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UMH

UMH Properties

196 hedge funds and large institutions have $867M invested in UMH Properties in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.86% more ownership

Funds ownership: 75.16%77.02% (+1.9%)

2% more capital invested

Capital invested by funds: $846M → $867M (+$20.6M)

0% more funds holding

Funds holding: 196196 (0)

30% less call options, than puts

Call options by funds: $364K | Put options by funds: $520K

Holders
196
Holders Change
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
84
Reduced
53
Closed
17
Calls
$364K
Puts
$520K
Net Calls
-$156K
Net Calls Change
+$369K
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.22M +$533K +34,249 +10%
Deutsche Bank
27
Deutsche Bank
Germany
$5.72M +$4.96M +318,402 +806%
JP Morgan Chase
28
JP Morgan Chase
New York
$5.47M -$3.11M -199,578 -37%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$5.1M -$32.7K -2,099 -0.7%
HA
30
Heartland Advisors
Wisconsin
$4.8M
RR
31
Robotti Robert
$4.71M -$143K -9,212 -3%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$4.7M +$48.6K +3,124 +1%
Wells Fargo
33
Wells Fargo
California
$4.69M +$52.6K +3,377 +1%
Ameriprise
34
Ameriprise
Minnesota
$4.44M -$780K -50,084 -15%
SAM
35
Storebrand Asset Management
Norway
$4.42M -$60.6K -3,892 -1%
MA
36
Montag & Associates
Georgia
$4.33M
PAM
37
Panagora Asset Management
Massachusetts
$4.14M +$508K +32,627 +14%
PHAM
38
Pacific Heights Asset Management
California
$4M
LCM
39
LDR Capital Management
New York
$3.78M
SI
40
Scout Investments
Missouri
$3.65M -$341K -21,877 -9%
Royal Bank of Canada
41
Royal Bank of Canada
Ontario, Canada
$3.52M -$1.09M -69,814 -24%
WS
42
Wedbush Securities
California
$3.52M +$135K +8,671 +4%
NIG
43
NFJ Investment Group
Texas
$3.46M -$253K -16,250 -7%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$3.26M -$131K -8,424 -4%
Cerity Partners
45
Cerity Partners
New York
$3.09M -$3.89M -249,595 -56%
Invesco
46
Invesco
Georgia
$3.09M +$105K +6,722 +4%
NSIM
47
North Star Investment Management
Illinois
$2.82M
Stifel Financial
48
Stifel Financial
Missouri
$2.56M +$385K +24,722 +18%
Millennium Management
49
Millennium Management
New York
$2.3M -$6.7M -430,331 -75%
Marshall Wace
50
Marshall Wace
United Kingdom
$2.3M +$2.24M +143,829 New

UMH Hedge Fund Activity: Q2 2024 in Review

196 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2024, worth a combined $867M — up 2.4% from $846M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UMH positions and 17 closed out — a net gain of 3 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $17M. The largest seller was Millennium Management, cutting an estimated $6.7M.

  • 196 institutional investors held UMH Properties (UMH) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $867M of UMH Properties stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 20 funds opened new UMH Properties positions in Q2 2024 and 17 closed out, a net change of +3 holders.
  • The largest UMH Properties buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $17M added.
  • The largest UMH Properties seller in Q2 2024 was Millennium Management, an estimated $6.7M sold.

Based on aggregated 13F filings for Q2 2024.