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UMH

UMH Properties

177 hedge funds and large institutions have $669M invested in UMH Properties in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 79 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

55% more repeat investments, than reductions

Existing positions increased: 79 | Existing positions reduced: 51

3.23% more ownership

Funds ownership: 72.02%75.24% (+3.2%)

3% less capital invested

Capital invested by funds: $690M → $669M (-$20.5M)

2% less funds holding

Funds holding: 181177 (-4)

14% less call options, than puts

Call options by funds: $345K | Put options by funds: $403K

16% less first-time investments, than exits

New positions opened: 16 | Existing positions closed: 19

Holders
177
Holders Change
-4
Holders Change %
-2.21%
% of All Funds
3.05%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.02%
New
16
Increased
79
Reduced
51
Closed
19
Calls
$345K
Puts
$403K
Net Calls
-$58K
Net Calls Change
-$307K
Name Holding Trade Value Shares
Change
Change in
Stake
Ameriprise
26
Ameriprise
Minnesota
$5.55M -$3.99M -212,724 -38%
RR
27
Robotti Robert
$5.14M -$304K -16,175 -5%
Nordea Investment Management
28
Nordea Investment Management
Sweden
$5.13M -$1M -53,481 -15%
Goldman Sachs
29
Goldman Sachs
New York
$4.99M +$1.3M +69,107 +29%
MA
30
Montag & Associates
Georgia
$4.91M +$40.4K +2,150 +0.7%
Wells Fargo
31
Wells Fargo
California
$4.79M +$104K +5,559 +2%
SI
32
Scout Investments
Missouri
$4.76M -$157K -8,343 -3%
Royal Bank of Canada
33
Royal Bank of Canada
Ontario, Canada
$4.7M -$296K -15,755 -5%
Neuberger Berman Group
34
Neuberger Berman Group
New York
$4.44M +$86.5K +4,608 +2%
State of Wisconsin Investment Board
35
State of Wisconsin Investment Board
Wisconsin
$4.22M +$826K +43,982 +20%
PHAM
36
Pacific Heights Asset Management
California
$4.04M
UOC
37
UBS O'Connor
Illinois
$3.65M +$1.95M +103,787 +85%
KOCAA
38
Knights of Columbus Asset Advisors
Connecticut
$3.54M +$257K +13,710 +7%
KCM
39
Kennedy Capital Management
Missouri
$3.16M -$6.55K -349 -0.2%
Envestnet Asset Management
40
Envestnet Asset Management
Illinois
$3.07M +$106K +5,665 +3%
DekaBank Deutsche Girozentrale
41
DekaBank Deutsche Girozentrale
Germany
$2.84M +$1.47M +78,144 +77%
EAM
42
Eagle Asset Management
Florida
$2.82M -$84.5K -4,498 -3%
N
43
Nuveen
North Carolina
$2.79M -$529K -28,172 -14%
LCM
44
LDR Capital Management
New York
$2.71M +$349K +18,610 +12%
PCM
45
Penn Capital Management
Pennsylvania
$2.6M +$32.2K +1,717 +1%
Barclays
46
Barclays
United Kingdom
$2.07M +$57K +3,037 +2%
PDN
47
Pensionfund DSM Netherlands
Netherlands
$2.02M +$1.18M +62,900 +111%
Swiss National Bank
48
Swiss National Bank
Switzerland
$1.97M +$118K +6,300 +5%
WA
49
WealthTrust Axiom
Pennsylvania
$1.86M +$296K +15,750 +16%
Boston Partners
50
Boston Partners
Massachusetts
$1.85M +$22.9K +1,222 +1%

UMH Hedge Fund Activity: Q3 2022 in Review

177 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q3 2022, worth a combined $669M — down 3% from $690M a quarter earlier.

Sellers outnumbered buyers: 19 funds closed out of UMH and 16 opened new positions — a net loss of 3 holders — while 51 trimmed existing stakes and 79 added.

The largest buyer was Janus Henderson Group, adding an estimated $27.8M. The largest seller was T. Rowe Price Associates, cutting an estimated $12.1M.

  • 177 institutional investors held UMH Properties (UMH) as of Q3 2022, down from 181 in Q2 2022.
  • Funds reported $669M of UMH Properties stock for Q3 2022, down 3% quarter-over-quarter.
  • 16 funds opened new UMH Properties positions in Q3 2022 and 19 closed out, a net change of -3 holders.
  • The largest UMH Properties buyer in Q3 2022 was Janus Henderson Group, an estimated $27.8M added.
  • The largest UMH Properties seller in Q3 2022 was T. Rowe Price Associates, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2022.