UMH Properties, Inc.: which funds bought and sold

Institutions that bought and sold UMH Properties shares in Q2 2026, from the holdings they reported to the SEC on Form 13F for March 31, 2026 and June 30, 2026.

Between March 31, 2026 and June 30, 2026, 130 institutions that filed 13F reports for both quarters added to or opened positions in UMH Properties, and 116 cut or closed them. Together they sold a net 1.3M shares, −2.0% on what they held at the start of the quarter. Active managers and hedge funds on our list were net sellers of 1.9M shares (−9.3%); index fund managers were net buyers of 1.0M shares (+4.3%). 29 opened a new position and 36 sold out entirely.

Bought, Q2 2026 130 institutions, 29 of them new holders Sold, Q2 2026 116 institutions, 36 of them sold out

Net change, all compared −1.3M shares (−2.0%)

Net change, active managers −1.9M shares (−9.3%), 19 bought, 22 sold

Buyers versus sellers

institutions compared, 293

130 bought 47 116 sold

Active managers and hedge funds 19 bought · 22 sold · −1.9M

Index fund managers 7 bought · 3 sold · +1.0M

Other institutions 104 bought · 91 sold · −518K

Biggest buyers

by change in shares held

Biggest buyers
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+902K +117.9%	1.7M	$25.2M
Boothbay Fund Management, LLC Hedge fund	+742K +1392.1%	796K	$12M
Blackrock, Inc. Index funds	+479K +6.1%	8.4M	$127M
AQR Capital Management LLC Hedge fund	+442K +152.4%	731K	$11.1M
Capital Research Global Investors Active manager	+427K +16.4%	3.0M	$45.9M
Citadel Advisors LLC Hedge fund	+391K +128.7%	695K	$10.5M
Marshall Wace, LLP Hedge fund	+308K New position	308K	$4.7M
Alliancebernstein L.P. Active manager	+275K +22.9%	1.5M	$21.3M
Tudor Investment Corp Et Al Hedge fund	+257K +340.5%	333K	$5M
Two Sigma Investments, LP Hedge fund	+197K +24.2%	1.0M	$15.3M
Geode Capital Management, LLC Index funds	+192K +9.0%	2.3M	$35.2M
Renaissance Technologies LLC Hedge fund	+173K New position	173K	$2.6M
D.A. Davidson & Co.	+172K +9.7%	1.9M	$29.4M
State Street Corp Index funds	+171K +4.9%	3.7M	$55.7M
Arrowstreet Capital, Limited Partnership Hedge fund	+164K New position	164K	$2.5M
Nuveen, LLC	+152K +88.4%	324K	$4.9M
Vanguard Portfolio Management LLC Index funds	+144K +3.5%	4.2M	$64M
Invesco Ltd.	+110K +16.2%	789K	$11.9M
HRT Financial LP	+100K +181.8%	154K	$2.3M
Penserra Capital Management LLC	+78K +225.1%	113K	$1.7M

Biggest buyers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
First Eagle Investment Management, LLC Active manager	+902K +117.9%	1.7M	$25.2M
Boothbay Fund Management, LLC Hedge fund	+742K +1392.1%	796K	$12M
AQR Capital Management LLC Hedge fund	+442K +152.4%	731K	$11.1M
Capital Research Global Investors Active manager	+427K +16.4%	3.0M	$45.9M
Citadel Advisors LLC Hedge fund	+391K +128.7%	695K	$10.5M
Marshall Wace, LLP Hedge fund	+308K New position	308K	$4.7M
Alliancebernstein L.P. Active manager	+275K +22.9%	1.5M	$21.3M
Tudor Investment Corp Et Al Hedge fund	+257K +340.5%	333K	$5M
Two Sigma Investments, LP Hedge fund	+197K +24.2%	1.0M	$15.3M
Renaissance Technologies LLC Hedge fund	+173K New position	173K	$2.6M

Biggest sellers

by change in shares held

Biggest sellers
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−2.8M −76.6%	858K	$13M
Copeland Capital Management, LLC Active manager	−1.1M Sold out	0	—
Jennison Associates LLC Active manager	−933K Sold out	0	—
SG Americas Securities, LLC	−705K −71.3%	283K	$4.3M
William Blair Investment Management, LLC Active manager	−498K −42.6%	672K	$10.2M
Goldman Sachs Group Inc	−213K −9.3%	2.1M	$31.7M
Millennium Management LLC Hedge fund	−196K −92.7%	15K	$232,490
Point72 Asset Management, L.P. Hedge fund	−191K Sold out	0	—
Envestnet Asset Management Inc	−191K −89.1%	23K	$352,710
Exoduspoint Capital Management, LP Hedge fund	−184K Sold out	0	—
UBS Group AG	−179K −58.8%	125K	$1.9M
Strs Ohio	−100K Sold out	0	—
FMR LLC Active manager	−83K −2.2%	3.6M	$55.2M
Jane Street Group, LLC	−81K −76.0%	26K	$389,930
Stifel Financial Corp	−77K Sold out	0	—
Sei Investments Co	−74K −55.3%	60K	$904,347
Royal Bank Of Canada	−69K −80.1%	17K	$261,000
Schroder Investment Management Group Active manager	−69K −9.3%	670K	$10.3M
Dark Forest Capital Management LP	−60K Sold out	0	—
American Century Companies Inc Active manager	−59K −63.5%	34K	$514,987

