UMH

UMH Properties
UMH

Overview Fund Activity

184 hedge funds and large institutions have $638M invested in UMH Properties in 2023 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 88 increasing their positions, 39 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
184
Holders Change
+12
Holders Change %
+6.98%
% of All Funds
2.94%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
27
Increased
88
Reduced
39
Closed
14
Calls
$244K
Puts
$439K
Net Calls
-$195K
Net Calls Change
-$407K

Top Buyers

1
American Century Companies
American Century Companies
Missouri
+$15.8M
2
CCM
Copeland Capital Management
Pennsylvania
+$10.7M
3
Balyasny Asset Management
Balyasny Asset Management
Illinois
+$5.48M
4
William Blair Investment Management
William Blair Investment Management
Illinois
+$4.3M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
+$3.95M

Top Sellers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$25M
2
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$19.9M
3
Jennison Associates
Jennison Associates
New York
-$11.3M
4
Goldman Sachs
Goldman Sachs
New York
-$4.59M
5
KOCAA
Knights of Columbus Asset Advisors
Connecticut
-$1.69M
Name Holding Trade Value Shares
Change 		Shares
Change %
HPCM
51
Hunter Perkins Capital Management
Illinois
$1.97M +$872K +58,966 +79%
WA
52
WealthTrust Axiom
Pennsylvania
$1.87M +$5.92K +400 +0.3%
Two Sigma Advisers
53
Two Sigma Advisers
New York
$1.82M +$954K +64,500 +110%
Boston Partners
54
Boston Partners
Massachusetts
$1.79M -$45.2K -3,056 -2%
KOCAA
55
Knights of Columbus Asset Advisors
Connecticut
$1.73M -$1.69M -114,006 -49%
Swiss National Bank
56
Swiss National Bank
Switzerland
$1.69M -$179K -12,100 -10%
Citadel Advisors
57
Citadel Advisors
Florida
$1.67M +$1.67M +113,042 New
SLA
58
Silver Lake Advisory
Utah
$1.64M +$108K +7,329 +7%
Stifel Financial
59
Stifel Financial
Missouri
$1.63M +$449K +30,370 +38%
ME
60
McIlrath & Eck
Washington
$1.61M +$31.2K +2,112 +2%
GHA
61
GW Henssler & Associates
Georgia
$1.43M – – –
SRC
62
Shufro Rose & Co
New York
$1.38M +$32.5K +2,200 +2%
CSC
63
Caldwell Sutter Capital
California
$1.38M +$111K +7,527 +9%
Prudential Financial
64
Prudential Financial
New Jersey
$1.33M +$1.33M +89,889 New
Asset Management One
65
Asset Management One
Japan
$1.28M +$59K +3,986 +5%
WS
66
Wedbush Securities
California
$1.23M +$440K +29,763 +56%
RhumbLine Advisers
67
RhumbLine Advisers
Massachusetts
$1.2M +$71K +4,796 +6%
GI
68
GAMCO Investors
Connecticut
$1.1M -$8.87K -600 -0.8%
PGFC
69
Peapack-Gladstone Financial Corp
New Jersey
$1.08M – – –
Ohio Public Employees Retirement System (OPERS)
70
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.06M +$170K +11,468 +19%
UBS Group
71
UBS Group
Switzerland
$1.06M +$177K +11,991 +20%
UBS AM
72
UBS AM
Illinois
$1.02M +$215K +14,556 +27%
California State Teachers Retirement System (CalSTRS)
73
California State Teachers Retirement System (CalSTRS)
California
$978K +$5.43K +367 +0.6%
Sumitomo Mitsui Trust Group
74
Sumitomo Mitsui Trust Group
Japan
$876K +$12.4K +841 +1%
HV
75
HST Ventures
Utah
$851K -$341K -23,048 -29%
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