$191K$348K0.00%Jul 28, 2026
VANGUARD ASSET MANAGEMENT, LtdAdded 24.61%+$190K$960K0.00%Aug 13, 2026
Bessemer Group IncSell 100%-$169K$00.00%Aug 12, 2026
Snowden Capital Advisors LLCSell 100%-$158K$00.00%Aug 13, 2026
Oppenheimer & Co IncNew Buy+$157K$157K0.00%Aug 3, 2026
Macquarie Group LtdReduce 42.16%-$155K$212K0.00%Aug 14, 2026
Ulland Investment Advisors, LLCAdded 14.80%+$148K$1.15M0.85%Jul 16, 2026
Inspire Investing, LLCAdded 24.94%+$135K$675K0.03%Aug 12, 2026
Wedge Capital Management L L PReduce 4.62%-$117K$2.42M0.04%Jul 10, 2026
Cherokee Insurance CoAdded 1.51%+$93.2K$6.29M2.43%Aug 3, 2026
Asset Management One Co., Ltd.Added 4.73%+$91.3K$2.02M0.01%Jul 28, 2026
Nomura Asset Management Co LtdAdded 4.78%+$90.8K$1.99M0.00%Aug 13, 2026
LDR Capital Management LLCReduce 15.93%-$75.2K$397K0.46%Aug 11, 2026
Aberdeen Group plcAdded 16.73%+$71.5K$499K0.00%Jul 31, 2026
Deprince Race & Zollo IncReduce 2.71%-$69.5K$2.5M0.04%Aug 20, 2026
Uniplan Investment Counsel, Inc.Reduce 4.98%-$68.4K$1.31M0.12%Aug 14, 2026
WealthTrust Axiom LLCReduce 4.08%-$66.7K$1.57M0.35%Aug 11, 2026
Shufro Rose & Co LLCReduce 4.48%-$53K$1.13M0.06%Aug 12, 2026
Montag A & Associates IncReduce 1.26%-$49.9K$3.91M0.17%Aug 5, 2026
Summit Securities Group LLCSell 100%-$45.6K$00.00%Aug 3, 2026
Carnegie Lake Advisors LLCReduce 9.62%-$45.2K$425K0.16%Jul 24, 2026
Sumitomo Mitsui Trust Group, Inc.Reduce 2.97%-$40.8K$1.33M0.00%Jul 30, 2026
Tidal Investments LLCReduce 9.77%-$40.7K$375K0.00%Aug 13, 2026
Tokio Marine Asset Management Co LtdNew Buy+$34.2K$34.2K0.00%Jul 30, 2026
Wedbush Securities IncAdded 1.19%+$33.9K$2.88M0.07%Jul 28, 2026
Golden State Wealth Management, LLCSell 100%-$28.9K$00.00%Jul 22, 2026
Itau Unibanco Holding S.A.Sell 100%-$27.7K$00.00%Aug 14, 2026
Silver Lake Advisory, LLCAdded 1.37%+$22.5K$1.66M0.59%Jul 27, 2026
Resona Asset Management Co.,Ltd.Reduce 3.85%-$21.6K$538K0.00%Jul 29, 2026
Alps Advisors IncAdded 9.26%+$21.2K$250K0.00%Jul 29, 2026
Thrivent Financial for LutheransReduce 3.84%-$18K$451K0.00%Aug 14, 2026
Caldwell Sutter Capital, Inc.Reduce 1.32%-$16.7K$1.24M0.47%Aug 5, 2026
CANADA LIFE ASSURANCE CoReduce 0.72%-$16.5K$2.26M0.00%Aug 13, 2026
Daiwa Securities Group Inc.Reduce 3.09%-$14.8K$466K0.00%Jul 31, 2026
Nissay Asset Management Corp /JapanAdded 7.97%+$14.3K$194K0.00%Aug 14, 2026
Prosperity Bancshares IncSell 100%-$12.8K$00.00%Aug 14, 2026
Capital Square, LLCAdded 4.16%+$11K$274K0.12%Aug 13, 2026
Sound Income Strategies, LLCSell 100%-$8.52K$00.00%Jul 20, 2026
Lanark Financial, Inc.Reduce 24.42%-$7.95K$24.6K0.00%Jul 21, 2026
Vert Asset Management LLCAdded 1.35%+$7.74K$579K0.16%Jul 15, 2026
State of Alaska, Department of RevenueAdded 1.14%+$7.63K$677K0.01%Jul 20, 2026
Inscription Capital, LLCAdded 4.64%+$7.16K$161K0.01%Aug 13, 2026
Huntington National BankAdded 190.61%+$6.15K$9.37K0.00%Aug 13, 2026
Exchange Traded Concepts, LLCReduce 37.44%-$5.71K$9.54K0.00%Aug 11, 2026
Quarry LPSell 100%-$5.07K$00.00%Aug 14, 2026
Guggenheim Capital LLCReduce 2.38%-$4.85K$198K0.00%Aug 12, 2026
IFM Investors Pty LtdAdded 2.23%+$4.33K$198K0.00%Jul 21, 2026
Meixler Investment Management, Ltd.Added 1.09%+$3.79K$351K0.19%Aug 3, 2026
Versant Capital Management, IncReduce 10.10%-$3.44K$30.6K0.00%Jul 2, 2026
Van Eck Associates CorpAdded 0.87%+$2.98K$347K0.00%Aug 14, 2026
Concurrent Investment Advisors, LLCReduce 0.85%-$2.82K$329K0.00%Jul 27, 2026
Bare Financial Services, IncAdded 166.97%+$2.76K$4.41K0.00%Jul 27, 2026
Synergy Investment Management, LLCNew Buy+$2.63K$2.63K0.00%Aug 14, 2026
Vanguard Investments Australia, Ltd.Reduce 0.25%-$2.6K$1.05M0.00%Aug 13, 2026
Ameriflex Group, Inc.New Buy+$1.73K$1.73K0.00%Aug 14, 2026
Metis Global Partners, LLCReduce 0.53%-$1.7K$320K0.01%Aug 10, 2026
BNP PARIBAS ASSET MANAGEMENT Holding S.A.Reduce 3.00%-$1.51K$48.9K0.00%Aug 13, 2026
Capital Analysts, LLCReduce 34.43%-$1.05K$2K0.00%Aug 5, 2026
Picton Mahoney Asset ManagementSell 100%-$808$00.00%Aug 13, 2026
NewEdge Wealth, LLCReduce 0.32%-$742$231K0.00%Aug 10, 2026
BFSG, LLCAdded 0.22%+$530$239K0.02%Jul 20, 2026
Samalin Investment Counsel, LLCReduce 0.22%-$500$229K0.07%Jul 27, 2026
Dunhill Financial, LLCSell 100%-$36$00.00%Aug 7, 2026
Assetmark, IncReduce 0.55%-$15$2.76K0.00%Jul 30, 2026
Hughes Financial Services, LLCSell 100%-$14$00.00%Jul 20, 2026

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