Biggest sellers, active managers and hedge funds
Institution	Change in shares	Shares June 30, 2026	Value
T. Rowe Price Investment Management, Inc. Active manager	−2.8M −76.6%	858K	$13M
Copeland Capital Management, LLC Active manager	−1.1M Sold out	0	—
Jennison Associates LLC Active manager	−933K Sold out	0	—
William Blair Investment Management, LLC Active manager	−498K −42.6%	672K	$10.2M
Millennium Management LLC Hedge fund	−196K −92.7%	15K	$232,490
Point72 Asset Management, L.P. Hedge fund	−191K Sold out	0	—
Exoduspoint Capital Management, LP Hedge fund	−184K Sold out	0	—
FMR LLC Active manager	−83K −2.2%	3.6M	$55.2M
Schroder Investment Management Group Active manager	−69K −9.3%	670K	$10.3M
American Century Companies Inc Active manager	−59K −63.5%	34K	$514,987

New positions

largest by value

Institution	Shares	Value June 30, 2026
Marshall Wace, LLPHedge fund	308K	$4.7M
Renaissance Technologies LLCHedge fund	173K	$2.6M
Arrowstreet Capital, Limited PartnershipHedge fund	164K	$2.5M
Wespac Advisors, LLC	66K	$992,987
Connor, Clark & Lunn Investment Management Ltd.	58K	$880,482
Quantbot Technologies LPHedge fund	53K	$807,719
Graham Capital Management, L.P.Hedge fund	51K	$774,880
Koshinski Asset Management, Inc.	32K	$489,490
Jain Global LLCHedge fund	28K	$424,359
Ieq Capital, LLC	28K	$419,234

Sold out

largest by value

Institution	Shares	Value March 31, 2026
Copeland Capital Management, LLCActive manager	1.1M	$16.3M
Jennison Associates LLCActive manager	933K	$13.5M
Point72 Asset Management, L.P.Hedge fund	191K	$2.8M
Exoduspoint Capital Management, LPHedge fund	184K	$2.7M
Strs Ohio	100K	$1.4M
Stifel Financial Corp	77K	$1.1M
Dark Forest Capital Management LP	60K	$871,601
Schonfeld Strategic Advisors LLCHedge fund	53K	$760,907
Panagora Asset Management IncActive manager	35K	$504,242
Evergreen Capital Management LLC	35K	$502,251

Who holds the shares

13F holdings at June 30, 2026

Institutions reporting: 259
Ten largest holders: 53.1%
Index fund managers: 38.1%
Active managers and hedge funds: 27.8%

Buying and selling by type of institution, March 31, 2026 to June 30, 2026
Type	Bought	Sold	New	Sold out	Net change in shares	Net %
Active managers and hedge funds	19	22	7	8	−1.9M	−9.3%
Index fund managers	7	3	0	0	+1.0M	+4.3%
Other institutions	104	91	22	28	−518K	−2.3%

Active managers and hedge funds: a list we maintain of about 400 well-known stock-picking firms and hedge funds, matched by SEC registration number (CIK) and checked against the filer names each quarter. Index fund managers: the large index houses, such as BlackRock, Vanguard, State Street, Geode and Northern Trust. Every other filer (banks, brokers, wealth managers, pension funds, insurers and firms not on the list) counts as another institution. A firm that files under several SEC registrations appears once for each.

What these filings can and cannot tell you

Form 13F lists the long positions in US-listed shares held by investment managers with more than $100 million in such holdings. Managers file it up to 45 days after each quarter ends, so this page shows what funds held at the end of each quarter, not what they are doing now: a position may have changed since. Short positions, most derivatives and smaller managers are not included, and a cut can mean a fund lost clients or rebalanced rather than a view on UMH Properties.

Only managers that filed a holdings report for both quarters are compared (293 here). 6 other holders are left out: first-time or late filers, firms that changed their SEC registration, and filings that withheld positions under confidential treatment, any of which would otherwise look like a new position or a sale. Figures are as reported by each manager in the SEC's quarterly 13F data sets; option positions are excluded.

← Back to UMH Properties, Inc. · Insiders · Politicians