UMH

UMH Properties
UMH

Overview Fund Activity

176 hedge funds and large institutions have $668M invested in UMH Properties in 2022 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 78 increasing their positions, 51 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
176
Holders Change
-4
Holders Change %
-2.22%
% of All Funds
3.04%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.02%
New
16
Increased
78
Reduced
51
Closed
19
Calls
$345K
Puts
$403K
Net Calls
-$58K
Net Calls Change
-$307K

Top Buyers

1
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$23.9M
2
Jennison Associates
Jennison Associates
New York
+$11M
3
Loomis, Sayles & Company
Loomis, Sayles & Company
Massachusetts
+$6.1M
4
HA
Heartland Advisors
Wisconsin
+$5.65M
5
William Blair Investment Management
William Blair Investment Management
Illinois
+$5.25M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$10.4M
2
Lazard Asset Management
Lazard Asset Management
New York
-$4.25M
3
MPAM
Monarch Partners Asset Management
Massachusetts
-$4.2M
4
Ameriprise
Ameriprise
Minnesota
-$3.44M
5
Two Sigma Investments
Two Sigma Investments
New York
-$1.54M
Name Holding Trade Value Shares
Change 		Shares
Change %
TWM
151
Tradition Wealth Management
Minnesota
$22K +$253 +16 +1%
EARNEST Partners
152
EARNEST Partners
Georgia
$21K – – –
OLVIG
153
Oliver Lagore Vanvalin Investment Group
Michigan
$19K – – –
FHA
154
First Horizon Advisors
Tennessee
$17K +$11.9K +720 +232%
HCM
155
Highlander Capital Management
New Jersey
$15K – – –
CA
156
Crewe Advisors
Utah
$14K – – –
AF
157
Allworth Financial
California
$12K +$12K +749 New
HPC
158
HM Payson & Co
Maine
$10K – – –
QCG
159
Quadrant Capital Group
Ohio
$10K +$673 +43 +7%
Bessemer Group
160
Bessemer Group
New Jersey
$7K +$7K +457 New
RG
161
Retirement Group
California
$6K – – –
IA
162
IFP Advisors
Florida
$6K +$64 +4 +1%
AAP
163
Arax Advisory Partners
Colorado
$5K +$5K +306 New
CWM
164
Castle Wealth Management
Florida
$4K – – –
LC
165
Lindbrook Capital
California
$2K -$110 -8 -5%
CTC
166
Central Trust Company
Missouri
$2K – – –
CCM
167
Covington Capital Management
California
$2K +$2K +98 New
CFFP
168
Center for Financial Planning
Michigan
$2K +$2K +119 New
EI
169
Ellevest Inc
New York
$1K – – –
MPAM
170
Monarch Partners Asset Management
Massachusetts
– -$4.2M -237,695 Closed
ZCM
171
Ziegler Capital Management
Illinois
– -$1.18M -66,615 Closed
Thrivent Financial for Lutherans
172
Thrivent Financial for Lutherans
Minnesota
– -$1.17M -66,017 Closed
Renaissance Technologies
173
Renaissance Technologies
New York
– -$1.09M -61,700 Closed
AQR Capital Management
174
AQR Capital Management
Connecticut
– -$1.03M -58,426 Closed
Qube Research & Technologies (QRT)
175
Qube Research & Technologies (QRT)
United Kingdom
– -$664K -37,608 Closed
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