UMH

UMH Properties
UMH

Overview Fund Activity

195 hedge funds and large institutions have $863M invested in UMH Properties in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 52 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
195
Holders Change
–
Holders Change %
0%
% of All Funds
2.84%
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
52
Closed
17
Calls
$364K
Puts
$520K
Net Calls
-$156K
Net Calls Change
+$369K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$79.5M
2
BlackRock
BlackRock
New York
$83.8M
3
CCM
Copeland Capital Management
Pennsylvania
$44M
4
Deutsche Bank
Deutsche Bank
Germany
$5.72M
5
Goldman Sachs
Goldman Sachs
New York
$9.11M

Top Sellers

1
Millennium Management
Millennium Management
New York
$2.3M
2
Cerity Partners
Cerity Partners
New York
$3.09M
3
Morgan Stanley
Morgan Stanley
New York
$9.62M
4
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D
New Jersey
$6.45M
5
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$5.47M
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of New York Mellon
26
Bank of New York Mellon
New York
$6.22M +$548K +34,249 +10%
Deutsche Bank
27
Deutsche Bank
Germany
$5.72M +$5.09M +318,402 +806%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$5.47M -$3.19M -199,578 -37%
State of Wisconsin Investment Board
29
State of Wisconsin Investment Board
Wisconsin
$5.1M -$33.6K -2,099 -0.7%
HA
30
Heartland Advisors
Wisconsin
$4.8M – – –
RR
31
Robotti Robert
$4.71M -$147K -9,212 -3%
Neuberger Berman Group
32
Neuberger Berman Group
New York
$4.7M +$50K +3,124 +1%
Wells Fargo
33
Wells Fargo
California
$4.69M +$54K +3,377 +1%
Ameriprise
34
Ameriprise
Minnesota
$4.44M -$801K -50,084 -15%
MA
35
Montag & Associates
Georgia
$4.33M – – –
PAM
36
Panagora Asset Management
Massachusetts
$4.14M +$522K +32,627 +14%
PHAM
37
Pacific Heights Asset Management
California
$4M – – –
LCM
38
LDR Capital Management
New York
$3.78M – – –
SI
39
Scout Investments
Missouri
$3.65M -$350K -21,877 -9%
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$3.52M -$1.12M -69,814 -24%
WS
41
Wedbush Securities
California
$3.52M +$139K +8,671 +4%
NIG
42
NFJ Investment Group
Texas
$3.46M -$260K -16,250 -7%
Russell Investments Group
43
Russell Investments Group
United Kingdom
$3.26M -$135K -8,424 -4%
Cerity Partners
44
Cerity Partners
New York
$3.09M -$3.99M -249,595 -56%
Invesco
45
Invesco
Georgia
$3.09M +$107K +6,722 +4%
NSIM
46
North Star Investment Management
Illinois
$2.82M – – –
Stifel Financial
47
Stifel Financial
Missouri
$2.56M +$395K +24,722 +18%
Millennium Management
48
Millennium Management
New York
$2.3M -$6.88M -430,331 -75%
Marshall Wace
49
Marshall Wace
United Kingdom
$2.3M +$2.3M +143,829 New
UOC
50
UBS O'Connor
Illinois
$2.11M +$2.11M +131,800 New
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