UMH

UMH Properties
UMH

Overview Fund Activity

199 hedge funds and large institutions have $789M invested in UMH Properties in 2023 Q4 according to their latest regulatory filings, with 30 funds opening new positions, 92 increasing their positions, 49 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
199
Holders Change
+12
Holders Change %
+6.42%
% of All Funds
2.92%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
30
Increased
92
Reduced
49
Closed
17
Calls
$353K
Puts
$493K
Net Calls
-$140K
Net Calls Change
-$331K

Top Buyers

1
T. Rowe Price Investment Management
T. Rowe Price Investment Management
Maryland
+$14.2M
2
Vanguard Group
Vanguard Group
Pennsylvania
+$9.64M
3
Morgan Stanley
Morgan Stanley
New York
+$9.46M
4
BlackRock
BlackRock
New York
+$7.8M
5
American Century Companies
American Century Companies
Missouri
+$4.91M

Top Sellers

1
GKIM
GW&K Investment Management
Massachusetts
-$14.3M
2
Invesco
Invesco
Georgia
-$5.81M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$3M
4
Nordea Investment Management
Nordea Investment Management
Sweden
-$2.79M
5
EAM
Eagle Asset Management
Florida
-$2.78M
Name Holding Trade Value Shares
Change 		Shares
Change %
OCM
126
Orleans Capital Management
Louisiana
$276K – – –
AA
127
ALPS Advisors
Colorado
$272K +$1.92K +125 +0.7%
ASRS
128
Arizona State Retirement System
Arizona
$266K +$13.7K +894 +5%
CC
129
Cipher Capital
New York
$265K +$265K +17,275 New
Zurich Cantonal Bank
130
Zurich Cantonal Bank
Switzerland
$261K – – –
State Board of Administration of Florida Retirement System
131
State Board of Administration of Florida Retirement System
Florida
$244K – – –
PCS
132
Personal CFO Solutions
New Jersey
$235K +$3.54K +231 +2%
CIS
133
Connors Investor Services
Pennsylvania
$234K – – –
WAP
134
Wealthcare Advisory Partners
Pennsylvania
$223K +$46.9K +3,064 +27%
FRM
135
Fox Run Management
Connecticut
$210K -$17.3K -1,129 -8%
DT
136
Diversified Trust
Tennessee
$209K +$209K +13,657 New
CAG
137
Crestwood Advisors Group
Massachusetts
$208K – – –
NSEDCP
138
NJ State Employees Deferred Compensation Plan
New Jersey
$205K – – –
Prudential Financial
139
Prudential Financial
New Jersey
$205K +$17.7K +1,155 +9%
Creative Planning
140
Creative Planning
Kansas
$199K +$199K +12,999 New
Pathstone Holdings
141
Pathstone Holdings
New Jersey
$196K +$196K +12,785 New
BL
142
BFSG LLC
California
$195K +$30.9K +2,020 +19%
SO
143
STRS Ohio
Ohio
$186K +$10.7K +700 +6%
NRD
144
Nebula Research & Development
New York
$179K -$513K -33,459 -74%
SMDAM
145
Sumitomo Mitsui DS Asset Management
Japan
$173K – – –
FCM
146
Firestone Capital Management
Florida
$173K – – –
Citigroup
147
Citigroup
New York
$172K +$74.8K +4,883 +77%
Teacher Retirement System of Texas
148
Teacher Retirement System of Texas
Texas
$169K -$171K -11,207 -50%
PMEF
149
Point72 Middle East FZE
United Arab Emirates
$169K +$25.7K +1,677 +18%
SWM
150
Stockman Wealth Management
Montana
$165K – – –
4 5
6
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