UMH

UMH Properties
UMH

Overview Fund Activity

177 hedge funds and large institutions have $745M invested in UMH Properties in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 47 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-7
Holders Change %
-3.8%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
75
Reduced
47
Closed
29
Calls
$447K
Puts
$601K
Net Calls
-$154K
Net Calls Change
+$41K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$31.6M
2
Bank of America
Bank of America
North Carolina
$19M
3
BlackRock
BlackRock
New York
$76.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$96.3M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$11.9M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.23M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.9M
3
BIC
B&I Capital
Switzerland
$10.5M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
American Century Companies
American Century Companies
Missouri
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
Russell Investments Group
26
Russell Investments Group
United Kingdom
$6.26M +$183K +11,443 +3%
Ameriprise
27
Ameriprise
Minnesota
$5.88M +$139K +8,706 +2%
Bank of New York Mellon
28
Bank of New York Mellon
New York
$5.46M +$389K +24,362 +8%
RR
29
Robotti Robert
$4.91M -$49.5K -3,095 -1%
Wells Fargo
30
Wells Fargo
California
$4.9M +$45.3K +2,834 +0.9%
MA
31
Montag & Associates
Georgia
$4.57M -$5.67K -355 -0.1%
SI
32
Scout Investments
Missouri
$4.51M -$133K -8,222 -3%
Neuberger Berman Group
33
Neuberger Berman Group
New York
$4.45M +$249K +15,581 +6%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$4.38M +$263K +16,451 +6%
SEI Investments
35
SEI Investments
Pennsylvania
$4.18M +$76.3K +4,774 +2%
Envestnet Asset Management
36
Envestnet Asset Management
Illinois
$4.02M +$243K +15,217 +6%
PHAM
37
Pacific Heights Asset Management
California
$4M – – –
State of Wisconsin Investment Board
38
State of Wisconsin Investment Board
Wisconsin
$3.64M -$41K -2,568 -1%
Nordea Investment Management
39
Nordea Investment Management
Sweden
$3.62M +$52.3K +3,245 +1%
LCM
40
LDR Capital Management
New York
$3.5M -$72.8K -4,556 -2%
EAM
41
Eagle Asset Management
Florida
$3.26M -$103K -6,432 -3%
KCM
42
Kennedy Capital Management
Missouri
$3.12M – – –
Cerity Partners
43
Cerity Partners
New York
$3.06M -$37.9K -2,370 -1%
Two Sigma Advisers
44
Two Sigma Advisers
New York
$2.74M +$778K +48,700 +40%
PCM
45
Penn Capital Management
Pennsylvania
$2.73M – – –
Goldman Sachs
46
Goldman Sachs
New York
$2.69M +$365K +22,813 +16%
Barclays
47
Barclays
United Kingdom
$2.48M +$214K +13,415 +9%
PMG
48
Private Management Group
California
$2.33M -$6.31K -395 -0.3%
Two Sigma Investments
49
Two Sigma Investments
New York
$2.29M -$633K -39,581 -22%
HPCM
50
Hunter Perkins Capital Management
Illinois
$2.24M +$1.15M +140,210 +105%
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