Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

UMH PPTYS INC (UMH)

240 + Investors. Track Smart Money conviction in UMH. See who's accumulating, reducing, or initiating positions.

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -7
Streak
1Q ▼
Buyers last Q
52%

Smart Money Signals — UMH

Based on 238 hedge funds · latest filing: 2025 Q4 · updated quarterly

📉

Selling streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds reduced or closed their UMH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.
🏔️

At the ownership peak (97% of max)

97% of all-time peak
238 hedge funds hold UMH right now — the highest count in 3.0 years. When ownership is this concentrated, any bad news can trigger a chain reaction: one big fund sells, others follow. This is a classic 'crowded trade' — high popularity doesn't equal safety.
📶

Steady growth — +11% more funds vs a year ago

fund count last 6Q
+24 new funds entered over the past year (+11% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟡

Slight buying edge — 52% buying

137 buying125 selling
Last quarter: 137 funds bought or added vs 125 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.
⚠️

Fewer new buyers each quarter (-11 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 33 → 19 → 51 → 40. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.
🔒

56% of holders stayed for 2+ years

■ 56% conviction (2yr+) ■ 27% medium ■ 17% new
133 out of 238 hedge funds have held UMH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.
🚀

Acceleration phase — new buyers rushing in

31 → 33 → 19 → 51 → 40 new funds/Q
New funds entering each quarter: 33 → 19 → 51 → 40. The pace of institutional discovery is accelerating sharply. This is the 'hot idea' phase — the thesis is being passed from fund to fund. You are not late — the accumulation wave is still building.
🏛️

Deep conviction — 64% of holders stayed 2+ years

■ 64% veterans ■ 14% 1-2yr ■ 22% new
Of 240 current holders: 153 (64%) have held for over 2 years without selling. These are not momentum buyers — they have lived through drawdowns and stayed. A large veteran base acts as a stabilizing force during selloffs.
🏆

Elite ownership — 56% AUM from top-100 funds

56% from top-100 AUM funds
36 of 238 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in UMH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.
3.5
out of 10
Low Exit Risk
Exit risk score 3.5/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Institutional Sentiment Summary — UMH

In 2025 Q4, 137 hedge funds were net buyers of UMH (40 opened a new position, 97 added to an existing one), while 125 reduced or exited (78 trimmed, 47 sold completely) — a 52% buyer ratio, indicating a slight buying edge. 56% of total institutional value in UMH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -7 funds (more exits than new entries). Total institutional holders: 238.

Hedge Fund Ownership: UMH

How many hedge funds hold UMH — quarterly history vs. share price
Quarterly hedge fund ownership of UMH vs. share price

Market Analysis: UMH

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: UMH

Real Estate REIT - Residential

Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

43 top-rated funds 0 high-conviction
Consensus
7.1
/ 10
breadth
×
Elite
0.9
/ 10
conviction
Hedge Fund Positioning: UMH
2026 Q1 Stats Unlock in 9 days 240 + Investors

Track Smart Money conviction in UMH. See who's accumulating, reducing, or initiating positions.

Metric All 13F Filers (2025 Q4) Prior (2025 Q3) Change
Funds Holding 240 247 -2.83%
13F Shares 66M 66M 0.76%
Total Value $1.05B $975M 7.78%
New Positions 40 53 -13
Increased Positions 102 97 +5
Closed Positions 47 25 +22
Reduced Positions 80 66 +14
Total Calls 1 1 -
Total Puts 1 1 -
PUT/CALL Ratio 1.0 1.0 Neutral

Statistics: UMH

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Financial Highlights

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Institutional Holders (2026 Q1)

240 + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in UMH. Verified SEC 13F-HR filings.

Top 25 institutional holders of UMH — 2025 Q4 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cherokee Insurance Co 2.24% 409,004 $5.9M
2 Ulland Investment Advisors, LLC 0.82% 66,215 —
3 PRIVATE MANAGEMENT GROUP INC 0.80% 1,937,107 $28.0M
4 Pensionfund PDN 0.74% 88,900 $1K
5 Pensionfund Sabic 0.74% 42,564 —
6 Silver Lake Advisory, LLC 0.62% 108,330 $1.6M
7 LDR Capital Management LLC 0.60% 31,162 $450K
8 CALDWELL SUTTER CAPITAL, INC. 0.49% 83,023 $1.2M
9 Copeland Capital Management, LLC 0.36% 1,130,858 $16.3M
10 PACIFIC HEIGHTS ASSET MANAGEMENT LLC 0.31% 650,000 $9.4M
11 Yoffe Investment Management, LLC 0.21% 11,612 $168K
12 Meixler Investment Management, Ltd. 0.18% 22,950 $335K
13 Carnegie Lake Advisors LLC 0.18% 31,046 $448K
14 MONTAG A & ASSOCIATES INC 0.18% 261,651 $3.8M
15 BCO Wealth Management LLC 0.17% 19,954 $288K
16 Vert Asset Management LLC 0.17% 37,726 $544K
17 D.A. DAVIDSON & CO. 0.15% 1,771,311 $25.6M
18 North Star Investment Management Corp. 0.15% 168,020 $2.4M
19 AlphaCentric Advisors LLC 0.14% 10,000 $144K
20 WEDBUSH SECURITIES INC 0.08% 187,758 $3K
21 Samalin Investment Counsel, LLC 0.08% 15,144 $219K
22 AlphaQuest LLC 0.06% 70,304 $1.1M
23 DELTA FINANCIAL ADVISORS LLC 0.06% 15,000 $216K
24 WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.06% 1,169,982 $16.9M
25 GSA CAPITAL PARTNERS LLP 0.05% 54,700 —
Investor Ownership
History 		% of Portfolio Prev % Rank Conviction Avg Buy Price 13F Score™ 3Y / 7Y Sell Timing Shares Mkt Value Change Change % Source Quarter Filed

Frequently Asked Questions — UMH PPTYS INC (UMH)

What does the Smart Money Trend signal show for UMH?

Selling streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds reduced or closed their UMH positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for UMH?

Slight buying edge — 52% buying: Last quarter: 137 funds bought or added vs 125 that reduced or exited. It's nearly a 50/50 split — some institutions are convinced, others are taking profits. This mixed picture is normal near price highs.

What is the fund quality score for UMH holders?

Elite ownership — 56% AUM from top-100 funds: 36 of 238 holders are among the 100 largest funds by AUM, controlling 56% of total institutional value in UMH. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held UMH?

56% of holders stayed for 2+ years: 133 out of 238 hedge funds have held UMH for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.