Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Umh Pptys Inc (UMH)

264 + 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
↑ +12
Streak
1Q ▲
Buyers last Q
49%

Smart Money Signals — UMH

Based on 264 hedge funds · latest filing: 2026 Q1 · updated quarterly

📈

Buying streak — 1 quarter in a row

last 6Q
For 1 consecutive quarter, more hedge funds added UMH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.
🏔️

At the ownership peak (100% of max)

100% of all-time peak
264 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 — +12% more funds vs a year ago

fund count last 6Q
+28 new funds entered over the past year (+12% YoY). Gradual, steady growth in institutional ownership is generally a healthy signal — not a speculative rush, but consistent conviction.
🟠

More sellers than buyers — 49% buying

124 buying127 selling
Last quarter: 127 funds reduced or exited vs 124 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.
➡️

Steady new buyers — ~40 new funds per quarter

new funds entering per quarter
Funds opening this position for the first time: 21 → 51 → 41 → 40. A stable flow of new institutional buyers suggests ongoing interest without signs of either acceleration or slowdown.
🔒

54% of holders stayed for 2+ years

■ 54% conviction (2yr+) ■ 27% medium ■ 19% new
143 out of 264 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.
💎

Buying through price weakness — shares -1%, value -17%

Value
-16%
Shares
0%
Last quarter: funds added -1% more shares while total portfolio value only changed -17%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.
📈

Growing discovery — still being found

35 → 21 → 51 → 41 → 40 new funds/Q
New funds entering each quarter: 21 → 51 → 41 → 40. A growing number of institutions are discovering UMH each quarter. The narrative is still spreading — leaving room for ongoing capital accumulation.
🏛️

Veteran-anchored — 62% veterans vs 24% newcomers

■ 62% veterans ■ 15% 1-2yr ■ 24% new
Entry-cohort mix of 265 holders: 163 (62%) are 2+ year veterans, 39 entered 1–2 years ago, and 63 (24%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 46% AUM from top-100 funds

46% from top-100 AUM funds
50 of 264 holders are among the 100 largest funds by AUM, controlling 46% 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.
3.7
out of 10
Low Exit Risk
Exit risk score 3.7/10 — 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 2026 Q1, 124 hedge funds were net buyers of UMH (40 opened a new position, 84 added to an existing one), while 127 reduced or exited (99 trimmed, 28 sold completely) — a 49% buyer ratio, indicating roughly balanced activity. 46% of total institutional value in UMH is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: +12 funds (more new holders than closures). Total institutional holders: 264.

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

-- --

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

Is It Too Late to Buy Umh Pptys Inc (UMH) Based on Hedge Fund 13F Filings?

Signal Freshness measures how much UMH has moved relative to its sector benchmark (XLRE) since the 2026 Q1 13F filing. A stock that has barely outrun its sector is still a relatively fresh entry point — the fund's thesis has not yet been priced in by the broader market.

Since Quarter End March 31, 2026 · 75d ago
UMH
+5.9%
XLRE
+11.1%

UMH outperformed XLRE by -5.2% since March 31, 2026.

Since 13F Filing Date May 15, 2026 · 30d ago
UMH
+2.4%
XLRE
+4.9%

Since the filing became public, UMH outperformed XLRE by -2.5% .

Interpretation: The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference. Learn more →

Smart Money Signal ?
Limited Smart Money Interest

No strong consensus or elite conviction detected among institutional holders.

