Purchases and Sales Made in Q4 2025 in Umh Properties, Inc. (UMH)
This table provides information about the institutional ownership of Umh Properties, Inc. (UMH) during Q4 2025. The information is specifically focused on institutions that hold shares of UMH PROPERTIES, INC..
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
1.29M+ 629.33% |
$18.2M - $19.7M
|
1.49M
$22.6M
|
|
|
Jan 14, 2026
Q4 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
154KNew |
$2.18M - $2.36M
|
154K
$2.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
111KNew |
$1.57M - $1.7M
|
111K
$1.68M
|
|
|
Jan 23, 2026
Q4 2025
|
Deprince Race & Zollo Inc
Winter Park, FL |
BUY
|
- |
28K+ 14.52% |
$395K - $428K
|
221K
$3.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.1KNew |
$255K - $276K
|
18.1K
$273K
|
|
|
Jan 26, 2026
Q4 2025
|
Cwm, LLC
|
BUY
|
- |
11.9K+ 1028.74% |
$168K - $182K
|
13K
$197K
|
|
|
Jan 08, 2026
Q4 2025
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
6.9K+ 11.62% |
$97.4K - $106K
|
66.3K
$1M
|
|
|
Jan 23, 2026
Q4 2025
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
6.08K+ 7.11% |
$85.8K - $92.9K
|
91.5K
$1.38M
|
|
|
Jan 08, 2026
Q4 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
3.73K+ 753.13% |
$52.6K - $57K
|
4.22K
$63.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Abrdn PLC
|
BUY
|
- |
1.94K+ 7.22% |
$27.3K - $29.6K
|
28.7K
$434K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.89K+ 111.81% |
$26.7K - $29K
|
3.59K
$54.2K
|
|
|
Jan 23, 2026
Q4 2025
|
State Of Alaska, Department Of Revenue
|
BUY
|
- |
995+ 2.32% |
$14K - $15.2K
|
43.9K
$663K
|
|
|
Jan 26, 2026
Q4 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
608+ 34.74% |
$8.58K - $9.3K
|
2.36K
$35.6K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
583New |
$8.23K - $8.91K
|
583
$8.81K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
336+ 28.77% |
$4.74K - $5.14K
|
1.5K
$22.7K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
143+ 26.0% |
$2.02K - $2.19K
|
693
$10.5K
|
|
|
Jan 08, 2026
Q4 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
113+ 1255.56% |
$1.6K - $1.73K
|
122
$1.84K
|
|
|
Jan 23, 2026
Q4 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
21+ 80.77% |
$297 - $321
|
47
$710
|
|
|
Jan 07, 2026
Q4 2025
|
Retirement Wealth Solutions LLC
Marshfield, WI |
SELL
|
- |
-47- 47.47% |
$664 - $719
|
52
$786
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
SELL
|
- |
-97- 34.77% |
$1.37K - $1.48K
|
182
$2.75K
|
|
|
Jan 08, 2026
Q4 2025
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-450- 0.4% |
$6.35K - $6.88K
|
111K
$1.68M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-2.46K- 17.7% |
$34.7K - $37.6K
|
11.4K
$173K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
SELL
|
- |
-3.08K- 25.57% |
$43.5K - $47.1K
|
8.96K
$135K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
SELL
|
- |
-3.68K- 73.9% |
$52K - $56.3K
|
1.3K
$19.6K
|
|