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 %
MLICM
151
Metropolitan Life Insurance Company (MetLife)
New York
$66.4K -$1.8K -122 -3%
Lazard Asset Management
152
Lazard Asset Management
New York
$64K +$24.5K +1,674 +62%
Federated Hermes
153
Federated Hermes
Pennsylvania
$58.3K +$7.13K +482 +14%
AIP
154
Ameritas Investment Partners
Nebraska
$54.9K – – –
US Bancorp
155
US Bancorp
Minnesota
$48.1K -$3.79K -256 -7%
CFGS
156
Concourse Financial Group Securities
Alabama
$33.1K +$5.68K +384 +21%
Citigroup
157
Citigroup
New York
$21.3K -$19.9K -1,346 -48%
TWM
158
Tradition Wealth Management
Minnesota
$21K +$309 +21 +1%
TRCT
159
Tower Research Capital (TRC)
New York
$20K -$10.3K -700 -34%
EARNEST Partners
160
EARNEST Partners
Georgia
$19.2K – – –
Simplex Trading
161
Simplex Trading
Illinois
$19K +$12.6K +862 +198%
QCG
162
Quadrant Capital Group
Ohio
$18.9K +$17.5K +1,186 +1,303%
SWM
163
Spire Wealth Management
Virginia
$17.7K +$17.7K +1,195 New
AAS
164
Ameritas Advisory Services
Nebraska
$17.1K +$17.1K +1,149 New
NA
165
NewEdge Advisors
Louisiana
$15.2K +$4.88K +330 +47%
HCM
166
Highlander Capital Management
New Jersey
$14K – – –
CA
167
Crewe Advisors
Utah
$12.9K – – –
HPC
168
HM Payson & Co
Maine
$8.87K – – –
IAIM
169
International Assets Investment Management
Florida
$7.51K +$7.51K +507 New
RG
170
Retirement Group
California
$7K +$1.4K +100 +25%
CSPIA
171
Cary Street Partners Investment Advisory
Virginia
$6.09K -$2.22K -150 -27%
TWA
172
TCI Wealth Advisors
Arizona
$6.01K +$6.01K +406 New
FHA
173
First Horizon Advisors
Tennessee
$3.79K -$10.6K -715 -74%
AAP
174
Arax Advisory Partners
Colorado
$3.74K -$266 -18 -7%
Carson Wealth (CWM LLC)
175
Carson Wealth (CWM LLC)
Nebraska
$1K +$943 +33 +1,650%
4 5 6
7
8