UMH

UMH Properties
UMH

Overview Fund Activity

199 hedge funds and large institutions have $789M invested in UMH Properties in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
92
Reduced
49
Closed
17
Calls
$353K
Puts
$493K
Net Calls
-$140K
Net Calls Change
-$331K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$56.9M
2
Vanguard Group
Vanguard Group
Pennsylvania
$100M
3
Morgan Stanley
Morgan Stanley
New York
$16.4M
4
BlackRock
BlackRock
New York
$75.4M
5
American Century Companies
American Century Companies
Missouri
$43.7M

Top Sellers

1
GKIM
GW&K Investment Management
Massachusetts
$103K
2
Invesco
Invesco
Georgia
$3.77M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$7.83M
4
Nordea Investment Management
Nordea Investment Management
Sweden
$395K
5
EAM
Eagle Asset Management
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
State of Wisconsin Investment Board
26
State of Wisconsin Investment Board
Wisconsin
$5.51M +$2.27M +147,980 +70%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$5.44M -$302K -19,681 -5%
Ameriprise
28
Ameriprise
Minnesota
$5.23M +$1.24K +81 +0%
RR
29
Robotti Robert
$4.61M -$43.3K -2,828 -0.9%
Wells Fargo
30
Wells Fargo
California
$4.56M +$30.1K +1,967 +0.7%
MA
31
Montag & Associates
Georgia
$4.28M -$38.3K -2,500 -0.9%
Renaissance Technologies
32
Renaissance Technologies
New York
$4.19M +$852K +55,600 +26%
SI
33
Scout Investments
Missouri
$4.08M -$64K -4,178 -2%
Goldman Sachs
34
Goldman Sachs
New York
$4.07M +$1.89M +123,360 +87%
Neuberger Berman Group
35
Neuberger Berman Group
New York
$3.87M -$425K -27,737 -10%
LCM
36
LDR Capital Management
New York
$3.85M – – –
PHAM
37
Pacific Heights Asset Management
California
$3.83M – – –
NIG
38
NFJ Investment Group
Texas
$3.78M -$341K -22,277 -8%
Invesco
39
Invesco
Georgia
$3.77M -$5.81M -379,283 -61%
KOCAA
40
Knights of Columbus Asset Advisors
Connecticut
$3.75M +$1.9M +124,019 +103%
Russell Investments Group
41
Russell Investments Group
United Kingdom
$3.5M +$222K +14,510 +7%
Royal Bank of Canada
42
Royal Bank of Canada
Ontario, Canada
$3.39M -$770K -50,275 -18%
PCM
43
Penn Capital Management
Pennsylvania
$2.98M +$178K +11,643 +6%
KCM
44
Kennedy Capital Management
Missouri
$2.94M -$50.2K -3,274 -2%
Cerity Partners
45
Cerity Partners
New York
$2.93M +$2.93M +191,234 New
WS
46
Wedbush Securities
California
$2.69M +$579K +37,779 +27%
Barclays
47
Barclays
United Kingdom
$2.38M +$1.11M +72,531 +88%
WA
48
WealthTrust Axiom
Pennsylvania
$2.07M +$23K +1,500 +1%
Koshinski Asset Management
49
Koshinski Asset Management
Illinois
$2.05M +$877K +57,229 +75%
Stifel Financial
50
Stifel Financial
Missouri
$1.89M +$11.8K +768 +0.6%
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