UMH

UMH Properties
UMH

Overview Fund Activity

130 hedge funds and large institutions have $377M invested in UMH Properties in 2020 Q4 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
130
Holders Change
+3
Holders Change %
+2.36%
% of All Funds
2.31%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
14
Increased
41
Reduced
43
Closed
10
Calls
$644K
Puts
$222K
Net Calls
+$422K
Net Calls Change
+$232K

Top Buyers

1
Invesco
Invesco
Georgia
+$5.07M
2
Geode Capital Management
Geode Capital Management
Massachusetts
+$2.18M
3
BlackRock
BlackRock
New York
+$1.8M
4
ICOM
Investment Counselors of Maryland
Maryland
+$1.31M
5
Goldman Sachs
Goldman Sachs
New York
+$1.18M

Top Sellers

1
Ameriprise
Ameriprise
Minnesota
-$7.21M
2
Russell Investments Group
Russell Investments Group
United Kingdom
-$2.95M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.38M
4
WC
Walthausen & Co
New York
-$1.29M
5
MAM
Martingale Asset Management
Massachusetts
-$1.09M
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$3.02M -$609K -41,108 -17%
Axa
27
Axa
France
$2.69M – – –
Nuveen Asset Management
28
Nuveen Asset Management
Illinois
$2.53M -$43K -2,782 -2%
Victory Capital Management
29
Victory Capital Management
Texas
$2.32M -$170K -11,493 -7%
State of Wisconsin Investment Board
30
State of Wisconsin Investment Board
Wisconsin
$2.04M -$253K -17,100 -11%
PPA
31
Parametric Portfolio Associates
Washington
$1.97M +$107K +7,253 +6%
Morgan Stanley
32
Morgan Stanley
New York
$1.88M +$501K +33,842 +36%
SRC
33
Shufro Rose & Co
New York
$1.74M +$182K +12,300 +12%
WA
34
WealthTrust Axiom
Pennsylvania
$1.7M +$740 +50 +0%
Ameriprise
35
Ameriprise
Minnesota
$1.64M -$7.21M -486,739 -81%
SLA
36
Silver Lake Advisory
Utah
$1.61M -$281 -19 -0%
KOCAA
37
Knights of Columbus Asset Advisors
Connecticut
$1.47M – – –
First Trust Advisors
38
First Trust Advisors
Illinois
$1.44M -$56.1K -3,785 -4%
GHA
39
GW Henssler & Associates
Georgia
$1.43M – – –
PDN
40
Pensionfund DSM Netherlands
Netherlands
$1.29M – – –
Swiss National Bank
41
Swiss National Bank
Switzerland
$1.24M – – –
GI
42
GAMCO Investors
Connecticut
$1.21M -$41.5K -2,800 -3%
California Public Employees Retirement System
43
California Public Employees Retirement System
California
$1.21M -$23.7K -1,600 -2%
ZCM
44
Ziegler Capital Management
Illinois
$1.18M -$137K -9,284 -10%
ME
45
McIlrath & Eck
Washington
$1.17M +$211K +14,261 +22%
Renaissance Technologies
46
Renaissance Technologies
New York
$1.14M +$478K +32,300 +72%
Sumitomo Mitsui Trust Group
47
Sumitomo Mitsui Trust Group
Japan
$1.09M -$96.8K -6,540 -8%
PGFC
48
Peapack-Gladstone Financial Corp
New Jersey
$1.08M – – –
Asset Management One
49
Asset Management One
Japan
$969K +$7.6K +516 +0.8%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$920K – – –
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