25 top-rated funds 1 high-conviction
Consensus
6.1
/ 10
breadth
×
Elite
1.4
/ 10
conviction
Hedge Fund Positioning: UMH
264 + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 264 252 4.76%
13F Shares 67M 67M -0.52%
Total Value $884M $1.06B -16.92%
New Positions 40 41 -1
Increased Positions 84 102 -18
Closed Positions 28 47 -19
Reduced Positions 98 81 +17
Total Calls 0 1 -100.0%
Total Puts 1 1 -
PUT/CALL Ratio 0.0 1.0 Bullish

Statistics: UMH

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Valuation Measures Data as of: --

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PEG Ratio (5yr expected) --
Price/Sales (ttm) --
Price/Book (mrq) --
Enterprise Value/Revenue --
Enterprise Value/EBITDA --
Beta (5Y Monthly) --
Short Ratio (Days to Cover) --
Short % of Float --

Financial Highlights

Profitability
Profit Margin --
Return on Assets (ttm) --
Return on Equity (ttm) --
Income Statement & Cash Flow
Revenue (ttm) --
Net Income Avi to Common (ttm) --
Diluted EPS (ttm) --
Total Cash (mrq) --
Total Debt/Equity (mrq) --
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Institutional Holders (2026 Q1)

264 + investors

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

QUARTER:
Top 25 UMH holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Cherokee Insurance Co 2.24% 409,004 $5.9M
2 Private Management Group Inc 0.80% 1,937,107 $28.0M
3 Silver Lake Advisory, LLC 0.62% 108,330 $1.6M
4 LDR Capital Management LLC 0.60% 31,162 $450K
5 Caldwell Sutter Capital, INC. 0.49% 83,023 $1.2M
6 WealthTrust Axiom LLC 0.38% 108,030 $1.6M
7 Copeland Capital Management, LLC 0.36% 1,130,858 $16.3M
8 Connors Investor Services Inc 0.32% 238,637 $3.4M
9 Pacific Heights Asset Management LLC 0.31% 650,000 $9.4M
10 Yoffe Investment Management, LLC 0.21% 11,612 $168K
11 EntryPoint Capital, LLC 0.21% 49,854 $719K
12 Kennedy Capital Management LLC 0.18% 595,476 $8.6M
13 Meixler Investment Management, Ltd. 0.18% 22,950 $335K
14 Carnegie Lake Advisors LLC 0.18% 31,046 $448K
15 Montag A & Associates Inc 0.18% 261,651 $3.8M
16 BCO Wealth Management LLC 0.17% 19,954 $288K
17 Vert Asset Management LLC 0.17% 37,726 $544K
18 D.A. Davidson & CO. 0.15% 1,771,311 $25.6M
19 McIlrath & Eck, LLC 0.15% 137,878 $2.0M
20 North Star Investment Management Corp. 0.15% 168,020 $2.4M
21 AlphaCentric Advisors LLC 0.14% 10,000 $144K
22 Uniplan Investment Counsel, Inc. 0.13% 90,824 $1.3M
23 Capital Square, LLC 0.12% 17,245 $271K
24 Samalin Investment Counsel, LLC 0.08% 15,144 $219K
25 Dark Forest Capital Management LP 0.08% 60,402 $872K
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?

Buying streak — 1 quarter in a row: For 1 consecutive quarter, more hedge funds added UMH than sold it. That's a consistent pattern of professional buying — not a one-time trade. When institutions keep buying quarter after quarter, it usually means they see a multi-year opportunity, not just a short-term momentum flip.

What is the institutional breadth score for UMH?

More sellers than buyers — 49% buying: Last quarter: 127 funds reduced or exited vs 124 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for UMH holders?

Elite ownership — 46% AUM from top-100 funds: 50 of 264 holders are among the 100 largest funds by AUM, controlling 46% 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?

54% of holders stayed for 2+ years: 143 out of 264 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.

Is it too late to buy Umh Pptys Inc (UMH) following the 2026 Q1 hedge fund 13F filings?

As of today, UMH has moved +2.4% since the 2026 Q1 13F filing date (May 15, 2026), compared to +4.9% for the XLRE sector ETF — an outperformance of -2.5%. Since the quarter end (March 31, 2026), UMH has gained +5.9% vs +11.1% for XLRE. The stock is tracking its sector benchmark closely. The signal remains fresh and the entry point is still near the fund's implied reference.

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.

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