UMH

UMH Properties
UMH

Overview Fund Activity

230 hedge funds and large institutions have $1.23B invested in UMH Properties in 2024 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 107 increasing their positions, 54 reducing their positions, and 25 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
230
Holders Change
+9
Holders Change %
+4.07%
% of All Funds
3.06%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.03%
New
37
Increased
107
Reduced
54
Closed
25
Calls
$5K
Puts
$34K
Net Calls
-$29K
Net Calls Change
-$117K

Top Buyers

1
Capital Research Global Investors
Capital Research Global Investors
California
$76.1M
2
Vanguard Group
Vanguard Group
Pennsylvania
$142M
3
BlackRock
BlackRock
New York
$137M
4
AAMU
APG Asset Management US
New York
$9.12M
5
BC
Brookfield Corp
Ontario, Canada
$12.6M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$0
2
UBS AM
UBS AM
Illinois
$1.39M
3
American Century Companies
American Century Companies
Missouri
$39.6M
4
Millennium Management
Millennium Management
New York
$0
5
HA
Heartland Advisors
Wisconsin
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
JPMorgan Chase & Co
26
JPMorgan Chase & Co
New York
$8.69M +$936K +49,550 +12%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$8.18M -$3.1K -164 -0%
State of New Jersey Common Pension Fund D
28
State of New Jersey Common Pension Fund D
New Jersey
$7.36M +$116K +6,126 +2%
First Eagle Investment Management
29
First Eagle Investment Management
New York
$7.1M +$3.37M +178,426 +90%
CI
30
Cherokee Insurance
Michigan
$6.97M +$6.97M +369,391 New
SEI Investments
31
SEI Investments
Pennsylvania
$6.71M +$184K +9,754 +3%
Legal & General Group
32
Legal & General Group
United Kingdom
$6.67M +$343K +18,154 +5%
Bank of New York Mellon
33
Bank of New York Mellon
New York
$6.54M +$528K +27,983 +9%
State of Wisconsin Investment Board
34
State of Wisconsin Investment Board
Wisconsin
$6.53M +$512K +27,097 +8%
Qube Research & Technologies (QRT)
35
Qube Research & Technologies (QRT)
United Kingdom
$6.32M +$886K +46,945 +16%
Citigroup
36
Citigroup
New York
$5.91M +$4.99M +264,101 +540%
PAM
37
Panagora Asset Management
Massachusetts
$5.79M -$167K -8,844 -3%
Neuberger Berman Group
38
Neuberger Berman Group
New York
$5.7M -$19.8K -1,049 -0.3%
Wells Fargo
39
Wells Fargo
California
$5.62M +$121K +6,414 +2%
Invesco
40
Invesco
Georgia
$5.27M +$1.02M +54,247 +24%
MA
41
Montag & Associates
Georgia
$5.05M -$66.1K -3,500 -1%
PHAM
42
Pacific Heights Asset Management
California
$4.72M – – –
UBS Group
43
UBS Group
Switzerland
$4.05M +$2.22M +117,681 +122%
Russell Investments Group
44
Russell Investments Group
United Kingdom
$4.03M -$58.7K -3,109 -1%
Teacher Retirement System of Texas
45
Teacher Retirement System of Texas
Texas
$3.75M +$2.36M +125,036 +170%
Franklin Resources
46
Franklin Resources
California
$3.58M -$871K -46,148 -20%
WS
47
Wedbush Securities
California
$3.52M -$6.36K -337 -0.2%
Royal Bank of Canada
48
Royal Bank of Canada
Ontario, Canada
$3.51M +$47.1K +2,496 +1%
Barclays
49
Barclays
United Kingdom
$3.36M +$334K +17,718 +11%
NSIM
50
North Star Investment Management
Illinois
$3.3M -$22.8K -1,205 -0.7%
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