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UMH

UMH Properties

196 hedge funds and large institutions have $867M invested in UMH Properties in 2024 Q2 according to their latest regulatory filings, with 20 funds opening new positions, 84 increasing their positions, 53 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

58% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 53

18% more first-time investments, than exits

New positions opened: 20 | Existing positions closed: 17

1.86% more ownership

Funds ownership: 75.16%77.02% (+1.9%)

2% more capital invested

Capital invested by funds: $846M → $867M (+$20.6M)

0% more funds holding

Funds holding: 196196 (0)

30% less call options, than puts

Call options by funds: $364K | Put options by funds: $520K

Holders
196
Holders Change
Holders Change %
0%
% of All Funds
2.83%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
20
Increased
84
Reduced
53
Closed
17
Calls
$364K
Puts
$520K
Net Calls
-$156K
Net Calls Change
+$369K
Name Holding Trade Value Shares
Change
Change in
Stake
SMDAM
151
Sumitomo Mitsui DS Asset Management
Japan
$181K
FCM
152
Firestone Capital Management
Florida
$181K
Teacher Retirement System of Texas
153
Teacher Retirement System of Texas
Texas
$176K +$171K +11,000 New
SWM
154
Stockman Wealth Management
Montana
$172K
A
155
AlphaQuest
New York
$169K +$127K +8,141 +338%
TRCT
156
Tower Research Capital (TRC)
New York
$166K +$151K +9,707 +1,391%
Kovitz Investment Group Partners
157
Kovitz Investment Group Partners
Illinois
$160K
Osaic Holdings
158
Osaic Holdings
Arizona
$139K +$1.59K +102 +1%
Point72 Asset Management
159
Point72 Asset Management
Connecticut
$130K -$47.4K -3,042 -27%
Lazard Asset Management
160
Lazard Asset Management
New York
$121K -$10.9K -703 -8%
AIP
161
Ameritas Investment Partners
Nebraska
$99.1K
QCG
162
Quadrant Capital Group
Ohio
$90.2K
New York State Teachers Retirement System (NYSTRS)
163
New York State Teachers Retirement System (NYSTRS)
New York
$89K +$86.8K +5,579 New
RI
164
Ridgewood Investments
New Jersey
$71.1K +$69.2K +4,448 New
SWM
165
Spire Wealth Management
Virginia
$59.8K -$3.27K -210 -5%
AAP
166
Arax Advisory Partners
Colorado
$38.8K +$3.58K +230 +10%
AB
167
Amalgamated Bank
New York
$33K
Mirae Asset Global Investments
168
Mirae Asset Global Investments
South Korea
$29.4K -$348K -22,377 -92%
CFGS
169
Concourse Financial Group Securities
Alabama
$29.2K +$1.71K +110 +6%
SHIM
170
Stone House Investment Management
Pennsylvania
$25.3K
Federated Hermes
171
Federated Hermes
Pennsylvania
$21.1K -$6.71K -431 -25%
PFA
172
Pathway Financial Advisers
Indiana
$20.5K +$8.58K +551 +75%
CIAS
173
CBIZ Investment Advisory Services
Ohio
$18.4K +$1.92K +123 +12%
S
174
SignatureFD
Georgia
$17.5K -$105K -6,738 -86%
US Bancorp
175
US Bancorp
Minnesota
$11K +$1.29K +83 +14%

UMH Hedge Fund Activity: Q2 2024 in Review

196 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in UMH Properties (UMH) for Q2 2024, worth a combined $867M — up 2.4% from $846M a quarter earlier.

Buyers outnumbered sellers: 20 funds opened new UMH positions and 17 closed out — a net gain of 3 holders — while 84 added to existing stakes and 53 trimmed.

The largest buyer was T. Rowe Price Investment Management, adding an estimated $17M. The largest seller was Millennium Management, cutting an estimated $6.7M.

  • 196 institutional investors held UMH Properties (UMH) as of Q2 2024, unchanged from Q1 2024.
  • Funds reported $867M of UMH Properties stock for Q2 2024, up 2.4% quarter-over-quarter.
  • 20 funds opened new UMH Properties positions in Q2 2024 and 17 closed out, a net change of +3 holders.
  • The largest UMH Properties buyer in Q2 2024 was T. Rowe Price Investment Management, an estimated $17M added.
  • The largest UMH Properties seller in Q2 2024 was Millennium Management, an estimated $6.7M sold.

Based on aggregated 13F filings for Q2 2024.