UMH

UMH Properties
UMH

Overview Fund Activity

177 hedge funds and large institutions have $745M invested in UMH Properties in 2023 Q2 according to their latest regulatory filings, with 22 funds opening new positions, 75 increasing their positions, 47 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
177
Holders Change
-7
Holders Change %
-3.8%
% of All Funds
2.79%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
22
Increased
75
Reduced
47
Closed
29
Calls
$447K
Puts
$601K
Net Calls
-$154K
Net Calls Change
+$41K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
$31.6M
2
Bank of America
Bank of America
North Carolina
$19M
3
BlackRock
BlackRock
New York
$76.1M
4
Vanguard Group
Vanguard Group
Pennsylvania
$96.3M
5
Nuveen Asset Management
Nuveen Asset Management
Illinois
$11.9M

Top Sellers

1
Balyasny Asset Management
Balyasny Asset Management
Illinois
$1.23M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$11.9M
3
BIC
B&I Capital
Switzerland
$10.5M
4
Renaissance Technologies
Renaissance Technologies
New York
$0
5
American Century Companies
American Century Companies
Missouri
$31.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
WA
51
WealthTrust Axiom
Pennsylvania
$2.1M +$83.9K +5,250 +4%
Swiss National Bank
52
Swiss National Bank
Switzerland
$1.98M +$157K +9,800 +9%
Stifel Financial
53
Stifel Financial
Missouri
$1.93M +$175K +10,931 +10%
KOCAA
54
Knights of Columbus Asset Advisors
Connecticut
$1.87M +$4.17K +261 +0.2%
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$1.82M +$516K +32,295 +40%
SLA
56
Silver Lake Advisory
Utah
$1.78M +$8.07K +505 +0.5%
ME
57
McIlrath & Eck
Washington
$1.7M -$38.5K -2,410 -2%
GHA
58
GW Henssler & Associates
Georgia
$1.54M – – –
CSC
59
Caldwell Sutter Capital
California
$1.49M – – –
SRC
60
Shufro Rose & Co
New York
$1.48M -$12.8K -800 -0.9%
Asset Management One
61
Asset Management One
Japan
$1.46M +$78.5K +4,915 +6%
Koshinski Asset Management
62
Koshinski Asset Management
Illinois
$1.43M +$1.43M +89,499 New
UBS Group
63
UBS Group
Switzerland
$1.42M +$281K +17,594 +25%
WS
64
Wedbush Securities
California
$1.42M +$87.9K +5,500 +7%
Balyasny Asset Management
65
Balyasny Asset Management
Illinois
$1.23M -$5.37M -335,977 -81%
Ohio Public Employees Retirement System (OPERS)
66
Ohio Public Employees Retirement System (OPERS)
Ohio
$1.2M +$49.5K +3,100 +4%
GI
67
GAMCO Investors
Connecticut
$1.19M – – –
PGFC
68
Peapack-Gladstone Financial Corp
New Jersey
$1.17M – – –
California State Teachers Retirement System (CalSTRS)
69
California State Teachers Retirement System (CalSTRS)
California
$1.09M +$37.4K +2,341 +4%
Commonwealth Equity Services
70
Commonwealth Equity Services
Massachusetts
$1.02M +$1.02M +64,081 New
UBS AM
71
UBS AM
Illinois
$1.02M – – –
Nomura Asset Management
72
Nomura Asset Management
Japan
$964K +$87.9K +5,500 +10%
Sumitomo Mitsui Trust Group
73
Sumitomo Mitsui Trust Group
Japan
$947K – – –
Canada Life
74
Canada Life
Manitoba, Canada
$906K +$48.5K +3,035 +6%
PDN
75
Pensionfund DSM Netherlands
Netherlands
$877K – – –
1 2
3
4 5